COMMUNITY INVESTMENT MANAGEMENT

Save time and limit reviewing efforts

With Optimy’s automatic filter catered to your specific needs.

A grants manager after processing research grant applications efficiently using Optimy

Automatic filtering feature

What is Optimy’s automatic filtering feature?

This feature allows you to define specific application criteria for your corporate social impact projects, whether they be grants, sponsorship opportunities or corporate volunteering. Save time and energy by having restricting filtering settings for incoming applications, allowing you to be more focused and efficient in your work. Let Optimy do the handy work!

How does it work?

Automatic filtering Implementation

1. When implementing a new grant project, define your project's specifications.
‍Once everyone on your team is aligned about the main application criteria, you can automate the filtering of applications. Add criteria to the reviewing workflows: number of employees, budget needed, industry…

2. Let the applications come in!
‍The workflow will do the work for you. It will automatically refuse the projects who don’t fit your criteria, and let the others pass through. The amount of manual reviewing you’ll have to do will be lower, and you’ll be sure which applicants fit your company’s values and needs. All the projects you’ll have to review and sort through will be relevant to your initial strategy.

3. Build your workflow further to save you more time!
‍You can automate other tasks to reduce your workload. Automatically send a reply based on predefined criteria, so none of your applicants are ever left in the dark!

What is Optimy’s automatic filtering feature?

Do you want to see first-hand how the automatic filtering feature works? Book a demo with one of our experts. You’ll get an overview of the tool, and we’ll take the time to deep-dive into the specific features you need for your Corporate Social Impact projects.

Get a Free Demo

Optimy is the world’s most configurable solution that helps organizations amplify their positive impact and build meaningful relationships with causes, communities, customers, and employees.

We are committed to helping organizations be a force for good in the world. As a result, the Optimy platform is designed to reduce friction and break down barriers to amplify your positive impact.

1- Collecting

Make applying to your CSR offers easy! Collect all the data you need in one place to make your decision-making process quicker and more efficient.

2- Evaluation

Define your own KPIs for an automatic screening of projects, and use the collaborative platform with evaluators to determine the best projects to invest on.

3- Project Management

Follow your project from A to Z. Define and get reminded of tasks and to-dos. Work with the different stakeholders directly from the platform.

4- Measuring

Access data for your financial investments, the projects ROI, your social impact… Create personalized reporting to better communicate on your work with colleagues and stakeholders.

350+

Happy customers
worldwide

1.5M+

Social Impact projects
managed through Optimy

94%

Retention rate

4.6⭐

Reviews on Capterra