# OptifiNow Software Reviews, Demo & Pricing - 2026 > Review of OptifiNow Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/optifinow-profile --- [Home](https://www.softwareadvice.com/) / [Lead Management Software](https://www.softwareadvice.com/marketing/lead-management-comparison/) / OptifiNow Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # OptifiNow 2026: Benefits, Features & Pricing Wondering if OptifiNow is right for your organization? Our Lead Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview OptifiNow 4.8 [(5)](https://www.softwareadvice.com/crm/optifinow-profile/#reviews) Pricing Pricing available upon request ### 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, 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 Wondering if OptifiNow is right for your organization? Our Lead Management Software selection experts can help you in 15 minutes or less. ## OptifiNow User Interface ## Popular OptifiNow Alternatives Main Product OptifiNow 4.8 [(5)](https://www.softwareadvice.com/crm/optifinow-profile/#reviews) Ratings Breakdown - 4.75Ease of use - Value for money - 4.67Customer support - 4.75Functionality Pricing Available upon request Get Price Alternative Product [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) 4.5 [(3055)](https://www.softwareadvice.com/crm/pipedrive-profile/reviews/) Ratings Breakdown - 4.54Ease of use - 4.39Value for money - 4.37Customer support - 4.30Functionality Pricing Starting at $19.00 per month Get Price Alternative Product [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) 4.7 [(908)](https://www.softwareadvice.com/crm/engagebay-profile/reviews/) Ratings Breakdown - 4.54Ease of use - 4.70Value for money - 4.80Customer support - 4.59Functionality Pricing Starting at $14.99 per month Get Price Alternative Product [Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/) 4.7 [(135)](https://www.softwareadvice.com/crm/bpmonline-profile/reviews/) Ratings Breakdown - 4.65Ease of use - 4.67Value for money - 4.67Customer support - 4.67Functionality Pricing Starting at $40.00 per month Get Price Alternative Product [ActiveCampaign](https://www.softwareadvice.com/crm/activecampaign-profile/) 4.6 [(2561)](https://www.softwareadvice.com/crm/activecampaign-profile/reviews/) Ratings Breakdown - 4.24Ease of use - 4.34Value for money - 4.39Customer support - 4.46Functionality Pricing Starting at $15.00 per month Get Price Alternative Product [Keap](https://www.softwareadvice.com/crm/infusionsoft-crm-profile/) 4.1 [(1298)](https://www.softwareadvice.com/crm/infusionsoft-crm-profile/reviews/) Ratings Breakdown - 3.56Ease of use - 3.82Value for money - 4.04Customer support - 4.09Functionality Pricing Starting at $299.00 per month Get Price ## OptifiNow Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## OptifiNow Features - Popular features found in Lead Management Campaign Management Contact Management CRM Lead Capture Lead Segmentation Prospecting Tools Reporting/Analytics Task Management Workflow Management - More features of OptifiNow Access Controls/Permissions Activity Dashboard Activity/News Feed Activity Tracking Alerts/Notifications API Appointment Scheduling Assignment Management Calendar Management Call Logging Channel Management Collaboration Tools Commenting/Notes Contact Database Content Management Contract/License Management Customer Database Customer Segmentation Customizable Branding Customizable Fields Customizable Reports Customizable Scoring Customizable Templates Data Import/Export Deal Management Document Management Document Storage Email Management Email Marketing Email Sequences Email Templates Email Tracking Engagement Tracking Event Triggered Actions Field Sales Management For Sales Teams/Organizations Goal Management Interaction Tracking Lead Assignment Lead Distribution Lead Generation Lead Management Lead Nurturing Lead Qualification Lead Scoring List Management Meeting Management Mobile Access Mobile App Monitoring Multiple Scoring Models Opportunity Management Performance Metrics Pipeline Management Prioritization Product Catalog Proposal Generation Quotes/Estimates Real-Time Data Real-Time Notifications Real-Time Reporting Referral Tracking Reminders Reporting & Statistics Revenue Management Sales Activity Management Sales Forecasting Sales Pipeline Management Sales Reports Sales Trend Analysis Search/Filter Social Media Integration Source Tracking Template Management Territory Management Third-Party Integrations Transfers/Routing Web Forms Workflow Automation ## OptifiNow Integrations MeridianLink Mortgage Integration rated undefined from -1 review Zillow Rental Manager Integration rated undefined from -1 review Mortgage Cadence Platform Integration rated undefined from -1 review Encompass Integration rated undefined from -1 review Five9 Integration rated undefined from -1 review RingEX Integration rated undefined from -1 review See all 7 integrations ## OptifiNow User Reviews Overall Rating 4.8 Ratings Breakdown 5 100% 4 0% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 4.8 Customer support 4.7 Functionality 4.8 Have you used OptifiNow and would like to share your experience with others? MK Michael K. Management Consulting Used unspecified for more than 2 years Review source Reviewed May 2015 Implemented this Lead Management solution at several client locations 4 Ratings Breakdown 4 Ease of use 4 Customer support 4 Functionality 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. Read More mc michael c. Medical Practice Used unspecified for less than 12 months Review source Reviewed May 2016 Addiction Recovery Call Center 4 Ratings Breakdown 4 Ease of use 4 Customer support 4 Functionality 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. Read More JL John L. Computer Software Used unspecified for unspecified Review source Reviewed May 2015 Great Lead Management platform with one stop marketing compliance 5 Ratings Breakdown 5 Ease of use 5 Customer support 5 Functionality 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. Read More AL Adria L. Banking Used unspecified for unspecified Review source Reviewed June 2015 We have mutual clients. My clients are very happy with the CRM. 5 Ratings Breakdown 5 Ease of use 5 Functionality 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. Read More AM Alonzo DeWayne M. Verified reviewer Used unspecified for unspecified Review source Reviewed November 2017 5 Ratings Breakdown Read More Showing 1 - 5 of 5 Reviews ## Other Top Recommended Lead Management Software [Thryv](https://www.softwareadvice.com/crm/thryv-profile/) **4.2** (526) Recently recommended **11** times [Paminga](https://www.softwareadvice.com/email-marketing/net-results-profile/) **4.6** (33) Recently recommended **8** times [Shared Contacts for Gmail](https://www.softwareadvice.com/crm/shared-contacts-for-gmail-profile/) **4.5** (97) Recently recommended **5** times [Salesforce Marketing Cloud](https://www.softwareadvice.com/marketing/salesforce-socialcrm-profile/) **4.2** (530) Recently recommended **4** times Stuck Between Options? Our experts can help you compare OptifiNow with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice