OptifiNow Sales Process Automation Pricing, Features, Reviews & Comparison of Alternatives

OptifiNow Sales Process Automation

Sales process automation software

4.8/5 (5 reviews)

OptifiNow Sales Process Automation overview

OptifiNow Sales Process Automation is a Web-based sales automation module for sales professionals that automates lead communication and contact management. Sales professionals can share structured and personalized communication with leads at every stage of the sales funnel.
The OptifiNow Sales Process Automation’s CRM Amplified feature enables sales professionals to automate sending email, manage tasks, monitor outbound calls, and create leads. In addition, the feature allows sales executives to monitor clients and prospects’ activities in their database. OptifiNow Sales Process Automation’s contact management system enables users to save unlimited contacts, create customized fields, and store client related documents.
OptifiNow Sales Process Automation assists monitoring of sales representatives performance at each stage of the sales funnel i.e. from prospecting to closing. Moreover, the software provides real-time analysis of sales executives performance with respect to key sales indicators.


Pricing options
Value for money
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Business size



United States

Supported languages

OptifiNow Sales Process Automation screenshot: OptifiNow Sales Process Automation - Contact ListOptifi Home PageOptifiNow Sales Process Automation screenshot: OptifiNow Sales Process Automation - Contact ManagementOptifiNow Sales Process Automation screenshot: OptifiNow Sales Process Automation - MobileOptifiNow Sales Process Automation screenshot: OptifiNow Sales Process Automation - Salesforce Integration

OptifiNow Sales Process Automation reviews


Very good
Value for money
Ease of use
Customer support
Michael Krause

Implemented this Lead Management solution at several client locations

Reviewed 2015-05-29
Review Source: Software Advice

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.

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michael castanon

Addiction Recovery Call Center

Reviewed 2016-05-17
Review Source: Software Advice

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.

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John Loyola

Great Lead Management platform with one stop marketing compliance

Reviewed 2015-05-27
Review Source: Software Advice

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

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Adria Liss

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

Reviewed 2015-06-10
Review Source: Software Advice

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

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OptifiNow Sales Process Automation pricing

Pricing options
View Pricing Plans

Contact OptifiNow for a quote

OptifiNow Sales Process Automation features

CRM Integration
Contact Database
Email Integration
Sales Reporting
Sales Tracking

Activity Dashboard (84 other apps)
Activity Tracking (56 other apps)
Automatic Notifications (47 other apps)
Collaboration Tools (46 other apps)
Customizable Templates (43 other apps)
Data Import/Export (40 other apps)
Lead Capture (41 other apps)
Lead Management (42 other apps)
Monitoring (45 other apps)
Real Time Data (54 other apps)
Reporting & Statistics (43 other apps)
Sales Analytics (49 other apps)
Search Functionality (49 other apps)
Third Party Integration (73 other apps)

Additional information for OptifiNow Sales Process Automation


OptifiNow Sales Process Automation is a cloud-based sales automation module for sales executives that automates communication and contact management processes.
It allows better management of sales pipeline by sharing structured communication and enabling regular follow-ups.
The OptifiNow Sales Process Automation module drives email marketing campaigns by sending real-time email communication and assists in improving customer engagement and driving sales.
OptifiNow’s contact management system can store contacts, build customized contact fields, and store client related documents.
The module enables sales professionals to execute mobile marketing campaigns and publish posts on social media platforms such as Facebook and Twitter.
The module can also be integrated with Salesforce CRM and other software platforms for better contact and pipeline management.