OptifiNow Features

OptifiNow

Lead management & sales process automation software

4.8/5 (5 reviews)

Competitor Feature Comparison

API
CRM
Campaign Management
Contact Database
Contact Management
Customer Database
Customizable Fields
Customizable Templates
Data Import/Export
Email Management
Email Marketing
Email Templates
Interaction Tracking
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Prospecting Tools
Referral Tracking
Sales Automation
Sales Forecasting
Sales Reports
Social Media Integration
Social Promotion
Source Tracking
Task Scheduling
Template Management
Third Party Integrations
Workflow Management
Learn moreCompare App
API
CRM
Campaign Management
Contact Database
Contact Management
Customer Database
Customizable Fields
Customizable Templates
Data Import/Export
Email Management
Email Marketing
Email Templates
Interaction Tracking
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Prospecting Tools
Referral Tracking
Sales Automation
Sales Forecasting
Sales Reports
Social Media Integration
Social Promotion
Source Tracking
Task Scheduling
Template Management
Third Party Integrations
Workflow Management
Learn moreCompare App
API
CRM
Campaign Management
Contact Database
Contact Management
Customer Database
Customizable Fields
Customizable Templates
Data Import/Export
Email Management
Email Marketing
Email Templates
Interaction Tracking
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Prospecting Tools
Referral Tracking
Sales Automation
Sales Forecasting
Sales Reports
Social Media Integration
Social Promotion
Source Tracking
Task Scheduling
Template Management
Third Party Integrations
Workflow Management
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OptifiNow Feature Reviews

3 reviewers had the following to say about OptifiNow's features:

Adria L.

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

2015-06-10

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.

Rating breakdown

Ease of use
Features

Likelihood to recommend

10/10

Recommendations to others considering OptifiNow

You should try it out. They are great to work with!

Source: Software Advice
Helpful?   Yes   No
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John L.

Great Lead Management platform with one stop marketing compliance

2015-05-27

Pros

The modules are unlike like most CRMs where your configuration takes a long time.

Cons

Minor overlap in automation tools we use with SFDC.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering OptifiNow

I recommend you walk through it first hand and try the on Demand modules.

Source: Software Advice
Helpful?   Yes   No
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Michael K.

Implemented this Lead Management solution at several client locations

2015-05-29

Pros

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.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering OptifiNow

The issue I see with so many systems out there is that they do one thing well and you need to add additional platforms that do not talk to each other and start to make your sales process more complicated that it needs to be. Honestly, salepeople just need to be selling, not learning software or filling our reports. So when looking for a system, really look at what the core functionality delivers for the salesperson using it. Just like Microsoft Word, it has lots and lots of features, buy 99% of us only use the core 10% of the features. You should apply the same logic to when you are shopping for a Lead Management or Sales Process Automation software platform.

Source: Software Advice
Helpful?   Yes   No
Read more