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OptifiNow Overview

OptifiNow is a cloud-based sales and marketing automation platform that specializes in comprehensive lead management solutions. It offers tools for capturing leads from various sources, nurturing prospects through personalized communication, and streamlining the sales process with automated workflows. Features like real-time analytics, customizable dashboards, and seamless CRM integration empower sales teams to prioritize high-value leads and close deals more efficiently. OptifiNow's scalable solutions are tailored to businesses of all sizes aiming to enhance their sales pipelines, improve conversion rates, and achieve better alignment between marketing and sales efforts.

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Contact Details

  • Vendor Name OptifiNow
  • Founded
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Chat Chat

Training

  • Live Online Live Online
  • Webinar Webinar
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Banking, Computer Software, Management Consulting, Medical Practice

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OptifiNow Features

  • Arrow Icon Lead Nurturing
  • Arrow Icon Sales Reports
  • Arrow Icon Social Media Integration
  • Arrow Icon Monitoring
  • Arrow Icon Pipeline Management
  • Arrow Icon Template Management
  • Arrow Icon Lead Qualification
  • Arrow Icon Calendar Management
  • Arrow Icon Sales Forecasting
  • Arrow Icon Lead Distribution
  • Arrow Icon Prospecting Tools
  • Arrow Icon Task Management
  • Arrow Icon Document Storage
  • Arrow Icon Lead Segmentation
  • Arrow Icon Reminders
  • Arrow Icon Email Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon CRM
  • Arrow Icon Web Forms
  • Arrow Icon Email Marketing
  • Arrow Icon Lead Capture
  • Arrow Icon Campaign Management
  • Arrow Icon Contact Management
  • Arrow Icon Workflow Management
  • Arrow Icon Sales Trend Analysis
  • Arrow Icon Source Tracking
  • Arrow Icon Lead Generation
  • Arrow Icon Opportunity Management
  • Arrow Icon AI/Machine Learning
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Predictive Analytics
  • Arrow Icon Lead Distribution
  • Arrow Icon Lead Qualification
  • Arrow Icon Data Enrichment
  • Arrow Icon Demographic/Firmographic Data
  • Arrow Icon Customizable Scoring
  • Arrow Icon Prioritization
  • Arrow Icon Process/Workflow Automation
  • Arrow Icon Multiple Scoring Models
  • Arrow Icon Goal Management
  • Arrow Icon Contact Management
  • Arrow Icon Workflow Management
  • Arrow Icon Lead Qualification
  • Arrow Icon Lead Management
  • Arrow Icon Engagement Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Meeting Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Onboarding & Training
  • Arrow Icon Activity Tracking
  • Arrow Icon Performance Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Customizable Branding
  • Arrow Icon Campaign Management
  • Arrow Icon Document Management
  • Arrow Icon Email Marketing
  • Arrow Icon Campaign Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Lead Capture
  • Arrow Icon Referral Tracking
  • Arrow Icon Sales Activity Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Customer Database
  • Arrow Icon Territory Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Task Management
  • Arrow Icon Opportunity Management
  • Arrow Icon Customizable Fields
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Appointment Scheduling
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Customizable Reports
  • Arrow Icon Activity Dashboard
  • Arrow Icon Commenting/Notes
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Data Import/Export
  • Arrow Icon Lead Scoring
  • Arrow Icon Document Management
  • Arrow Icon Email Templates
  • Arrow Icon Call Logging
  • Arrow Icon Search/Filter

OptifiNow Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

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OptifiNow FAQs

OptifiNow is a cloud-based sales and marketing automation platform that specializes in comprehensive lead management solutions. It offers tools for capturing leads from various sources, nurturing prospects through personalized communication, and streamlining the sales process with automated workflows. Features like real-time analytics, customizable dashboards, and seamless CRM integration empower sales teams to prioritize high-value leads and close deals more efficiently. OptifiNow's scalable solutions are tailored to businesses of all sizes aiming to enhance their sales pipelines, improve conversion rates, and achieve better alignment between marketing and sales efforts.

  • No, OptifiNow does not offer a free version.

  • Yes, OptifiNow offers a free trial.

  • No, Credit Card details are not required for the OptifiNow trial.

  • No, OptifiNow does not offer an API.

  • OptifiNow offers support with the following options:
    • Email , Phone , Chat

  • OptifiNow offers training with the following options:
    • Live Online , Webinar , Videos

  • OptifiNow supports the following languages:
    • English

  • Following are the typical users of the OptifiNow:
    • Self-Employed , Small-Business , Midsize-Business

  • OptifiNow supports the following deployment:
    • Cloud Hosted

  • OptifiNow supports the following devices and operating systems:
    • Web-Based