--- description: Review of Optimy Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Optimy | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Online Project Management Software](/directory/436/web-based/software) > [Optimy](/software/24587/optimy) # Optimy Canonical: https://www.softwareadvice.co.uk/software/24587/optimy Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/24587/optimy?page=2) > Optimy is an all-in-one, easily configurable social impact management solution that helps organizations of all types such as corporations, corporate foundations, philanthropic advisors, and mission-driven organizations amplify their social and business impact. Key features include automated workflows, project management, budgeting, document management, project collaboration, reporting, task management, time tracking, and project scheduling. With Optimy, you can create standardized forms to collect, select, and easily manage all information from your social impact programs, such as grant management, employee engagement, or sponsorships. You can manage all projects from a single, customizable dashboard. Optimy facilitates project collaboration between internal and external departments by letting team members assign tasks, read and share comments, and record budget information. You can then automatically score each project within an organization, according to your specified criteria. With Optimy’s reporting tools, you can export all or part of your data in .csv or .xls format. Because Optimy is easily configurable, you can pay only for the features you need, and add more later when needed. Our team of trained CSR experts provides attentive customer support and advice on best practices to enable your success throughout the implementation process and beyond. > > Verdict: Rated **4.6/5** by 42 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 42 Reviews | | Ease of Use | 4.4/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.5/5 | Based on overall reviews | | Features | 4.2/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Optimy - **Location**: Toronto, Canada - **Founded**: 2011 ## Commercial Context - **Starting Price**: US$530.00 - **Pricing model**: Per Feature (Free Trial) - **Pricing Details**: $530 /month for 2 users billed annually €450 /month for 2 users billed annually Optimy also offers custom plans. - **Target Audience**: 2–10, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop) - **Supported Languages**: English, French, German, Italian, Portuguese, Spanish - **Available Countries**: Australia, Austria, Belgium, Brazil, Canada, Croatia, Cyprus, Czechia, Denmark, Estonia, Finland, France, Germany, Hong Kong SAR China, Ireland, Italy, Luxembourg, Monaco, Netherlands, New Zealand and 9 more ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Ad hoc Reporting - Administrative Reporting - Alerts/Notifications - Applicant Portal - Applicant Tracking - Application Management - Approval Process Control - Assignment Management - Attendance Tracking - Audit Management - Audit Trail - Budget Control - Budget Management - Budgeting/Forecasting - CRM - Calendar Management ## Integrations (5 total) - Docusign - Eventbrite - Mailchimp - SAP Business One - Salesforce Sales Cloud ## Support Options - Email/Help Desk - FAQs/Forum - Phone Support - Chat ## Category - [Online Project Management Software](https://www.softwareadvice.co.uk/directory/436/web-based/software) ## Related Categories - [Online Project Management Software](https://www.softwareadvice.co.uk/directory/436/web-based/software) - [Grant Management Software](https://www.softwareadvice.co.uk/directory/644/grant-management/software) - [Small Business Project Management Software](https://www.softwareadvice.co.uk/directory/3618/small-business/software) - [Volunteer Management Software](https://www.softwareadvice.co.uk/directory/416/volunteer-management-software/software) - [Nonprofit Project Management Software](https://www.softwareadvice.co.uk/directory/3863/nonprofit/software) ## Alternatives 1. [Instrumentl](https://www.softwareadvice.co.uk/software/317455/instrumentl) — 5.0/5 (179 reviews) 2. [Fluxx Grantmaker](https://www.softwareadvice.co.uk/software/32548/fluxx) — 4.3/5 (94 reviews) 3. [Submittable](https://www.softwareadvice.co.uk/software/166870/submittable) — 4.8/5 (398 reviews) 4. [MonkeyPod](https://www.softwareadvice.co.uk/software/107235/monkeypod) — 4.8/5 (100 reviews) 5. [Grant Lifecycle Manager](https://www.softwareadvice.co.uk/software/72823/grantmakers) — 4.9/5 (51 reviews) ## Reviews ### "Volunteer Management" — 5.0/5 > **Neli** | *22 March 2024* | Pharmaceuticals | Recommendation rating: 10.0/10 > > **Pros**: - easy to use - replaces manual management of volunteer registration - reporting functionality - good user experience > > **Cons**: - I'm still learning how to use the tool but so far, it's met my expectations > > Optimy has been a game-changer in how I manage our company's volunteer program. I'm still learning how to use the dashboard but the functionality is easy to use and it provides everything I need to manage registrations for our volunteer experiences. \[sensitive content hidden\] is fantastic to work with. She is always available when I need her. She expedites any issues that I experience with the Optimy customer service team. She offers tips and shortcuts which makes my work so much more efficient. ----- ### "Success with Optimy" — 4.0/5 > **Madison** | *18 December 2023* | Hospital & Health Care | Recommendation rating: 9.0/10 > > **Pros**: Optimy has been a lifesaver to track sponsorship requests including budget, table attendees, marketing materials, etc. > > **Cons**: I have no problems with Optimy. It has been a great software and the Optimy team are fantastic to work with -- \[sensitive content hidden\] is the best; hands down\! :) ----- ### "Receive projects through multiple channels with just one back-end" — 4.0/5 > **Marie-Hélène** | *29 March 2017* > > 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\! ----- ### "New User, Never Going Back" — 5.0/5 > **Jackie** | *26 March 2024* | Automotive | Recommendation rating: 10.0/10 > > **Pros**: The team that helped implement our Optimy platform was incredible. Now using the system has been very user-friendly, easy and a quick adoption. > > **Cons**: N/A > > I am loving using the Optimy system and it has made our efforts so much more streamlined. ----- ### "A great tool for streamlining and managing requests" — 5.0/5 > **Chelsey** | *8 April 2020* | Banking | Recommendation rating: 9.0/10 > > **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. > > My experience has been very positive and filled with great customer service and support at every stage. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/24587/optimy?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/24587/optimy) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data