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Average Ratings 0 Ratings

Total
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features
design
support

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Write a Review

Description

We build software that helps you achieve your goals and meet the needs of your users. Our deep understanding and commitment to the philanthropic industry, combined with our experience in Product Management and Engineering, allows us to focus on creating solutions that will benefit our clients, no matter how large or complex they may be. Software for grant management that is suitable for all types of funders, regardless of how large or small your giving: relationship-based funding, high-volume requests, multi-year giving, and even high-request volume. Software for fund accounting designed for philanthropic organisations, large or small, that seek to reduce or eliminate information silos in order to better accomplish their missions. Software for managing scholarship opportunities. Manage your nonprofit charitable organization's core activities--accounting, CRM, and fundraising--in one intuitive, easy-to-use solution.

Description

Optimy can help you with your community investment professionals, CSR, grants, and sponsorships. Optimy provides customer-oriented solutions to help corporations collect proposals, select the most effective action plans, manage each aspect of each project and track the impact of their strategies. Optimy is here for you at every stage of your social project. Easy application process allows you to gather data. Quickly review and select the most impactful social projects. Get a quick overview of the status of your projects and collaborate efficiently. Make meaningful reports about your social impact and CSR activities. Easy collection, review, and reporting of information about the evaluation process. All stakeholders, from the scholarship and fellowships coordinators to the applicants and reviewers, can be empowered. For more CSR impact, manage corporate giving and volunteer campaigns from start to finish.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Mailchimp No 
Make No 
SAP Business One No 
Salesforce No 

Integrations

Mailchimp Yes 
Make Yes 
SAP Business One Yes 
Salesforce Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Out Pricing adapts to your needs. We can give a quote in less than 24h.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Foundant Technologies

Founded

2006

Country

United States

Website

www.foundant.com

Vendor Details

Company Name

Optimy

Founded

2011

Country

Canada & Belgium

Website

www.optimy.com/en/the-platform/how-it-works

Product Features

Donation Management

Campaign Management No 
Donation Tracking No 
Donor Database No 
Event Management No 
Gift Management No 
Grant Management No 
In-Kind Donations No 
Matching Donations No 
Mobile Donations No 
Online Donations No 
Pledge Management No 
Receipts / Statements No 
Recurring Donations No 
Volunteer Management No 

Fund Accounting

Accounts Payable No 
Accounts Receivable No 
Activity Tracking No 
Asset Management No 
Bank Reconciliation No 
Budgeting & Forecasting No 
Compliance Management No 
Donor Management No 
General Ledger No 
Partnership Accounting No 
Purchasing & Receiving No 

Fundraising

Alumni Management No 
Auction Management No 
CRM No 
Campaign Management No 
Contribution Tracking No 
Donor Management No 
Event Management No 
Gift Matching Management No 
Grant Management No 
Membership Management No 
Mobile Giving No 
Payment Processing No 
Pledge Management No 
Prospect Management No 
Raffles / Lotteries No 
Recurring Giving No 
Volunteer Management No 

Grant Management

Compliance Management No 
Contract Management No 
Grant Application Management No 
Grant Award Tracking No 
Grant Opportunity Search No 
Self-Registration No 

Nonprofit

Accounting No 
Committee Management No 
Donor Management No 
Dues Management No 
Event Management No 
Fundraising Management No 
Member Database No 
Membership Management No 
Social Media Management No 
Volunteer Management No 

Scholarship Management

Applicant Management No 
Applicant Portal No 
Commenting / Notes No 
Customizable Forms No 
Interview Management No 
Recommendations Management No 
Reviewer Management No 
Scoring No 
White Label No 

Product Features

Donation Management

Campaign Management Yes 
Donation Tracking Yes 
Donor Database Yes 
Event Management Yes 
Gift Management No 
Grant Management Yes 
In-Kind Donations Yes 
Matching Donations No 
Mobile Donations No 
Online Donations No 
Pledge Management Yes 
Receipts / Statements Yes 
Recurring Donations Yes 
Volunteer Management Yes 

Fundraising

Alumni Management No 
Auction Management Yes 
CRM Yes 
Campaign Management Yes 
Contribution Tracking Yes 
Donor Management Yes 
Event Management No 
Gift Matching Management No 
Grant Management Yes 
Membership Management Yes 
Mobile Giving No 
Payment Processing No 
Pledge Management No 
Prospect Management No 
Raffles / Lotteries No 
Recurring Giving Yes 
Volunteer Management Yes 

Grant Management

Compliance Management Yes 
Contract Management Yes 
Grant Application Management Yes 
Grant Award Tracking Yes 
Grant Opportunity Search Yes 
Self-Registration No 

Scholarship Management

Applicant Management Yes 
Applicant Portal Yes 
Commenting / Notes Yes 
Customizable Forms Yes 
Interview Management Yes 
Recommendations Management No 
Reviewer Management Yes 
Scoring Yes 
White Label Yes 

Volunteer Management

Attendance Management Yes 
Calendar Management Yes 
Event Management Yes 
Group Management Yes 
Member Directory Yes 
Membership Management Yes 
Recognition Management No 
Registration Management Yes 
Scheduling Yes 
Self Service Portal Yes 
Training Management Yes 
Volunteer Profiles Yes 

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