--- title: "OptifiNow Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about OptifiNow Software - reviews, pricing plans, popular comparisons to other Lead Management products and more." source_url: "https://www.capterra.com/p/144975/OptifiNow/" page_type: "product" language: "en" --- # OptifiNow Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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 \- ### Starting price 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. [4.3 (6,994)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price Contact vendor Starting Price $14 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (4) Ease Of Use 4.2 (910) Value For Money 0.0 (0) Value For Money 4.3 (829) Customer Service 4.7 (3) Customer Service 4.1 (849) ## OptifiNow alternatives [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.6 (910)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/178819/EngageBay-Marketing/) [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [4.5 (3,058)](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 [Learn More](https://www.capterra.com/p/132666/Pipedrive/) Highest Rated [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/) [4.7 (150)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting price $40.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/130149/bpm-online-CRM/) [LeadSquared](https://www.capterra.com/p/130199/LeadSquared/) [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/130199/LeadSquared/) ## FAQs about OptifiNow Overview ### What company size and specific industries is OptifiNow built for? OptifiNow is designed for mortgage lenders, insurance organizations, and sales teams of varying sizes, including small businesses and larger operations. It fits companies that need a platform for managing sales-related workflows in these sectors. Features and Usability ### What are the key features of OptifiNow? OptifiNow offers CRM, lead management, and sales pipeline management, along with data management and contact databases. It also includes SMS marketing, email marketing, workflow automation, and reporting/analytics. Additional features cover appointment scheduling, task management, access controls/permissions, and third-party integrations. Integrations ### Which third-party tools and platforms does OptifiNow integrate with? OptifiNow integrates with 9 third-party tools across communication and mortgage workflows, including 8x8 Cloud Communication Platform, Five9, RingEX, and Vonage Business Communications, plus Encompass, MeridianLink Mortgage, Mortgage Cadence Platform, Modex, and Zillow Rental Manager. Getting Started and Support ### What training and onboarding options does OptifiNow offer? OptifiNow provides live online sessions, webinars, and videos to help teams get started. Live online sessions support guided setup with an instructor, webinars offer scheduled group learning, and videos provide self-paced reference for reviewing product features and steps. Getting Started and Support ### What customer support options does OptifiNow offer? OptifiNow provides email/help desk, phone support, and chat for customer assistance. Support details are limited to these channels, and no reviewer feedback is available here to describe response times, helpfulness, or common issues with the support experience. ## Features AI summary Based on 5,335 Lead Management reviews Capterra data shows that buyers of lead management software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **CRM** (**47%**) - **Lead Capture** (**42%**) OptifiNow supports all three of the features reviewers value most: **Contact Management**, **CRM**, and **Lead Capture**. Together, these capabilities help businesses keep prospect details organized, track interactions across the sales cycle, and collect new leads efficiently, allowing teams to respond faster and manage opportunities with more consistency. 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 88 features ### All Features - 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 Tracking: Track and document all activities across devices, networks, and other systems - Activity/News Feed: Continuous profile-based stream of news and activity - 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 - Appointment Scheduling: Schedule appointments via a calendar - Assignment Management: Assign issues and tasks based on availability or required skills - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Call Logging: Collects essential call data such as call origin, call destination, call length, and other transaction details - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Content Delivery: Distributing content through various platforms or channels - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Scoring: Adjust the weighting of various scoring criteria to control how scores are calculated - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Sequences: Set up automated email sequences to streamline outreach and engage leads/contacts - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Field Sales Management: Manage or track sales completed by field teams/employees - For Sales Teams/Organizations: Caters to sales teams - Goal Management: Allows employees to set and manage work or career related goals - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Assignment: Manually or automatically assign leads to sales reps - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - List Management: Manage contacts across multiple mailing lists - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multiple Scoring Models: Create multiple models or equations for generating scores - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Prioritization: Arrange tasks based on the level of priority or urgency - Product Catalog: Present a catalog of inventory that customers can view - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transfers/Routing: Transfer queries and organize messages between agents - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: 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 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.