# Optimy Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Optimy the right Grant Management solution for you? Explore 42 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/142236/Optimy/reviews --- Optimy 4.6 (42) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Optimy Ease of use 4.4 Customer Service 4.8 ## Pros and Cons in Reviews JO Jana O MarketingChemicals, 10,001+ employeesUsed the software for: More than 2 years. “Our contact person is always available to us and provides very competent advice when we want to integrate new functions.“ November 6, 2025 JD Julia D Programme OfficerNon-Profit Organization Management, 2 - 10 employeesUsed the software for: 1-2 years. “Optimy is very user-friendly and offers various ways to keep tracks of grants and gifts.“ May 14, 2024 CW Chelsey W Marketing & Events ManagerBanking, 201 - 500 employeesUsed the software for: More than 2 years. “The customer service is always very responsive and great at assisting with any questions or customization.“ April 8, 2020 CW Chelsey W Marketing & Events ManagerBanking, 201 - 500 employeesUsed the software for: More than 2 years. “My experience has been very positive and filled with great customer service and support at every stage.“ April 8, 2020 ## Showing most helpful reviews Showing 1-25 of 42 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JO Jana O. Marketing Chemicals Used the software for: 2+ years ### "Five Years of Trust: Optimy’s Commitment to Customer-Centric Solutions" November 6, 2025 5.0 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 LC LINDSAY C. Senior Advisor Community Investment Utilities Used the software for: Less than 6 months ### "Our Optimy Experience" February 12, 2020 4.0 The Optimy team works very closely with us to help identify solutions within the tool for our programs. Everyone that we have dealt with on the team have been excellent to work with and the transition to the new tool has been seamless. Pros Being able to make personal edits to the software is a huge improvement in our efficiency. Cons There are some automated features that were available in our previous solution which are not available in the Optimy tool. Alternatives considered [Benevity](https://www.capterra.com/p/155271/Benevity/) Reason for choosing Optimy Ability to personally customize the tool Customer service Review Source vJ valentine J. Content & Sponsoring manager Retail Used the software for: Less than 6 months ### "overal good but not personalized enough" February 7, 2020 4.0 so far ok but not using for that long Pros pro: easy to use, nice UX, reactivity support Cons "cons": not flexible enough => still need manual workload Review Source JK Jan K. Senior Scientific Officer Philanthropy Used the software for: 6-12 months ### "Great customizable product" July 8, 2024 5.0 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. Reason for choosing Optimy the best package; user-friendly and customizable Review Source LG Linda G. Governance Manager Research Used the software for: 6-12 months ### "Good product - excellent staff support" April 17, 2024 4.0 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. Reason 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 Response from Optimy 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 JD Julia D. Programme Officer Non-Profit Organization Management Used the software for: 1-2 years ### "Optimy Review" May 14, 2024 5.0 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 Response from Optimy 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 Used the software for: Less than 6 months ### "Reliable and Efficient" April 17, 2024 4.0 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 Response from Optimy 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, ML Marie-Louise L. Executive Assistant Mechanical or Industrial Engineering Used the software for: 2+ years ### "Idemia & Optimy partnership" December 15, 2023 5.0 It's been a great experience! Looking forward to our 2024 exchanges! Pros We appreciate the continuous support and improvement concerns from all Optimy teams, from the 1st contact with the salesperson to the technical teams. It's been a 2 years regular conversation on the tool and how to make it more user friendly for the 1st time users and more impacttful for the reporting. Cons I have no negative comment on Optimy (teams or tool) Review Source Response from Optimy December 18, 2023 Dear Marie-Louise, We are so grateful for your kind words and excellent rating! We cannot wait to continue working with you in 2024 and the years to come 😊 sB sylvaine B. Finance Non-Profit Organization Management Used the software for: 2+ years ### "Review Review " March 27, 2024 5.0 Pros The professionalism, kindness Very well built tool Cons the 20% of the development price which must be paid every year Review Source Response from Optimy 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. WM Wade M. Director of Corporate Philanthropy Automotive Used the software for: Less than 6 months ### "High-quality product and professionals" March 26, 2024 5.0 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 Response from Optimy 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 PP Patrice P. Responsable de l'Action Sociale Insurance Used the software for: 1-2 years ### "Un logiciel performant" March 1, 2024 5.0 Optimy nous a permis de gérer plus rapidement des demandes d'aide Pros La simplicité de la mise en place, la clarté des menus et du du tableau de bord, la rapidité, la possibilité d'envoyer des mails automatiques, le centre d'aide, la réactivité des services Cons L'exportation des projets est parfois lente Reason for choosing Optimy Optimy respecte la RGPD. Le correspondant est francophone et réactif. Son système permet une personnalisation du formulaire en français et il est évolutif Review Source Response from Optimy April 15, 2024 Hi Patrice, 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. KP Karin P. Chargée de projet Civic & Social Organization Used the software for: 2+ years ### "Avis sur Optimy" October 31, 2023 4.0 Pros La souplesse de l'outil qui peut s'adapter à nos besoins sans avoir à faire appel aux services d'Optimy Cons L'ouverture des documents téléchargés qui est devenue plus laborieuses et occasionne plus de clicks et donc plus de travail Reason for choosing Optimy Pour la possibilité d'avoir un outil en 2 langues Review Source Response from Optimy April 15, 2024 Hi Karin, 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, The Optimy Marketing Team EB Eva B. Spezialistin Insurance Used the software for: 2+ years ### "Guter zweckmäßiger Einsatz" March 29, 2023 5.0 Für unseren Einsatzzweck gut geeignet. Pros Die Nutzungsform ist sehr gut sowie die Einbindung in unsere IT-Landschaft war einfach. Cons Das Tool ist vielleicht zu vielschichtig bei der eigenen Gestaltung der Formulare. Hier bedarf es einiges an Kenntnisse im Umgang mit dem Tool. Review Source CA Céline A. Responsable engagement parties prenantes Gambling & Casinos Used the software for: 1-2 years ### "Optimy, une solutuion adaptée à vos besoins de reporting" April 20, 2020 4.0 L'intérêt est pour nous de pouvoir centraliser toutes les demandes de mécénat faites à la Fondation dans un seul et même endroit. Et donc de pouvoir assurer un reporting. Pros La fonction tableau de bord qui permet en un clin d'œil de voir la situation à l'instant T. La possibilité de faire des réponses communes à plusieurs dossiers Cons Bien que la nouvelle version soit, à mon avis, plus conviviale et ergonomique, pour la configuration des mails de réponse, je ne trouve pas cela très explicite, mais peut-être est-ce moi le problème ! Reason for choosing Optimy Car Optimy est leader sur son marché (en tous les cas il y a 2 ans lorsque nous avons débuté notre collaboration) Review Source IS Isabella S. Responsabile di Segreteria Philanthropy Used the software for: 1-2 years ### "Ha potenzialità, ma non di facile utilizzo" April 15, 2024 3.0 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 Response from Optimy 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, MH Mathilde H. Chargee des Finances et de l'Administration Civic & Social Organization Used the software for: 2+ years ### "Un outil évolutif complet" October 31, 2023 4.0 Pros Le dashboard et les statuts personnalisables : cela permet d'avoir à la fois une vision globale et une vision précise de l'avancement des dossiers Les possibilités infinies offertes par la personnalisation des formulaires La gestion en API pour transfert des données vers un logiciel externe Cons Le système de gestion des "organisations" qui est encore à revoir Les exports de données qui restent à être améliorer L'implémentation d'une photothèque ou l'intégration avec une solution existante Review Source Response from Optimy April 15, 2024 Hi Mathilde, 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. GC GIORGIO C. Responsabile Comunicazione Philanthropy Used the software for: 1-2 years ### "Utile ma migliorabile" April 15, 2024 3.0 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 Response from Optimy 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 RH Roy H. Referent Sponsoring und Spenden Utilities Used the software for: 1-2 years ### "Optimierung des Sponsoring- und Spendenmanagement" November 20, 2020 5.0 Über Optimy wickeln wir unser komplettes Engagement ab. Die Hoffnungen, die wir als Unternehmen an die Software hatten, haben sich bisher voll erfüllt. Es hat sich herausgestellt, dass wir mit dem Tool weitere Prozesse integrieren können, die wir im Vorfeld nicht im Blick hatten. Mit dieser Integration werden weitere Prozesse verschlankt, Schnittstellen und Fehlerquellen reduziert. Pros Wir haben einen Weg gefunden, alle Anfragen über einen Eingang zu kanalisieren. Zudem konnten wir interne Vorgaben mit Hilfe des Tools umsetzen. Weiterhin sind Kontaktdaten (Adressen, E-Mail, Telefon) nun in vernünftiger Qualität hinterlegt. Das erspart unnötige Recherche via Internet. Listen für die einzelnen Unternehmensbereiche stehen schnell und einfach per Klick (mit entsprechender Vorlagefunktion) zur Verfügung. Durch die Digitalisierung vieler Prozesse entfallen Portokosen für Briefe, Ausdrucke gehören der Vergangenheit an. Der Arbeitsaufwand (Antrag - Antwort - Zahlungsprozess) hat sich sowohl zeitlich als auch bei materiell verringert. Cons Da wir noch nicht alle Funktionen nutzen, kann diese Frage (noch) nicht beantwortet werden. Problem für die Implementierung war die Umsetzung der DSGVO. Reason for choosing Optimy Preis. Review Source NP Nils P. Responsable concours et relations institutionnelles Civic & Social Organization Used the software for: 2+ years ### "Un outil de référence" February 11, 2020 4.0 Optimy est notre outil unique de gestion des projets : - dépots des candidatures - edition des documents - gestion du projet - reporting Optimy permet également d'éditer une carte de nos projets (développée sur mesure) Pros Un outil au rapport qualité / prix tout à fait correct. Une antériorité qui permet de répondre aux principaux besoins des fondations. Nombreuses fonctionnalités. Une relations commerciale et clientèle très à l'écoute et très précieuse dans la durée. Près de 8 ans de fidélité en ce qui me concerne (sur 2 structures différentes) Cons Besoin de renforcer la technique : - une réponse serveur trop lente (export des données, consultation en masse via listes) - un délai de mise en œuvre technique parfois lente dans la résolution des bugs indépendamment du service client - une nouvelle interface moins intuitive. Pas mal d'options payantes qui peuvent alourdir la facture. Une anticipation des besoins qui pourraient être plus rapide. Review Source NB Neli B. Communications Associate Pharmaceuticals Used the software for: 6-12 months ### "Volunteer Management" March 22, 2024 5.0 Optimy has been a game-changer in how I manage our company's volunteer program. I'm still learning how to use the dashboard but the functionality is easy to use and it provides everything I need to manage registrations for our volunteer experiences. \[sensitive content hidden\] is fantastic to work with. She is always available when I need her. She expedites any issues that I experience with the Optimy customer service team. She offers tips and shortcuts which makes my work so much more efficient. Pros \- easy to use - replaces manual management of volunteer registration - reporting functionality - good user experience Cons \- I'm still learning how to use the tool but so far, it's met my expectations Review Source Response from Optimy April 15, 2024 Hi Neli, 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. MV Madison V. Executive Assistant Hospital & Health Care Used the software for: 6-12 months ### "Success with Optimy" December 18, 2023 4.0 Pros Optimy has been a lifesaver to track sponsorship requests including budget, table attendees, marketing materials, etc. Cons I have no problems with Optimy. It has been a great software and the Optimy team are fantastic to work with -- \[sensitive content hidden\] is the best; hands down! :) Review Source Response from Optimy April 15, 2024 Hi Madison, 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. JH Jackie H. Sr. Manager, Community Involvement Automotive Used the software for: Less than 6 months ### "New User, Never Going Back" March 26, 2024 5.0 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 Response from Optimy 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 CW Chelsey W. Marketing & Events Manager Banking Used the software for: 2+ years ### "A great tool for streamlining and managing requests" April 8, 2020 5.0 My experience has been very positive and filled with great customer service and support at every stage. Pros I like the organization of the structure and how easily it streamlines the many requests for sponsorship and event support that we receive. The customer service is always very responsive and great at assisting with any questions or customization. Cons The software has a bit of a learning curve when setting up forms. There are small features I'd like to see that would make the process more seamless, such as being able to automatically forward an attachment PDF of the request through the messaging tool. Overall, the software continues to improve and roll out new features. Review Source AH Alain H. Partnership Officer Broadcast Media Used the software for: 2+ years ### "RELIABLE" March 9, 2020 5.0 We are ruling all partnership events (commercial and non commercial) through this tool. Pros You can find all the information you nedd at any time, anywhere, as far as you have connection on the internet. Powerful reminder which gives you peace of mind. Tasks are scheduled and the tool reminds you when you have to do it. Very useful when you handle hundreds of files simulteanously. Gives you also the Opportunity to find "Who dit What" in any of your file Cons Some changes are set up without correct information of the client. One day you discover a tool different of what it was the day before. Not very intuitive. Reason for choosing Optimy Less expensive Review Source MT Muriel T. In charge of a portfolio of associations within TotalEnergies foundation Environmental Services Used the software for: 1-2 years ### "Review 2023 & 2024" March 25, 2024 5.0 Pros The helpdesk service (very good support of \[sensitive content hidden\]) Cons Need to parameter many things when we do a development Review Source Response from Optimy April 15, 2024 Hi Muriel, 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, The Optimy Marketing Team. Talk to a Capterra advisor for free and get results within 15 minutes.