About
The Optimy platform helps sponsorship, CSR, volunteering, grants, and community investment professionals improve their performance across the entire life cycle of a project. Organizations can collect project proposals that are aligned with their strategy, choose the most effective action plans, manage every aspect of each project from a centralized solution, track the social and business impact of their initiatives, and report on the results.
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Dashboard
From your central dashboard, you get access to all your projects in one click and get an overview of them easily. Customize the statuses on your dashboard to display the steps on your own workflow.
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Charts
Generate custom charts using information about requests and projects. Visualize your impact and show it via charts.
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Budget
Create budgets with categories for different departments or activities to ensure an accurate follow-up on your spendings and revenues. Review the amount granted and their allocation. Easily follow the use on your budget, globally and for each project.
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Messaging
Communicate with project submitters, colleagues, and external collaborators directly through Optimy and keep all information exchanged in one place. Exchange emails and keep track of your email history for every project directly within the tool.
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Project list
Easily view all your projects on a single page. Filter your projects based on your needs (per project owner, project type, status, etc.).