COMMUNITY INVESTMENT MANAGEMENT

Efficient communication

Keep track of your email history with a shared built-in tool for the whole team.

A grants manager after processing research grant applications efficiently using Optimy

messaging feature

What is Optimy’s messaging feature?

Messaging is a built-in email feature in Optimy that lets you send and receive messages within the platform. It functions as a shared mailbox, enabling team collaboration and transparency. It also keeps all messages within a central solution, allowing for better compliance.

How does it work?

Messaging Implementation

Launching a new project? You need to decide on a budget and set it up for better project managemet? Easy to do with Optimy: here are the steps to keep track of your money at all time.

1. Start a conversation in one click
‍Need to communicate on a specific project? Easy enough: go to the tab where the Messaging section is, and use the tool like an emailing platform. Simple, easy, and accessible by all stakeholders: ideal to create a transparency culture and allow for more efficiency.

2. Choose the person you want to include in the conversation
‍All stakeholders can be included: allowing for flowy communication. Choose your recipients: project holder, any Optimy user, any outside contact… You can also choose who receives notifications. Forgot anyone? No worries, all communication is available on the project portal.

3. Keep track of your projects through messaging.
‍Join the conversation if need be, or leave it if it’s less relevant to you: since the Messaging inbox is shared, you will still have access to those conversations. Find conversation and attachments, even if you joined the project further down the line.

Trusted by thousands of users worldwide

“I use the messaging tool all the time. It is particularly helpful to have a good overview of the programs we have done so far with a partner. If a team has changed, we can have continuity on the projects without loosing history and visibility, it’s super efficient."

Frédéric Corbasson

Executive Director Europe and Middle-East

Get a Free Demo

What is Optimy’s messaging feature?

Do you want to see first-hand how the messaging 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