---
description: Tudo sobre Optimy: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. Saiba mais!
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title: Optimy - Preço, avaliações e classificação - Capterra Portugal 2026
---

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# Optimy

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> O software de gestão de concessões e patrocínios orientado ao cliente é confiado por mais de 230 organizações em todo o mundo.
> 
> Verdict: Rated **4.6/5** by 42 users. Top-rated for **Probabilidade de recomendação**.

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## Resumo

### Quem usa Optimy?

O software modular ajuda empresas, fundações, governos, organizações sem fins lucrativos que distribuem doações ou têm patrocínio, parceria, eventos ou atividades do CSI.

## Quick Stats & Ratings

| Metric | Classificação | Detail |
| **Geral** | **4.6/5** | 42 Avaliações |
| Praticidade | 4.4/5 | Based on overall reviews |
| Suporte ao cliente | 4.8/5 | Based on overall reviews |
| Relação qualidade/preço | 4.5/5 | Based on overall reviews |
| Recursos | 4.2/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Probabilidade de recomendação) |

## Sobre o fornecedor

- **Empresa**: Optimy
- **Location**: Toronto, Canadá
- **Founded**: 2011

## Commercial Context

- **Preço inicial**: 530,00 US$
- **Modelo de preços**:  (Teste Grátis)
- **Target Audience**: 2 - 10, 1 001 - 5 000, 5 001 - 10 000, 10 000+
- **Deployment & Platforms**: Nuvem, SaaS, baseado na web, Mac (desktop), Windows (desktop), Linux (desktop), Chromebook (desktop)
- **Idiomas**: alemão, espanhol, francês, inglês, italiano, português
- **Available Countries**: Alemanha, Austrália, Brasil, Bélgica, Canadá, Chipre, Chéquia, Croácia, Dinamarca, Emirados Árabes Unidos, Espanha, Estados Unidos, Estónia, Finlândia, França, Hong Kong, RAE da China, Irlanda, Itália, Luxemburgo, Mónaco and 9 more

## Recursos

- Acesso para Celular
- Comentários/notas
- Controle de horas
- Controle do processo de aprovação
- Descoberta de subsídios
- Doações online
- Doações recorrentes
- Email Reminders
- Ferramentas de colaboração
- Formulários personalizáveis
- Geração de relatórios financeiros
- Gerenciamento de aplicativos
- Gestão de associação
- Gestão de calendários
- Gestão de contratos e licenças
- Gestão de formulários
- Gestão de inscrições
- Gestão de recibos
- Gestão de revisores
- Gestão de subvenções
- Gestão de voluntariado
- Lembretes
- Logon único
- Medição de impacto
- Painel de atividades
- Pontuação
- Portal de autoatendimento
- Portal de candidatos
- Processamento de pagamentos
- Rastreamento de donações
- Rastreamento de pagamentos
- Ratings/Reviews
- Relatórios e análise de dados
- Relatórios e estatística
- Seguimento de status
- Seguimento dos candidatos

## Integrations (5 total)

- Docusign
- Eventbrite
- Mailchimp
- SAP Business One
- Salesforce Sales Cloud

## Opções de suporte

- Email/Help Desk
- FAQs/Fórum
- Suporte por telefone
- Bate-papo

## Category

- [Software para Gestão de Voluntariado](https://www.capterra.pt/directory/10044/volunteer-management/software)

## Categorias relacionadas

- [Software para Gestão de Voluntariado](https://www.capterra.pt/directory/10044/volunteer-management/software)
- [Software de Gestão de Subvenções](https://www.capterra.pt/directory/30567/grant-management/software)
- [Software de Gestão de Projetos sem Fins Lucrativos](https://www.capterra.pt/directory/32439/project-management-software-for-nonprofits/software)
- [Software para responsabilidade social corporativa (RSC)](https://www.capterra.pt/directory/33696/corporate-social-responsibility-%28csr%29/software)
- [Software de Gestão de Bolsas de Estudos](https://www.capterra.pt/directory/30809/scholarship-management/software)

## Alternativas

1. [Bitrix24](https://www.capterra.pt/software/113540/bitrix24) — 4.2/5 (990 reviews)
2. [Submittable](https://www.capterra.pt/software/158382/submittable) — 4.8/5 (398 reviews)
3. [Fluxx Grantmaker](https://www.capterra.pt/software/146625/fluxx-software-for-grantmakers) — 4.3/5 (95 reviews)
4. [NetSuite](https://www.capterra.pt/software/135757/netsuite) — 4.2/5 (2041 reviews)
5. [Visual Planning](https://www.capterra.pt/software/91852/visual-planning) — 4.5/5 (94 reviews)

## Avaliações

### "Five Years of Trust: Optimy’s Commitment to Customer-Centric Solutions" — 5.0/5

> **Jana** | *6 de novembro de 2025* | Química | Recommendation rating: 9.0/10
> 
> **Vantagens**: Project Team Collaboration&#10;Large customization options for the customer&#10;fast customer support&#10;good value for money
> 
> **Desvantagens**: Ease of use but only in case of no prior knowledge&#10;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.&#10;&#10;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.&#10;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.

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### "Our Optimy Experience" — 4.0/5

> **LINDSAY** | *12 de fevereiro de 2020* | Manutenção predial | Recommendation rating: 10.0/10
> 
> **Vantagens**: Being able to make personal edits to the software is a huge improvement in our efficiency.
> 
> **Desvantagens**: 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.

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### "overal good but not personalized enough" — 4.0/5

> **valentine** | *7 de fevereiro de 2020* | Varejistas | Recommendation rating: 7.0/10
> 
> **Vantagens**: pro: easy to use, nice UX, reactivity support
> 
> **Desvantagens**: "cons": not flexible enough =\&gt; still need manual workload
> 
> so far ok but not using for that long

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### "Great customizable product" — 5.0/5

> **Jan** | *8 de julho de 2024* | Filantropia | Recommendation rating: 9.0/10
> 
> **Vantagens**: 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.
> 
> **Desvantagens**: Some features that we would have liked are currently not possible to implement.

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### "Good product - excellent staff support" — 4.0/5

> **Linda** | *17 de abril de 2024* | Pesquisa | Recommendation rating: 8.0/10
> 
> **Vantagens**: 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\!) &#10;&#10;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.
> 
> **Desvantagens**: 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.&#10;&#10;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.

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## Links

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