A grant management software to solve your problems.

About 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

Product Overview

User Reviews of Optimy

★★★★★
★★★★★
Submitted on January 17th, 2022 by Lindsey C

We needed a way to show our senior leadership team that marketing was producing results, and that’s hard when your metrics are scattered. The Optimy dashboard saved the day.

★★★★★
★★★★★
Submitted on January 17th, 2022 by Pablo D

Optimy allows us to review projects in a better way. It’s really useful to keep track of each project and trackback the evaluation that was done. Everything is very findable and manageable.

★★★★★
★★★★★
Submitted on January 17th, 2022 by Xio F

Optimy helped us to be more aligned across our projects and I like that it’s and online tool. With these times we are living, the tool has a big positive impact on how we work as a team.