Optimy

The Optimy Suite is a software 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