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)

8 Reviews of Optimy

Average User Ratings

Overall

4.20 / 5 stars

Ease-of-use

4.5

Value for money

4.0

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(3)

3

4 stars

(6)

6

3 stars

(1)

1

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

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Showing 1 - 8 of 8 results

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June 2017

Olivier from Engie FR

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

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!

April 2017

Christine from Solidarity Accor

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

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!

March 2017

Marie-Hlne from Fondation Caritas

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

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!

March 2017

Lilea from Fondation Transdev

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

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!

April 2017

Jol from L'Avenir

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

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!

March 2017

Ren from Volvo Cars Belgium

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

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.

February 2020

Nils from Fondation la France s'engage

Company Size: 2-10 employees

Industry: Civic & Social Organization

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

February 2020

Un outil de rfrence

Optimy est notre outil unique de gestion des projets : - dpots des candidatures - edition des documents - gestion du projet - reporting Optimy permet galement d'diter une carte de nos projets (dveloppe sur mesure)

Pros

Un outil au rapport qualit / prix tout fait correct. Une antriorit qui permet de rpondre aux principaux besoins des fondations. Nombreuses fonctionnalits. Une relations commerciale et clientle trs l'coute et trs prcieuse dans la dure. Prs de 8 ans de fidlit en ce qui me concerne (sur 2 structures diffrentes)

Cons

Besoin de renforcer la technique : - une rponse serveur trop lente (export des donnes, consultation en masse via listes) - un dlai de mise en uvre technique parfois lente dans la rsolution des bugs indpendamment du service client - une nouvelle interface moins intuitive. Pas mal d'options payantes qui peuvent alourdir la facture. Une anticipation des besoins qui pourraient tre plus rapide.

February 2020

valentine from Delhaize

Company Size: 10,000+ employees

Industry: Retail

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

2.0

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