15 years helping Irish businesses
choose better software

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 you to receive and select grants applications to better serve the ones you are trying to help and at the same time to manage and report on your impact to those who offer their support. With Optimy, you get a personalised service, we believe in human interaction and put it in the centre of our work.

Who Uses Optimy?

The Optimy platform helps organizations streamline and scale their grants, community investment, employee volunteering, and sponsorship programs and amplify their social and business impact.

Where can Optimy be deployed?

Cloud-based
On-premise

About the vendor

  • Optimy
  • Located in Toronto, Canada
  • Founded in 2011

Optimy support

  • Phone Support
  • Chat

Countries available

Australia, Belgium, Brazil, Canada, Denmark and 11 others

Languages

English, French, German, Italian, Portuguese and 1 others

Optimy pricing

Starting Price:

US$530.00/month
  • Yes, has free trial
  • No free version

Optimy does not have a free version but does offer a free trial. Optimy paid version starts at US$530.00/month.

Pricing plans

About the vendor

  • Optimy
  • Located in Toronto, Canada
  • Founded in 2011

Optimy support

  • Phone Support
  • Chat

Countries available

Australia, Belgium, Brazil, Canada, Denmark and 11 others

Languages

English, French, German, Italian, Portuguese and 1 others

Optimy videos and images

Optimy Software - Visualize all of your CSR activities in 1 place
Optimy Software - Measure & report on your social impact with custom reports
Optimy Software - Track your budget in real-time
Optimy Software - Review & select relevant applications in minutes
Optimy Software - Optimy is the all-in-one solution for all your social impact activities
View 6 more
Optimy video
Optimy Software - Visualize all of your CSR activities in 1 place
Optimy Software - Measure & report on your social impact with custom reports
Optimy Software - Track your budget in real-time
Optimy Software - Review & select relevant applications in minutes
Optimy Software - Optimy is the all-in-one solution for all your social impact activities

Features of Optimy

  • Activity Dashboard
  • Applicant Portal
  • Applicant Tracking
  • Application Management
  • Approval Process Control
  • Calendar Management
  • Collaboration Tools
  • Commenting/Notes
  • Contract/License Management
  • Customisable Forms
  • Donation Tracking
  • Email Reminders
  • Financial Reporting
  • Forms Management
  • Grant Discovery
  • Grant Management
  • Impact Measurement
  • Membership Management
  • Mobile Access
  • Online Giving
  • Payment Processing
  • Payment Tracking
  • Ratings/Reviews
  • Receipt Management
  • Recurring Giving
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reviewer Management
  • Scoring
  • Self Service Portal
  • Single Sign On
  • Status Tracking
  • Time Tracking
  • Volunteer Management

Optimy Alternatives

Benevity's granting solution allows you to scale your community investments and make intelligent granting decisions.
HelloAsso is a free online payment application dedicated to non-profit organisations in France.
Submittable powers you with tools to launch, manage, measure, and grow social impact and grantmaking programs, locally and globally. Learn more about Submittable
With our complete software package, you have everything you need to streamline all your business processes.
Cultivate strong relationships. Automate best practices. Analyze results in the grant process with Bonterra Development + Digital.
Simplify Grant Management! Choose Your Add-ons, Plus Get Donation Web Pages & Build-in Email Marketing.
Enquire delivers full lifecycle management from assessment through to reporting. Streamline administrative tasks, and do good, better.
Your all-in-one nonprofit management platform. From books and budgets to people and programs — manage it all in MonkeyPod.
Welcome to a new era of grants management. OmniStar Grants: An all-in-one platform for grants management pre- and post-award.

Reviews of Optimy

Average score

Overall
4.6
Ease of Use
4.4
Customer Service
4.8
Features
4.2
Value for Money
4.5

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
61%
4
34%
3
5%
Julia
Programme Officer in UK
Nonprofit Organisation Management, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Optimy Review

5.0 2 months ago

Pros:

Optimy is very user-friendly and offers various ways to keep tracks of grants and gifts. Their customer success team is supportive, responsive, and open to discuss solutions and any possible customization of the site.

Cons:

The filters and functions for exporting projects can be a little unclear.

Optimy Response

2 months ago

Hello Julia! A massive thank you for leaving a review of Optimy on Capterra! Your input fuels our growth and helps us serve you better. What's more, your review has also helped save a turtle through our partnership with Vivemar in Mexico. Your support means everything! Warm regards, The Optimy Marketing team

LINDSAY
Senior Advisor Community Investment in Canada
Utilities, 501–1,000 Employees
Used the Software for: 1-5 months
Reviewer Source

Our Optimy Experience

4.0 4 years ago

Comments: 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.

Alternatives Considered: Benevity

Reasons for Choosing 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.

Reasons for Switching to Optimy: Ability to personally customize the tool Customer service

valentine
Content & Sponsoring manager in Belgium
Retail, 10,000+ Employees
Used the Software for: 1-5 months
Reviewer Source

overal good but not personalized enough

4.0 4 years ago

Comments: 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

Linda
Governance Manager in UK
Research, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Good product - excellent staff support

4.0 3 months ago

Comments: Over all, the implementation experience has been smoother than I expected. Don't underestimate how much time it takes to set up the forms and templates, but the more you do upfront, the easier the process of working with the system will be once it's live.

Pros:

This is the first time we've had a dedicated off-the-shelf grants management product so I was a bit apprehensive. However, Optimy is more intuitive than I expected, once you understand the logic behind the system (and I'm not a systems/technical person!) The dashboard is cleaner than some other products we looked at, and the functionality is more sophisticated than we actually need. The system seems flexible and can be customised to our needs.

Cons:

Our grants require one or two academic references to support each application and that's not something that the system as it is now was set up to manage. The evaluation platform is a bit clunky as is the manual workaround. However, Optimy staff have been helpful in working out how we can do what we need to do, and the product is being developed further so hopefully this is something that can be built in later.

Optimy Response

2 months ago

Hi Linda, Thank you so much for your review of Optimy on Capterra! Your feedback means a lot to us and helps us enhance our platform. Even more exciting? Your review has helped save a turtle through our partnership with Vivemar in Mexico. Thank you for being part of our journey and making a positive impact! Best regards

Wade
Director of Corporate Philanthropy in US
Automotive, 10,000+ Employees
Used the Software for: 1-5 months
Reviewer Source

High-quality product and professionals

5.0 4 months ago

Pros:

Implementing Optimy, after a rigorous search process for the most features at the most competitive price, has been extremely easy. The implementation team was professional, but fun; expert, but accessible. The product is east to navigate and has all of the functions that I need to stand up a new CSR department at a global company, and it can be easily scaled to meet the growing demand for our work within the company.

Cons:

Honestly, I didn't spend much time with the implementation team because the product is so easy to set up and use.

Alternatives Considered: Benevity

Optimy Response

3 months ago

" Hi Wade, A massive thank you for leaving a review of Optimy on Capterra! Your input fuels our growth and helps us serve you better. What's more, your review has also helped save a turtle through our partnership with Vivemar in Mexico. Your support means everything! Warm regards, The Optimy marketing team