18 años ayudando a las empresas
a elegir el mejor software
¿Qué es Optimy?
¿Buscas un software de gestión de subvenciones? Con Optimy, obtendrás un sistema y un servicio de asistencia personalizados. Gestionarás hasta 50 000 proyectos por año porque ahorrarás el 50 % del tiempo que dedicas a tareas recurrentes. El software de administración de subvenciones de Optimy te permite recibir y seleccionar solicitudes de subvenciones y administrar e informar sobre las elegidas.
¿Por qué Optimy? Porque esta compañía cree en la interacción humana y la coloca en el centro del trabajo. Además, este software es 100 % seguro.
¿Quién usa Optimy?
Este software modular ayuda a empresas, fundaciones, gobiernos, organizaciones sin ánimo de lucro que otorgan subvenciones o realizan actividades de patrocinio, asociación, organizan eventos o tienen proyectos de responsabilidad social corporativa (CSI).
¿Dónde se puede implementar Optimy?
Sobre el proveedor
- Optimy
- Ubicado en Toronto, Canadá
- Fundada en 2011
Asistencia de Optimy
- Asistencia telefónica
- Chat
Precios de Optimy
Precio inicial:
- Sí, ofrece una prueba gratuita
- Sin versión gratuita
Optimy no tiene versión gratuita, pero ofrece una prueba gratis. La versión de pago de Optimy está disponible a partir de 530,00 US$/mes.
Planes de preciosSobre el proveedor
- Optimy
- Ubicado en Toronto, Canadá
- Fundada en 2011
Asistencia de Optimy
- Asistencia telefónica
- Chat
Imágenes y vídeos de Optimy






Funciones de Optimy
Opiniones de Optimy
Good product - excellent staff support
Comentarios: Over all, the implementation experience has been smoother than I expected. Don't underestimate how much time it takes to set up the forms and templates, but the more you do upfront, the easier the process of working with the system will be once it's live.
Puntos a favor:
This is the first time we've had a dedicated off-the-shelf grants management product so I was a bit apprehensive. However, Optimy is more intuitive than I expected, once you understand the logic behind the system (and I'm not a systems/technical person!) The dashboard is cleaner than some other products we looked at, and the functionality is more sophisticated than we actually need. The system seems flexible and can be customised to our needs.
Puntos en contra:
Our grants require one or two academic references to support each application and that's not something that the system as it is now was set up to manage. The evaluation platform is a bit clunky as is the manual workaround. However, Optimy staff have been helpful in working out how we can do what we need to do, and the product is being developed further so hopefully this is something that can be built in later.
Respuesta de Optimy
hace 9 meses
Hi Linda, Thank you so much for your review of Optimy on Capterra! Your feedback means a lot to us and helps us enhance our platform. Even more exciting? Your review has helped save a turtle through our partnership with Vivemar in Mexico. Thank you for being part of our journey and making a positive impact! Best regards
Our Optimy Experience
Comentarios: The Optimy team works very closely with us to help identify solutions within the tool for our programs. Everyone that we have dealt with on the team have been excellent to work with and the transition to the new tool has been seamless.
Puntos a favor:
Being able to make personal edits to the software is a huge improvement in our efficiency.
Puntos en contra:
There are some automated features that were available in our previous solution which are not available in the Optimy tool.
Alternativas consideradas previamente: Benevity
Razones para elegir Optimy: The new tool that we were required to move to did not meet our needs. In addition, the customer service levels had significantly declined over the years and it became increasingly difficult to manage our system.
Razones para cambiar a Optimy: Ability to personally customize the tool Customer service
overal good but not personalized enough
Comentarios: so far ok but not using for that long
Puntos a favor:
pro: easy to use, nice UX, reactivity support
Puntos en contra:
"cons": not flexible enough => still need manual workload
Review Review
Puntos a favor:
The professionalism, kindness Very well built tool
Puntos en contra:
the 20% of the development price which must be paid every year
Respuesta de Optimy
hace 10 meses
Hi Sylvaine, Just a quick note to express our immense gratitude for your review of Optimy on Capterra! Your insights are incredibly valuable to us. Plus, your review has helped us save a turtle as part of our partnership with Vivemar in Mexico. Thank you for making a real difference! Best regards, The Optimy Marketing Team.
High-quality product and professionals
Puntos a favor:
Implementing Optimy, after a rigorous search process for the most features at the most competitive price, has been extremely easy. The implementation team was professional, but fun; expert, but accessible. The product is east to navigate and has all of the functions that I need to stand up a new CSR department at a global company, and it can be easily scaled to meet the growing demand for our work within the company.
Puntos en contra:
Honestly, I didn't spend much time with the implementation team because the product is so easy to set up and use.
Alternativas consideradas previamente: Benevity
Respuesta de Optimy
hace 10 meses
" Hi Wade, A massive thank you for leaving a review of Optimy on Capterra! Your input fuels our growth and helps us serve you better. What's more, your review has also helped save a turtle through our partnership with Vivemar in Mexico. Your support means everything! Warm regards, The Optimy marketing team
Optimy Review
Puntos a favor:
Optimy is very user-friendly and offers various ways to keep tracks of grants and gifts. Their customer success team is supportive, responsive, and open to discuss solutions and any possible customization of the site.
Puntos en contra:
The filters and functions for exporting projects can be a little unclear.
Respuesta de Optimy
hace 9 meses
Hello Julia! A massive thank you for leaving a review of Optimy on Capterra! Your input fuels our growth and helps us serve you better. What's more, your review has also helped save a turtle through our partnership with Vivemar in Mexico. Your support means everything! Warm regards, The Optimy Marketing team
New User, Never Going Back
Comentarios: I am loving using the Optimy system and it has made our efforts so much more streamlined.
Puntos a favor:
The team that helped implement our Optimy platform was incredible. Now using the system has been very user-friendly, easy and a quick adoption.
Puntos en contra:
N/A
Respuesta de Optimy
hace 10 meses
Hi Jackie, Thank you so much for your review of Optimy on Capterra! Your feedback means a lot to us and helps us enhance our platform. Even more exciting? Your review has helped save a turtle through our partnership with Vivemar in Mexico. Thank you for being part of our journey and making a positive impact! Best regards The Optimy Marketing Team
Review 2023 & 2024
Puntos a favor:
The helpdesk service (very good support of [sensitive content hidden])
Puntos en contra:
Need to parameter many things when we do a development
Respuesta de Optimy
hace 10 meses
Hi Muriel, Thank you so much for taking the time to review Optimy on Capterra! Your feedback is incredibly important to us, and we truly appreciate your support. Not only have you helped us improve, but you've also contributed to saving a turtle through our partnership with Vivemar in Mexico. Best regards, The Optimy Marketing Team.
Reliable and Efficient
Puntos a favor:
Excellent customer service, always responded quickly with an effective solution to queries. Wonderful to work with, thank you!
Puntos en contra:
Some aspects were less customisable than we had hoped for the plan level we had.
Respuesta de Optimy
hace 9 meses
Hi Anouska, Just a quick note to express our immense gratitude for your review of Optimy on Capterra! Your insights are incredibly valuable to us. Plus, your review has helped us save a turtle as part of our partnership with Vivemar in Mexico. Thank you for making a real difference! Best regards,
Great customizable product
Puntos a favor:
The software is easy to understand and user-friendly. The initial setup of a form is possible without further IT knowledge and the support is always helpful.
Puntos en contra:
Some features that we would have liked are currently not possible to implement.
Un logiciel performant
Comentarios: Optimy nous a permis de gérer plus rapidement des demandes d'aide
Puntos a favor:
La simplicité de la mise en place, la clarté des menus et du du tableau de bord, la rapidité, la possibilité d'envoyer des mails automatiques, le centre d'aide, la réactivité des services
Puntos en contra:
L'exportation des projets est parfois lente
Respuesta de Optimy
hace 10 meses
Hi Patrice, Thank you so much for your review of Optimy on Capterra! Your feedback means a lot to us and helps us enhance our platform. Even more exciting? Your review has helped save a turtle through our partnership with Vivemar in Mexico. Thank you for being part of our journey and making a positive impact! Best regards, The Optimy Marketing Team.
Ha potenzialità, ma non di facile utilizzo
Comentarios: Sicuramente è uno strumento utile di gestione dei progetti, però non di semplice utilizzo se si vuole modificare qualche funzione. Inoltre, spesso compaiono errori nell'interfaccia utente
Puntos a favor:
Mi è piaciuto come strumento di gestione dei progetti e di classificazione delle informazioni
Puntos en contra:
Non è di semplice utilizzo, in quanto le modifiche per personalizzare le funzionalità non sono facili da effettuare. Spesso inoltre ci sono errori nell'interfaccia dell'utente che fa application
Respuesta de Optimy
hace 9 meses
Hi Isabella, Thank you so much for taking the time to review Optimy on Capterra! Your feedback is incredibly important to us, and we truly appreciate your support. Not only have you helped us improve, but you've also contributed to saving a turtle through our partnership with Vivemar in Mexico. Best regards,
Un outil évolutif complet
Puntos a favor:
Le dashboard et les statuts personnalisables : cela permet d'avoir à la fois une vision globale et une vision précise de l'avancement des dossiers Les possibilités infinies offertes par la personnalisation des formulaires La gestion en API pour transfert des données vers un logiciel externe
Puntos en contra:
Le système de gestion des "organisations" qui est encore à revoir Les exports de données qui restent à être améliorer L'implémentation d'une photothèque ou l'intégration avec une solution existante
Respuesta de Optimy
hace 10 meses
Hi Mathilde, Just a quick note to express our immense gratitude for your review of Optimy on Capterra! Your insights are incredibly valuable to us. Plus, your review has helped us save a turtle as part of our partnership with Vivemar in Mexico. Thank you for making a real difference! Best regards, The Optimy Marketing team.
Avis sur Optimy
Puntos a favor:
La souplesse de l'outil qui peut s'adapter à nos besoins sans avoir à faire appel aux services d'Optimy
Puntos en contra:
L'ouverture des documents téléchargés qui est devenue plus laborieuses et occasionne plus de clicks et donc plus de travail
Respuesta de Optimy
hace 10 meses
Hi Karin, Thank you so much for taking the time to review Optimy on Capterra! Your feedback is incredibly important to us, and we truly appreciate your support. Not only have you helped us improve, but you've also contributed to saving a turtle through our partnership with Vivemar in Mexico. Best regards, The Optimy Marketing Team
Idemia & Optimy partnership
Comentarios: It's been a great experience! Looking forward to our 2024 exchanges!
Puntos a favor:
We appreciate the continuous support and improvement concerns from all Optimy teams, from the 1st contact with the salesperson to the technical teams. It's been a 2 years regular conversation on the tool and how to make it more user friendly for the 1st time users and more impacttful for the reporting.
Puntos en contra:
I have no negative comment on Optimy (teams or tool)
Respuesta de Optimy
el año pasado
Dear Marie-Louise, We are so grateful for your kind words and excellent rating! We cannot wait to continue working with you in 2024 and the years to come 😊
Volunteer Management
Comentarios: Optimy has been a game-changer in how I manage our company's volunteer program. I'm still learning how to use the dashboard but the functionality is easy to use and it provides everything I need to manage registrations for our volunteer experiences. [sensitive content hidden] is fantastic to work with. She is always available when I need her. She expedites any issues that I experience with the Optimy customer service team. She offers tips and shortcuts which makes my work so much more efficient.
Puntos a favor:
- easy to use - replaces manual management of volunteer registration - reporting functionality - good user experience
Puntos en contra:
- I'm still learning how to use the tool but so far, it's met my expectations
Respuesta de Optimy
hace 10 meses
Hi Neli, Just a quick note to express our immense gratitude for your review of Optimy on Capterra! Your insights are incredibly valuable to us. Plus, your review has helped us save a turtle as part of our partnership with Vivemar in Mexico. Thank you for making a real difference! Best regards, The Optimy Marketing Team.
Success with Optimy
Puntos a favor:
Optimy has been a lifesaver to track sponsorship requests including budget, table attendees, marketing materials, etc.
Puntos en contra:
I have no problems with Optimy. It has been a great software and the Optimy team are fantastic to work with -- [sensitive content hidden] is the best; hands down! :)
Respuesta de Optimy
hace 10 meses
Hi Madison, A massive thank you for leaving a review of Optimy on Capterra! Your input fuels our growth and helps us serve you better. What's more, your review has also helped save a turtle through our partnership with Vivemar in Mexico. Your support means everything! Warm regards, The Optimy Marketing Team.
Utile ma migliorabile
Puntos a favor:
La semplicità per la gestione dei progetti e per la reportistica
Puntos en contra:
non facile personalizzazione e modifica; spesso errori nell'interfaccia dell'utente (es. caricare più file per sbloccare passaggio successivo)
Respuesta de Optimy
hace 9 meses
" Hi Giorgio, A massive thank you for leaving a review of Optimy on Capterra! Your input fuels our growth and helps us serve you better. What's more, your review has also helped save a turtle through our partnership with Vivemar in Mexico. Your support means everything! Warm regards
Guter zweckmäßiger Einsatz
Comentarios: Für unseren Einsatzzweck gut geeignet.
Puntos a favor:
Die Nutzungsform ist sehr gut sowie die Einbindung in unsere IT-Landschaft war einfach.
Puntos en contra:
Das Tool ist vielleicht zu vielschichtig bei der eigenen Gestaltung der Formulare. Hier bedarf es einiges an Kenntnisse im Umgang mit dem Tool.
Super für Projektmanagement
Puntos a favor:
Optimy ist einfach zu bedienen und übersichtlich
Puntos en contra:
Einzelne Optionen in Optimy sind nicht intuitiv
Optimierung des Sponsoring- und Spendenmanagement
Comentarios: Über Optimy wickeln wir unser komplettes Engagement ab. Die Hoffnungen, die wir als Unternehmen an die Software hatten, haben sich bisher voll erfüllt. Es hat sich herausgestellt, dass wir mit dem Tool weitere Prozesse integrieren können, die wir im Vorfeld nicht im Blick hatten. Mit dieser Integration werden weitere Prozesse verschlankt, Schnittstellen und Fehlerquellen reduziert.
Puntos a favor:
Wir haben einen Weg gefunden, alle Anfragen über einen Eingang zu kanalisieren. Zudem konnten wir interne Vorgaben mit Hilfe des Tools umsetzen. Weiterhin sind Kontaktdaten (Adressen, E-Mail, Telefon) nun in vernünftiger Qualität hinterlegt. Das erspart unnötige Recherche via Internet. Listen für die einzelnen Unternehmensbereiche stehen schnell und einfach per Klick (mit entsprechender Vorlagefunktion) zur Verfügung. Durch die Digitalisierung vieler Prozesse entfallen Portokosen für Briefe, Ausdrucke gehören der Vergangenheit an. Der Arbeitsaufwand (Antrag - Antwort - Zahlungsprozess) hat sich sowohl zeitlich als auch bei materiell verringert.
Puntos en contra:
Da wir noch nicht alle Funktionen nutzen, kann diese Frage (noch) nicht beantwortet werden. Problem für die Implementierung war die Umsetzung der DSGVO.
Un outil de référence
Comentarios:
Optimy est notre outil unique de gestion des projets :
- dépots des candidatures
- edition des documents
- gestion du projet
- reporting
Optimy permet également d'éditer une carte de nos projets (développée sur mesure)
Puntos a favor:
Un outil au rapport qualité / prix tout à fait correct. Une antériorité qui permet de répondre aux principaux besoins des fondations. Nombreuses fonctionnalités. Une relations commerciale et clientèle très à l'écoute et très précieuse dans la durée. Près de 8 ans de fidélité en ce qui me concerne (sur 2 structures différentes)
Puntos en contra:
Besoin de renforcer la technique : - une réponse serveur trop lente (export des données, consultation en masse via listes) - un délai de mise en œuvre technique parfois lente dans la résolution des bugs indépendamment du service client - une nouvelle interface moins intuitive. Pas mal d'options payantes qui peuvent alourdir la facture. Une anticipation des besoins qui pourraient être plus rapide.
A great tool for streamlining and managing requests
Comentarios: My experience has been very positive and filled with great customer service and support at every stage.
Puntos a favor:
I like the organization of the structure and how easily it streamlines the many requests for sponsorship and event support that we receive. The customer service is always very responsive and great at assisting with any questions or customization.
Puntos en contra:
The software has a bit of a learning curve when setting up forms. There are small features I'd like to see that would make the process more seamless, such as being able to automatically forward an attachment PDF of the request through the messaging tool. Overall, the software continues to improve and roll out new features.
RELIABLE
Comentarios: We are ruling all partnership events (commercial and non commercial) through this tool.
Puntos a favor:
You can find all the information you nedd at any time, anywhere, as far as you have connection on the internet. Powerful reminder which gives you peace of mind. Tasks are scheduled and the tool reminds you when you have to do it. Very useful when you handle hundreds of files simulteanously. Gives you also the Opportunity to find "Who dit What" in any of your file
Puntos en contra:
Some changes are set up without correct information of the client. One day you discover a tool different of what it was the day before. Not very intuitive.
Optimy for the Ethics Commission of the University of Lausanne
Comentarios: Optimy is used at the University of Lausanne to evaluate the ethical aspects of research projects. It is used by 8 different commissions (at central and faculty level). The system works well and meets expectations.
Puntos a favor:
The software is easy to use for both administrators and end users. It was quick to get started. Today the system works well.
Puntos en contra:
It should be possible to work with several people on a project (edit fields simultaneously). A notification e-mail could be sent when projects are submitted. Evaluators are not considered as "project submitter" (a similar status should exist in the system).