OptifiNow Guide – Read our In-Depth OptifiNow Review

OptifiNow is a fully functional Crm software platform.

This OptifiNow review has been updated for 2021 by industry experts with years of business software experience in development, implementation and use.

We have collated thousands of datapoints for all of our Crm software reviews.

This OptifiNow review contains the latest information about OptifiNow.

If you are looking for new Crm software then so many facts may be confusing for you. Finding new Crm software requires expert assessing skills and comprehensive understanding. You will need to fully understand what each piece of Crm software can do to ensure it is a good fit for your business. For starters, you need to choose the right Crm software provider who will be transparent with you constantly.

In this fast-paced universe of business software, you will need guidance to make proper decisions. OptifiNow is just one such piece of Crm software which will enhance your business. It is important that you understand all about OptifiNow before you invest your cash in their software.

Our entire OptifiNow Review covers everything you need to learn about their Crm software. A fantastic piece of Crm software can ease multiple burdens within a business and give you positive ROI. If you would like to make a good return on investment, you must use Crm products that contrasts with your business needs.

There is no sure-fire way to ensure a good ROI; thus, you must carefully analyze any new Crm software before you choose them. It is a common misconception that all Crm software are exactly the same, but that's not true. Wrong judgment, initially, can put your business in reverse.

OptifiNow is a provider of crm software which has paved its way successfully over the years and provides one of the best Crm software on the market. In this review, we've tried to collate all of the important aspects of OptifiNow. This review can allow you to understand whether software from OptifiNow is a fantastic fit for your needs or not. We've tried to breakdown all of the qualities and fees for your convenience.

OptifiNow Ratings

OptifiNow Overall Rating
60%
OptifiNow Ease Of Setup Rating
50%
OptifiNow Ease Of Use Rating
50%
OptifiNow Support Rating
40%

How To Choose The Best Crm Software For You

When deciding whether OptifiNow is the most appropriate crm software for your business there are 5 things to consider and do to make the right choice:

  • Work out what you need to achieve from using OptifiNow
  • Does OptifiNow achieve your needs as a full Crm platform?
  • Fully research the OptifiNow crm platform and tools. Do the OptifiNow tools and resources stack up against your business needs?
  • Work out the budget available to implement a new Crm solution and do the offerings from OptifiNow offer the features you need within the budget.
  • Sign up for a account with OptifiNow. Ask for a callback and demo to finally check that the solution is right for you.
  • OptifiNow Review – Overview

    Full Company Name OptifiNow
    Website URL http://www.optifinow.com
    OptifiNow Phone Number None
    Year Founded 2009
    OptifiNow Address Seal Beach,USA
    OptifiNow Employees (As per LinkedIn) 5
    Revenue Unknown
    Ownership Private
    OptifiNow Twitter Handle @optifinow
    OptifiNow Twitter Followers 282
    OptifiNow LinkedIn https://www.linkedin.com/company/optifinow
    Main Software Features Automatic data capture, Lead Management, Opportunity Management, Customizable Sales Process, Configurable Reports and Dashboards, Case Management, Account and Contact Management, Task Management,

    OptifiNow Pricing & Costs

    ActiveCampaignLite

    $9 Per Month - Paid Yearly

    Keap (formerly Infusionsoft)Grow

    $79 per month

    Act!Act! Starter

    $25 user per month (billed annually)

    What is OptifiNow?

    OptifiNow is a fully functional piece of crm software provided by OptifiNow and is targeted for small to enterprise sized businesses.

    OptifiNow was founded in 2009 in Seal Beach,USA.

    OptifiNow sales automation software improve the efficiency and effectiveness of the sales pipeline, communicating in a seamless, multi-channel cloud environment

    OptifiNow Free Trial

    OptifiNow does not offer a free trial.

    While creating this OptifiNow review we found that it offers a lot of advanced crmfeatures with its paid plans. You can learn more about some of the OptifiNow Crm features further on in this OptifiNow review.

    Is OptifiNow The Best Crm platform available?

    Crm providers vary from one man bands to giant conglomerates; There's a lot out there. But, when it comes to choosing a Crm solution, there are numerous factors that you must factor in. In order to make sure that OptifiNow is the best Crm solution to your business, take a look at our guide below.

    OptifiNow Features

    OptifiNow provides professional crm festures like Automatic data capture, Lead Management, Opportunity Management, Customizable Sales Process, Configurable Reports and Dashboards, Case Management, Account and Contact Management, Task Management,

    OptifiNow Review - Sales Force Automation Features & Rating

    Sales Force Automation Features Rating
    Contact & Account Management
    66%
    Partner Relationship Mgmt. (PRM)
    81%
    Opportunity & Pipeline Mgmt.
    66%
    Task / Activity Management
    66%
    Territory & Quota Management
    61%
    Desktop Integration
    60%
    Product & Price List Management
    66%
    Quote & Order Management
    65%
    Customer Contract Management
    65%

    OptifiNow Review - Marketing Automation Features & Rating

    Marketing Automation Features Rating
    Email Marketing
    68%
    Campaign Management
    66%
    Lead Management
    66%
    Marketing ROI Analytics
    61%

    OptifiNow Review - Customer Support Features & Rating

    Customer Support Features Rating
    Case Management
    67%
    Customer Support Portal
    66%
    Knowledge Base
    68%
    Call Center Features
    66%
    Support Analytics
    66%

    OptifiNow Review - Mobile & Social Features & Rating

    Mobile & Social Features Rating
    Social Collaboration Features
    67%
    Social Network Integration
    56%
    Mobile User Support
    66%

    Alternatives To OptifiNow

    Looking for an alternative to OptifiNow? Many companies want crm software to aid their business goals. What is difficult is finding out whether or not a piece of software you choose is right for you. We have compiled a list of crm software that our reviewers voted best overall compared to OptifiNow. Based on thousands of datapoints, you can see how OptifiNow stacks up to the competition, and find the best fit for your needs.

    The Top 20 OptifiNow alternatives are listed below

    SalesSeek

    Overall rating 23%
    Setup Rating 50%
    Ease Of Use Rating 75%
    Support Rating 40%
    About SalesSeek

    SalesSeek was founded in 2012 in London, UK.

    SalesSeek design-led platform provides Contact & Deal Management, Email Marketing & Automation, Forecasting, Task Management, Web Analytics, and Social Monitoring in a fresh and visual web application.

    Wintouch CRM

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About Wintouch CRM

    Wintouch CRM was founded in 1991 in Costa Mesa,USA.

    Wintouch AS/400 CRM (iSeries) offers staff and management in sales, marketing and customer service, the information they need to provide their customers with a service that is par excellence.

    Saleswah CRM

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About Saleswah CRM

    Saleswah CRM was founded in 2009 in India.

    Grow relationships, manage schedule, collaborate, nurture sales with Saleswah CRM.

    Claritysoft

    Overall rating 86%
    Setup Rating 81%
    Ease Of Use Rating 85%
    Support Rating 89%
    About Claritysoft

    Claritysoft was founded in 2006 in Dublin, OH.

    Claritysoft provides an intuitive and easy to use CRM solution that helps you grow your business more efficiently

    DOCUframe

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About DOCUframe

    DOCUframe was founded in 1988 in Stockheim, Germany.

    DOCUframe is the all-round information and communications platform to fulfil all document management- and CRM-needs of your enterprise.

    ConnectWise Manage

    Overall rating 78%
    Setup Rating 62%
    Ease Of Use Rating 73%
    Support Rating 76%
    About ConnectWise Manage

    ConnectWise Manage was founded in 1982 in Tampa, FL.

    Business Automation and PSA

    Insight Business Management

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About Insight Business Management

    Insight Business Management was founded in 2005 in Glasgow, United Kingdom.

    Business management solution incorporating CRM, Project Management, BI, WMS and Document Management

    Close

    Overall rating 86%
    Setup Rating 83%
    Ease Of Use Rating 90%
    Support Rating 82%
    About Close

    Close was founded in 2013 in San Francisco, CA.

    Close is an all-in-one sales CRM designed to increase sales productivity for sales teams. With built-in calling, email, SMS, and more, sales teams are able to close more deals and make more salesall without manual data entry!

    Kizen

    Overall rating 96%
    Setup Rating 50%
    Ease Of Use Rating 100%
    Support Rating 94%
    About Kizen

    Kizen was founded in 2018 in Austin, Texas.

    KIZENs completely customizable, next-gen CRM is built to work the way you do. Automatic sync and perfect integrations with best-in-class apps for automation, marketing, and commerce help your team save time and maximize growth. Easily track deals or engagement, send emails or surveys, log activities or notes, and start automations with one click on any contact.

    Freshsales

    Overall rating 94%
    Setup Rating 90%
    Ease Of Use Rating 92%
    Support Rating 90%
    About Freshsales

    Freshsales was founded in 2010 in San Mateo, CA.

    Freshsales is a sales CRM built to help you stop juggling between multiple tools. Its ideal for small businesses and refreshing for enterprises.

    WiredContact

    Overall rating 86%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About WiredContact

    WiredContact was founded in 1996 in Philadelphia,USA.

    Full Featured, Cloud-based CRM software all-inclusive at one price

    BuddyCRM

    Overall rating 80%
    Setup Rating 50%
    Ease Of Use Rating 67%
    Support Rating 40%
    About BuddyCRM

    BuddyCRM was founded in 1996 in Walsall, England.

    I like how it allows me as a manager to get visibility of interactions between sales members and customers more efficiently. Review collected by and hosted on G2.com.

    Ninjodo

    Overall rating 70%
    Setup Rating 50%
    Ease Of Use Rating 67%
    Support Rating 40%
    About Ninjodo

    Ninjodo was founded in 2013 in Sydney, Australia.

    Ninjodo is a new cloud based small business operation software system offering everything a small business needs, all in one easy to use platform.

    AppShore

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About AppShore

    AppShore was founded in 2004 in Folsom, CA.

    Create more sales, Accelerate lead generation, Develop business opportunities, Improve accountability, Service clients effectively, Increase productivity, Organize teamwork successfully

    Salesflare

    Overall rating 94%
    Setup Rating 95%
    Ease Of Use Rating 90%
    Support Rating 95%
    About Salesflare

    Salesflare was founded in 2014 in Antwerp, Belgium.

    Salesflare is the intelligent sales CRM that helps you sell more with less work.

    iChannel CRM

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About iChannel CRM

    iChannel CRM was founded in 1996 in Alpharetta, GA.

    The iChannel customer relationship management (CRM) tool provides your organization with a central contact management database allowing you to efficiently manage contact information and interactions you have with those companies.

    SalesNOW

    Overall rating 80%
    Setup Rating 50%
    Ease Of Use Rating 83%
    Support Rating 40%
    About SalesNOW

    SalesNOW was founded in 1997 in Markham,Canada.

    SalesNOW is a Customer Relationship Management (CRM) solution for the mobile device and the Web, designed for sales reps, sales teams, and service. SalesNOW improves sales rep effectiveness on the road, increases management visibility as to who is doing what, and reduces the reporting burden via quick access to activity and sales related graphical and excel based reports.

    ConvergeHub

    Overall rating 90%
    Setup Rating 50%
    Ease Of Use Rating 100%
    Support Rating 83%
    About ConvergeHub

    ConvergeHub was founded in 2013 in Dublin, CA, USA.

    Cloud-based CRM software for SMBs

    Salesinteract

    Overall rating 100%
    Setup Rating 50%
    Ease Of Use Rating 100%
    Support Rating 100%
    About Salesinteract

    Salesinteract was founded in 2017 in Amsterdam, NH.

    Salesinteract motivates sales users when they are behind and even when they are in front of there target. Managers are also motivated where results can not always be measured by the position one has but by the obstacles which they have overcome.

    H2O Works

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About H2O Works

    H2O Works was founded in 2012 in Mumbai,India.

    Best SFA, rated 4.5 star by the end users in terms of user-interface, saving time, support up time, this sales pioneers a patented process through which the detailing and reporting bottlenecks faced by the sales workforce is minimized and strategic business decisions are maximized.