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About OptifiNow

Are they tired of losing track of their sales leads and contacts? Are they looking for a way to boost their sales productivity and close deals faster? Look no further, because OptifiNow is here to revolutionize the way they measure sales with support. OptifiNow is a cutting-edge software platform designed to help professionals like they manage leads, contacts, and accounts with ease. With just a few clicks, they can access all their important data right from their device, making it convenient for they to stay on top of their game no matter where they are. But what sets OptifiNow apart from other sales software is its powerful collaboration features. Our platform allows they to work seamlessly with their team, sharing leads, prioritizing opportunities, and ultimately closing deals faster and more efficiently. No more wasted time on disorganized spreadsheets or endless email threads with OptifiNow, they can streamline their sales process and take their team's productivity to new heights. While OptifiNow is a game-changer for professionals across various industries, it is especially beneficial for small and medium-sized companies. We understand that every sale counts when you're a smaller business, and that's why we've created a platform that caters to their specific needs, giving they a competitive edge in the market. So why wait? Join the thousands of satisfied users who have seen a significant increase in their sales success with OptifiNow. With its intuitive and user-friendly interface, powerful collaboration tools, and ability to cater to small and medium companies, OptifiNow is the ultimate solution for professionals like you. Say goodbye to scattered data and missed opportunities opt for OptifiNow today and experience the difference it can make for their sales!

Screenshots & Videos

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Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    83%
  • Reviews
    65%
  • Momentum
    61%
  • Popularity
    69%

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • Available

Modes of Support

  • Online

OptifiNow Features

CRM Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    83%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Lead Management

A systemized and organized way of managing all your leads and their conversation.

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Referral Tracking

Track and manage your referred customers.

Document Management

Ability to store and manage various information and documents in electronic format.

OptifiNow Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

Disclaimer: The pricing details were last updated on 09/04/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about OptifiNow Pricing.

OptifiNow Alternatives

View All OptifiNow Alternatives

OptifiNow Reviews

User Rating

4.7/5 (Based on 6 Ratings)

Ratings Distribution

  • Excellent

    83.3%
  • Very Good

    0%
  • Average

    16.7%
  • Poor

    0%
  • Terrible

    0%

Do You Use OptifiNow?

Write a Review

OptifiNow User Reviews

Videos on OptifiNow

OptifiNow FAQs

What is OptifiNow used for?

OptifiNow is CRM Software. OptifiNow offers the following functionalities:

  • Opportunity Management
  • Order Management
  • Lead Management
  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring
  • Product Catalog
  • Call Logging
  • Contact Management

Learn more about OptifiNow features.

What are the top alternatives for OptifiNow?

Does OptifiNow provide API?

Yes, OptifiNow provides API.

OptifiNow Contact

Vendor Details

Seal Beach, California - 90740

Contact Details

+1 888-571-3709

https://www.optifinow.com/

Social Media Handles

Grid Report for OptifiNow

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Customers

Time Warner Cable
Oakley
Trina Health
Remn Wholesale
Nubodix
Sun West
Open Mortgage

Disclaimer

This research is curated from diverse authoritative sources; feel free to share your feedback at feedback@saasworthy.com

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