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


340+
Organizations worldwide
25+
Countries that we are active in
1.5M+
Social Impact projects managed through Optimy
22+
Languages supported by the platform
When sponsorships, grants, and volunteering are spread across regions, departments, and tools, every program runs on goodwill and Excel.
Requests flood in from every region with no shared view, and local offices fund projects HQ discovers months later.
Selection happens on gut feel rather than published criteria, leaving impact and consistency on the table.
Volunteers sign up, then nothing happens, programs drift after launch and engagement collapses on the next cycle.
ESG and CSRD reports take weeks of Excel work, with data scattered and compliance at risk.
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.
Automate intake, screening, scoring, payment scheduling, and follow-up, across every program in your portfolio.
Every decision logged with timestamp, user, and context. Budgets tracked live across entities and programs. CSRD and SFDR data structured at source
Optimy maps every step of your social impact portfolio. Each stage hands off to the next, automatically, with full audit trail at every point.
Workshop with your team. Your strategic pillars, your stakeholders, your KPIs, translated into the programs you'll run: sponsorships, grants, volunteering, and beyond.
Eligibility rules, scoring criteria, approval workflows, and reporting templates set up per program and per entity.
Sponsorship proposals from properties. Grant applications from nonprofits. Volunteering sign-ups from employees. One pipeline, every region, every language.
Short questionnaires filter ineligible requests before they hit your queue. Compliance flags surfaced before any funding decision.
Every request ranked against your weighted criteria. Shortlists routed to the right team, regional or HQ, internal or external.
Branded acceptance and rejection templates. Payments scheduled per program rules, with full audit trail on every decision.
Contracts generated from templates and signed in-platform. Deliverables, volunteer hours, and partner updates tracked per record.
Outcome surveys sent to grantees, sponsorees, and volunteers in their language. Cross-program impact aggregated for board, ESG, CSRD, and SFDR reporting.
Watch a 2-minute demo. We'll show you how Optimy fits your portfolio, structure, and your reporting cadence.
Configurable to fit how your social impact portfolio actually runs.

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

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

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

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

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

Add programs as you grow. Change forms, workflows, and scoring rules directly, no dev support.
From European energy companies to North American retailers, Optimy powers corporate social impact and sponsorship portfolios across every major industry.
All grant applications centralized across 12 markets. Reporting time cut by 40%.
Grants and sponsorship unified across two continents in one platform.
Three program types in one back-end, with volunteering tracking from day one.
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From integration with existing tools to multi-country governance and ESG reporting, here's what enterprises evaluate before moving forward.
Generic tools aren't built for the CSR or sponsorship lifecycle. They lack application intake, eligibility filtering, nonprofit vetting, peer review, and impact measurement. Optimy covers the full journey from first request to final report — in one place, with your branding, criteria, and governance built in.
Yes — that's exactly what Optimy is built for. Run centralized global programs while allowing local entities to operate their own forms, workflows, and reporting in their language. HQ maintains full visibility and consolidated reporting across all markets.
Most large clients are live within 6–8 weeks of contract signing. Because Optimy is configurable without developer involvement, you can make changes yourself — significantly cutting the time between "we want to change something" and "it's live."
Optimy becomes your single source of truth for all social impact data. With built-in BI, you can generate charts, export datasets, and share real-time dashboards. Clients report producing up to 80% of their ESG report data directly from Optimy.
Benevity focuses on employee giving for North American markets. Salesforce requires extensive developer customization. Optimy covers grants, sponsorships, volunteering, and donations in one configurable platform — built for international teams that need fast, autonomous control. Changes in 20x less time, no developers needed.
We'll walk you through how to translate your corporate mission into concrete workflows on the platform, programs configured, governance respected, reporting ready.