Optimy 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Optimy

4.6

(42)

Pricing

Starting at $530.00 per month

About Optimy

Optimy is an all-in-one, easily configurable social impact management solution that helps organizations of all types such as corporations, corporate foundations, philanthropic advisors, and mission-driven organizations amplify their social and business impact.

Key features include automated workflows, project management, budgeting, document management, project collaboration, reporting, task management, time tracking, and project scheduling.

With Optimy, you can create standardized forms to collect, select, and easily manage all information from your social impact programs, such as grant management, employee engagement, or sponsorships.

You can manage all projects from a single, customizable dashboard. Optimy facilitates project collaboration between internal and external departments by letting team members assign tasks, read and share comments, and record budget information. You can then automatically score each project within an organization, according to your specified criteria. With Optimy’s reporting tools, you can export all or part of your data in .csv or .xls format.

Because Optimy is easily configurable, you can pay only for the features you need, and add more later w...

Optimy Screenshots

Optimy Pricing and Plans

Starting price: $530.00 per month

Free Trial

Free Version

Basic

$530.00

per feature, per month

No plan information available

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Optimy Features

Popular features found in Grant Management
Applicant Tracking
Collaboration Tools
Contract/License Management
Document Review
Due Date Tracking
Financial Reporting
Grant Discovery
Payment Tracking
Reporting & Statistics
More features of Optimy
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts/Notifications
API
Applicant Portal
Application Management
Approval Process Control
Assignment Management
Attendance Tracking
Audit Management
Audit Trail
Budget Control
Budgeting/Forecasting
Budget Management
Calendar Management
Commenting/Notes
Configurable Workflow
Contact Management
Credit Card Processing
CRM
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Questions
Customizable Reports
Data Import/Export
Deadline Management
Document Management
Document Storage
Donation Management
Donation Matching
Donation Tracking
Donor Management
Electronic Forms
Electronic Submission
Email Management
Email Reminders
Email Templates
Employee Engagement
Event Scheduling
For Grantmakers
For Grantseekers
Forms Management
For Schools
Gift Matching Management
Goal Setting/Tracking
Grant Application Management
Grant Award Tracking
Grant Management
Impact Management
Impact Measurement
Member Communication
Member Directory
Membership Management
Mobile Access
Monitoring
Multi-Currency
Online Giving
Online Payments
Payment Processing
Personalization
Preview Functionality
Progress Tracking
Project Management
Ratings/Reviews
Receipt Management
Recurring Giving
Recurring/Subscription Billing
Registration Management
Relief Fund Management
Reminders
Reporting/Analytics
Reporting/Project Tracking
Reviewer Management
Role-Based Permissions
Scheduling
Scoring
Search/Filter
Self Service Portal
Single Sign On
SSL Security
Status Tracking
Student Management
Summary Reports
Surveys & Feedback
Third-Party Integrations
Time Tracking
Volunteer Management
Web Forms
Workflow Management

Optimy Integrations

SAP Business One

Mailchimp

Eventbrite

Salesforce Sales Cloud

Docusign

Optimy User Reviews

Overall Rating

4.6

Ratings Breakdown

62%

33%

Secondary Ratings

Ease of Use

4.4

Value for money

4.5

Customer support

4.8

Functionality

4.2

Jana O.

Verified reviewer

Chemicals

10000+ employees

Used daily for more than 2 years

Review source

Reviewed November 2025

Five Years of Trust: Optimy’s Commitment to Customer-Centric Solutions

Optimy offers a lot of flexibility for customer-specific requirements. As a result, the initial setup can be a bit overwhelming, but the contacts guide you wonderfully through this jungle. We especially appreciate that after the setup, we are no longer dependent on Optimy in our day-to-day business. Only in the case of system disruptions (which are quite rare) do we rely on their competent and quick support. We are even notified immediately by email about disruptions and also when the issue has been resolved. Our contact person is always available to us and provides very competent advice when we want to integrate new functions. We have always found a solution so far, and we have always appreciated their mediation with experts on complicated IT issues. Optimy has also demonstrated open communication in the case of errors and has shown that they can deal well and fairly with customers. This is the kind of service provider one wishes for. Optimy is a service provider that seeks solutions for everything but also clearly communicates where the limits are. We have been working trustfully and happily with Optimy for over 5 years and have observed a great development of additional functions over the years. It is a company that continually improves and seeks customer-friendly solutions to make the customers' everyday work more efficient.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Project Team Collaboration Large customization options for the customer fast customer support good value for money

Cons:

Ease of use but only in case of no prior knowledge no easy design options without bigger transformations

LINDSAY C.

Verified reviewer

Utilities

501-1000 employees

Used daily for less than 6 months

Review source

Reviewed February 2020

Our Optimy Experience

The Optimy team works very closely with us to help identify solutions within the tool for our programs. Everyone that we have dealt with on the team have been excellent to work with and the transition to the new tool has been seamless.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Being able to make personal edits to the software is a huge improvement in our efficiency.

Cons:

There are some automated features that were available in our previous solution which are not available in the Optimy tool.

Reasons for choosing Optimy

Ability to personally customize the tool Customer service

Reasons for switching to Optimy

The new tool that we were required to move to did not meet our needs. In addition, the customer service levels had significantly declined over the years and it became increasingly difficult to manage our system.

valentine j.

Verified reviewer

Retail

10000+ employees

Used daily for less than 6 months

Review source

Reviewed February 2020

overal good but not personalized enough

so far ok but not using for that long

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

pro: easy to use, nice UX, reactivity support

Cons:

"cons": not flexible enough => still need manual workload

Linda G.

Verified reviewer

Research

11-50 employees

Used weekly for less than 12 months

Reviewed April 2024

Good product - excellent staff support

Over all, the implementation experience has been smoother than I expected. Don't underestimate how much time it takes to set up the forms and templates, but the more you do upfront, the easier the process of working with the system will be once it's live.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This is the first time we've had a dedicated off-the-shelf grants management product so I was a bit apprehensive. However, Optimy is more intuitive than I expected, once you understand the logic behind the system (and I'm not a systems/technical person!) The dashboard is cleaner than some other products we looked at, and the functionality is more sophisticated than we actually need. The system seems flexible and can be customised to our needs.

Cons:

Our grants require one or two academic references to support each application and that's not something that the system as it is now was set up to manage. The evaluation platform is a bit clunky as is the manual workaround. However, Optimy staff have been helpful in working out how we can do what we need to do, and the product is being developed further so hopefully this is something that can be built in later.

Reasons for choosing Optimy

1. The system seemed 'cleaner' and easier to organise 2. The people connection felt more conducive to a good working relationship 3. The price was competitive

Vendor Response

Hi Linda, Thank you so much for your review of Optimy on Capterra! Your feedback means a lot to us and helps us enhance our platform. Even more exciting? Your review has helped save a turtle through our partnership with Vivemar in Mexico. Thank you for being part of our journey and making a positive impact! Best regards

Replied May 2024

Jan K.

Verified reviewer

Philanthropy

11-50 employees

Used weekly for less than 12 months

Reviewed July 2024

Great customizable product

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software is easy to understand and user-friendly. The initial setup of a form is possible without further IT knowledge and the support is always helpful.

Cons:

Some features that we would have liked are currently not possible to implement.

Reasons for choosing Optimy

the best package; user-friendly and customizable

Julia D.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used daily for less than 2 years

Reviewed May 2024

Optimy Review

Ratings Breakdown

Ease of use

Functionality

Pros:

Optimy is very user-friendly and offers various ways to keep tracks of grants and gifts. Their customer success team is supportive, responsive, and open to discuss solutions and any possible customization of the site.

Cons:

The filters and functions for exporting projects can be a little unclear.

Vendor Response

Hello Julia! A massive thank you for leaving a review of Optimy on Capterra! Your input fuels our growth and helps us serve you better. What's more, your review has also helped save a turtle through our partnership with Vivemar in Mexico. Your support means everything! Warm regards, The Optimy Marketing team

Replied May 2024

Anouska L.

Verified reviewer

Museums and Institutions

11-50 employees

Used daily for less than 6 months

Reviewed April 2024

Reliable and Efficient

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Excellent customer service, always responded quickly with an effective solution to queries. Wonderful to work with, thank you!

Cons:

Some aspects were less customisable than we had hoped for the plan level we had.

Vendor Response

Hi Anouska, Just a quick note to express our immense gratitude for your review of Optimy on Capterra! Your insights are incredibly valuable to us. Plus, your review has helped us save a turtle as part of our partnership with Vivemar in Mexico. Thank you for making a real difference! Best regards,

Replied May 2024

sylvaine b.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used daily for more than 2 years

Reviewed March 2024

Review Review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The professionalism, kindness Very well built tool

Cons:

the 20% of the development price which must be paid every year

Vendor Response

Hi Sylvaine, Just a quick note to express our immense gratitude for your review of Optimy on Capterra! Your insights are incredibly valuable to us. Plus, your review has helped us save a turtle as part of our partnership with Vivemar in Mexico. Thank you for making a real difference! Best regards, The Optimy Marketing Team.

Replied April 2024

Wade M.

Verified reviewer

Automotive

10000+ employees

Used daily for less than 6 months

Reviewed March 2024

High-quality product and professionals

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Implementing Optimy, after a rigorous search process for the most features at the most competitive price, has been extremely easy. The implementation team was professional, but fun; expert, but accessible. The product is east to navigate and has all of the functions that I need to stand up a new CSR department at a global company, and it can be easily scaled to meet the growing demand for our work within the company.

Cons:

Honestly, I didn't spend much time with the implementation team because the product is so easy to set up and use.

Vendor Response

" Hi Wade, A massive thank you for leaving a review of Optimy on Capterra! Your input fuels our growth and helps us serve you better. What's more, your review has also helped save a turtle through our partnership with Vivemar in Mexico. Your support means everything! Warm regards, The Optimy marketing team

Replied April 2024

Jackie H.

Verified reviewer

Automotive

10000+ employees

Used daily for less than 6 months

Reviewed March 2024

New User, Never Going Back

I am loving using the Optimy system and it has made our efforts so much more streamlined.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The team that helped implement our Optimy platform was incredible. Now using the system has been very user-friendly, easy and a quick adoption.

Cons:

N/A

Vendor Response

Hi Jackie, Thank you so much for your review of Optimy on Capterra! Your feedback means a lot to us and helps us enhance our platform. Even more exciting? Your review has helped save a turtle through our partnership with Vivemar in Mexico. Thank you for being part of our journey and making a positive impact! Best regards The Optimy Marketing Team

Replied April 2024

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