---
description: Review of OptifiNow Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: OptifiNow | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

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# OptifiNow

Canonical: https://www.softwareadvice.co.nz/software/21486/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
> 
> Verdict: Rated **4.8/5** by 5 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.8/5** | 5 Reviews |
| Ease of Use | 4.8/5 | Based on overall reviews |
| Customer Support | 4.7/5 | Based on overall reviews |
| Value for Money |  | Based on overall reviews |
| Features | 4.8/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: OptifiNow
- **Location**: Seal Beach, US

## Commercial Context

- **Pricing Details**: Contact OptifiNow for a quote
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Alerts/Notifications
- Appointment Scheduling
- Assignment Management
- CRM
- Calendar Management
- Call Logging
- Campaign Management
- Channel Management
- Collaboration Tools
- Commenting/Notes
- Contact Database
- Contact Management
- Content Management
- Contract/License Management
- Customer Database

## Integrations (9 total)

- 8x8 Cloud Communication Platform
- Encompass
- Five9
- MeridianLink Mortgage
- Modex
- Mortgage Cadence Platform
- RingEX
- Vonage Business Communications
- Zillow Rental Manager

## Support Options

- Email/Help Desk
- Phone Support
- Chat

## Category

- [Marketing Software](https://www.softwareadvice.co.nz/directory/4630/marketing/software)

## Related Categories

- [Marketing Software](https://www.softwareadvice.co.nz/directory/4630/marketing/software)
- [Sales Tracking Software](https://www.softwareadvice.co.nz/directory/3590/sales-tracking/software)
- [Sales Enablement Software](https://www.softwareadvice.co.nz/directory/595/sales-enablement/software)
- [Ecommerce CRM Software](https://www.softwareadvice.co.nz/directory/3634/ecommerce/software)
- [Account Management Software](https://www.softwareadvice.co.nz/directory/3606/account-management/software)

## Alternatives

1. [Pipedrive](https://www.softwareadvice.co.nz/software/321306/pipedrive) — 4.5/5 (3050 reviews)
2. [EngageBay CRM](https://www.softwareadvice.co.nz/software/83835/engagebay) — 4.7/5 (907 reviews)
3. [Creatio CRM](https://www.softwareadvice.co.nz/software/5948/marketingcreatio-international) — 4.7/5 (133 reviews)
4. [ActiveCampaign](https://www.softwareadvice.co.nz/software/5398/activecampaign) — 4.6/5 (2561 reviews)
5. [Keap](https://www.softwareadvice.co.nz/software/139060/infusionsoft-crm) — 4.1/5 (1298 reviews)

## Reviews

### "Implemented this Lead Management solution at several client locations" — 4.5/5

> **Michael** | *29 May 2015* | Management Consulting | Recommendation rating: 10.0/10
> 
> **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.

-----

### "Addiction Recovery Call Center" — 4.5/5

> **michael** | *17 May 2016* | Medical Practice | Recommendation rating: 10.0/10
> 
> **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.

-----

### "Great Lead Management platform with one stop marketing compliance" — 5.0/5

> **John** | *27 May 2015* | Computer Software | Recommendation rating: 10.0/10
> 
> **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.

-----

### "We have mutual clients.  My clients are very happy with the CRM." — 5.0/5

> **Adria** | *10 June 2015* | Banking | Recommendation rating: 10.0/10
> 
> **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.

-----

### Review — 5.0/5

> **Alonzo DeWayne** | *28 November 2017*

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/21486/optifinow)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/crm/optifinow-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/21486/optifinow> |
| en-GB | <https://www.softwareadvice.co.uk/software/21486/optifinow> |
| en-IE | <https://www.softwareadvice.ie/software/21486/optifinow> |
| en-NZ | <https://www.softwareadvice.co.nz/software/21486/optifinow> |

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