Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Foundant's CommunitySuite is a cloud-based, integrated solution that allows you to manage fund advisor relationships. It includes robust fund accounting, constituent management (CRM) and events management. This will allow you to spend your time focusing on your mission. It's supported by responsive philanthropy professionals who are committed to client success. You can use one system to manage your operations to eliminate silos, build your team, and maximize your impact.
Description
Optimy can help you with your community investment professionals, CSR, grants, and sponsorships. Optimy provides customer-oriented solutions to help corporations collect proposals, select the most effective action plans, manage each aspect of each project and track the impact of their strategies. Optimy is here for you at every stage of your social project. Easy application process allows you to gather data. Quickly review and select the most impactful social projects. Get a quick overview of the status of your projects and collaborate efficiently. Make meaningful reports about your social impact and CSR activities. Easy collection, review, and reporting of information about the evaluation process. All stakeholders, from the scholarship and fellowships coordinators to the applicants and reviewers, can be empowered. For more CSR impact, manage corporate giving and volunteer campaigns from start to finish.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Mailchimp
No
Make
No
SAP Business One
No
Salesforce
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Out Pricing adapts to your needs. We can give a quote in less than 24h.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Foundant Technologies
Founded
2006
Country
United States
Website
www.foundant.com/products/foundation-management-software/
Vendor Details
Company Name
Optimy
Founded
2011
Country
Canada & Belgium
Website
www.optimy.com/en/the-platform/how-it-works
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Donation Management
Campaign Management
Yes
Donation Tracking
Yes
Donor Database
Yes
Event Management
Yes
Gift Management
Yes
Grant Management
Yes
In-Kind Donations
Yes
Matching Donations
No
Mobile Donations
Yes
Online Donations
Yes
Pledge Management
Yes
Receipts / Statements
Yes
Recurring Donations
Yes
Volunteer Management
No
Event Management
Attendee Management
No
Badge Management
No
Conferences / Conventions
No
Exhibit / Vendor Management
No
Gamification
No
Room Block Management
No
Social Media Promotion
No
Sponsorship Management
No
Surveys & Feedback
No
Ticketing
No
Volunteer Management
No
Weddings / Parties
No
Fund Accounting
Accounts Payable
No
Accounts Receivable
Yes
Activity Tracking
No
Asset Management
Yes
Bank Reconciliation
Yes
Budgeting & Forecasting
No
Compliance Management
Yes
Donor Management
Yes
General Ledger
Yes
Partnership Accounting
No
Purchasing & Receiving
No
Grant Management
Compliance Management
No
Contract Management
No
Grant Application Management
No
Grant Award Tracking
No
Grant Opportunity Search
No
Self-Registration
No
Scholarship Management
Applicant Management
No
Applicant Portal
No
Commenting / Notes
No
Customizable Forms
No
Interview Management
No
Recommendations Management
No
Reviewer Management
No
Scoring
No
White Label
No
Product Features
Donation Management
Campaign Management
Yes
Donation Tracking
Yes
Donor Database
Yes
Event Management
Yes
Gift Management
No
Grant Management
Yes
In-Kind Donations
Yes
Matching Donations
No
Mobile Donations
No
Online Donations
No
Pledge Management
Yes
Receipts / Statements
Yes
Recurring Donations
Yes
Volunteer Management
Yes
Fundraising
Alumni Management
No
Auction Management
Yes
CRM
Yes
Campaign Management
Yes
Contribution Tracking
Yes
Donor Management
Yes
Event Management
No
Gift Matching Management
No
Grant Management
Yes
Membership Management
Yes
Mobile Giving
No
Payment Processing
No
Pledge Management
No
Prospect Management
No
Raffles / Lotteries
No
Recurring Giving
Yes
Volunteer Management
Yes
Grant Management
Compliance Management
Yes
Contract Management
Yes
Grant Application Management
Yes
Grant Award Tracking
Yes
Grant Opportunity Search
Yes
Self-Registration
No
Scholarship Management
Applicant Management
Yes
Applicant Portal
Yes
Commenting / Notes
Yes
Customizable Forms
Yes
Interview Management
Yes
Recommendations Management
No
Reviewer Management
Yes
Scoring
Yes
White Label
Yes
Volunteer Management
Attendance Management
Yes
Calendar Management
Yes
Event Management
Yes
Group Management
Yes
Member Directory
Yes
Membership Management
Yes
Recognition Management
No
Registration Management
Yes
Scheduling
Yes
Self Service Portal
Yes
Training Management
Yes
Volunteer Profiles
Yes