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.
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.
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 efficiently Does OptifiNow manage your Communication Management?
Why is OptifiNow the best choice for Engagement Management?
How can OptifiNow optimize your Competitive Intelligence Workflow?
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 |
|---|---|
|
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. |
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|
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. |
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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. |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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. |
|
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. |
|
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. |
Case Studies
| COMPANY | INDUSTRY | CASE STUDIES |
|---|---|---|
Financial Services
|
Financial Services |
Case Study CU DirectRead More |
Telecommunications
|
Telecommunications |
Case Study Time Warner CableRead More |
|
Apparel & Fashion
|
Apparel & Fashion |
Case Study OakleyRead 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?
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 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
Financials
PRIVATE
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Why is OptifiNow the best choice for Social Media Management?