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About

Optimy helps you with your sponsorship, CSR, grants and community investment professionals to improve their performance across the entire life cycle of a project. Optimy has developed customer-oriented solutions that help corporations collect project proposals, choose the most effective action plans, manage every aspect of each project, track the impact of their strategies and report on the program results. Optimy for every step of your social projects. Gather data through an easy application process. Review and select the best social impact projects quickly. Get an overview of your projects’ status and collaborate efficiently. Create meaningful reports about your CSR and social impact activities. Collect, review and report easily on the evaluation process. Empower everyone from scholarship and fellowships coordinators to applicants and reviewers. Manage end-to-end corporate giving and volunteer campaigns for more CSR impact.

About

The Proposal Development module provides for the collaborative development of a proposal, including the collection of data and attachments required by your institution for approvals, reporting, and tracking. Up to three users can edit a development proposal concurrently: one in the budget where detailed and modular budgets can be built using your rates and object codes, one uploading and editing attachments, and one in the remainder of the proposal record where details about the project personnel, compliance details, and additional summary data is entered. Information collected here can be used to support internal processes and procedures for all submissions and can serve double duty for Grants.gov opportunities through its System-to-System submission capabilities. The Institutional Proposal module provides a versioned master record for the proposal. An Institutional Proposal is automatically created when a development proposal is finalized.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Foundations and organizations seeking a customizable social impact platform

Audience

Companies searching for a solution to manage their collaboration processes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Optimy
Founded: 2011
Canada & Belgium
www.optimy.com/en/the-platform/how-it-works

Company Information

Streamlyne
Founded: 2003
United States
streamlyne.com/products/modules/

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Foundant

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Categories

Categories

Grant Management Features

Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration

Donation Management Features

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fundraising Features

Alumni Management
Auction Management
Campaign Management
Contribution Tracking
CRM
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Scholarship Management Features

Applicant Management
Applicant Portal
Commenting / Notes
Customizable Forms
Interview Management
Recommendations Management
Reviewer Management
Scoring
White Label

Volunteer Management Features

Attendance Management
Calendar Management
Event Management
Group Management
Member Directory
Membership Management
Recognition Management
Registration Management
Scheduling
Self Service Portal
Training Management
Volunteer Profiles

Grant Management Features

Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration

Integrations

Mailchimp
Make
SAP Business One
Salesforce

Integrations

Mailchimp
Make
SAP Business One
Salesforce
Claim Optimy and update features and information
Claim Optimy and update features and information
Claim Streamlyne Research and update features and information
Claim Streamlyne Research and update features and information