COMMUNITY INVESTMENT MANAGEMENT

Create branded forms to streamline your application process

A grants manager after processing research grant applications efficiently using Optimy

smart form feature

What is Optimy’s smart form feature?

This feature allows you to build a complete application experience, from a user-friendly intuitive form to automated emailing and centralized information. Gather all applications to a corporate social impact project (grant, sponsorship…) in a centralized platform via branded forms.

How does it work?

Smart Forms Implementation

1. When implementing a new project, define your project's specifications.‍

Once every stakeholder is aligned on the project, budget, acceptation criteria, it’s time to open applications. In collaboration with your personal point of contact within the Optimy team, define the info you need and the fields necessary to get them.

2. Use the smart forms tools to your advantage!‍

Use the vast variety of tools and assets to personalize your form to your project’s specific needs. Email automations, conditional visibility… This will allow you to receive complete applications, and to make the reviewing and choosing process much smoother and quicker. All the projects you’ll have to review and sort through will be relevant to your initial strategy.

3. Let the applications come in! ‍

Once the form is build and live, it’s time to share it! Insert it in your company or foundation’s communication : a single point of contact for all people wanting to apply. All the info is centralized, the applicants benefit from a trans parent platform and see where their application is standing.

What is Optimy’s smart forms feature?

Do you want to see first-hand how the smart forms 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