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#31

Optimy is ranked #31 in the Nonprofit CRM Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

Optimy Benefits and Insights

Why use Optimy?

Key differentiators & advantages of Optimy

  • Pay Less:  Choose from six different products that cover different aspects of corporate social responsibility and pay only for what you need. 
  • Leverage Flexibility:  Build and automate operational workflows to meet specific business requirements. 
  • Implement Systematic Communication:  Organize human interaction with pre-built customizable templates. 
  • Organize Information:  Store and manage all data corresponding to CSR activities on a central platform. 
  • Get Real-time Insights:  Optimize business operations with real-time access to a range of actionable data insights. 
  • Access Via Mobile:  Get fully-featured native iOS and Android apps to manage project management and communication on the go. 
  • Use Customer Support:  Avail training and 24x7 support in seven languages to smooth out any hurdles or pain points. 

Industry Expertise

It serves small-scale to large-scale businesses across all industries.

Key Features

  • Dashboard:  Leverage customizable widgets and automatic syncing for a complete overview of the activities across the organization. Track growth and retention across supporters, donations and events, as well as upcoming activities and campaigns centrally. 
  • Data Management:  Centralize donor and grant application data, segment it to identify prospects and solicitations and tweak campaigns to raise more money. 
  • Event Management:  Manage all types of events, ranging from get-togethers, seminars and classes to conferences and fundraisers. 
  • Grant Management:  Track and manage research, apply to and receive grants, track statuses, and take the requisite steps to receive grants. 
  • Membership Management:  Store and organize membership data based on membership tier and type. Automate campaigns and communication for each segment to build active partnerships. 
  • Reports and Analytics:  Track the performance and growth of the organization via statistical analysis. Build custom reports on various features and aspects of the tool. 
  • Third-party Integrations:  Use certified integrations and open API to manage multiple tools and create a streamlined, intuitive system with data consistency across the organization. 

Limitations

Limitations

These limitations are current as of the writing of this review:
  •  Steep learning curve. 
  •  User interface is not intuitive. 
  •  Reporting feature needs improvement. 

Suite Support

mail_outlineEmail: Email is hidden behind customer login.
phonePhone: Phone numbers are hidden behind customer login.
schoolTraining: Documentation and video tutorials.
local_offerTickets: Users can submit a ticket by logging in to the support section. Tickets are resolved on the priority basis.