COMMUNITY INVESTMENT MANAGEMENT

Save time with automated workflows

Work more swiftly: automate your project management process!

Get a Demo

A grants manager after processing research grant applications efficiently using Optimy

Automatic workflows feature

What is Optimy’s automatic workflows feature?

How does it work?

Automatic workflows Implementation

1. Define your workflow.‍

Identify the parts of your process that can be automated. Create the workflow and link it to the associated form: let’s build some time-saving automations! That will allow you to use your energy for more value-driven actions.

2. Organize your workflow.‍

With a simple drag and drop tool, build your workflow with different types of actions : creating a task, locking or unlocking part of the form, changing the project status... Change it around as much as you’d like.

3. Keep track of your projects through their workflow. ‍

Let the workflows run! Save time with automated tasks, and always keep a clear view of where in the workflow each project is. It gives you an easy overview of which workflow is currently running for this project and how far the project has been already processed.

What is Optimy’s automatic workflows feature?

Do you want to see first-hand how the automatic workflows 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