What is Optimy?

"The customer-oriented sponsorship & grant management software trusted by more than 230 organisations worldwide with a retention rate over 95%. "

The Optimy Solution helps sponsorship, partnership, CSR, grants and community investment professionals to improve their performance across the entire lifecycle of a project by covering 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 process: Automatically score incoming requests and projects based on your specific KPIs
• Audit & Compliance process: Allow a central team to easily follow all ongoing activities at group level


USER EXPERIENCE: The software was developed to ensure a personalised experience for each and every user.
• 50 to 50,000 projects/year
• 50% of time saved on recurrent tasks
• 1 hour response time to your queries

ONE STEP AHEAD: We focus on taking Technology and Customer Experience one step further.
• 99.98% uptime including planned releases
• 100+ enhancements/year
• A Customer Experience team to call you every month

FAST ROI: a must-have solution at a cost-effective price.
• Complete solution at €4.500/year for 2 users
• 242,163 combinations of features
• 0.5 days set-up time

Volkswagen, Randstad, Decathlon, Peugeot, L’Oréal, Mukki, EDF Foundation, BMW, Volvo, Air France Foundation, Ice-watch, ChiantiBanca, Citroën, Bettencourt Schueller Foundation, Fondation Caritas France, Fernand Lazard Foundation, ENGIE Foundation, Région Bruxelles-Capitale, RTL, Tenaris, Unipol and many more sponsorship, community investment and grant managers.

Optimy scored 72/100 in the Nonprofit & Volunteering category. This is based on press buzz (33/100), recent user trends (rising), and other relevant information on Optimy gathered from around the web.

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  • Optimy

Optimy Product Overview

Languages: Dutch, Korean, German, Spanish, French, English, Italian, Swedish

Optimy Features

  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payroll
  • Scheduling
  • Supplier Management
  • Tax Management
Compare Pricing

Optimy Pricing Plans


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

Plans starting from: $375.00/month Credit card required: No

Optimy FAQs

What are some applications Optimy is commonly used in tandem with?

Microsoft Excel

Does Optimy offer an API?


What platforms does Optimy support?


What is Optimy generally used for?

Managing grant and sponsorship request. Managing community investment activities.

Does Optimy integrate with any other apps?


Does Optimy offer guides, tutorials and or customer support?


Who are the main user groups of Optimy?

Charitable foundations and MNC's

Does Optimy offer multi-user capability (e.g. teams)?


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