Optimy software


6 reviews(4.5/5)
6 reviews(4.5/5)

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.

Supported Operating System(s):
Web browser (OS agnostic)

6 Reviews of Optimy

Showing 1 - 6 of 6

Start your review of Optimy

Click to start
  • Olivier from Engie FR

    June 2017

    Facilitate reporting with a centralised project!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    April 2017

    A good software to manage request and make reports

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    April 2017

    Auditing projects made simple !

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    March 2017

    A platform that increases efficiency

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    March 2017

    Centralizes data and increases efficiency

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    March 2017

    Receive projects through multiple channels with just one back-end

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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
In just fifteen minutes, the experts at Software Advice can help you narrow down the right software for your organization. Call us for a Free FastStart Consultation: (844) 680-2046