Grant management software amplifying your social impact
Benefit from a solution configured to your workflows and aligned with your mission. From grant research to scholarships, awards, and community investment, Optimy centralizes every program in one platform.
Trusted by 350+ global brands
One hub to turn every grant into measurable impact
From intake to reporting, Optimy aligns your grant programs with corporate goals ensuring compliance, credibility, and ROI at every step.
Collect data
Forms, applications, reviews, reports... Collect all your social impact data in one central secure hub, always backed up and GDPR compatible.
Evaluate applications
Define your own scoring and criteria that matter to you, and let Optimy’s smart tools help you automatically evaluate and filter all incoming applications.
Select initiatives
Select the best projects and initiatives to support and sponsor. Optimy lets you quickly understand which projects are the best fit for increasing your brand’s impact.
Manage projects
Plan and manage all your team’s tasks inside your solution. Eliminate manual tasks and collaborate with your team in a central hub. Manage projects, tasks, budgets seamlessly.
The most efficient grant platform for all stakeholders
Optimy is the grant management software designed to help out companies and corporate foundations in their impact initiatives. It ensures a seamless user experience for everyone involved in the grantmaking process, from applicants to evaluators and administrators.
A unique integrated platform to streamline all your impact projects
Smart Forms
Capture the information you need, without overwhelming your applicants. Choose answer types, accept file uploads, and more.
Scoring
Use your own KPIs to rank applications based on your criteria. Support the best projects using Optimy’s scoring.
Task management
Eliminate manual tasks. Plan and manage your projects. Collaborate with your team inside Optimy.
Automatic workflows
Put an end to repetitive tasks. Save hours of time by creating automatic processes like: selection, reminders, reviewer permissions, and more.
Budget tracking
Maintain control of your expenses. Overview how much money has been allocated for each project and make sure you are within your budget.
Grant reports
Get grant reports on the go, using our library of reports. Customize the reports to your needs and share them with stakeholders.
Trusted by thousands of users worldwide
“I use the messaging tool all the time. It is particularly helpful to have a good overview of the programs we have done so far with a partner. If a team has changed, we can have continuity on the projects without loosing history and visibility, it’s super efficient."
“The time saved with Optimy enables us to be more personable, tailoring our approach to the unique needs of each project, which has truly enhanced our relationships with applicants.”
"We really believe in maintaining individual relationships with each funded partner, and the system helps ensure that no detail is overlooked. The ease of accessing and sharing information has made our operations much more efficient."
"With Optimy, we've reduced our workload by 40%, allowing us to take on new projects and better serve our community."
“With Optimy's implementation, we witnessed a transformative shift in efficiency and transparency, empowering us to build strong workflows with ease. While challenges persisted during the rollout, we are confident our commitment to optimizing the platform will position us for success."
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They have to apply for money and once they get money, they distribute it to the schools. They filled out the application form of our customer Stanley Thomas Foundation and they loved the process. Before it looked complex and outdated, but now they really liked it and are interested in our system for the second part of their activities (distributing money to applicants).
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We have closed our first Optimy application cycle this Sunday and everything worked out well! One grantee from Israel has received an extended deadline (different reason) but for all the others it has worked very well and we have received feedback that it was intuitive and easy to navigate. This is great news for us! Thank you for your support!
"The choice of Optimy was a turning point for Mutuelle Intégrance. Its simplicity, speed, and intuitive design significantly improved our processes related to support requests, ensuring timely assistance to our members while adhering to strict quality standards and data protection regulations."
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Optimy is reasonably priced, flexible, and comprehensive. It offers everything we need to manage our volunteering programs effectively, and the team behind Optimy is incredibly supportive and responsive.
"Optimy streamlined our intricate three-step evaluation process, ensuring accessibility for all users, from office staff to board members. Its user-friendly interface simplified our procedures, making it an essential tool for our foundation's success."
“The ease of use and flexibility offered by the Optimy solution allowed us to tailor it continuously. This adaptability is crucial to build our unique workflow with very strict processes to follow, as we are partially under Government control. I am very grateful to the Optimy team who never run out of solutions.”
"I've been a strong advocate for using a SaaS solution such as Optimy for a while, and I want to express my gratitude to the team that helped us bring this tool to life. Kate has been fantastic—always responsive and a pleasure to work with."
Optimy has revolutionized our grant-making process, ensuring efficiency, seamless collaboration, and a smoother path to breakthroughs. Its added values include harmonizing candidate applications and reducing the risk of file loss."
“We did not anticipate the level of difficulty for applicants to be able to fulfill the application process for our Innovation Grants. We needed to use a system with tighter validation yet very simple to fill in, and that is where we landed with Optimy … we are able to capture similar/comparable data across grantees as well as have all the data we need for impact analysis and reporting.”
“We did not anticipate the level of difficulty for applicants to be able to fulfill the application process for our Innovation Grants. We needed to use a system with tighter validation yet very simple to fill in, and that is where we landed with Optimy … we are able to capture similar/comparable data across grantees as well as have all the data we need for impact analysis and reporting.”
“In terms of monitoring, measuring, and distributing/placing on the map, it's also extremely simple: one click and it's done. This is invaluable for us in terms of time management, both for the person reporting the project and for the person analyzing it afterwards.”
"Optimy solved our need to centralize everything on a single platform and ensure a single, linear and consistent process."
All the small features allow you to manage everything from A to Z: from the student's file to the validation and actual payment of the scholarship.
The tool is easy to set up!
Optimy est une plateforme tout-en-un tellement flexible. Vous pouvez toujours changer les questions, les parties du formulaire.
Optimy ist sehr flexibel. Sie können die Fragen und die Teile des Formulars jederzeit ändern.
Optimy makes things easier. We have a lot more requests thanks to the tool, which is very positive for us. The surface is nice and intuitive, there are always solutions, and it's always agile. We saved maybe half of the time, that's huge.
How EPCOR streamlines its community investment process with Optimy "We would refer Optimy to anyone who is looking for a great way to organize and streamline their community investment activities. Our team now has a much easier time managing corporate giving activities with Optimy’s system and customer service support.
The Optimy software is the right solution for streamlining the request submission, we therefore operate with greater effectiveness by speeding up our procedures. And now, we can also manage projects overtime.
We are new in this operation, and it's great to be able to do configurations ourselves. Optimy makes it possible to adjust our strategy and get things done that we would not even think would be possible without a system.
Generating data has become easier with Optimy.
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Optimy is so flexible. You can always change the questions, the parts of the form.
We moved from manual work to digital with Optimy, which saves time for the whole team.
Optimy is our tool to manage employee's engagement at ORPEA Foundation.
Thanks to the Optimy solution, we manage the flow of requests, organise them by theme, receive a detailed project description, and can provide answers to all project submitters.
With 100's of new projects funded every year, we've drastically reduced the amount of manual workload thanks to Optimy!
No more guesswork! We now have a complete overview of the funds we allocate per year and whether we are dealing appropriately with the money that we are receiving by tracking our KPIs.
If we hadn't had Optimy, especially in 2020, it'd have been a nightmare because the call for projects generated more than 600 applications (complete files received)!
"Optimy is a great holistic solution for sponsorship management and contributes to the digitalization of our work."
The Optimy software is perfectly suited to our needs, especially for the management of the evaluation by our expert partners.
Just like Michelin, the Foundation’s standing is global and its ‘Helping people move forward’ signature illustrates its sponsorship projects’ human dimension, mediums of progress and social development.
The online submission tool has broadened the level of awareness, and we significantly increased the number of good projects submitted, they could easily find us and submit to us. Previously, by email, we received less than half of what we receive today.
If you are looking to make changes and improve your systems and processes to meet the needs of your applicants it’s definitely worth using Optimy to do that.
With Optimy, I can easily add questions to my forms and therefore receive applications that give me the information that I need. Today I can clearly see how many opportunities this tool has brought us.
The Optimy tool is created to adapt to foundations' needs. Optimy helped us to be more aligned across our projects, and I like that it's an online tool. With times we are living, the tool has a big positive impact on how we work as a team.
We went from 7 to 3 minutes per application! With such an increase in efficiency, the team can now focus their time and energy with our partners in local communities.
The tool allows us to review more projects in a better way. It’s really useful to keep track of each project and track back the evaluation that was done. Now with Optimy, everything is very findable, and without the tool, we wouldn’t have managed.
Happy customers
worldwide
Countries that
we are active in
Social Impact projects
managed through Optimy
Languages supported
by the platform
Frequently Asked Questions
Grant management is how you keep track of grants, from when you first plan to apply, all the way to your final report. It helps you choose good projects, and use your money wisely, making sure that everything is fair and correct.
With Optimy, you can typically start managing grants effectively in just a few days, depending on the size of your company. Our expert support and training resources will guide you every step of the way, ensuring a smooth start. Contact us for more details.
We give you all of the support you need, including help from our customer service team, and guides and trainings that will help you understand the platform better, so you never feel lost, and are always ready to tackle new challenges.
Optimy lets you change the way you manage your grants. You can set up your own process, your own application forms, your own rules, and create your own reports, so you are always in control of your project.
Optimy provides tools that help you keep track of your progress, understand your results, and to easily create reports. It also makes it faster to automate many of the tasks that you need, so you can focus on what is more important.
With Optimy, you'll be able to:
- Keep track of your progress.
- Manage more projects easily.
- Use customizable reporting tools.
- See all your financial details clearly.
- Design your own processes to fit your needs.
- Be compliant with all regulations, with automated tracking..
Grant management is how you keep track of grants, from when you first plan to apply, all the way to your final report. It helps you choose good projects, and use your money wisely, making sure that everything is fair and correct.
With Optimy, you can typically start managing grants effectively in just a few days, depending on the size of your company. Our expert support and training resources will guide you every step of the way, ensuring a smooth start. Contact us for more details.
We give you all of the support you need, including help from our customer service team, and guides and trainings that will help you understand the platform better, so you never feel lost, and are always ready to tackle new challenges.
Optimy lets you change the way you manage your grants. You can set up your own process, your own application forms, your own rules, and create your own reports, so you are always in control of your project.
Optimy provides tools that help you keep track of your progress, understand your results, and to easily create reports. It also makes it faster to automate many of the tasks that you need, so you can focus on what is more important.
With Optimy, you'll be able to:
- Keep track of your progress.
- Manage more projects easily.
- Use customizable reporting tools.
- See all your financial details clearly.
- Design your own processes to fit your needs.
- Be compliant with all regulations, with automated tracking..
Talk to our experts
Talk to our specialists to see how Optimy can support your goals.
Request a tailored demo, pricing, or more information today.
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Toronto, ON, M4W 3E2.