COMMUNITY INVESTMENT MANAGEMENT

Streamline your process

Create statuses to match your organization's internal process in Optimy from start to end.

A grants manager after processing research grant applications efficiently using Optimy

Custom statuses feature

What is Optimy’s custom statuses feature?

Your organization has a specific way of working, with a specific vocabulary. Optimy’s job is to enable you in your work, and to adapt to your processes!

How does it work?

Custom Statuses Implementation

1. Create statuses mirroring your project steps
‍Have a clear process in mind ? Convert it in steps by creating custom statuses. Choose an internal and an external name. Choose a colour and an icon. Make your process your own either by using our default statuses or creating your own, for a good team alignement between all stakeholders.

2. Choose display status on a case-by-case basis
‍You can choose who has access to the information for a transparent process. You can also choose who has authorization to modify any project status: the process is regulated to create accountability.

3. Create statuses definining priority
‍Add a priority status for a better follow-up. Level of urgency, level of relevancy for the organization’s strategy… Use this feature to work efficiently towards your organization’s goals.

What is Optimy’s custom statuses feature?

Do you want to see first-hand how the custom statuses 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