OPTIMY MANAGE

Manage projects with weekly updates, document and task management, and teamwork to ensure that they run smoothly.

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Weekly Digest

Receive weekly updates on your projects by email. You’ll always be in the loop as to what is happening with your projects.

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Give Feedback (Comments)

View the different stages of the project and leave private comments for application reviewers. Making reviewing applications/requests a seamless process.

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Manage Documents

Store all documents (contracts, letters, logos, etc.) related to the project in a centralized location. Share information with others as needed.

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Manage Users

Manage users and their roles, limiting and granting granular access as you see fit. Everyone will know where they stand and what their tasks are, no excuses.

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Email Templates

Save time by designing and saving unlimited amounts of email templates, all customized by you or pick from existing templates.

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Collaborate

Make it easy for contributors to work together on applications through collective notes, making sure that all of your team is up-to-date with the projects at hand.

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Team Management

Create teams with specific rights and assign users to these teams. This will assure that the right people see the right things, with no security breaches.

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Custom Statuses

Define custom statuses to organize follow-up on applications. Use your companies approved language and phrases to make Optimy seamlessly fit with your company’s ethos.

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Messaging

Send, manage, and track all communication with your applicants, users, and external stakeholders all in one place.

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Task Management

Build, communicate, and share tasks. Stay on top of all your tasks and keep track of who is in charge of what. You’ll never miss a deadline again.

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Automated Workflows

Create your own custom workflow to match exactly how your team works. Make it easy to see how your projects flow with the team members involved.

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Over 250 Organizations are empowered by Optimy

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