OptifiNow Overview

OptifiNow is an Enterprise SaaS Sales & Marketing CRM that integrates CRM, sales automation, and sales enablement. Reporting, analytics, and API integrations are also included.

Use Cases

Customers recommend Communication Management, Social Media Management, Engagement Management, as the business use cases that they have been most satisfied with while using OptifiNow.

Other use cases:

  • Competitive Intelligence
  • Lead Management
  • Campaign Management
  • Segmentation And Targeting
  • Collaboration
  • Social Media Marketing
  • Contact List Management
See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using OptifiNow.

Other priorities:

  • Improve ROI
  • Scale Best Practices
  • Enhance Customer Relationships
  • Improve Brand Engagement
  • Improve Stakeholder Relations
  • Enter New Markets Internationally Or Locally
  • Improve Digital And Social Presence
  • Improve Internal Communications
See all business priorities See less business priorities

OptifiNow Use-Cases and Business Priorities: Customer Satisfaction Data

OptifiNow works with different mediums / channels such as Social Media, E-Mail, Facebook, etc.

OptifiNow's features include Personalization, and Dashboard.

Reviews

"As our business has scaled, OptifiNow has been a key partner. We have built a structured sales process that our agents to follow. We need to be able to quickly adjust and continuously improve it and keep up our growth and ROI. The OptifiNow software... and team has allowed us to do both. They are a great partner to our business." - David Gonzalez

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.

Popular Business Setting

for OptifiNow

Top Industries

  • Financial Services
  • Telecommunications
  • Computer Software

Popular in

  • Small Business

OptifiNow is popular in Financial Services, Telecommunications, and Computer Software and is widely used by Small Business,

Comprehensive Insights on OptifiNow Use Cases

How does OptifiNow address your Communication Management Challenges?

OptifiNow facilitates communication management by offering tools for email marketing and social media marketing. The platform enables users to create, send, and track messages across various channels, including email, Facebook, Twitter, and LinkedIn. Additionally, OptifiNow allows users to manage lead generation, sales processes, and marketing collateral.
"...Send and receive emails from any of your email addresses...." Contact Management

How does OptifiNow facilitate Social Media Management?

Optifinow enables users to schedule and track social media posts. It provides tools for creating, sending, and monitoring branded social media content. The platform offers analytics and reporting features for measuring the effectiveness of social media marketing efforts.
"...Save time and schedule your social posts for future delivery...." Content Management

What benefits does OptifiNow offer for Engagement Management?

How does OptifiNow address your Competitive Intelligence Challenges?

How efficiently Does OptifiNow manage your Lead Management?

38+ more Business Use Cases

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.

Customer Testimonials

CUSTOMERS TESTIMONIALS
OptifiNow testimonial

David Gonzalez

CEO

Greenlink Financial
As our business has scaled, OptifiNow has been a key partner. We have built a structured sales process that our agents to follow. We need to be able to quickly adjust and continuously improve it and keep up our growth and ROI. The OptifiNow software and team has allowed us to do both. They are a gr...eat partner to our business.

Testimonial By David Gonzalez
OptifiNow testimonial

Michael Krause
I used OptifiNow to manage my inbound call center and outside sales rep leads. Having a platform so tightly integrated into my phone systems and sales process increased my conversion rate significantly. The flexibility of this platform is what sold me and the 30 days to get it up and running was al...so something that made us super fans!

Testimonial By Michael Krause
OptifiNow testimonial

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.

Testimonial By Karren Grieco
CUSTOMERS TESTIMONIALS
OptifiNow testimonial

David Gonzalez

CEO

Greenlink Financial
As our business has scaled, OptifiNow has been a key partner. We have built a structured sales process that our agents to follow. We need to be able to quickly adjust and continuously improve it and keep up our growth and ROI. The OptifiNow software and team has allowed us to do both. They are a gr...eat partner to our business.

Testimonial By David Gonzalez
OptifiNow testimonial

Michael Krause
I used OptifiNow to manage my inbound call center and outside sales rep leads. Having a platform so tightly integrated into my phone systems and sales process increased my conversion rate significantly. The flexibility of this platform is what sold me and the 30 days to get it up and running was al...so something that made us super fans!

Testimonial By Michael Krause
OptifiNow testimonial

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.

Testimonial By Karren Grieco

Case Studies

COMPANY CASE STUDIES
OptifiNow case study

Crossline Capital
Case Study Crossline Capital

When Speed to Lead mattered in their competitive lending environment Crossline Capital turned to OptifiNow, to make sure they were first to contact and close more leads.

Read More
OptifiNow case study

CU Direct
Case Study CU Direct

CU Direct needed to implement a world class Online system to support their network of over 1000 Credit Unions nationwide

Read More
OptifiNow case study

Time Warner Cable
Case Study Time Warner Cable

TWC turned to OptifiNow to support their national sales team of 1800 professionals, conquer the complexity of 48 different sales regions and localized sales processes.

Read More

Frequently Asked Questions(FAQ)

for OptifiNow

What is OptifiNow?

Elevate your business with OptifiNow—the all-in-one CRM built for mortgage lending. Tailored for retail, consumer direct, wholesale, and correspondent channels, our platform boasts robust LOS integrations, integrated email/SMS marketing, and exclusive White Glove service, offering daily system management, unlimited training, and custom solutions. Reduce costs, enhance efficiency, and gain a long-term partner invested in your success. OptifiNow—the only CRM marrying cutting-edge technology with personalized support—crafting success through understanding, customization, and proactive responsiveness.

UNIQUE VALUE PROPOSITION

- CRM designed for all types of mortgage channels: retail, consumer direct, wholesale, correspondent

- Robust LOS integrations

- Integrated email, SMS, and collateral marketing

- Every client gets a unique instance of the CRM for unlimited customizations

- White Glove service includes daily CRM system management, weekly client meetings, unlimited training, data management services, custom software development, custom integrations, quarterly system reviews, best practices

WHY A LENDER SHOULD CARE

- Reduces the cost and complexity of implementing and maintaining a CRM platform

- Provides an all-in-one sales and marketing solution that integrates sales, marketing, and operations into a powerful and versatile tool

- Incredibly flexible solution that can support all types of mortgage lending channels: retail, consumer direct, wholesale, and correspondent.

- Incredibly flexible solution that can support all types of loan products: forward, reverse, home equity, Non-QM, private lending

- Experienced and agile vendor that can support virtually any type of integration from any vendor

- Lenders need a long-term partner like OptifiNow in order to be successful with a CRM platform.

- Because OptifiNow is the only vendor that invests in their clients to ensure maximum usability, adoption, and value

WHAT MAKES US THE BEST IN THE CRM CATEGORY

- OptifiNow is the best CRM because of our unique combination of powerful technology and White Glove service.

- We’re the best because we have extensive experience in the mortgage industry

- We’re the best because we take the time to understand how our clients operate

- We’re the best because we customize our CRM to meet the precise needs of our clients.

- We’re the best because we are experts at integrations and can build a robust tech stack that streamlines a mortgage lender’s sales and marketing process

- We’re the best because we listen and respond quickly to our client’s requests

- We’re the best because we proactively help our clients make the best use of our CRM

What is OptifiNow used for?

OptifiNow is a CRM Software mainly used by its customers to Increase Sales & Revenue and Acquire Customers by Communication Management, Social Media Management and Engagement Management .

What are the top features of OptifiNow?

Personalization, Dashboard are some of the top features of OptifiNow.

Who uses OptifiNow?

OptifiNow is used by Financial Services, Telecommunications and Computer Software among other industries.

What are OptifiNow alternatives?

Soffront, Thryv, Salesseek and Zoho CRM Plus are popular alternatives for OptifiNow.

Where is OptifiNow located?

OptifiNow is headquartered at 3020 Old Ranch Parkway Suite 300 Seal Beach, CA 90740.
lightning

Peers used OptifiNow for communication management and social media management

OptifiNow Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

2.90/5 ★

Read Reviews (1)
Analytics

4.78/5 ★

Read Reviews (36)
Custom Reports

4.35/5 ★

Read Reviews (41)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

2.90/5 ★

Read Reviews (1)
Analytics

4.78/5 ★

Read Reviews (36)
Custom Reports

4.35/5 ★

Read Reviews (41)

Software Failure Risk Guidance

?

for OptifiNow

Overall Risk Meter

Low Medium High

Top Failure Risks for OptifiNow

OptifiNow Profile

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

Facebook Linkedin Twitter

Financials

PRIVATE