Optimy

7.1easy start · #47 of 177
in Case Management Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on api, Web.

Optimy is ranked #47 of 177 in case management software on The Geeks Club, made by Optimy (Brussels, Belgium). It runs on API, Web. There is no free plan.

Optimy plans and pricing

All plans

Start €650/mo From 650€ /month Manage your program end to end · industry data and templates · dedicated account manager · top security standards optimy.com · 29 Sept 2026

Smart Not published Includes everything in Start · Run multiple programs in one platform · Automate all low-value tasks · Advanced industry features · Expert support optimy.com · 20 Sept 2026

Professional Not published Includes everything in Smart · Run all programs in one platform · Full access to Optimy features · Expert services optimy.com · 20 Sept 2026

Basic €1,000/yr billed annually E-learning and knowledge base · 24–48 hour response time · 4 hours professional services · 1 live training session per year optimy.com · 20 Sept 2026

Growth €2,000/yr billed annually E-learning and knowledge base · 12–16 hour priority response · 8 hours professional services · 1 live training session per year · 1 HTTPS certificate per year · Security audit and forms support optimy.com · 20 Sept 2026

Advanced €5,000/yr billed annually E-learning and knowledge base · 4–8 hour priority response · 12 hours professional services · 2 live training sessions per year · Unlimited HTTPS certificates · Pentest and security form per year optimy.com · 20 Sept 2026

Compared on case management software

Free plan: No
Scoring and rubrics: Yes
Reviewer collaboration: Yes
Applicant portal: Yes
Workflow automation: Yes
Reporting and analytics: Yes
Payment collection: Yes
Supported programs: grants

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The record

Purpose: Optimy manages grants, sponsorships, employee volunteering, and CSR programs in one platform.
Workflows: The platform supports applications, reviews, approvals, project tracking, and impact reporting.
Reporting: Users can track impact with custom KPIs and create audit-ready reports.
Integrations: Optimy describes a configurable API, one-click integrations with Make, and DocuSign e-signatures.
Security: Optimy says data is transmitted using HTTPS with TLS 1.2 or TLS 1.3 and stored data is encrypted with AES-256.
Privacy: Optimy says it supports GDPR compliance and provides controls for privacy requests and user data deletion.
Hosting: Optimy says its platform is hosted on AWS infrastructure in North America and Europe.
Languages: The platform supports 22+ languages.
Support: Pricing lists e-learning and a knowledge base, with service packages offering response times from 24–48 hours to 4–8 hours.
Implementation: Optimy says its usual implementation time is 6 to 8 weeks.
Audience: Optimy describes its platform as serving corporations, foundations, and public institutions.
API availability: Optimy’s terms say external API connections may be provided on request and may incur additional fees.
Founded: 2011
Headquarters: Brussels, Belgium

Where it ranks on The Geeks Club

Best Case Management Software in 2026#47 of 177
Best Application Management Software in 2026#7 of 29
Best Grant Management Software in 2026#9 of 25
Best Scholarship Management Software in 2026#9 of 25
Best Event Sponsorship Management Software in 2026#10 of 20

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Sources

optimy.com/company/about-us· checked 29 Sept 2026
optimy.com/platform/how-it-works· checked 29 Sept 2026
optimy.com· checked 29 Sept 2026
optimy.com/platform/api· checked 29 Sept 2026
optimy.com/legal/technical-and-organisational-meas· checked 29 Sept 2026
optimy.com/platform/security· checked 29 Sept 2026
optimy.com/contact/pricing· checked 29 Sept 2026
optimy.com/legal/terms-of-service· checked 29 Sept 2026