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About Optimy

THE OPTIMY SOLUTION

Are you looking for a software to maximize the impact of your grantmaking, corporate giving and sponsorship activities?

The Optimy platform allows its users to streamline their management processes and focus on what is really important, their impact. Through its advanced automations and insightful and centralized overviews, the tool manages to reduce the time spent on repetitive administrative tasks by up to 50%. Furthermore, the software is completely customizable and available in in several languages and can thus generate significant value for almost any organization that is looking to streamline operations.

Collect: Collect exactly the information that you need by using our smart, intuitive and fully customizable forms. All applications can be filled in online and will automatically be displayed in your dashboard upon their completion.

Select: Filter and rank all application based on your individual criteria. By using your own weightings, all applicants will automatically be assigned a score that will determine their ranking. Furthermore, all applications that do not meet your vision will be removed from contention, so that you can focus on finding the perfect candidates.

Manage: Manage all projects from one single intuitive dashboard. Track your project´s progression, communicate with your team members, leave helpful comments, delegate tasks and create automated workflows.
Report: Make use of Optimy´s insightful reporting tools to reflect on the outcomes of your projects and derive valuable conclusions from them. Utilize the automatically generated statistics to quantify the results and take advantage of the numerous data presentation methods that the tool has to offer to communicate them to the relevant stakeholders.

WHAT SETS OPTIMY APART?

Modularity. The software is completely adaptative and consequently very cost-efficient. You only have to pay for the features that you need.
Customer-oriented. We value human contact. Our professional and competent customer success team will provide their insightful support whenever you need them to, and that in 7 different languages.

WHO ARE OUR CUSTOMERS?

Optimy provides its service to over 300 organizations from all over the entire planet and achieves a customer retention rate of 93%. Our customers include:
Fondation EDF, UNIPOL, Novo Nordisk, AXA, L´Oreal, Airbus, Mainova, RTL, Epcor, AirFrance.

About Penelope

Penelope is a user-friendly, cloud-based case management software solution designed specifically for human services organizations that offers access to centralized real-time data and client information, while providing scalability, availability, and durability.

In addition, this core system is supported by our growing suite of client engagement options that includes Add.Me, a configurable web form that allows your clients to securely add themselves directly into Penelope, and Add.Me Import, which provides agencies with the capability to bulk upload new clients into Penelope from a CSV file. We also recently released a product for Penelope called ClientConnect, a mobile customer portal that gives your clients the ability to update their profile information, view and book appointments, complete documentation or tasks, and more.

The core structure and capabilities of Penelope integrate essential aspects of an organization's case management, referral tracking, scheduling, case notes and documentation, service planning and tracking, A/R billing, outcomes evaluation, reporting, and wait list management needs, along with a wide variety of collaboration, communications, workflow, and client engagement features that help increase operational efficiency, keep staff connected, and improve the experience of your clients.

About Boardable

Starting at $79 a month, Boardable is an affordable board management tool built to serve nonprofits around the world. Schedule meetings, build and share agendas, draft and finalize minutes, vote digitally, share documents, engage in discussions and more. A mobile app makes meeting prep and communication simple and convenient. Boardable was started by nonprofit founders to empower nonprofit organizations, boards and volunteers. Explore Boardable with a free trial (no credit card) or a live demo.

Features

  • API
  • Calendar Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • External Integrations
  • Multi-User
  • Notifications
  • Scheduling

Features

  • API
  • Calendar Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • External Integrations
  • Multi-User
  • Notifications
  • Scheduling

Features

  • API
  • Batch Permissions & Access
  • Calendar Management
  • Data Export
  • Data Import
  • Data Visualization
  • External Integrations
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Electronic Signature
  • Time Management

Summary

    No key features associated with this application.

Summary

  • Highly flexible, configurable, and scalable

  • Comprehensive solution that brings together an organization’s clinical services, administrative operations, and reporting in one system

  • Direct client engagement, workflow automation, and staff collaboration tools built-in

  • End-to-end service offerings for our customers delivered by a global employee base

  • Secure cloud-based offering with a 99.99% uptime guarantee

  • ISO certified for our information security management systems

  • Emphasis on timely, knowledgeable, and friendly customer support and deployment

Summary

    No key features associated with this application.

Pricing

Advanced

$450.00
2 user(s) / month
Included in plan:
  • Central dashboard
  • Custom forms
  • API
  • Application transfer
  • Application ranking
  • Automatic answer
  • Data import
  • User manager
  • Single singing on
  • Back office

FAQs

    What are some applications this service is commonly used in tandem with?
  • Microsoft Excel, HR software.

  • Who are the main user groups of this service?
  • Foundations, corporations, organizations involved in social impact and CSR activities.

  • What is this service generally used for?
  • Managing the entire grantmaking cycles, volunteering, donations and sponsorship activities.

  • Does this service offer an API?
  • Yes

  • What platforms does this service support?
  • Windows/Apple

  • Does this service integrate with any other apps?
  • Yes

  • Does this service offer guides, tutorials and or customer support?
  • Yes

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Penelope licenses come with access to technical support included, as well as access to our searchable knowledgebase and Penelope Online Training learning management system.

FAQs

    What are some applications this service is commonly used in tandem with?
  • Document Storage platforms: Google Drive, Dropbox, and OneDrive. Calendar apps: Google, Apple iCalendar, Outlook & Yahoo Calendar. Boardable automatically integrates with all email service providers and sends notifications to the login email address.

  • What platforms does this service support?
  • Document Storage platforms: Google Drive, Dropbox, and OneDrive.

  • Does this service integrate with any other apps?
  • Calendar apps: Google, Apple iCalendar, Outlook & Yahoo Calendar. Boardable automatically integrates with all email service providers and sends notifications to the login email address.

  • Does this service offer multi-user capability (e.g. teams)?
  • It is board management software!

Vendor Information

Founded:
-
Based in:
Brussels
Employees:
11-50
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses Optimy
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Windows
Languages:
French, English, Spanish, Italian, German, Dutch, Korean, Swedish
Regional Restrictions:
No restrictions.

Other

Who uses Penelope
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Windows
Mobile Platforms:
  • iOS
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Boardable
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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