# OptifiNow Reviews **Vendor:** OptifiNow **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 3.0/5.0 **Total Reviews:** 1 ## About OptifiNow OptifiNow understands the challenges that mortgage lenders face when implementing a CRM system. All lenders need a CRM that can efficiently manage customers and referral partners, but the missing link is having the expertise to manage the CRM itself. That’s where OptifiNow steps in. We provide both the technology and the service that is needed to keep a CRM functioning at peak performance. Integrated Communications: Stay connected with borrowers, partners, and team members effortlessly. With integrated communication tools, including email, SMS, and VOIP phones, never miss an opportunity to engage and nurture relationships. Advanced Automation: In an industry where time is of the essence, OptifiNow's robust automation capabilities enable mortgage lenders to automate repetitive tasks, streamline operations, and focus on what truly matters – building relationships and closing deals. Versatility Across Channels: OptifiNow is unique in its flexibility to support virtually any type of mortgage environment. Retail, consumer direct, wholesale, correspondent – OptifiNow has the tools and the experience to deliver a solution that enables all of your mortgage channels to flourish. Robust Integration APIs: Create a technology stack that empowers your sales team to be agile and efficient. Connect to LOS systems, pricing engines, external databases and communication tools that create a fully integrated sales machine. White Glove Service: OptifiNow is the only CRM vendor committed to providing clients with a range of services that take the labor and worry out of maintaining a CRM. Every week, OptifiNow meets with clients to gather feedback, discuss changes and review any service requests. Services include CRM configuration changes, marketing assistance, data uploads, custom integrations and even custom software development. OptifiNow isn't just a CRM software company; we’re a long-term strategic partner for mortgage lenders. With industry-specific features, cutting-edge technology, and an unwavering commitment to service, OptifiNow empowers lenders to elevate the customer experience. Choose OptifiNow – where innovation meets service to deliver a one-of-a-kind CRM solution. ## OptifiNow Reviews ### 1. Very good tool for managing sales **Rating:** 3.0/5.0 stars **Reviewed by:** Victor Q. | Victor Querol, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2019 **What do you like best about OptifiNow?** I'm really impressed with Optifinow because this service allows you to have all managing platforms in 1. It is very fast and the best feature for me is how easy is to manage the contacts we get from the marketing campaigns for mailing, etc... **What do you dislike about OptifiNow?** Really, it is difficult to find something I dislike but I think there would have to be a simple way to share files and documents between other app users from my team. Another thing I don't like is due to there are a lot of features sometimes it is a bit hard to find the concrete functionality I want you use. **Recommendations to others considering OptifiNow:** If you use a CRM software, Optifinow is the best solution for companies because there are several services and applications all in one **What problems is OptifiNow solving and how is that benefiting you?** Optifinow manage very well all contacts we get, content, resources and this way we can mix them and get a the current status for working in the same direction. ## OptifiNow Discussions - [What is OptifiNow used for?](https://www.g2.com/discussions/optifinow-what-is-optifinow-used-for) - [What is OptifiNow used for?](https://www.g2.com/discussions/what-is-optifinow-used-for) - [View OptifiNow pricing details and edition comparison](https://www.g2.com/products/optifinow/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-18+09%3A39%3A26+-0500&secure%5Bsession_id%5D=fc77081d-5182-42d6-84e1-1101a0ce2588&secure%5Btoken%5D=6290205cb1ce34a18d8d1e666ce8ee6e15030614c98cf3b7b6cab7baaa106a63&format=llm_user) ## OptifiNow Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Online Behavior Tracking - Automated Alerts and Tasks - CRM Lead Integration **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **Generative AI** - AI Text Generation **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications ## Top OptifiNow Alternatives - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,137 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (2,985 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,165 reviews)