Optifinow

At OptifiNow, our mission is to help people succeed by simplifying technology and empowering sales and marketing teams to surpass their goals. We believe that technology should simplify your life, not complicate it. That's why we've designed our platform to be user-friendly, adaptable, and customizable to meet the unique needs of your business.

Our Vision

Our vision is built on the principles of cooperation, encouragement, and the pursuit of excellence. We believe that when our customers succeed, we succeed. That's why we're committed to providing a platform that is easy to use, scalable, and flexible enough to meet the evolving needs of your business.

Our Story

OptifiNow was founded in 2016 by a group of entrepreneurs who struggled to find a CRM solution that met their needs as they grew their team. Instead of settling for a generic CRM system that was too complex and expensive to maintain, they decided to build their own. After partnering with friends and colleagues to help expand their businesses, OptifiNow was born.

Our Values

We value cooperation, encouragement, and the pursuit of excellence. We believe that our customers should be the driving force behind our success, and we strive to create a platform that is customizable, adaptable, and scalable to meet their evolving needs.

Our Solutions

Our platform is designed to help you manage, monitor, and close sales. We offer a range of solutions, including CRM, business intelligence, intelligent sales automation, API, sales enablement, lead management, contact management, account management, opportunity management, content management, and marketing automation. Whether you're in the mortgage industry, insurance, call center technology, life sciences, treatment center, education, direct sale, logistics, and distribution, or manufacturing, we have a solution that can help you succeed.

Why Choose OptifiNow?

At OptifiNow, we believe that our platform is the only CRM solution that is 100% customizable for the needs of small- and medium-size businesses. We're not just a platform; we're a partner that's committed to helping you succeed. With our platform, you can:

• Easily manage your sales pipeline and grow your business
• Automate repetitive tasks and focus on high-leverage activities
• Gain real-time insights into your sales performance and make data-driven decisions
• Collaborate with your team and stakeholders to drive sales and marketing efforts

What Our Customers Say

We're proud of the results we've helped our customers achieve. Here's what some of our customers say about us:

"OptifiNow gave us the flexibility and control necessary to manage 48 unique sales regions with a complex product base and 12MM iterations of sales content, enabling every sales rep to send the right message at the right time in the right format."

• Shannon Hacker, User

"Couldn't be happier with my decision to use Optifinow. User-friendly - allows my team to easily work their sales pipeline and grow our business. Great people - super personal and responsive to my business needs."

• Shannon Hacker, User

Get Started

Ready to take your sales and marketing to the next level? REQUEST A DEMO TODAY to see how OptifiNow can help you succeed.