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