← See all

Technology Review

Optimy

Volunteering

Giving & Matching

Grants Management

Visit Website

General Information

Product Name: Optimy

Description: Optimy’s social impact platform enables any organization to manage and align its grant, volunteering, donation, and sponsorship programs. With Optimy, organizations can amplify their positive impact by building meaningful relationships with causes, communities, employees, and customers. Today, over 350 organizations use Optimy to manage over 1.5M projects in 22 languages across 30 countries.

Headquarters: Brussels, Belgium

Number of Employees: 51 to 250

Size of Client Base: 101 to 1,000

Size of Organization: Large, Medium

Year Founded: 2011

R&D Investment: Percent of revenue

Fee Structure: Annual payment, Custom services and Add-Ons, One-time fee, Subscription

Volunteering TECHNOLOGY Reviews

Propietary Database Of Volunteer Opportunities:

1

Real-Time Database:

1

Nonprofit Access:

0.25

Opportunity Database Integration:

0

Volunteer Opportunity & Event Search:

1

Nonprofit Partner Request:

1

Volunteer Event Creation:

0.75

Volunteer Event Types:

1

Volunteer Event Sign Up:

1

Native Volunteering:

0.5

Work Products:

0.5

Automatic Time Tracking:

1

Self-Reporting Volunteer Hours:

0.5

Log Hours by Proxy:

1

NPO Validation:

0

PTO Tracking (Individual):

0

PTO Tracking (Team):

0

Dollars for Doers Bank:

0

System Recommendations:

0.5

Competitions:

0

Volunteer Communities:

1

Volunteer Profile:

1

Recognition & Reward:

0.25

Content:

0.25

Hours Logged:

0.5

Post-Event Surveys:

1

Dashboards:

1

Data & Exports:

1

Real-Time Reporting:

1

Mapping to UN SDGs:

0.25

Workflows:

1

Giving & Matching TECHNOLOGY Reviews

Nonprofit Database:

1

Nonprofit Profile Overview:

1

Nonprofit Partner Request:

0.75

Nonprofit Search:

1

Nonprofit Access:

0.25

Company Foundation:

0.5

In-Kind Donations:

0

Gift Cards:

0

Payroll Deductions:

0

International Giving & Matching:

1

Disaster Response – External:

0

Disaster Response – Internal:

0.25

Automatic Matches:

1

Match Optimization:

1

Thresholds:

1

Processing & Distribution:

1

Vetting:

0.5

Fundraising Pages:

0

Funding Status Notifications:

1

Giving Profile:

1

Recognition and Reward:

0

Checks and EFT Deposits:

1

Direct Payment:

1

Fees:

0

Disbursement Cadence:

0.5

Payment Options:

0.5

Admin Self-Service:

1

Crypto:

0

Dashboards:

1

Data & Exports:

1

Future Forecasting:

0

Real-Time Reporting:

1

Tax Information:

0

Mapping to UN SDGs:

1

Workflows:

1

Grants Management TECHNOLOGY Reviews

Applicant Database:

1

Grant Eligibility:

1

Forms:

1

Metadata:

1

Grant Application Templates:

1

Collaboration:

1

Grant Evaluation:

1

Applicant Vetting:

0.5

Applicant De-Duplication:

0

Review and Approval Workflow:

1

Approval Thresholds:

1

Grants Agreement Templates:

1

Grants Disbursement:

0.5

Volunteer Grants:

1

Status Notifications:

1

Email Records:

1

Nonprofit Access:

1

Recognition and Reward:

1

Direct Payment:

1

Checks and EFT Deposits:

0.25

Dashboards:

1

Data & Exports:

1

Real-Time Reporting:

0.25

Workflows:

1

Technology Specifications

Comms (Internal): One-Way, Two-Way

Comms (External): One-Way, Two-Way

Sharing (Internal): Available

Sharing (External):

Access: Mobile-Friendly, SSO, URL, Username & Password

Automation: Form Auto-Population, Notifications, Workflows

Error Identification: Field Completion, Format Validation, Native Error Support, Rules & Alerts, Submission Warnings & Blocks

Look & Feel: Colors, Layout, Localizations, Logo, Social Media Tags, White Label

Search: Event/Opportunity, Keyword, Nonprofit/Association

Compatibility: Linux, macOS, Windows

Deployment: Cloud (SaaS), Multi-Tenant, Single-Tenant

Global Configuration: Global, Multi-Country, Multi-Site, Single Entity

Global Localization: Capitalization, Language or Locale-Specific Characters, National Conventions, Pluralization, Punctuation, Text Layout, Text Sorting

Global Languages: Dutch, English, French, German, Italian, Japanese, Korean, Other, Portuguese, Russian, Spanish

Integration: Out-of-the-box APIs

Admin Levels: Roles and permissions can be set per user and/or teams including advanced access level rights per individual project

GDPR: Compliant

CPPA (Consumer Privacy Protection Act): Compliant

Privacy – Other: ISO27001 certified

Vendor Support

Number of Support Centres: (2)

Support Centre Locations: Belgium, Canada

Server Locations: Canada, Germany, Ireland, Switzerland, United States

Support Levels: Client Admin, External, User

Support Languages: Dutch, English, French, German, Italian, Other, Spanish

SLA: Priority-Based, Business hours (1 to 2-hour response); 1 business day

Administrator Support Methods: Online (Email), Online (Ticket System), Phone (Toll-Free), Phone (Toll)

Customer Service Support Methods: Online (Email), Online (Ticket System), Phone (Toll-Free), Phone (Toll)

Training Methods: Classroom (Offsite), Classroom (Onsite), Online (Synchronous)

Value-Add Services: Customer conference, educational webinars, advisory services, development services, online help center

Implementation Time: 1-3 months, 4-6 months

Evaluation Key for Technology Reviews

☆☆☆☆ Not available: The solution provider does not offer this feature or functionality within the featured platform.
★☆☆☆ Partially available: The feature or functionality is not available in the platform but can be made partially or wholly available through customization.
★★☆☆ Basic functionality available: The feature or functionality is available at a basic level relative to what is available in the market.* The capability is available out-of-the-box and/or with configuration only (i.e. no customization required).
★★★☆ Advanced functionality available (customization): The feature or functionality is available at an advanced level relative to what is available in the market.* The capability is available at a basic level out-of-the-box and/or with configuration only and requires some customization to enhance.
★★★★ Advanced functionality available (configuration): The feature or functionality is available at an advanced level relative to what is available in the market.* The capability is available out-of-the-box and/or with configuration only (i.e. no customization required).

*RWI analyst discretion.

Compare Vendors