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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 List Master CRM?

TUMBLEHOME ENTERPRISES comprises a team of seasoned consultants focused on fulfilling all your technological needs. We proudly present List Master, a powerful and intuitive cloud-based CRM that we are excited to showcase. Our offerings include comprehensive support, customization, and data migration services tailored to various CRMs and database systems; thus, we encourage you to communicate your specific requirements to us. We also serve a diverse range of website needs, whether that entails making minor tweaks, switching to a different platform, or starting from the ground up to build a completely new site. Our talented designers and developers are ready to ensure that your project is carried out with precision and excellence. Furthermore, we provide hosting options for websites, emails, list servers, databases, file transfer sites, and document management systems, as well as a host of online applications customized for your needs. Our knowledge spans numerous platforms and content management systems such as Drupal, WordPress, and Expression Engine, with a strong preference for Drupal. As experts in system administration, we emphasize establishing systems that are both secure and efficient to ensure uninterrupted operations. We are committed to delivering top-notch service, making us your reliable ally as you navigate the complexities of the digital world, and we look forward to collaborating with you to achieve your technological goals.

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

Pricing not provided.
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

Tumblehome Enterprises

Date Founded

1995

Company Location

United States

Company Website

www.tumblehome.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

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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

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

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