Optimy

Score8 out of 10

1 Reviews and Ratings

What is Optimy?

Mission-driven companies deserve a customer-focused solution to manage grants across all stages of the life cycle. Optimy's grant management software enables users to receive and select grants applications to better serve those in need of help while at the same time managing and reporting on impact.

Optimy's software is designed to help sponsorship, partnership, CSI, donation and grants professionals to improve their performance across the entire lifecycle of a project.

According to the vendor, Optimy can cover one or more of the following processes:

• Request Management: Streamline the flow of incoming requests thanks to customisable online forms and ensure a systematic and personalised response to each.

• Project Management: Manage and collaborate on all projects from a single intuitive dashboard.

• Assessment: Automatically score incoming requests and projects based on specific KPIs.

• Audit: Allow a central team to follow all ongoing activities at group level.

Optimy is not a fixed package; the customer can choose from over 282,000 combinations of features and only pay for what is needed and adapt the solution over time.

Categories & Use Cases

Grant Management Software

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Screenshot of Reports

Verified User

Manager in Marketing (51-200 employees employees)

Use Cases and Deployment Scope

We use it to receive different projects through multiple channels in the same dashboard. The receipt of projects, creating requirements, inviting quotes, comparing them and finalising a quote can all be done in one convenient dashboard. The programme now centralises all pertinent information about each project, and what's even more useful is that a contract is prepared immediately for each request that has been granted.