OptifiNow Overview
This is a summary of the comprehensive capabilities and benefits of OptifiNow based on over 644 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
OptifiNow, Soffront, Thryv, Salesseek, Zoho CRM Plus, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if OptifiNow is right for your needs? Our Cuspera AI engine can evaluate how OptifiNow fits your specific business needs, industry, and context. Get your personalized assessment report today.
OptifiNow supports business activities such as:
- Communication Management
- Social Media Management
- Engagement Management
- Competitive Intelligence
- Lead Management
OptifiNow can help you with many business goals, such as Increase Sales & Revenue, Acquire Customers, Improve ROI, Scale Best Practices, Enhance Customer Relationships, etc. It can help manage these activities if you use Social Media E-Mail Facebook etc. for these needs. As a solution, OptifiNow's capabilities include Personalization, and Dashboard.
OptifiNow Financial Services Vertical is its biggest customer base.
Reviews
"We were looking for a software provider that could handle all of our different mortgage product lines, and only OptifiNow checked all the boxes. As opposed to managing and training to multiple pieces of software, our whole company can run on just on...e platform. The OptifiNow team has worked hand in hand with us to map out unique sales processes for each product and implement them in a quick and painless way. They are an excellent partner. " - Brian Roe
Cuspera Reviews
24 buyers and buying teams have used Cuspera to assess how well OptifiNow solved their CRM needs. Cuspera uses 644 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Business Priorities
Increase Sales & Revenue and Acquire Customers are the most popular business priorities peers achieved using OptifiNow.
Use Cases
Peers recommend Communication Management , Social Media Management , Engagement Management , as the business use cases that they have been most satisfied while using OptifiNow.
Read Peer Reviews and Expert Experience for Business Use Cases
BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
---|---|---|
Communication Management with Social Media, E-Mail, Facebook and Twitter |
4.64/5 ★ |
"...Send and receive emails from any of your email addresses...." Contact Management |
sending & publishing communications |
4.60/5 ★ |
"...OptifiNow gave us the flexibility and control necessary to manage 48 unique sales regions with a complex product base and 12MM iterations of sales content, enabling every sales rep to send the right message at the right time in the right format...." Testimonial from Time Warner Cable |
tracking & monitoring communications |
4.41/5 ★ |
"...Use a single application to create, send, and track email marketing and social media marketing messages...." Content Management |
Social Media Management with Social Media |
4.81/5 ★ |
"...Real time dashboard driven analytics provides business intelligence and drives continuous sales process improvement. ..." Analytics / Reporting |
social media analytics |
4.75/5 ★ |
"...Measure the effectiveness of your social content with reporting and analytics...." Social Selling |
engaging on social media |
4.39/5 ★ |
"...Save time and schedule your social posts for future delivery...." Social Collaboration |
scheduling post to social media |
4.34/5 ★ |
"...Save time and schedule your social posts for future delivery...." Content Management |
monitoring social media |
3.30/5 ★ |
"...Create, send, and track social media marketing messages...." Social Selling |
Engagement Management |
4.72/5 ★ |
"...The Marketing Automation module lets users personalize marketing materials to improve customer engagement...." Marketing Automation |
engaging and following up |
4.64/5 ★ |
"...Your brand messages are seen by an exponentially larger audience and will drive increased customer engagement back to the enterprise...." Social Selling |
PEER EXPERIENCES | |
---|---|
Communication Management with Social Media, E-Mail, Facebook and Twitter |
4.64/5 ★ |
"...Send and receive emails from any of your email addresses...." Contact Management |
|
sending & publishing communications |
4.64/5 ★ |
tracking & monitoring communications |
4.64/5 ★ |
Social Media Management with Social Media |
4.81/5 ★ |
"...Real time dashboard driven analytics provides business intelligence and drives continuous sales process improvement. ..." Analytics / Reporting |
|
social media analytics |
4.81/5 ★ |
engaging on social media |
4.81/5 ★ |
scheduling post to social media |
4.81/5 ★ |
monitoring social media |
4.81/5 ★ |
Engagement Management |
4.72/5 ★ |
"...The Marketing Automation module lets users personalize marketing materials to improve customer engagement...." Marketing Automation |
|
engaging and following up |
4.72/5 ★ |
38+ more Business Use Cases
Our AI advisor, Wyz, harnessed 644 insights from peers and experts to help you assess how these OptifiNow use cases fit your CRM needs.
Customer Testimonials
CUSTOMERS | TESTIMONIALS |
---|---|
We were looking for a software provider that could handle all of our different mortgage product lines, and only OptifiNow checked all the boxes. As opposed to managing and training to multiple pieces of software, our whole company can run on just one platform. The OptifiNow team has worked hand in ...hand with us to map out unique sales processes for each product and implement them in a quick and painless way. They are an excellent partner. |
|
I have worked with Optifi Now and it grew my business. We had 2 custom CRM's made for our company. One on the sales side and one we white labeled for our clients. Great staff and a special shout out to John Mcghee, whom worked closely with me, and solved so many problems for us. Thank you Optifi No...w. |
|
As a CMO I have reviewed many different systems that pertain to CRM or sales management. Optifinow is by far the most flexible and the most efficient system I have seen. They are able to provide a fully customized platform for sales organizations in about 30 days. This is unheard of for an enterpri...se solution. Speak with John McGee about your needs. Make sure that if you are reviewing Sales Force CRM that you give Optifinow a good look - because not only is it more efficient to use - it generates the right tools to help you and your sales teams thrive! Their technical support is spot on as well. No downtime and very dedicated to getting their clients answers and most of all solutions to their problems. |
CUSTOMERS | TESTIMONIALS |
---|---|
Brian Roe VP Sales |
We were looking for a software provider that could handle all of our different mortgage product lines, and only OptifiNow checked all the boxes. As opposed to managing and training to multiple pieces of software, our whole company can run on just one platform. The OptifiNow team has worked hand in ...hand with us to map out unique sales processes for each product and implement them in a quick and painless way. They are an excellent partner. |
Karren Grieco |
I have worked with Optifi Now and it grew my business. We had 2 custom CRM's made for our company. One on the sales side and one we white labeled for our clients. Great staff and a special shout out to John Mcghee, whom worked closely with me, and solved so many problems for us. Thank you Optifi No...w. |
Hema Dey |
As a CMO I have reviewed many different systems that pertain to CRM or sales management. Optifinow is by far the most flexible and the most efficient system I have seen. They are able to provide a fully customized platform for sales organizations in about 30 days. This is unheard of for an enterpri...se solution. Speak with John McGee about your needs. Make sure that if you are reviewing Sales Force CRM that you give Optifinow a good look - because not only is it more efficient to use - it generates the right tools to help you and your sales teams thrive! Their technical support is spot on as well. No downtime and very dedicated to getting their clients answers and most of all solutions to their problems. |
Case Studies
COMPANY | CASE STUDIES |
---|---|
Case Study CU DirectRead More |
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Case Study OakleyRead More |
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Case Study Crossline CapitalRead More |
Frequently Asked Questions(FAQ)
for OptifiNow
What is OptifiNow?
What is OptifiNow used for?
What are the top features of OptifiNow?
Who uses OptifiNow?
What are OptifiNow alternatives?
Where is OptifiNow located?
Popular Business Setting
for OptifiNow
Top Industries
- Financial Services
- Telecommunications
- Computer Software
Popular in
- Small Business
OptifiNow Alternatives
Peer and Expert Opinion on Features
for OptifiNow
- Low
- Medium
- High
FEATURES | RATINGS AND REVIEWS |
---|---|
Personalization | Read Reviews (36) |
Dashboard | Read Reviews (10) |
FEATURES | RATINGS AND REVIEWS |
---|---|
Personalization | Read Reviews (36) |
Dashboard | Read Reviews (10) |
IT and Other Capabilities
for OptifiNow
- Low
- Medium
- High
CAPABILITIES (DATA) | RATINGS AND REVIEWS |
---|---|
Data Export | Read Reviews (28) |
Data Import | Read Reviews (40) |
CAPABILITIES (DATA) | RATINGS AND REVIEWS |
---|---|
Data Export | Read Reviews (28) |
Data Import | Read Reviews (40) |
CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
---|---|
Email Support | Read Reviews (12) |
24/7 Support | Read Reviews (32) |
Chat Support | Read Reviews (2) |
Phone Support | Read Reviews (3) |
CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
---|---|
Email Support | Read Reviews (12) |
24/7 Support | Read Reviews (32) |
Chat Support | Read Reviews (2) |
Phone Support | Read Reviews (3) |
CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
---|---|
AI Powered | Read Reviews (1) |
Analytics | Read Reviews (36) |
Custom Reports | Read Reviews (41) |
CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
---|---|
AI Powered | Read Reviews (1) |
Analytics | Read Reviews (36) |
Custom Reports | Read Reviews (41) |
Software Failure Risk Guidance
?for OptifiNow
Overall Risk Meter
Top Failure Risks for OptifiNow
Vendor Profile Details
Company Name
OptifiNow
Company Website
https://www.optifinow.com/HQ Location
3020 Old Ranch Parkway Suite 300 Seal Beach, CA 90740
Employees
101-250
Social
Financials
PRIVATE