OptifiNow

RATING:

4.8

(5)
Overview

About 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, SM...

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OptifiNow Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

4.5

Value for money

0

Functionality

5

Most Helpful Reviews for OptifiNow

4 Reviews

John

Computer Software

Used free trial

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2015

Great Lead Management platform with one stop marketing compliance

PROS

The modules are unlike like most CRMs where your configuration takes a long time. It's the easiest plugin for SFDC.

CONS

Minor overlap in automation tools we use with SFDC.

michael

Medical Practice

Used less than 12 months

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed May 2016

Addiction Recovery Call Center

PROS

OptifiNow built out the exact platform we needed for our addiction/recovery business. Before we had this software, we were paper based and lost business because of this.

CONS

I wish they have active customer support phone number. They have a dedicated rep you can email, but I guess this is the way most SAAS companies are going.

Michael

Management Consulting

Used more than 2 years

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed May 2015

Implemented this Lead Management solution at several client locations

PROS

What I like most about this solution is that the sales people love to use this product because it drives more sales for them. Client after client that I implement this in becomes a raving fan of the system - in part because it is so flexible. The software team that deploys the solution not only customizes it to your workflow but gives you their years of experience with respect to best practices across industries.

CONS

Honestly, in each of our implementations we have had nothing but a great experience.

Adria

Banking

Used free trial

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed June 2015

We have mutual clients. My clients are very happy with the CRM.

PROS

Easy to work with and smooth integration. Our clients are very happy with them.

CONS

Nothing bad to report. They are great to work with.

4 Reviews