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


  • 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


  • 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


  • 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


  • 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

  • Developer Optimy
  • Type Grant Management Software
  • Client OS Web
  • Deployment Cloud Hosted
  • Starting Price $10,842/year

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User Reviews of Optimy

Submitted on January 16th, 2022 by Anonymous

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 16th, 2022 by Anonymous

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 16th, 2022 by Anonymous

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.