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 goals such as:

  • Increase Sales & Revenue
  • Acquire Customers
  • Improve ROI
  • Scale Best Practices
  • Enhance Customer Relationships

OptifiNow can help you with many activities, such as Communication Management, Social Media Management, Engagement Management, Competitive Intelligence, Lead Management, 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

"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 also something that made us super fans! " - Michael Krause

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)

"...This feature allows you to publish directly to Facebook, Linkedin and Twitter:..." Social Selling
sending & publishing communications

4.60/5

Read Reviews (28)

"...Send and receive emails from any of your email addresses...."
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)

"...Save time and schedule your social posts for future delivery...." Social Collaboration
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)

"...Learn the next step towards building highly engaged, loyal customers. ..." White Papers
engaging and following up

4.64/5

Read Reviews (16)

"...That s why it fosters more personal, sincere engagement...."
PEER EXPERIENCES
Communication Management with Social Media, E-Mail, Facebook and Twitter

4.64/5

Read Reviews (41)

"...This feature allows you to publish directly to Facebook, Linkedin and Twitter:..." Social Selling
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)

"...Save time and schedule your social posts for future delivery...." Social Collaboration
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)

"...Learn the next step towards building highly engaged, loyal customers. ..." White Papers
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

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

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

Shannon Hacker

Couldn’t be happier with my decision to use Optifinow. User friendly - allows my team to easily work their sales pipeline and grow our business. Great people - super personal and responsive to my business needs. Testimonial By Shannon Hacker
CUSTOMERS TESTIMONIALS

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

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

Shannon Hacker

Couldn’t be happier with my decision to use Optifinow. User friendly - allows my team to easily work their sales pipeline and grow our business. Great people - super personal and responsive to my business needs. Testimonial By Shannon Hacker

Case Studies

COMPANY CASE STUDIES
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
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?

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