What are Optimy users saying about the software?
Read what people like you have said about using Optimy software through verified user reviews
User Review Highlights
4.58
24 Reviews
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Showing 1 - 24 of 24 reviews
Martine
Company size: 1,001-5,000 employees
Industry: Insurance
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
March 2021
Des solutions faciles d'utilisation
Nous utilisons Optimy pour des appels à projets ponctuels ainsi que pour des demandes de soutien récurrentes. Le service clients est très à l'écoute des besoins et des solutions souhaitées.
Pros
Un back-office et un front-office faciles d'utilisation, tant pour les administrateurs que les utilisateurs. Facilité pour retrouver les diverses informations. Un service clients disponible et très professionnel.
Cons
Non applicable. Les solutions utilisées conviennent parfaitement et répondent à nos besoins.
Reasons for choosing Optimy
L'entreprise avait déjà utilisé les solutions Optimy par le passé.
Reasons for switching to Optimy
Fin de collaboration avec l'équipe d'HelloAsso.
LINDSAY
Company size: 501-1,000 employees
Industry: Utilities
Time used: Less than 6 months
Review Source: Capterra
This review was submitted organically. No incentive was offered
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.
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.
CHLOE
Company size: 10,000+ employees
Industry: Airlines/Aviation
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
February 2020
FONDATION AIR FRANCE
Pros
BONNE ERGONOMIE BONNE LISIBILITE BON LOGICIEL
Cons
LENTEUR DES MOTEURS DE RECHERCHE PAS DE NUMERO DE DOSSIER DANS LA MA
Roy
Company size: 1,001-5,000 employees
Industry: Utilities
Time used: Less than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
November 2020
Optimierung des Sponsoring- und Spendenmanagement
Über Optimy wickeln wir unser komplettes Engagement ab. Die Hoffnungen, die wir als Unternehmen an die Software hatten, haben sich bisher voll erfüllt. Es hat sich herausgestellt, dass wir mit dem Tool weitere Prozesse integrieren können, die wir im Vorfeld nicht im Blick hatten. Mit dieser Integration werden weitere Prozesse verschlankt, Schnittstellen und Fehlerquellen reduziert.
Pros
Wir haben einen Weg gefunden, alle Anfragen über einen Eingang zu kanalisieren. Zudem konnten wir interne Vorgaben mit Hilfe des Tools umsetzen. Weiterhin sind Kontaktdaten (Adressen, E-Mail, Telefon) nun in vernünftiger Qualität hinterlegt. Das erspart unnötige Recherche via Internet. Listen für die einzelnen Unternehmensbereiche stehen schnell und einfach per Klick (mit entsprechender Vorlagefunktion) zur Verfügung. Durch die Digitalisierung vieler Prozesse entfallen Portokosen für Briefe, Ausdrucke gehören der Vergangenheit an. Der Arbeitsaufwand (Antrag - Antwort - Zahlungsprozess) hat sich sowohl zeitlich als auch bei materiell verringert.
Cons
Da wir noch nicht alle Funktionen nutzen, kann diese Frage (noch) nicht beantwortet werden. Problem für die Implementierung war die Umsetzung der DSGVO.
Reasons for choosing Optimy
Preis.
Nils
Company size: 2-10 employees
Industry: Civic & Social Organization
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
February 2020
Un outil de référence
Optimy est notre outil unique de gestion des projets : - dépots des candidatures - edition des documents - gestion du projet - reporting Optimy permet également d'éditer une carte de nos projets (développée sur mesure)
Pros
Un outil au rapport qualité / prix tout à fait correct. Une antériorité qui permet de répondre aux principaux besoins des fondations. Nombreuses fonctionnalités. Une relations commerciale et clientèle très à l'écoute et très précieuse dans la durée. Près de 8 ans de fidélité en ce qui me concerne (sur 2 structures différentes)
Cons
Besoin de renforcer la technique : - une réponse serveur trop lente (export des données, consultation en masse via listes) - un délai de mise en œuvre technique parfois lente dans la résolution des bugs indépendamment du service client - une nouvelle interface moins intuitive. Pas mal d'options payantes qui peuvent alourdir la facture. Une anticipation des besoins qui pourraient être plus rapide.
Chelsey
Company size: 201-500 employees
Industry: Banking
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
April 2020
A great tool for streamlining and managing requests
My experience has been very positive and filled with great customer service and support at every stage.
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.
Alain
Company size: 501-1,000 employees
Industry: Broadcast Media
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
March 2020
RELIABLE
We are ruling all partnership events (commercial and non commercial) through this tool.
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
Pablo
Company size: 1,001-5,000 employees
Industry: Research
Time used: Less than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
April 2020
Optimy for the Ethics Commission of the University of Lausanne
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.
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.
Danyel
Company size: 201-500 employees
Industry: Entertainment
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
February 2020
Best solution for all types of companies
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.
Eva
Company size: 5,001-10,000 employees
Industry: Insurance
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
May 2020
Nutzerorientieres Produkt
Durch die Software konnten wir unseren internen Prozess deutlich effizienter gestalten.
Pros
Durch das Tool erhalten wir einen sehr guten Überblick über Sponsoring- und Spendenanfragen. Die Nutzerführung ist einfach und fast intuitiv.
Cons
Wir haben bisher keine nennenswerten Nachteile der Software entdecken können. Sie erfüllt unseren Anspruch.
enrica
Company size: 2-10 employees
Industry: Banking
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
July 2020
Fondation Banque Populaire: trés satisfaisant
Pros
Simple à utiliser une fois paramétré. L'équipe Optimy est toujours très disponible, il suit le client pas à pas afin d'expliquer toute sorte de manipulation.
Cons
Certains paramétrages ne sont pas tout à fait intuitifs.
Sadi
Company size: 51-200 employees
Industry: Marketing and Advertising
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
February 2020
Optimy is the most complete tool to manager sponsorship proposals
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.
Olivier
Time used: More than 2 years
Review Source: Capterra
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!
Céline
Company size: 1,001-5,000 employees
Industry: Gambling & Casinos
Time used: Less than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
April 2020
Optimy, une solutuion adaptée à vos besoins de reporting
L'intérêt est pour nous de pouvoir centraliser toutes les demandes de mécénat faites à la Fondation dans un seul et même endroit. Et donc de pouvoir assurer un reporting.
Pros
La fonction tableau de bord qui permet en un clin d'œil de voir la situation à l'instant T. La possibilité de faire des réponses communes à plusieurs dossiers
Cons
Bien que la nouvelle version soit, à mon avis, plus conviviale et ergonomique, pour la configuration des mails de réponse, je ne trouve pas cela très explicite, mais peut-être est-ce moi le problème !
Reasons for choosing Optimy
Car Optimy est leader sur son marché (en tous les cas il y a 2 ans lorsque nous avons débuté notre collaboration)
Amy
Company size: 201-500 employees
Industry: Financial Services
Time used: Less than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
April 2020
Seamless to navigate
Highly positive
Pros
Optimy is easy to use and categorises the projects simply, this makes negativing through the program very time efficient
Cons
A feature I'd like to see would be being able to use our own company branding, especially for the reporting aspects.
Hayley
Company size: 501-1,000 employees
Industry: Chemicals
Time used: Less than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
November 2020
Optimy, Great tool
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.
alessia
Company size: 1,001-5,000 employees
Industry: Renewables & Environment
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
October 2020
Buon prodotto
Pros
Il prodotto è semplice da usare ed è facile poter accedere ai dati necessari. E' comodo che alcune cose possano essere gestite direttamente all'interno dell'azienda
Cons
La ricerca dei dati/progetti attraverso la funzione "cerca/trova" non sempre è possibile.
Marie-Hélène
Time used: Free Trial
Review Source: Capterra
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!
valentine
Company size: 10,000+ employees
Industry: Retail
Time used: Less than 6 months
Review Source: Capterra
This review was submitted organically. No incentive was offered
February 2020
overal good but not personalized enough
so far ok but not using for that long
Pros
pro: easy to use, nice UX, reactivity support
Cons
"cons": not flexible enough => still need manual workload
Andrew
Company size: 501-1,000 employees
Industry: Marketing and Advertising
Time used: Less than 12 months
Review Source: Capterra
This review was submitted organically. No incentive was offered
March 2020
Sponsorship Tool for Aon
Overall the experience has been positive and I hope to be able to introduce others to the platform.
Pros
What I liked most about the software was it's adaptability - making a bespoke tool possible for Aon. The team at Optimy were also always accessible and helpful and kept to deadlines and budgets.
Cons
The reporting functions could be better and despite regular use I still find parts of the software less than completely 'intuitive'.
Reasons for choosing Optimy
n/a
Christine
Time used: Free Trial
Review Source: Capterra
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!
Lilea
Time used: Free Trial
Review Source: Capterra
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!
Joël
Time used: Free Trial
Review Source: Capterra
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!
René
Time used: Free Trial
Review Source: Capterra
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.
