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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Utilize comprehensive software to manage and promote corporate and community giving initiatives, including in-kind contributions, employee matching gifts, and volunteer efforts. This software suite encompasses everything from community engagement programs to intricate grants management and sponsorship tracking. Foster employee volunteer participation by allowing staff to log their volunteer experiences and showcase their contributions on social media and their personalized MyTrax page. Enhance your employee matching gift programs with intuitive cloud-based solutions that offer a user-friendly experience for workplace giving and matching initiatives. Streamline the management of in-kind donations and local charitable contributions to bolster the communities where your organization operates. To efficiently handle a large volume of requests, you can implement an optional auto-decline feature, helping to allocate resources towards requests that align well with your goals and are more likely to receive approval. Additionally, you can gather and share inspiring stories of employee volunteerism on a dedicated page to highlight the positive impact of your initiatives. By doing so, you not only promote transparency but also encourage a culture of giving within your organization.

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

$49.95 per month
Free Trial Yes 
Free Version Yes 

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 Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

GIVINGtrax

Founded

2010

Country

United States

Website

www.givingtrax.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 Yes 
Event Management Yes 
Gift Management Yes 
Grant Management Yes 
In-Kind Donations No 
Matching Donations No 
Mobile Donations No 
Online Donations No 
Pledge Management Yes 
Receipts / Statements No 
Recurring Donations Yes 
Volunteer Management Yes 

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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