Optimy

A grant management software to solve your problems.

About Optimy

The Optimy Suite is made up of four bundles (Collect, Select, Manage, and Report) to streamline the entire lifecycle of grant management, community investment, and sponsorship management.

Optimy Collect

Features

  • Custom request forms that integrate onto your website
  • Import existing data into Optimy
  • Contact management
  • Create multiple submission platforms for each branch or department within the organization
  • Custom domain name for your dashboard

Optimy Select

Features

  • Centralised dashboard that allows you to view applications and requests in one place
  • Application ranking
  • Automated responses to applicants based on pre-defined criteria
  • Application process feedback
  • Automated application and request filtering based on specified criteria
  • Automated delegation assigns applications and requests to qualified team members for review

Optimy Manage

Features

  • Weekly email updates about project status
  • Leave feedback or comments on various stages of the project
  • Store and manage documents in one spot
  • Manage users and user permissions
  • Create email templates
  • Assign teams to projects
  • Send messages and track communication with applicants, users, and stakeholders
  • Task management
  • Automated workflows

Optimy Report

Features

  • Export data into PDFs, CSV, Excel, or Word
  • Create PDf report templates
  • See statistical info about projects, users, forms, or storage space
  • Create custom charts about projects or requests
  • See where applications and requests are coming from on an interactive map
  • Create custom Word templates for contracts, agreements, or other letters
  • Track your budget throughout the project’s lifecycle
  • Send follow-up surveys
  • Automated application and request ranking based on your criteria
  • Invite peers to review your projects

Product Overview

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