--- description: Review of Optimy Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Optimy | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Online Project Management Software](/directory/436/web-based/software) > [Optimy](/software/24587/optimy) # Optimy Canonical: https://www.softwareadvice.co.nz/software/24587/optimy Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/software/24587/optimy?page=2) > Optimy is an all-in-one, easily configurable social impact management solution that helps organizations of all types such as corporations, corporate foundations, philanthropic advisors, and mission-driven organizations amplify their social and business impact. Key features include automated workflows, project management, budgeting, document management, project collaboration, reporting, task management, time tracking, and project scheduling. With Optimy, you can create standardized forms to collect, select, and easily manage all information from your social impact programs, such as grant management, employee engagement, or sponsorships. You can manage all projects from a single, customizable dashboard. Optimy facilitates project collaboration between internal and external departments by letting team members assign tasks, read and share comments, and record budget information. You can then automatically score each project within an organization, according to your specified criteria. With Optimy’s reporting tools, you can export all or part of your data in .csv or .xls format. Because Optimy is easily configurable, you can pay only for the features you need, and add more later when needed. Our team of trained CSR experts provides attentive customer support and advice on best practices to enable your success throughout the implementation process and beyond. > > Verdict: Rated **4.6/5** by 42 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 42 Reviews | | Ease of Use | 4.4/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.5/5 | Based on overall reviews | | Features | 4.2/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Optimy - **Location**: Toronto, Canada - **Founded**: 2011 ## Commercial Context - **Starting Price**: US$530.00 - **Pricing model**: Per Feature (Free Trial) - **Pricing Details**: $530 /month for 2 users billed annually €450 /month for 2 users billed annually Optimy also offers custom plans. - **Target Audience**: 2–10, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop) - **Supported Languages**: English, French, German, Italian, Portuguese, Spanish - **Available Countries**: Australia, Austria, Belgium, Brazil, Canada, Croatia, Cyprus, Czechia, Denmark, Estonia, Finland, France, Germany, Hong Kong SAR China, Ireland, Italy, Luxembourg, Monaco, Netherlands, New Zealand and 9 more ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Ad hoc Reporting - Administrative Reporting - Alerts/Notifications - Applicant Portal - Applicant Tracking - Application Management - Approval Process Control - Assignment Management - Attendance Tracking - Audit Management - Audit Trail - Budget Control - Budget Management - Budgeting/Forecasting - CRM - Calendar Management ## Integrations (5 total) - Docusign - Eventbrite - Mailchimp - SAP Business One - Salesforce Sales Cloud ## Support Options - Email/Help Desk - FAQs/Forum - Phone Support - Chat ## Category - [Online Project Management Software](https://www.softwareadvice.co.nz/directory/436/web-based/software) ## Related Categories - [Online Project Management Software](https://www.softwareadvice.co.nz/directory/436/web-based/software) - [Grant Management Software](https://www.softwareadvice.co.nz/directory/644/grant-management/software) - [Project Management Software for Small Business](https://www.softwareadvice.co.nz/directory/3618/small-business/software) - [Volunteer Management Software](https://www.softwareadvice.co.nz/directory/416/volunteer-management-software/software) - [Nonprofit Project Management Software](https://www.softwareadvice.co.nz/directory/3863/nonprofit/software) ## Alternatives 1. [Instrumentl](https://www.softwareadvice.co.nz/software/317455/instrumentl) — 5.0/5 (180 reviews) 2. [Fluxx Grantmaker](https://www.softwareadvice.co.nz/software/32548/fluxx) — 4.3/5 (95 reviews) 3. [Submittable](https://www.softwareadvice.co.nz/software/166870/submittable) — 4.8/5 (398 reviews) 4. [MonkeyPod](https://www.softwareadvice.co.nz/software/107235/monkeypod) — 4.8/5 (101 reviews) 5. [Grant Lifecycle Manager](https://www.softwareadvice.co.nz/software/72823/grantmakers) — 4.9/5 (52 reviews) ## Reviews ### "Success with Optimy" — 4.0/5 > **Madison** | *18 December 2023* | Hospital & Health Care | Recommendation rating: 9.0/10 > > **Pros**: Optimy has been a lifesaver to track sponsorship requests including budget, table attendees, marketing materials, etc. > > **Cons**: I have no problems with Optimy. It has been a great software and the Optimy team are fantastic to work with -- \[sensitive content hidden\] is the best; hands down\! :) ----- ### "New User, Never Going Back" — 5.0/5 > **Jackie** | *26 March 2024* | Automotive | Recommendation rating: 10.0/10 > > **Pros**: The team that helped implement our Optimy platform was incredible. Now using the system has been very user-friendly, easy and a quick adoption. > > **Cons**: N/A > > I am loving using the Optimy system and it has made our efforts so much more streamlined. ----- ### "Reliable and Efficient" — 4.0/5 > **Anouska** | *17 April 2024* | Museums & Institutions | Recommendation rating: 8.0/10 > > **Pros**: Excellent customer service, always responded quickly with an effective solution to queries. Wonderful to work with, thank you\! > > **Cons**: Some aspects were less customisable than we had hoped for the plan level we had. ----- ### "A great tool for streamlining and managing requests" — 5.0/5 > **Chelsey** | *8 April 2020* | Banking | Recommendation rating: 9.0/10 > > **Pros**: I like the organization of the structure and how easily it streamlines the many requests for sponsorship and event support that we receive. The customer service is always very responsive and great at assisting with any questions or customization. > > **Cons**: The software has a bit of a learning curve when setting up forms. There are small features I'd like to see that would make the process more seamless, such as being able to automatically forward an attachment PDF of the request through the messaging tool. Overall, the software continues to improve and roll out new features. > > My experience has been very positive and filled with great customer service and support at every stage. ----- ### "RELIABLE" — 5.0/5 > **Alain** | *9 March 2020* | Broadcast Media | Recommendation rating: 8.0/10 > > **Pros**: You can find all the information you nedd at any time, anywhere, as far as you have connection on the internet. Powerful reminder which gives you peace of mind. Tasks are scheduled and the tool reminds you when you have to do it. Very useful when you handle hundreds of files simulteanously. Gives you also the Opportunity to find "Who dit What" in any of your file > > **Cons**: Some changes are set up without correct information of the client. One day you discover a tool different of what it was the day before. Not very intuitive. > > We are ruling all partnership events (commercial and non commercial) through this tool. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/software/24587/optimy?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/24587/optimy) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data