---
title: "Optimize365 Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Optimize365 Software - reviews, pricing plans, popular comparisons to other Cloud Security products and more."
source_url: "https://www.capterra.com/p/10030321/Optimize365/"
page_type: "product"
language: "en"
---

# 

 Optimize365 Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 17, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

Optimize365

## What is Optimize365?

Optimize365 is a business security posture management platform that helps manage Microsoft 365 environments. The software streamlines security management through automated remediation with security baselines, compliance mapping, and complexity level identification. Optimize365 integrates with PSA systems to enable automated tenant onboarding and task consolidation. The platform includes project scoping tools with time estimates and statement of work generation capabilities. Additional features include user impact analysis for change management, security drift detection, and configuration impact prediction. The system allows for multi-tenant management while maintaining security baselines and detecting configuration changes across Microsoft 365 environments.

## What is Optimize365 used for?

[Cloud Security](https://www.capterra.com/cloud-security-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

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Contact vendor  
for pricing

Free trial  
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Includes Free Version

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## Optimize365 Overview

Updated September 2026

AI summary

Optimize365 delivers cloud security solutions for midsize and enterprise organizations, offering access controls, incident management, real-time monitoring, and threat intelligence. Its features include AI Copilot, encryption, security auditing, HIPAA compliance, and integration capabilities. Deployed as a cloud-based SaaS, Optimize365 supports policy management, risk assessment, and detailed reporting to help businesses safeguard their cloud environments.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Optimize365

0.0

VS.

[4.9 (4,881)](https://www.capterra.com/p/172127/Rippling/reviews/)

Starting Price

Contact vendor

Starting Price

$8

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.9 (4,880)

Value For Money

0.0 (0)

Value For Money

4.8 (3,726)

Customer Service

0.0 (0)

Customer Service

4.7 (4,013)

## Optimize365 alternatives

[4.6 (294)](https://www.capterra.com/p/175092/JumpCloud-DaaS/reviews/)

Starting price

$3.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.8 (48)](https://www.capterra.com/p/10023754/JoinNow-Cloud-RADIUS/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.0 (3)](https://www.capterra.com/p/159195/CloudAware/#reviews)

Starting price

$0.10

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

67%

of reviewers

rated it above 4 stars

[4.6 (418)](https://www.capterra.com/p/179288/Patch-Manager-Plus/reviews/)

Starting price

$245.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

## FAQs about Optimize365

Overview

### What company size and specific industries is Optimize365 built for?

Optimize365 is designed for managed service providers, managed security service providers, resellers, and system integrators. It is best suited for B2B technology and services firms that deliver software, security, or integration services to clients, rather than for a specific company size such as small business or enterprise.

Features and Usability

### What are the key features of Optimize365?

Optimize365 offers AI Copilot, access controls and permissions, user management, and third-party integrations for account administration. It also includes cloud application security, cloud security policy management, encryption, HIPAA compliance, incident management, real-time monitoring and notifications, reporting and analytics, security auditing, threat intelligence, and risk assessment.

Integrations

### Which third-party tools and platforms does Optimize365 integrate with?

Optimize365 integrates with 2 third-party tools: ConnectWise Automate and HaloPSA. These integrations cover IT service management and remote monitoring and management platforms, giving Optimize365 connection points for managed services workflows and ticketing-related operations.

Getting Started and Support

### What training and onboarding options does Optimize365 offer?

Optimize365 provides live online training, documentation, and videos to help teams get started. Live online sessions support guided setup and direct instruction, documentation offers written reference material for procedures and product details, and videos provide visual walkthroughs for self-paced learning.

Getting Started and Support

### What customer support options does Optimize365 offer?

Optimize365 provides Email/Help Desk, FAQ/Forum, Knowledge Base, 24/7 Live Rep, and Chat support. Users can use these channels to get product guidance, find answers, and contact support at any time. No reviewer feedback about response speed or helpfulness is available for support.

## Features

AI summary

Based on 652 Cloud Security reviews

Capterra data shows that buyers of cloud security software rank the following features as their top priorities:

-   **Monitoring** (**48%** of reviewers rated this feature as critical)
-   **Cloud Application Security** (**67%**)
-   **Security Auditing** (**54%**)

Optimize365 supports all three features that reviewers identify as most important: **Monitoring**, **Cloud Application Security**, and **Security Auditing**. Together, these capabilities help businesses maintain visibility across cloud environments, protect applications from security risks, and review controls and activity for compliance and oversight, allowing teams to respond faster and manage cloud security with more confidence.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Cloud Application Security

Identify and respond to security threats to cloud applications

Cloud Security Policy Management

A set of guidelines regarding cloud security management

Encryption

Convert data into a code for security

HIPAA Compliant

Compliant with HIPAA, which sets standards for sensitive patient data protection

Optimize365 18 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
- Cloud Application Security: Identify and respond to security threats to cloud applications
- Cloud Security Policy Management: A set of guidelines regarding cloud security management
- Encryption: Convert data into a code for security
- HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
- Incident Management: Manage and track all disruptions and incidents
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Real-Time Monitoring: Active monitoring of systems, applications, or networks
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Reporting: Active reporting of data and metrics
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Risk Assessment: Initiate collection and analysis of known risks
- Security Auditing: Systematic evaluation of the security of a company's overall security system and situation
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Threat Intelligence: Information to prevent, understand and identify cyber threats
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

---

## Pricing

## Integrations

[

ConnectWise Automate](https://www.capterra.com/p/142789/ConnectWise-Automate/)[

HaloPSA](https://www.capterra.com/p/20971/HaloPSA/)

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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