Optimy is a cloud-based project management solution for sponsorship and grant management. It is suitable for small, midsize and large enterprises. Primary features include project management, contact management, dashboard, document management, task management, time tracking, team management and reporting.

Other features include automated workflows, project scheduling, budget tracking, surveys and application transfers. The grant management module allows users to collect, select, manage and report grants. It also provides an evaluation of the return on projects and strategy by tracking budget, conducting surveys, ranking and peer review.

The sponsorship management module allows users to collect sponsor requests, assess them, activate sponsorship projects, evaluate the return on investment and the impact of sponsorship strategy. Users can create custom reports and export their data in Excel or PDF.  

Optimy is available in a subscription pricing option. Support is offered via email and over the phone. Other help options include whitepapers, webinars and tutorials.

Dashboard
Dashboard

Dashboard

Record management

Record management

Reports

Reports

Project scoring

Project scoring

Assessment

Assessment

Budgeting

Budgeting

Supported Operating System(s):

Web browser (OS agnostic)



6 Reviews of Optimy

Overall rating

4.5 / 5 stars

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Olivier from Engie FR

Ease-of-use

Value for money

Customer support

Functionality

June 2017

Facilitate reporting with a centralised project!

Pros

The Optimy Solution is an excellent tool to centralise all of our projects and to have a global view on all the sponsoring activities across the world which make global reporting quicker and easier!

Review Source: Capterra

Christine from Solidarity Accor

Ease-of-use

Value for money

Customer support

Functionality

April 2017

A good software to manage request and make reports

Thanks to the Optimy Solution, we have a professional tool to manage all the support requests submitted on our website. All the information we need is stored in the same place so that we can assess each project in a very efficient way. Besides, we use also this Solution as a reporting tool for our supported projects. It is definitely worth it!

Review Source: Capterra

Joël from L'Avenir

Ease-of-use

Value for money

Customer support

Functionality

April 2017

Auditing projects made simple !

Auditing our sponsorship projects has never been so simple. The Optimy software adds real value to our management process, by collecting information and generating tailor-made reports!

Review Source: Capterra

Lilea from Fondation Transdev

Ease-of-use

Value for money

Customer support

Functionality

March 2017

A platform that increases efficiency

In the last few weeks there have been many updates on the forms and the customised PDF's. These have proven to be very useful for us and we can safely say that it is thanks to this platform that we are able to be as efficient as we are today. Well done to the whole team for their hard work!

Review Source: Capterra

René from Volvo Cars Belgium

Ease-of-use

Value for money

Customer support

Functionality

March 2017

Centralizes data and increases efficiency

Thanks to Optimy Software we centralize all requests through one unique entry point and above all, we can communicate with the dealers of our network in a very efficient way.

Review Source: Capterra

Marie-Hélène from Fondation Caritas

Ease-of-use

Value for money

Customer support

Functionality

March 2017

Receive projects through multiple channels with just one back-end

With Optimy you can receive projects through multiple channels while using the same back-end, that is exactly what we needed! This way, we can manage the projects for the sheltered foundations and the funding requests we receive with the same tool. All relevant information on each project are now centralised in the tool and what's even more practical is that a contract is automatically generated for every request that has been approved. The Optimy Solution really makes our management process so much easier!

Review Source: Capterra

Displaying 1 - 6 of 6 reviews