OptifiNow Overview
OptifiNow transforms sales operations with its integrated platform, combining CRM capabilities with intelligent sales automation and configurable sales processes. Businesses can harness this tool to enhance sales enablement, supported by comprehensive reporting and analytics. The robust API allows seamless integration with various technologies, ensuring that sales teams can manage, monitor, and close deals efficiently. A standout feature is its ability to uncover more leads and improve ROI, making it a strategic asset for enterprises aiming to elevate their sales performance. OptifiNow's platform is tailored for enterprises seeking a competitive edge in sales and marketing.
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.
Business Priorities
Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using OptifiNow.
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. and OptifiNow support capabilities include Email Support, 24/7 Support, Chat Support, etc. also OptifiNow analytics capabilities include Analytics, and Custom Reports.
Reviews
"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 s...olved so many problems for us. Thank you Optifi Now." - Karren Grieco
Peer review evidence (same sources as the product rating summary)
"...This feature allows you to publish directly to Facebook, Linkedin and Twitter:..." Social Selling
"...Real time dashboard driven analytics provides business intelligence and drives continuous sales process improvement. ..." Solutions
"...Your brand messages are seen by an exponentially larger audience and will drive increased customer engagement back to the enterprise. ..." Solutions
OptifiNow, Intouch CRM, Digimind Social Listening, Talkwalker Analytics, Funraise, 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.
OptifiNow is an Enterprise SaaS Sales & Marketing CRM that integrates CRM, sales automation, and sales enablement. Reporting, analytics, and API integrations are also included.
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,
OptifiNow Customer wins, Customer success stories, Case studies
How does OptifiNow facilitate Communication Management?
What Are the key features of OptifiNow for Engagement Management?
How efficiently Does OptifiNow manage your Competitive Intelligence?
Why is OptifiNow the best choice for Lead Management?
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.
| CUSTOMERS | TESTIMONIALS |
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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. |
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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. |
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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 |
|---|---|
|
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. |
|
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. |
|
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. |
Solve Mortgage - Financial Services
Sun West Mortgage Company - Financial Services
Oaktree Funding - Financial Services
Open Mortgage - Financial Services
Frequently Asked Questions (FAQ)
What buyers ask before choosing 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?
What are the top features of OptifiNow?
Who uses OptifiNow?
What are OptifiNow alternatives?
Where is OptifiNow located?
Peers used OptifiNow for communication management and social media management
OptifiNow Competitors
OptifiNow Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Analytics | Read Reviews (36) |
| Custom Reports | Read Reviews (41) |
| CAPABILITIES | 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
OptifiNow, Inc. News
The Most Powerful Screen in OptifiNow Might Be the One You Use Every Day
OptifiNow highlights the capabilities of its Home Page, a personalized business dashboard that integrates with Outlook and Gmail, helping users manage calendars, tasks, and notifications. It offers features like Quick Links, Info Panel, and Message Board to streamline workflows and enhance productivity for sales professionals.
OptifiNow Announces Integration with PhoneBurner to Power High-Volume Outbound Calling for Wholesale Mortgage Lenders
OptifiNow has integrated with PhoneBurner to enhance outbound calling for wholesale mortgage lenders. This integration allows seamless CRM-powered targeting and high-efficiency dialing, improving sales team productivity by automating contact syncing and call workflows. The collaboration aims to modernize sales strategies, emphasizing data-driven approaches and scalable operations for lenders.
OptifiNow + Outlook: Seamless Email and Calendar Integration, Now Available
OptifiNow has launched a native integration with Microsoft Outlook, enabling seamless bi-directional synchronization between Outlook and OptifiNow's CRM. This integration ensures that calendar events and emails are automatically synced across both platforms, enhancing productivity by eliminating manual data entry and maintaining a unified communication history. The integration is available to OptifiNow customers, facilitating improved workflow and data accuracy.
OptifiNow and BombBomb Partner to Deliver Personalized Video Messaging for Mortgage Lenders
OptifiNow and BombBomb have partnered to integrate BombBomb's video messaging capabilities into OptifiNow's CRM solutions for mortgage lenders. This integration allows loan officers and account executives to send, track, and utilize personalized video messages within their workflow, enhancing engagement and building trust with borrowers and partners. The collaboration aims to improve communication effectiveness and drive better business outcomes in the mortgage industry.
OptifiNow, Inc. Profile
Company Name
OptifiNow, Inc.
Company Website
https://www.optifinow.com/HQ Location
3020 Old Ranch Parkway Suite 300 Seal Beach, CA 90740
Employees
101-250
Social
Financials
PRIVATE
Why is OptifiNow the best choice for Social Media Management?