--- title: OptifiNow Reviews meta_title: 'OptifiNow Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how OptifiNow works for a business like yours. aggregate_rating: rating_value: 3.5 review_count: 2 scale: '5' date_modified: '2026-07-27' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # OptifiNow Reviews **Vendor:** OptifiNow **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 3.5/5.0 **Total Reviews:** 2 ## 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?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+21%3A47%3A10+-0500&secure%5Bsession_id%5D=2d69f887-8756-4e5d-9b5e-75a0de9c7d79&secure%5Btoken%5D=9626a4577e121e3331c9e34a5df72bf8f22791d70781275d1388ab59885f0f73&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 - Contract/License 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 - Email Management - File Management - Deal Management **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization - Conversion Rate Optimization - Multivariate Testing - Customizable Forms **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Email Tracking - Automated Alerts and Tasks - CRM Lead Integration - Third-Party Integrations - Real-Time Data - Social Marketing - Email Marketing - Multi-Channel Marketing - Conversion Tracking - ROI Tracking - Activity Tracking - Engagement Tracking - Campaign Segmentation - Search Marketing - SMS Marketing - Website Visitor Tracking **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting - Campaign Management - Workflow Management - Template Management **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising - Drip Campaigns - Multi-Campaign **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics - Behavior Analytics - Real-Time Analytics - Campaign Analytics - Website Analytics - Visual Analytics - Sales Analytics **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation - Lead Generation - Content Management - Lead Management - List Management - Mobile Access **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making - Campaign Planning **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Social Media Integration **Additional Functionality** - Social Promotion - Customizable Branding - Monitoring - CRM - Reporting & Statistics - Live Chat - Customer Journey Mapping - Generative AI - Mass Texting - Drag & Drop - Email Templates - Automated Scheduling - Campaign Scheduling - AI Copilot - Social Media Monitoring - Activity Dashboard - Lead Capture - Customizable Templates - Marketing Automation - Event Triggered Actions - Marketing Calendar - Customizable CTAs - Multi-Channel Communication - Data Import/Export - Lead Qualification **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top OptifiNow Alternatives - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,243 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,059 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,302 reviews)