Optimy Manage

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

Optimy manage illustration
Weekly digest

Weekly Digest

Collecting requests has never looked so good! Optimy allows you to design custom branded request forms to integrate within your website.

Learn more

Give Feedback (Comments)

Have existing data and previous requests? No worries! Transferring the data into Optimy is harmonious and incessant.

Learn more

File manager

Manage Documents

It’s all about YOU. You get a custom domain to access your dashboard. Totally secure and only for your eyes.

Learn more

Users

Manage Users

Gather and centralize all your contacts in one place. Manipulate the contacts however you want! Search, filter, export–The tool is your oyster!

Learn more

Email templates

Email Templates

Design and create more than one submission platform to correspond with different branches of your organization.

Learn more

Project record

Collaborate

Gather and centralize all your contacts in one place. Manipulate the contacts however you want! Search, filter, export–The tool is your oyster!

Learn more

Teams

Team Management

Design and create more than one submission platform to correspond with different branches of your organization.

Learn more

Project statuses

Custom statuses

Gather and centralize all your contacts in one place. Manipulate the contacts however you want! Search, filter, export–The tool is your oyster!

Learn more

Assigned tasks

Messaging

Design and create more than one submission platform to correspond with different branches of your organization.

Learn more

Shared messaging inbox

Task Management

Gather and centralize all your contacts in one place. Manipulate the contacts however you want! Search, filter, export–The tool is your oyster!

Learn more

Workflow

Automated Workflows

Design and create more than one submission platform to correspond with different branches of your organization.

Learn more

It's time to streamline your CSR operations

Connect with us today