# Optimy Software Reviews, Demo & Pricing - 2026 > Review of Optimy Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/product/24587-Optimy --- [Home](https://www.softwareadvice.com/) / [Grant Management Software](https://www.softwareadvice.com/nonprofit/grant-management-comparison/) / Optimy Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/product/24587-Optimy/reviews/) # Optimy 2026: Benefits, Features & Pricing Wondering if Optimy is right for your organization? Our Grant Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Optimy 4.6 [(42)](https://www.softwareadvice.com/product/24587-Optimy/reviews/) 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... hen needed. Our team of trained CSR experts provides attentive customer support and advice on best practices to enable your success throughout the implementation process and beyond. Wondering if Optimy is right for your organization? Our Grant Management Software selection experts can help you in 15 minutes or less. ## Optimy User Interface ## Popular Optimy Alternatives Main Product Optimy 4.6 [(42)](https://www.softwareadvice.com/product/24587-Optimy/reviews/) Ratings Breakdown - 4.36Ease of use - 4.49Value for money - 4.78Customer support - 4.24Functionality Pricing Starting at $530.00 per month Get Price Alternative Product [Instrumentl](https://www.softwareadvice.com/nonprofit/instrumentl-profile/) 5.0 [(183)](https://www.softwareadvice.com/nonprofit/instrumentl-profile/reviews/) Ratings Breakdown - 4.85Ease of use - 4.81Value for money - 4.99Customer support - 4.82Functionality Pricing Starting at $179.00 per month Get Price Alternative Product [Fluxx Grantmaker](https://www.softwareadvice.com/nonprofit/fluxx-profile/) 4.3 [(95)](https://www.softwareadvice.com/nonprofit/fluxx-profile/reviews/) Ratings Breakdown - 3.95Ease of use - 4.06Value for money - 4.02Customer support - 4.19Functionality Pricing Available upon request Get Price Alternative Product [Submittable](https://www.softwareadvice.com/nonprofit/submittable-profile/) 4.8 [(398)](https://www.softwareadvice.com/nonprofit/submittable-profile/reviews/) Ratings Breakdown - 4.57Ease of use - 4.59Value for money - 4.77Customer support - 4.57Functionality Pricing Available upon request Get Price Alternative Product [MonkeyPod](https://www.softwareadvice.com/nonprofit/monkeypod-profile/) 4.8 [(101)](https://www.softwareadvice.com/nonprofit/monkeypod-profile/reviews/) Ratings Breakdown - 4.47Ease of use - 4.74Value for money - 4.76Customer support - 4.50Functionality Pricing Starting at $167.00 per month Get Price Alternative Product [Grant Lifecycle Manager](https://www.softwareadvice.com/nonprofit/grantmakers-profile/) 4.9 [(52)](https://www.softwareadvice.com/nonprofit/grantmakers-profile/reviews/) Ratings Breakdown - 4.62Ease of use - 4.89Value for money - 4.90Customer support - 4.56Functionality Pricing Starting at $9900.00 per year Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review Eventbrite Integration rated undefined from -1 review Salesforce Sales Cloud Integration rated undefined from -1 review Docusign Integration rated undefined from -1 review ## Optimy User Reviews Overall Rating 4.6 Ratings Breakdown 5 62% 4 33% 3 5% 2 0% 1 0% Secondary Ratings Ease of Use 4.4 Value for money 4.5 Customer support 4.8 Functionality 4.2 JH Jackie H. Verified reviewer Automotive 10000+ employees Used daily for less than 6 months Reviewed March 2024 New User, Never Going Back 5 I am loving using the Optimy system and it has made our efforts so much more streamlined. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 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 Read More LC LINDSAY C. Verified reviewer Utilities 501-1000 employees Used daily for less than 6 months Review source Reviewed February 2020 Our Optimy Experience 4 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 4 Ease of use 5 Value for money 5 Customer support 4 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. Read More AL Anouska L. Verified reviewer Museums and Institutions 11-50 employees Used daily for less than 6 months Reviewed April 2024 Reliable and Efficient 4 Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 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 Read More CW Chelsey W. Verified reviewer Banking 201-500 employees Used daily for more than 2 years Review source Reviewed April 2020 A great tool for streamlining and managing requests 5 My experience has been very positive and filled with great customer service and support at every stage. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: I like the organization of the structure and how easily it streamlines the many requests for sponsorship and event support that we receive. The customer service is always very responsive and great at assisting with any questions or customization. Cons: The software has a bit of a learning curve when setting up forms. There are small features I'd like to see that would make the process more seamless, such as being able to automatically forward an attachment PDF of the request through the messaging tool. Overall, the software continues to improve and roll out new features. Read More AH Alain H. Verified reviewer Broadcast Media 501-1000 employees Used daily for more than 2 years Review source Reviewed March 2020 RELIABLE 5 We are ruling all partnership events (commercial and non commercial) through this tool. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: You can find all the information you nedd at any time, anywhere, as far as you have connection on the internet. Powerful reminder which gives you peace of mind. Tasks are scheduled and the tool reminds you when you have to do it. Very useful when you handle hundreds of files simulteanously. Gives you also the Opportunity to find "Who dit What" in any of your file Cons: Some changes are set up without correct information of the client. One day you discover a tool different of what it was the day before. Not very intuitive. Reasons for choosing Optimy Less expensive Read More MT Muriel T. Verified reviewer Environmental Services 10000+ employees Used weekly for less than 2 years Reviewed March 2024 Review 2023 & 2024 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: The helpdesk service (very good support of \[sensitive content hidden\]) Cons: Need to parameter many things when we do a development Vendor Response Hi Muriel, Thank you so much for taking the time to review Optimy on Capterra! Your feedback is incredibly important to us, and we truly appreciate your support. Not only have you helped us improve, but you've also contributed to saving a turtle through our partnership with Vivemar in Mexico. Best regards, The Optimy Marketing Team. Replied April 2024 Read More PD Pablo D. Verified reviewer Research 1001-5000 employees Used daily for less than 2 years Review source Reviewed April 2020 Optimy for the Ethics Commission of the University of Lausanne 5 Optimy is used at the University of Lausanne to evaluate the ethical aspects of research projects. It is used by 8 different commissions (at central and faculty level). The system works well and meets expectations. Ratings Breakdown 5 Ease of use 5 Customer support 4 Functionality Pros: The software is easy to use for both administrators and end users. It was quick to get started. Today the system works well. Cons: It should be possible to work with several people on a project (edit fields simultaneously). A notification e-mail could be sent when projects are submitted. Evaluators are not considered as "project submitter" (a similar status should exist in the system). Reasons for choosing Optimy We have followed other ethics commissions in Switzerland. Read More DB Danyel B. Verified reviewer Entertainment 201-500 employees Used weekly for more than 2 years Review source Reviewed February 2020 Best solution for all types of companies 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Its modular, you will only pay for what you need and give the companies of all size many possibilities to increase efficiency on internal process and transperancy for the public. Cons: It will demand internal dedication for the company to rearrange process to better use all the software possibilities, but is a change for better transparency Reasons for choosing Optimy 1) Its modular 2) Good cost benefits 3) User friendly templates 4) So many functionalities in consequence of different benchmarks. They develop the software according to different companies needs and then offer the updates to all clients. Read More SN Sadi N. Verified reviewer Marketing and Advertising 51-200 employees Used weekly for more than 2 years Review source Reviewed February 2020 Optimy is the most complete tool to manager sponsorship proposals 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Optimy is the most complete tool to manager sponsorship proposals. Optimy is flexible and can be used by every kind of company. Cons: I dont have nothing to say. Optimy is the best soluction for manager sponsorship proposals. Read More HS Hayley S. Verified reviewer Chemicals 501-1000 employees Used weekly for less than 2 years Review source Reviewed November 2020 Optimy, Great tool 5 Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: The system is very user friendly and has helped us to streamline our grant management processes. Cons: We liked it all and have not experienced any problems. Reasons for choosing Optimy The system offered everything we were looking for. Read More Showing 1 - 10 of 42 Reviews [See All Reviews](https://www.softwareadvice.com/product/24587-Optimy/reviews/) ## Optimy Popular Comparisons [Instrumentl vs Optimy](https://www.softwareadvice.com/compare/24587-Optimy/vs/317455-instrumentl/)[Fluxx Grantmaker vs Optimy](https://www.softwareadvice.com/compare/24587-Optimy/vs/32548-fluxx/) ## Other Top Recommended Grant Management Software [Bloomerang](https://www.softwareadvice.com/nonprofit/bloomerang-profile/) **4.7** (1287) Recently recommended **89** times [SmartSimple Cloud](https://www.softwareadvice.com/product/57286-SmartSimple-Cloud/) **4.3** (31) Recently recommended **47** times [ExceedFurther](https://www.softwareadvice.com/nonprofit/exceedfurther-profile/) **4.5** (96) Recently recommended **36** times [MonkeyPod](https://www.softwareadvice.com/nonprofit/monkeypod-profile/) **4.8** (101) Recently recommended **35** times Stuck Between Options? 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