# Optimy Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Optimy Software - reviews, pricing plans, popular comparisons to other Grant Management products and more. Source: https://www.capterra.com/p/142236/Optimy --- # Optimy Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Optimy ## What is Optimy? Grant management software amplifying your social impact. Benefit from a solution configured to your workflows and aligned with your mission. From grant research to scholarships, awards, and community investment, Optimy centralizes every program in one platform. One hub to turn every grant into measurable impact. From intake to reporting, Optimy aligns your grant programs with corporate goals ensuring compliance, credibility, and ROI at every step. ## What is Optimy used for? [Nonprofit Project Management](https://www.capterra.com/project-management-software-for-nonprofits-software/) [Grant Management](https://www.capterra.com/grant-management-software/)[Volunteer Management](https://www.capterra.com/volunteer-management-software/) Overall rating Based on 42 user reviews Reviews sentiment Positive 95% Neutral 5% Negative 0% Starting price $530 Per Feature, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Optimy alternatives Highest Rated [4.8 (398)](https://www.capterra.com/p/158382/Submittable/reviews/) Starting price Contact vendor for pricing [4.3 (94)](https://www.capterra.com/p/146625/Fluxx-Software-for-Grantmakers/reviews/) Starting price Contact vendor for pricing [4.2 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $61.00 Per User, Per Month [4.2 (1,991)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing [View all alternatives](https://www.capterra.com/p/142236/Optimy/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard 4.6 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customizable Fields 4.4 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Customize data fields to support various needs and use cases Customizable Forms 5.0 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Customize contracts and forms to collect specific information Customizable Questions 5.0 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Tailored or customizable questions for more targeted and relevant data collection Grant Application Management 4.8 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Track and manage the status of grant applications Reporting/Project Tracking 4.6 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Optimy 98 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Generate one-off reports that meet information requirements Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Gateway through which end users can update personal information, track their applications, and more Find and manage potential candidates and their applications and resumes through the recruiting life cycle Track, manage and store the applications of potential future members, customers or candidates Manage the process of evaluating documents or requests submitted for approval Assign issues and tasks based on availability or required skills Track the attendance of specific individuals or groups Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Manage and monitor spending to align with the financial constraints or goals Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure Create budgets based on historical data and future projections Track and manage schedules and meetings via an integrated calendar Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Configure existing workflows to meet your organization's needs Manage, organize, and store contact information Track, store, and access client contracts or licenses Accept and process credit card transactions Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Tailored or customizable questions for more targeted and relevant data collection Alter the layout and content of reports Import and export data to and from software applications Specify or track the date/time a project, task, etc., is due for completion Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Track/record financial donations made by members, along with the issuance of tax receipts/documents Allows companies to match the donation given by their employees Track and view detailed financial donation history made by contacts and members Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Digital forms that are shared and accessed online Manage, store and organize emails within the system or via third-party apps Reminders sent via email Pre-made examples and templates for emails Tools to improve and measure employee satisfaction and involvement Plan an event's time and location Generate reports to assess the financial performance of an organization Software designed for grantmakers Software designed for grantseekers Designed to be used by kindergarten, primary, middle, and senior secondary schools. Store, manage and track all forms in a centralized location Ability to match gifts through the system Establish measurable goals and objectives and track their progress over a specific period of time Track and manage the status of grant applications Track grant submission requirements, deadlines, and financial documentation for awarded grants Automatically search funding sources and alert uses when grant opportunities arise Monitor application statuses, proposals and award funds Analysis of impact/effect on IT services and other business processes Collect data to measure/track the positive impact an organization, nonprofit, or program has on social, environmental, or other groups. Contact members listed in the database through email, SMS, social, phone, etc. Comprehensive list that contains information and details of all the members associated with a particular organization or group Database of members to track personal information of individuals and families Access software remotely via mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Manage and handle various international currencies Outlet for members and visitors to submit donations electronically Accept and process online payment transactions Accept, record, and reconcile financial transactions Track sent and received payments, invoices, and bills. Adjust communications based on previous interactions or personal preferences Preview materials before finalizing projects Reporting on how each user, task or process has advanced since its initiation Plan and coordinate all the resources, costs and time needed to execute assignments Ratings/Reviews Upload, track, and submit receipts in a central database Manage and track recurring gifts Automated process of charging customers at regular intervals for repeated access or use of a product or service Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Management of emergency and disaster relief funds Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Ability that helps reviewers analyze applications, add comments/notes, and more Set & manage permission levels based on user roles and restrict access to only authorized individuals Plan availability and assign specific time slots for tasks and resources Automatically calculate score after the assessment Search and filter data across systems to locate required information by entering keywords or certain criteria Online portal through which end users can access the system, manage tasks, or obtain information Allow users to access multiple services after entering their login credentials once Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Database of students to track personal information of individuals and families Gauge satisfaction and receive information for improvement and success Set up connections to third-party platforms to improve business processes Measure and track time including hours worked and paid time off (PTO) Manage volunteer information and direct volunteer resources Web form that allows users to enter data that is sent and processed for different reasons Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.2 (42) 4.2 Based on 42 reviews ## Pricing Value for money 4.5 (35) Free Trial Basic $530.00 Per Feature,Per Month Value for money 4.5 (35) 4.5 Based on 35 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Eventbrite](https://www.capterra.com/p/114949/Eventbrite/)[ SAP Business One](https://www.capterra.com/p/214667/SAP-Business-One/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (40) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (40) 4.8 Based on 40 reviews ## User reviews Overall rating 4.6 Based on 42 reviews Filter by rating 5(26) 4(14) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent JO Jana O. Marketing Chemicals ### "Five Years of Trust: Optimy’s Commitment to Customer-Centric Solutions" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 6, 2025 Optimy offers a lot of flexibility for customer-specific requirements. As a result, the initial setup can be a bit overwhelming, but the contacts guide you wonderfully through this jungle. We especially appreciate that after the setup, we are no longer dependent on Optimy in our day-to-day business. Only in the case of system disruptions (which are quite rare) do we rely on their competent and quick support. We are even notified immediately by email about disruptions and also when the issue has been resolved. Our contact person is always available to us and provides very competent advice when we want to integrate new functions. We have always found a solution so far, and we have always appreciated their mediation with experts on complicated IT issues. Optimy has also demonstrated open communication in the case of errors and has shown that they can deal well and fairly with customers. This is the kind of service provider one wishes for. Optimy is a service provider that seeks solutions for everything but also clearly communicates where the limits are. We have been working trustfully and happily with Optimy for over 5 years and have observed a great development of additional functions over the years. It is a company that continually improves and seeks customer-friendly solutions to make the customers' everyday work more efficient. Pros Project Team Collaboration Large customization options for the customer fast customer support good value for money Cons Ease of use but only in case of no prior knowledge no easy design options without bigger transformations Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JK Jan K. Senior Scientific Officer Philanthropy ### "Great customizable product" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 8, 2024 Pros The software is easy to understand and user-friendly. The initial setup of a form is possible without further IT knowledge and the support is always helpful. Cons Some features that we would have liked are currently not possible to implement. Reasons for choosing Optimy the best package; user-friendly and customizable Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JD Julia D. Programme Officer Non-Profit Organization Management ### "Optimy Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 May 14, 2024 Pros Optimy is very user-friendly and offers various ways to keep tracks of grants and gifts. Their customer success team is supportive, responsive, and open to discuss solutions and any possible customization of the site. Cons The filters and functions for exporting projects can be a little unclear. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 21, 2024 Hello Julia! A massive thank you for leaving a review of Optimy on Capterra! Your input fuels our growth and helps us serve you better. What's more, your review has also helped save a turtle through our partnership with Vivemar in Mexico. Your support means everything! Warm regards, The Optimy Marketing team AL Anouska L. Programme Development Manager Museums and Institutions ### "Reliable and Efficient" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 17, 2024 Pros Excellent customer service, always responded quickly with an effective solution to queries. Wonderful to work with, thank you! Cons Some aspects were less customisable than we had hoped for the plan level we had. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 10, 2024 Hi Anouska, Just a quick note to express our immense gratitude for your review of Optimy on Capterra! Your insights are incredibly valuable to us. Plus, your review has helped us save a turtle as part of our partnership with Vivemar in Mexico. Thank you for making a real difference! Best regards, LG Linda G. Governance Manager Research ### "Good product - excellent staff support" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 17, 2024 Over all, the implementation experience has been smoother than I expected. Don't underestimate how much time it takes to set up the forms and templates, but the more you do upfront, the easier the process of working with the system will be once it's live. Pros This is the first time we've had a dedicated off-the-shelf grants management product so I was a bit apprehensive. However, Optimy is more intuitive than I expected, once you understand the logic behind the system (and I'm not a systems/technical person!) The dashboard is cleaner than some other products we looked at, and the functionality is more sophisticated than we actually need. The system seems flexible and can be customised to our needs. Cons Our grants require one or two academic references to support each application and that's not something that the system as it is now was set up to manage. The evaluation platform is a bit clunky as is the manual workaround. However, Optimy staff have been helpful in working out how we can do what we need to do, and the product is being developed further so hopefully this is something that can be built in later. Reasons for choosing Optimy 1\. The system seemed 'cleaner' and easier to organise 2. The people connection felt more conducive to a good working relationship 3. The price was competitive Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 10, 2024 Hi Linda, Thank you so much for your review of Optimy on Capterra! Your feedback means a lot to us and helps us enhance our platform. Even more exciting? Your review has helped save a turtle through our partnership with Vivemar in Mexico. Thank you for being part of our journey and making a positive impact! Best regards GC GIORGIO C. Responsabile Comunicazione Philanthropy ### "Utile ma migliorabile" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 April 15, 2024 Pros La semplicità per la gestione dei progetti e per la reportistica Cons non facile personalizzazione e modifica; spesso errori nell'interfaccia dell'utente (es. caricare più file per sbloccare passaggio successivo) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 10, 2024 " Hi Giorgio, A massive thank you for leaving a review of Optimy on Capterra! Your input fuels our growth and helps us serve you better. What's more, your review has also helped save a turtle through our partnership with Vivemar in Mexico. Your support means everything! Warm regards IS Isabella S. Responsabile di Segreteria Philanthropy ### "Ha potenzialità, ma non di facile utilizzo" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 April 15, 2024 Sicuramente è uno strumento utile di gestione dei progetti, però non di semplice utilizzo se si vuole modificare qualche funzione. Inoltre, spesso compaiono errori nell'interfaccia utente Pros Mi è piaciuto come strumento di gestione dei progetti e di classificazione delle informazioni Cons Non è di semplice utilizzo, in quanto le modifiche per personalizzare le funzionalità non sono facili da effettuare. Spesso inoltre ci sono errori nell'interfaccia dell'utente che fa application Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 10, 2024 Hi Isabella, Thank you so much for taking the time to review Optimy on Capterra! Your feedback is incredibly important to us, and we truly appreciate your support. Not only have you helped us improve, but you've also contributed to saving a turtle through our partnership with Vivemar in Mexico. Best regards, SB sylvaine b. Finance Non-Profit Organization Management ### "Review Review " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 27, 2024 Pros The professionalism, kindness Very well built tool Cons the 20% of the development price which must be paid every year Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor April 15, 2024 Hi Sylvaine, Just a quick note to express our immense gratitude for your review of Optimy on Capterra! Your insights are incredibly valuable to us. Plus, your review has helped us save a turtle as part of our partnership with Vivemar in Mexico. Thank you for making a real difference! Best regards, The Optimy Marketing Team. JH Jackie H. Sr. Manager, Community Involvement Automotive ### "New User, Never Going Back" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 26, 2024 I am loving using the Optimy system and it has made our efforts so much more streamlined. Pros The team that helped implement our Optimy platform was incredible. Now using the system has been very user-friendly, easy and a quick adoption. Cons N/A Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor April 15, 2024 Hi Jackie, Thank you so much for your review of Optimy on Capterra! Your feedback means a lot to us and helps us enhance our platform. Even more exciting? Your review has helped save a turtle through our partnership with Vivemar in Mexico. Thank you for being part of our journey and making a positive impact! Best regards The Optimy Marketing Team WM Wade M. Director of Corporate Philanthropy Automotive ### "High-quality product and professionals" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 26, 2024 Pros Implementing Optimy, after a rigorous search process for the most features at the most competitive price, has been extremely easy. The implementation team was professional, but fun; expert, but accessible. The product is east to navigate and has all of the functions that I need to stand up a new CSR department at a global company, and it can be easily scaled to meet the growing demand for our work within the company. Cons Honestly, I didn't spend much time with the implementation team because the product is so easy to set up and use. Alternatives considered [Benevity](https://www.capterra.com/p/155271/Benevity/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor April 15, 2024 " Hi Wade, A massive thank you for leaving a review of Optimy on Capterra! Your input fuels our growth and helps us serve you better. What's more, your review has also helped save a turtle through our partnership with Vivemar in Mexico. Your support means everything! Warm regards, The Optimy marketing team [View all Reviews](https://www.capterra.com/p/142236/Optimy/reviews/) Popular comparisons [Instrumentl vs Optimy](https://www.capterra.com/compare/142236-233384/Optimy-vs-Instrumentl)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. 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