--- description: Detaillierte Informationen über Optimy zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Optimy Erfahrungen, Vor- und Nachteile – Capterra Deutschland 2026 --- Breadcrumb: [Startseite](/) > [Fördermittelverwaltung Software](/directory/30567/grant-management/software) > [Optimy](/software/142236/optimy) # Optimy Canonical: https://www.capterra.com.de/software/142236/optimy Seite: 1 / 3\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/142236/optimy?page=2) > Optimy ist eine kundenorientierte Software für das Management von Zuschüssen und Fördergeldern. > > Bewertung: **4.6/5** von 42 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet Optimy? Kundenorientierte Software für das Management von Zuschüssen und Fördergeldern. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.6/5** | 42 Nutzerbewertungen | | Bedienkomfort | 4.4/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.8/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.5/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.2/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 90% | (9/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Optimy - **Region**: Toronto, Kanada - **Gegründet**: 2011 ## Gewerblicher Kontext - **Startpreis**: 530,00 $ - **Preismodell**: (Kostenlose Testversion) - **Zielgruppe**: 2–10, 1.001–5.000, 5.001–10.000, 10.000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop) - **Unterstützte Sprachen**: Deutsch, Englisch, Französisch, Italienisch, Portugiesisch, Spanisch - **Verfügbare Länder**: Australien, Belgien, Brasilien, Deutschland, Dänemark, Estland, Finnland, Frankreich, Irland, Italien, Kanada, Kroatien, Luxemburg, Monaco, Neuseeland, Niederlande, Norwegen, Schweden, Schweiz, Singapur und 9 weitere ## Funktionen - Aktivitäts-Dashboard - Anpassbare Formulare - Anwendungsmanagement - Auswirkungsmanagement - Belegmanagement - Berichterstattung / Analyse - Berichterstattung und Statistik - Bewerber-Tracking - Bewerberportal - Bewerter verwalten - Einmalige Anmeldung - Email Reminders - Erinnerungen - Finanzberichterstattung - Formularverwaltung - Freiwilligen-Management - Förderungssuche - Kalenderverwaltung - Kommentare / Notizen - Kontrolle des Genehmigungsprozesses - Mitgliedschaft-Management - Mobiler Zugriff - Online-Spenden - Ratings/Reviews - Registrierungs-Management - Self-Service Portal - Spenden-Tracking - Statusverfolgung - Subventions-Management - Vertrags-/Lizenz-Management - Werkzeuge zur Zusammenarbeit - Wertung - Wiederkehrende Spenden - Zahlung-Nachverfolgung - Zahlungsabwicklung - Zeitverfolgung ## Integrationen (5 insgesamt) - Docusign - Eventbrite - Mailchimp - SAP Business One - Salesforce Sales Cloud ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Telefon-Support - Chat ## Category - [Fördermittelverwaltung Software](https://www.capterra.com.de/directory/30567/grant-management/software) ## Ähnliche Kategorien - [Freiwilligenmanagement-Software](https://www.capterra.com.de/directory/10044/volunteer-management/software) - [Fördermittelverwaltung Software](https://www.capterra.com.de/directory/30567/grant-management/software) - [Projektmanagement Tools für gemeinnützige Organisationen](https://www.capterra.com.de/directory/32439/project-management-software-for-nonprofits/software) - [Software für Corporate Social Responsibility (CSR)](https://www.capterra.com.de/directory/33696/corporate-social-responsibility-%28csr%29/software) - [Stipendienverwaltungssoftware](https://www.capterra.com.de/directory/30809/scholarship-management/software) ## Alternativen 1. [Bitrix24](https://www.capterra.com.de/software/113540/bitrix24) — 4.2/5 (987 reviews) 2. [Submittable](https://www.capterra.com.de/software/158382/submittable) — 4.8/5 (398 reviews) 3. [Fluxx Grantmaker](https://www.capterra.com.de/software/146625/fluxx-software-for-grantmakers) — 4.3/5 (94 reviews) 4. [NetSuite](https://www.capterra.com.de/software/135757/netsuite) — 4.2/5 (2007 reviews) 5. [Visual Planning](https://www.capterra.com.de/software/91852/visual-planning) — 4.5/5 (91 reviews) ## Nutzerbewertungen ### "Five Years of Trust: Optimy’s Commitment to Customer-Centric Solutions" — 5.0/5 > **Jana** | *6. November 2025* | Chemikalien | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: Project Team Collaboration Large customization options for the customer fast customer support good value for money > > **Nachteile**: Ease of use but only in case of no prior knowledge no easy design options without bigger transformations > > 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. ----- ### "Great customizable product" — 5.0/5 > **Jan** | *8. Juli 2024* | Philanthropie | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: 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. > > **Nachteile**: Some features that we would have liked are currently not possible to implement. ----- ### "Our Optimy Experience" — 4.0/5 > **LINDSAY** | *12. Februar 2020* | Versorgungsunternehmen | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: Being able to make personal edits to the software is a huge improvement in our efficiency. > > **Nachteile**: There are some automated features that were available in our previous solution which are not available in the Optimy tool. > > 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. ----- ### "overal good but not personalized enough" — 4.0/5 > **valentine** | *7. Februar 2020* | Einzelhandel | Empfehlungsbewertung: 7.0/10 > > **Vorteile**: pro: easy to use, nice UX, reactivity support > > **Nachteile**: "cons": not flexible enough =\> still need manual workload > > so far ok but not using for that long ----- ### "Good product - excellent staff support" — 4.0/5 > **Linda** | *17. April 2024* | Forschung | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. > > 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. ----- Seite: 1 / 3\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/142236/optimy?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.com.de/software/142236/optimy) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nb | | | nl | | | nl-BE | | | pl | | | pt | | | pt-PT | | | sv | | ----- ## Strukturierte Daten