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Run every corporate social impact program on one platform.

One place for your full social impact portfolio. Run every program with the consistency HQ needs and the autonomy regional teams ask for.

Optimy - your CSSR programs deserve more than another spreadsheet
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340+

Organizations worldwide

25+

Countries that we are active in

1.5M+

Social Impact projects managed through Optimy

22+

Languages supported by the platform

Challenges

The coordination problem inside every large enterprise.

When sponsorships, grants, and volunteering are spread across regions, departments, and tools, every program runs on goodwill and Excel.

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Regional silos

Requests flood in from every region with no shared view, and local offices fund projects HQ discovers months later.

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Blind decisions

Selection happens on gut feel rather than published criteria, leaving impact and consistency on the table.

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Lost momentum

Volunteers sign up, then nothing happens, programs drift after launch and engagement collapses on the next cycle.

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Reporting overhead

ESG and CSRD reports take weeks of Excel work, with data scattered and compliance at risk.

Who is involved

Built for every role behind your social impact portfolio.

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Head of CSR

Turn strategy into measurable outcomes.

Set funding priorities per pillar and SDG. Track every program against your strategic intent. Walk into board reviews with outcomes delivered and ROI per program.

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Grant & Community Manager

Run multiple programs without scaling the team.

Automate intake, screening, scoring, payment scheduling, and follow-up, across every program in your portfolio.

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Compliance & Finance Manager

Audit-ready by default.

Every decision logged with timestamp, user, and context. Budgets tracked live across entities and programs. CSRD and SFDR data structured at source

End-to-end process

From mission to impact report

Optimy maps every step of your social impact portfolio. Each stage hands off to the next, automatically, with full audit trail at every point.

Watch a 2-minute platform tour
1

Translate your mission into programs

Workshop with your team. Your strategic pillars, your stakeholders, your KPIs, translated into the programs you'll run: sponsorships, grants, volunteering, and beyond.

2

Configure each program to your governance

Eligibility rules, scoring criteria, approval workflows, and reporting templates set up per program and per entity.

3

Receive requests from every region, in every program

Sponsorship proposals from properties. Grant applications from nonprofits. Volunteering sign-ups from employees. One pipeline, every region, every language.

4

Pre-screen and vet applicants automatically

Short questionnaires filter ineligible requests before they hit your queue. Compliance flags surfaced before any funding decision.

5

Score, shortlist, and run team reviews

Every request ranked against your weighted criteria. Shortlists routed to the right team, regional or HQ, internal or external.

6

Decide and disburse

Branded acceptance and rejection templates. Payments scheduled per program rules, with full audit trail on every decision.

7

Manage contracts and coordinate delivery

Contracts generated from templates and signed in-platform. Deliverables, volunteer hours, and partner updates tracked per record.

8

Measure outcomes and report to the board

Outcome surveys sent to grantees, sponsorees, and volunteers in their language. Cross-program impact aggregated for board, ESG, CSRD, and SFDR reporting.

Ready to see what end-to-end looks like for your programs?

Watch a 2-minute demo. We'll show you how Optimy fits your portfolio, structure, and your reporting cadence.

The platform

Built for corporate teams that move fast, without raising an IT ticket.

Configurable to fit how your social impact portfolio actually runs.

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Smart Application Forms

Branded forms, conditional logic, multi-language, auto-screening. Higher completion rates.

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Automated Workflows

Optimy routes applications, assigns reviewers, escalates approvals, and triggers reminders.

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Scoring and Evaluation

Define your criteria once. Score every application automatically. Run blind reviews when fairness matters.

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Native Reporting and BI

One-click reports, embedded charts, custom dashboards. Board-ready, donor-ready, CSRD- and SFDR-aligned.

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First-class security

GDPR-native, ISO 27001 certified, hosted on AWS in EU, US, Canada, and Switzerland. SSO, role-based access, full audit trail.

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Configurable without IT

Add programs as you grow. Change forms, workflows, and scoring rules directly, no dev support.

Testimonials

Trusted by corporate teams from energy to retail.

From European energy companies to North American retailers, Optimy powers corporate social impact and sponsorship portfolios across every major industry.

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AXA
Impact

All grant applications centralized across 12 markets. Reporting time cut by 40%.

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Air Liquide
Impact

Grants and sponsorship unified across two continents in one platform.

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Bridgestone
Impact

Three program types in one back-end, with volunteering tracking from day one.

340+

leading global organizations trust us
FAQ

Frequently asked questions from corporate teams.

From integration with existing tools to multi-country governance and ESG reporting, here's what enterprises evaluate before moving forward.

We already have a project management tool. Why Optimy?
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We operate in 15 countries with different local processes. Can Optimy handle that?
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How long does implementation take?
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How does Optimy help with our ESG report?
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How is Optimy different from Benevity or Salesforce?
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Talk to a specialist.

We'll walk you through how to translate your corporate mission into concrete workflows on the platform, programs configured, governance respected, reporting ready.

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GDPR compliant
ISO certified. AWS-hosted (EU + US)
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Response within 24 hours
Industry-leading SLA from day one
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4,000+ users globally
Trusted across Europe, North America, and beyond
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No setup costs, no developer needed
Live in 6–8 weeks for large enterprises