Optimy Software


 

Optimy is a cloud-based project management software solution specializing in sponsor and partner management.

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

In Optimy, users can create standardized forms to collect information from third parties and from team members. Users can manage all projects from a single, customizable dashboard.

Optimy facilitates project collaboration by letting team members assign tasks, read and share comments and record budget information. The system can then score each project within an organization, according to user-specified criteria.

With Optimy’s reporting tools, users can export all or part of their data in .csv or .xls format.

Optimy is suitable for businesses of any size across a variety of industries. It has one flat license price.

 

Optimy - Dashboard
 
  • Optimy - Dashboard
    Dashboard
  • Optimy - Record management
    Record management
  • Optimy - Reports
    Reports
  • Optimy - Project scoring
    Project scoring
Supported Operating System(s):
Web browser (OS agnostic)

6 Reviews of Optimy

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Olivier from Engie FR

June 2017

June 2017

Facilitate reporting with a centralised project!

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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!

Source: Capterra
 

Christine from Solidarity Accor

April 2017

April 2017

A good software to manage request and make reports

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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!

Source: Capterra
 

Joël from L'Avenir

April 2017

April 2017

Auditing projects made simple !

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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!

Source: Capterra
 

Lilea from Fondation Transdev

March 2017

March 2017

A platform that increases efficiency

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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!

Source: Capterra
 

René from Volvo Cars Belgium

March 2017

March 2017

Centralizes data and increases efficiency

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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.

Source: Capterra
 

Marie-Hélène from Fondation Caritas

March 2017

March 2017

Receive projects through multiple channels with just one back-end

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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!

Source: Capterra