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Description

Communicate. Collaborate. Coordinate. Increase your reach! The Membership Toolkit makes it easy to run your nonprofit like a well-oiled machine. Our tools make it easy to engage with all areas of your organization, from the executive board to members, volunteers to future members and supporters. Membership Toolkit is an all-in-one software suite that helps volunteers maximize their efforts and reduces the amount of work they have to do. Streamline tasks. Sell anything. Engage your community. Showcase your passions. Facilitate the lives of everyone. We are so passionate about customer service that every plan includes it. Our staff is like an extension of your board. They have a lot of experience. They are all volunteers for their organizations and work with community leaders across America every day. Our specialists can be a great resource for you to succeed.

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 
SignUpGenius Yes 

Integrations

Mailchimp Yes 
Make Yes 
SAP Business One Yes 
Salesforce Yes 
SignUpGenius No 

Pricing Details

$100 per year
Free Trial Yes 
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 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

Membership Toolkit

Founded

2010

Country

United States

Website

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

Membership Management

Application Management No 
Automatic Renewals No 
Committee Management Yes 
Dues Management Yes 
Email Marketing Yes 
Event Management Yes 
Member Directory Yes 
Member Portal Yes 
Member Types Yes 
Membership Database Yes 
Nonprofit Membership Yes 
Payment Processing Yes 
Website Management Yes 

Volunteer Management

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