• Type: Database & case management systems
  • Difficulty: Very Easy
  • Cost: Paid for
  • Developer/Author: Optimy
  • Provider Email: marketing@optimy.com

The customer-oriented sponsorship & grant management software trusted by more than 180 organisations worldwide with a retention rate over 98%. The Optimy Solution helps CSR, donation and grants professionals to improve their performance across the entire lifecycle of a project by covering one or more of the following processes:

  • Request Management: Streamline the flow of incoming requests thanks to customisable online forms and ensure a systematic and personalised response to each.
  • Project Management: Manage and collaborate on all projects from a single intuitive dashboard.
  • Assessment: Automatically score incoming requests and projects based on your specific KPIs.
  • Audit: Allow a central team to easily follow all ongoing activities at group level.


  • Tailor-made forms: Create standard forms to collect information from the external submitters and/or from your team members.
  • A single dashboard: Manage multiple activities from one single dashboard customised to your specific needs.
  • Project follow-up: Boost collaboration and share information: assign tasks, read and share comments, log budget info and much more.
  • Assessment: Based on your criteria, Optimy automatically calculates a score for each project and compare their weighted averages and performance over time.
  • Simple data extraction and reporting: Export all or part of your data in .xls or .csv format that you can save to generate a model you can reuse over time.
  • Business intelligence: Build tailor-made and real-time graphs and collect them all in a dedicated report page.

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