# OptifiNow Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about OptifiNow Software - reviews, pricing plans, popular comparisons to other Lead Management products and more. Source: https://www.capterra.com/p/144975/OptifiNow --- # OptifiNow Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) OptifiNow ## What is OptifiNow? OptifiNow stands at the forefront of CRM innovation, specifically tailored for the dynamic needs of mortgage lenders. Understanding the intricacies of the mortgage industry, OptifiNow has crafted a comprehensive solution that addresses the unique challenges lenders face in today's competitive landscape. - Tailored Mortgage Solutions - Advanced Automation - Intelligent Analytics - Integrated Communication Tools - Versatility Across Channels OptifiNow isn't just a CRM; it's a strategic partner for mortgage lenders. With its industry-specific features, cutting-edge technology, and unwavering commitment to excellence, OptifiNow empowers lenders to maximize efficiency, drive sales, and elevate the borrower experience. Choose OptifiNow – where innovation meets mortgage lending expertise. ## What is OptifiNow used for? [Lead Management](https://www.capterra.com/lead-management-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/) Top alternative Featured Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for OptifiNow?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://optifinow.com/&name=OptifiNow) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### OptifiNow 4.8 (5) VS. [4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting Price Contact vendor Starting Price $14.99 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (4) Ease Of Use 4.5 (907) Value For Money 0.0 (0) Value For Money 4.7 (826) Customer Service 4.7 (3) Customer Service 4.8 (846) ## OptifiNow alternatives [4.5 (3,049)](https://www.capterra.com/p/132666/Pipedrive/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (6,971)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.2 (989)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity/News Feed Continuous profile-based stream of news and activity Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases OptifiNow 87 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Continuous profile-based stream of news and activity Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Schedule appointments via a calendar Assign issues and tasks based on availability or required skills Track and manage schedules and meetings via an integrated calendar Collects essential call data such as call origin, call destination, call length, and other transaction details Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Manage various distribution channels, build relations with channel partners, and track their performance Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Track, store, and access client contracts or licenses Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Process of dividing customers into groups based on common characteristics Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Alter the layout and content of reports Adjust the weighting of various scoring criteria to control how scores are calculated Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Defines specific deal parameters to negotiate and secure deals Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Set up automated email sequences to streamline outreach and engage leads/contacts Pre-made examples and templates for emails Track delivered, received, and opened emails Tracks metrics that provide insight into how a user interacts with any interface or product Predefined actions automatically performed on the occurance of specific events Manage or track sales completed by field teams/employees Caters to sales teams Allows employees to set and manage work or career related goals Track interaction history by documenting conversations for contacts Manually or automatically assign leads to sales reps Automatically identify and save contact information of potential customers Route and distribute your leads to third party buyers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Divide leads into buckets based on predefined criteria and routing rules Manage contacts across multiple mailing lists Manage the process of planning and scheduling meetings, including agenda creation Access software remotely via mobile devices Access the system via a mobile application Observe and track the demand, usage, progress or quality of a system, product, or user Create multiple models or equations for generating scores Track all opportunities for potential sales and convert them into recurring revenue A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Arrange tasks based on the level of priority or urgency Streamlining repetitive tasks and activities through automated and predefined workflows Present a catalog of inventory that customers can view Create proposals based on costs of labor and materials Tools designed to streamline the process of lead generation and management for sales teams Generate quotes or estimates for customers Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Monitor sales and make necessary adjustment in order to increase demand and revenue Define, track, and/or automate sales activities and sales processes Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Search and filter data across systems to locate required information by entering keywords or certain criteria Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Create, manage and track all task activities and progression Create, save, and re-purpose templates for emails, forms, etc. Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Transfer queries and organize messages between agents Web form that allows users to enter data that is sent and processed for different reasons Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.8 (4) 4.8 Based on 4 reviews ## Pricing ### Starting price Contact vendor for pricing Free trial not available ## Integrations [ RingEX](https://www.capterra.com/p/242188/RingCentral-MVP/)[ Five9](https://www.capterra.com/p/132405/Five9/)[ Vonage Business Communications](https://www.capterra.com/p/159047/Vonage-Business/)[ Zillow Rental Manager](https://www.capterra.com/p/209701/Zillow-Rental-Manager/)[ Encompass](https://www.capterra.com/p/37038/Encompass360/)[ MeridianLink Mortgage](https://www.capterra.com/p/123177/LendingQB/)[ Mortgage Cadence Platform](https://www.capterra.com/p/151181/Loan-Fulfillment-Center/)[ Modex](https://www.capterra.com/p/199041/Modex/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (3) 4.7 Based on 3 reviews ## User reviews Overall rating 4.8 Based on 5 reviews Filter by rating 5(3) 4(2) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AD Alonzo DeWayne M. ### "" 5.0 Overall Rating 5.0 5.0 Ease of Use 0.0 0.0 Features 0.0 0.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 November 28, 2017 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MC michael c. CEO Medical Practice ### "Addiction Recovery Call Center" 4.5 Overall Rating 4.5 4.5 Ease of Use 4.5 4.5 Features 4.5 4.5 Customer Service 4.5 4.5 Likelihood to Recommend 10/10 May 17, 2016 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AL Adria L. Sales Manager Banking ### "We have mutual clients. My clients are very happy with the CRM." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 June 10, 2015 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 source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MK Michael K. Owner Management Consulting ### "Implemented this Lead Management solution at several client locations" 4.5 Overall Rating 4.5 4.5 Ease of Use 4.5 4.5 Features 4.5 4.5 Customer Service 4.5 4.5 Likelihood to Recommend 10/10 May 29, 2015 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JL John L. Director of Sales Computer Software ### "Great Lead Management platform with one stop marketing compliance " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 27, 2015 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)