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What is Optimy?

The customer-oriented sponsorship, CI and grant management software trusted by more than 250 organizations worldwide with a retention rate of over 93%.


Are you looking for a software to maximize the impact of your grantmaking-, sponsorship- and community investment activities?
The innovative Optimy Suite 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 active in these 3 segments.


• 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.


Customizability. The software is completely adaptative and consequently very cost-efficient. You only have to pay for the features that you need.
Easy Data Transfer. All previous information can easily be imported into the platform and all new information is exportable in several formats.
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.


Optimy provides its service to over 250 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, HEC Paris, Johnson & Johnson, Fondation BNP Paribas Fortis, Toyota, RTL Belgium, Godiva, Peugeot…

Optimy currently scores 76/100 in the Nonprofit & Volunteering category. This is based on user satisfaction (70/100), press buzz (39/100), recent user trends (falling), and other relevant information on Optimy gathered from around the web.

The score for this software has declined over the past month. What is this?
  • Optimy

Nonprofit & Volunteering Market Radar

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Optimy Product Overview

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

Optimy Features

  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • API
  • Application Tracking
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Employee Database
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Google Apps Integration
  • Inventory Tracking
  • Multi-Currency
  • Multi-Site
  • Multi-User
  • Notifications
  • P&L
  • Payroll
  • Project Management
  • Scheduling
  • Supplier Management
  • Task Scheduling/Tracking
  • Tax Management
  • Third-Party Plugins/Add-Ons
  • Database
  • Review Monitoring
  • Resource Management
  • Collaboration Support
  • Form Builder
Optimy 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: $450.00/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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