About Optimy

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 projec...


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Supported Operating System(s):

Web browser (OS agnostic)

20 Reviews of Optimy

Average User Ratings

Overall

4.55 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.0

Ratings Snapshot

5 stars

(11)

11

4 stars

(9)

9

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 20 results

April 2020

Chelsey from Achieva Credit Union

Company Size: 201-500 employees

Industry: Banking

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

February 2020

LINDSAY from Capital Power

Company Size: 501-1,000 employees

Industry: Utilities

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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

July 2020

enrica from Fondation Banque Populaire

Company Size: 2-10 employees

Industry: Banking

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

Functionality

5.0

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.

February 2020

CHLOE from FONDATION AIR FRANCE

Company Size: 10,000+ employees

Industry: Airlines/Aviation

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

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

April 2020

Pablo from Université de Lausanne

Company Size: 1,001-5,000 employees

Industry: Research

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

4.0

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.