---
description: Detailed reviews on OptifiNow based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare OptifiNow with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: OptifiNow Reviews, Prices & Ratings | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Lead Management Software](/directory/339/lead-management/software) > [OptifiNow](/software/102511/optifinow-sales-process)

# OptifiNow

Canonical: https://www.getapp.ca/software/102511/optifinow-sales-process

> OptifiNow is a CRM solution designed for the mortgage industry. Its robust capabilities effortlessly accommodate various sales structures—be it retail, wholesale, or consumer direct. With versatile tech and unparalleled service, it's the ultimate CRM choice for the mortgage industry.
> 
> Verdict: Rated **4.8/5** by 5 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Key benefits of OptifiNow

\- 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

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.8/5** | 5 Reviews |
| Ease of Use | 4.8/5 | Based on overall reviews |
| Customer Support Software | 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 Software
- Assignment Management
- CRM Software
- Calendar Management
- Call Logging
- Campaign Management Software
- Channel Management Software
- Collaboration Tools
- Commenting/Notes
- Contact Database
- Contact Management Software
- Content Management System (CMS) Software
- 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

- [Lead Management Software](https://www.getapp.ca/directory/339/lead-management/software)

## Related Categories

- [Lead Management Software](https://www.getapp.ca/directory/339/lead-management/software)
- [Sales Enablement Software](https://www.getapp.ca/directory/605/sales-enablement/software)
- [Sales Force Automation Software](https://www.getapp.ca/directory/338/sales-force-automation/software)
- [Predictive Lead Scoring Software](https://www.getapp.ca/directory/678/predictive-lead-scoring/software)
- [Sales Tracking Software](https://www.getapp.ca/directory/3059/sales-tracking/software)

## Alternatives

1. [EngageBay CRM](https://www.getapp.ca/software/113999/engagebay-marketing) — 4.7/5 (907 reviews)
2. [Pipedrive](https://www.getapp.ca/software/90507/pipedrive) — 4.5/5 (3042 reviews)
3. [Creatio CRM](https://www.getapp.ca/software/90504/bpm-online-crm) — 4.7/5 (133 reviews)
4. [ActiveCampaign](https://www.getapp.ca/software/2348/activecampaign) — 4.6/5 (2561 reviews)
5. [Keap](https://www.getapp.ca/software/90372/infusionsoft) — 4.1/5 (1298 reviews)

## Reviews

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

> **Michael** | *May 29, 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** | *May 17, 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.

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

> **John** | *May 27, 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.

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

> **Adria** | *June 10, 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** | *November 28, 2017*

## Links

- [View on GetApp](https://www.getapp.ca/software/102511/optifinow-sales-process)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/sales-software/a/optifinow-sales-process/> |
| en-AE | <https://www.getapp.ae/software/102511/optifinow-sales-process> |
| en-AU | <https://www.getapp.com.au/software/102511/optifinow-sales-process> |
| en-CA | <https://www.getapp.ca/software/102511/optifinow-sales-process> |
| en-GB | <https://www.getapp.co.uk/software/102511/optifinow-sales-process> |
| en-IE | <https://www.getapp.ie/software/102511/optifinow-sales-process> |
| en-NZ | <https://www.getapp.co.nz/software/102511/optifinow-sales-process> |
| en-SG | <https://www.getapp.sg/software/102511/optifinow-sales-process> |
| en-ZA | <https://www.getapp.za.com/software/102511/optifinow-sales-process> |
| fr | <https://www.getapp.fr/software/102511/optifinow-sales-process> |
| fr-BE | <https://fr.getapp.be/software/102511/optifinow-sales-process> |
| fr-CA | <https://fr.getapp.ca/software/102511/optifinow-sales-process> |

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