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What is Optimy?

Optimy is your go-to partner for enhancing community investment efforts, corporate social responsibility (CSR), grants, and sponsorship initiatives. With a focus on customer-centric solutions, Optimy simplifies the process for businesses to gather proposals, identify the most effective plans, oversee every component of projects, and evaluate the impact of their efforts. At every phase of your social initiative, Optimy offers support to ensure success. The user-friendly application process enables efficient data collection, allowing for swift assessment and selection of the most impactful social initiatives. You can easily monitor the progress of your projects and foster collaboration among team members. Generate insightful reports to showcase your social impact and CSR endeavors with ease. The platform facilitates straightforward information gathering, analysis, and reporting throughout the evaluation stages. All participants, from coordinators of scholarships and fellowships to applicants and reviewers, are empowered to contribute effectively. To boost your CSR impact, you can seamlessly manage corporate donations and volunteer initiatives from inception to completion, ensuring that every effort is maximized for positive community change. By doing so, Optimy not only enhances project management efficiency but also strengthens the overall impact of your social contributions.

What is GIVINGtrax?

Employ a robust software solution to oversee and enhance both corporate and community philanthropic efforts, which include in-kind donations, employee matching programs, and volunteer activities. This comprehensive platform covers a wide range of functions, from community involvement initiatives to detailed management of grants and sponsorships. Encourage employee engagement in volunteer work by enabling them to document their service experiences and highlight their contributions on social media and their individual MyTrax profiles. Improve your employee matching gift programs with accessible cloud-based tools that provide an easy-to-navigate interface for workplace giving and matching efforts. Optimize the handling of in-kind gifts and local charitable donations to strengthen the communities where your organization functions. To effectively manage a high number of requests, consider incorporating an optional auto-decline feature which aids in directing resources toward submissions that closely align with your objectives and have a higher chance of being approved. Furthermore, create a dedicated space where you can collect and showcase uplifting stories of employee volunteerism, thus emphasizing the significant impact of your initiatives. This approach not only fosters transparency but also cultivates a culture of generosity within your organization, reinforcing the importance of giving back to the community. Ultimately, the integration of these tools and practices can lead to a more engaged workforce and a stronger community presence.

Media

Media

Integrations Supported

Mailchimp
Make
SAP Business One
Salesforce

Integrations Supported

Mailchimp
Make
SAP Business One
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$49.95 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Optimy

Date Founded

2011

Company Location

Canada & Belgium

Company Website

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

Company Facts

Organization Name

GIVINGtrax

Date Founded

2010

Company Location

United States

Company Website

www.givingtrax.com

Categories and Features

Donation Management

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

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
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

Grant Management

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

Scholarship Management

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

Volunteer Management

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

Categories and Features

Donation Management

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

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