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.

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

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 ★

Read Reviews (41)

"...Send and receive emails from any of your email addresses...." Contact Management
sending & publishing communications

4.60/5 ★

Read Reviews (28)

"...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...."
tracking & monitoring communications

4.41/5 ★

Read Reviews (11)

"...Use a single application to create, send, and track email marketing and social media marketing messages...."
Social Media Management with Social Media

4.81/5 ★

Read Reviews (36)

"...Real time dashboard driven analytics provides business intelligence and drives continuous sales process improvement. ..." Analytics / Reporting
social media analytics

4.75/5 ★

Read Reviews (22)

"...Measure the effectiveness of your social content with reporting and analytics...."
engaging on social media

4.39/5 ★

Read Reviews (6)

"...Save time and schedule your social posts for future delivery...."
scheduling post to social media

4.34/5 ★

Read Reviews (5)

"...Save time and schedule your social posts for future delivery...."
monitoring social media

3.30/5 ★

Read Reviews (1)

"...Create, send, and track social media marketing messages...."
Engagement Management

4.72/5 ★

Read Reviews (25)

"...The Marketing Automation module lets users personalize marketing materials to improve customer engagement...." Marketing Automation
engaging and following up

4.64/5 ★

Read Reviews (16)

"...Your brand messages are seen by an exponentially larger audience and will drive increased customer engagement back to the enterprise...."
PEER EXPERIENCES
Communication Management with Social Media, E-Mail, Facebook and Twitter

4.64/5 ★

Read Reviews (41)

"...Send and receive emails from any of your email addresses...." Contact Management
sending & publishing communications

4.64/5 ★

Read Reviews (28)

tracking & monitoring communications

4.64/5 ★

Read Reviews (11)

Social Media Management with Social Media

4.81/5 ★

Read Reviews (36)

"...Real time dashboard driven analytics provides business intelligence and drives continuous sales process improvement. ..." Analytics / Reporting
social media analytics

4.81/5 ★

Read Reviews (22)

engaging on social media

4.81/5 ★

Read Reviews (6)

scheduling post to social media

4.81/5 ★

Read Reviews (5)

monitoring social media

4.81/5 ★

Read Reviews (1)

Engagement Management

4.72/5 ★

Read Reviews (25)

"...The Marketing Automation module lets users personalize marketing materials to improve customer engagement...." Marketing Automation
engaging and following up

4.72/5 ★

Read Reviews (16)

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

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.

Testimonial By Brian Roe

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

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.

Testimonial By Hema Dey
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.

Testimonial By Brian Roe

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

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.

Testimonial By Hema Dey

Case Studies

COMPANY CASE STUDIES
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
Case Study Oakley

Oakley’s distributed sales teams and 3rd party reps needed a way to centralize their sales processes, while managing their brand image.

Read More
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

Frequently Asked Questions(FAQ)

for OptifiNow

What is OptifiNow?

OptifiNow is a CRM Software. It empowers management teams to take control of sales teams and their results. This is an enterprise marketing automation, sales enablement platform. Sales professionals can share structured and personalized communication with leads at every stage of the sales funnel.

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.

Popular Business Setting

for OptifiNow

Top Industries

  • Financial Services
  • Telecommunications
  • Computer Software

Popular in

  • Small Business

Peers used OptifiNow to Increase sales & revenue and Acquire customers

Peer and Expert Opinion on Features

for OptifiNow

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Personalization

4.53/5 ★

Read Reviews (36)
Dashboard

4.45/5 ★

Read Reviews (10)
FEATURES RATINGS AND REVIEWS
Personalization

4.53/5 ★

Read Reviews (36)
Dashboard

4.45/5 ★

Read Reviews (10)

IT and Other Capabilities

for OptifiNow

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.20/5 ★

Read Reviews (28)
Data Import

4.17/5 ★

Read Reviews (40)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.20/5 ★

Read Reviews (28)
Data Import

4.17/5 ★

Read Reviews (40)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Email Support

4.27/5 ★

Read Reviews (12)
24/7 Support

3.85/5 ★

Read Reviews (32)
Chat Support

3.11/5 ★

Read Reviews (2)
Phone Support

1.59/5 ★

Read Reviews (3)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Email Support

4.27/5 ★

Read Reviews (12)
24/7 Support

3.85/5 ★

Read Reviews (32)
Chat Support

3.11/5 ★

Read Reviews (2)
Phone Support

1.59/5 ★

Read Reviews (3)
CAPABILITIES (OTHER) 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 (OTHER) 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

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