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.

Other use cases:

  • Competitive Intelligence
  • Lead Management
  • Campaign Management
  • Segmentation And Targeting
  • Collaboration
  • Social Media Marketing
  • Contact List Management
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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. and OptifiNow support capabilities include Email Support, 24/7 Support, Chat Support, etc. also OptifiNow analytics capabilities include Analytics, and Custom Reports.

Reviews

"We have been customers of OptifiNow for over 3 years and OptifiNow has really helped us grow our business. PMA made Inc. Magazine's 2019 fastest growing privately held companies list for the second time and OptifiNow was instrumental in our ability ...to manage the sales process. The OptifiNow team has been great to work with and they always go the extra mile to make sure that our needs are met. We have referred several companies to OptifiNow and I have received excellent feedback from those referrals about OptifiNow." - Jeff Brady

OptifiNow, Floify, monday sales CRM, Pipeliner CRM, OnePageCRM, 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,

Comprehensive Insights on OptifiNow Use Cases

What makes OptifiNow ideal for Communication Management?

What benefits does OptifiNow offer for Social Media Management?

How can OptifiNow optimize your Engagement Management Workflow?

What solutions does OptifiNow provide for Competitive Intelligence?

How can OptifiNow enhance your Lead Management process?

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

Jeff Brady

We have been customers of OptifiNow for over 3 years and OptifiNow has really helped us grow our business. PMA made Inc. Magazine's 2019 fastest growing privately held companies list for the second time and OptifiNow was instrumental in our ability to manage the sales process. The OptifiNow team ha...s been great to work with and they always go the extra mile to make sure that our needs are met. We have referred several companies to OptifiNow and I have received excellent feedback from those referrals about OptifiNow.

Testimonial By Jeff Brady
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
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
CUSTOMERS TESTIMONIALS
OptifiNow testimonial

Jeff Brady

We have been customers of OptifiNow for over 3 years and OptifiNow has really helped us grow our business. PMA made Inc. Magazine's 2019 fastest growing privately held companies list for the second time and OptifiNow was instrumental in our ability to manage the sales process. The OptifiNow team ha...s been great to work with and they always go the extra mile to make sure that our needs are met. We have referred several companies to OptifiNow and I have received excellent feedback from those referrals about OptifiNow.

Testimonial By Jeff Brady
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
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

Case Studies

Financial Services

CASE STUDY Oaktree Funding

OptifiNow TPO helped Oaktree Funding boost account executive productivity. Oaktree needed a custom CRM for their direct-to-broker wholesale lending. OptifiNow TPO provided a tailored CRM with integra...ted call center tools and a scenario ticketing module. This let reps give loan quotes in under two minutes and automate account distribution. Oaktree saw more broker engagement, higher loan submissions, fewer idle accounts, and a 40% increase in sales team size.

Financial Services

CASE STUDY Sun West Mortgage Company

OptifiNow Flex helped Sun West Mortgage Company manage all their sales channels with one CRM. Sun West needed a CRM that worked with their custom loan origination system and unique sales models. Opti...fiNow Flex integrated with their systems and supported retail, hybrid, and wholesale channels. The CRM gave Sun West better sales and marketing control, lower costs, and improved data visibility. Sun West saw higher response and conversion rates after switching to OptifiNow Flex.

Financial Services

CASE STUDY Solve Mortgage

OptifiNow helped Solve Mortgage scale its wholesale lending business. Solve Mortgage needed a CRM for account management and broker responsiveness. OptifiNow delivered a CRM with a B2B database, rate... sheet distribution, and NMLS de-duplication. The system was up and running in 30 days. Solve Mortgage saw faster growth, better broker management, and improved sales and marketing controls. OptifiNow's support and cost-effectiveness made it the right choice for Solve Mortgage.

Financial Services

CASE STUDY Open Mortgage

OptifiNow Flex helped Open Mortgage combine all sales and marketing into one CRM. Open Mortgage had too many systems and slow processes. OptifiNow Flex unified their channels and connected with their... loan systems and data lake. Custom dashboards gave better business insights. Open Mortgage cut costs, saved at least two full time employees, and improved sales and marketing performance. User adoption increased with easier interfaces.

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?

Floify, Monday Sales CRM, Pipeliner CRM and OnePageCRM 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, Inc. News

Product

OptifiNow launches KPI onDemand a smarter, more flexible way to track sales performance

OptifiNow introduced KPI onDemand, a new sales performance tracking tool designed for enterprise sales and marketing teams. The solution offers flexible, real-time KPI dashboards and customizable reporting, enabling organizations to monitor sales metrics and adapt strategies quickly. KPI onDemand integrates with existing CRM workflows, supporting data-driven decision-making and improved sales outcomes.

Product

Arc Home adds OptifiNows advanced CRM to aid sales, marketing efforts - HousingWire

Arc Home is using OptifiNow's advanced CRM to improve their sales and marketing efforts.

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