Receive weekly updates on your projects by email. You’ll always be in the loop as to what is happening with your projects.
View the different stages of the project and leave private comments for application reviewers. Making reviewing applications/requests a seamless process.
Store all documents (contracts, letters, logos, etc.) related to the project in a centralised location. Share information with others as needed.
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.
Save time by designing and saving unlimited amounts of email templates, all customised by you or pick from existing templates.
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.
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.
Define custom statuses to organise follow-up on applications. Use your companies approved language and phrases to make Optimy seamlessly fit with your company’s ethos.
Send, manage, and track all communication with your applicants, users, and external stakeholders all in one place.
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.
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.
© 2019 Optimy.
Making impactful projects easier since 2011.
Optimy is the most customer-centric software
for sponsorship and grant management.
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in one single tool.
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