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What is Patron Assist?

Patron Assist enables you to effectively manage your fundraising campaigns and events by gaining insights into your donors and members, while simultaneously tracking the progress and success of your initiatives. The platform simplifies the management of your distinctive events, offering an uncomplicated way to launch and supervise fundraising activities, allowing you to focus on the most important aspect—enriching the experience for your audience! Many small to medium-sized cultural institutions, such as museums, botanical gardens, and parks, often struggle with operational limitations when key staff members are unavailable, leading to significant disruptions, especially when crucial organizational knowledge is centralized in specific individuals. Are you facing similar challenges in your organization? If that's the case, don’t hesitate to contact us so we can help you explore the best way to deploy our tailored solution to meet your unique needs. Furthermore, numerous business operations tend to depend on a variety of disjointed, standalone systems, which may include custom-built applications that complicate workflows. This lack of integration can severely impact overall efficiency and hinder effective collaboration among teams, making it essential to seek a more cohesive approach.

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.

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

Integrated Patron Solutions

Company Location

United States

Company Website

patronassist.com

Company Facts

Organization Name

Optimy

Date Founded

2011

Company Location

Canada & Belgium

Company Website

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

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

Membership Management

Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management

Ticketing

Barcode / Ticket Scanning
Box Office Management
Concessions Management
Customer Database
Event Management
Fundraising Management
General Admission
Kiosk Ticketing
Mobile Ticketing
Online Ticketing
Onsite Ticketing
POS
Print-at-Home
Reserved Seating
Season Tickets
Ticket Brokering
VIP & Discount Tickets

Tour Operator

Accommodation Booking
Activities Booking
Central Reservation System
Coach Booking
Custom Packages
Customer Management
GDS / OTA Integration
Itinerary Creation
Multi-Day Tours
Payment Processing
Price / Margin Management
Promotions Management
Quote Management
Reservations Management
Vendor Management
Website 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

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

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