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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.

Description

A central platform that allows for seamless management of your CSR activities. TechCSR is a decision support system that handles need assessment, proposal, fund allocation, project progress, NGO due diligence and volunteering events. It also assesses the impact of your organization's CSR practices. TechCSR is a smart mix of Geographical Information System and Management Information System (MIS), with an integrated web- and mobile-based application. Analyze the quarterly budget vs. spending for macro- to micro-level activities. Gnatt Charts and KPIs allow you to track ongoing, completed, and pending project status. CSR Project Monitoring Software that tracks input, output, outcome, and impact.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Mailchimp Yes 
Make Yes 
SAP Business One Yes 
Salesforce Yes 

Integrations

Mailchimp No 
Make No 
SAP Business One No 
Salesforce No 

Pricing Details

Out Pricing adapts to your needs. We can give a quote in less than 24h.
Free Trial No 
Free Version No 

Pricing Details

$10,000
Customized
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 No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows Yes 
Mac Yes 
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 No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Optimy

Founded

2011

Country

Canada & Belgium

Website

www.optimy.com/en/the-platform/how-it-works

Vendor Details

Company Name

CyberSWIFT

Founded

1997

Country

United States

Website

www.cyber-swift.com/in/products/techcsr

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 

Product Features

Sustainability

Audit Management Yes 
Benchmarking No 
Compliance Management Yes 
Corrective Actions (CAPA) Yes 
Emissions Management Yes 
Employee Training No 
Energy Management Yes 
Incident Management Yes 
KPIs No 
Performance Metrics Yes 
Stakeholder Engagement Yes 
Supplier Management Yes 
Waste Management Yes 

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