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OptifiNow Lead Management Review

Product Snapshot


OptifiNow Lead Management is available as a SaaS solution that requires no additional hardware.

Customer Focus

OptifiNow works with enterprise, multinational and mid-sized customers.

Selected Customers

Oakley Inc, Ovation Home Loans, BioSense Webster, Crossline Capital

About OptifiNow Lead Management

OptifiNow Lead Management OptifiNow Lead Management provides users with access to a large leads database and tools to handle lead interactions. Harvesting information from lead providers and marketing sources, the program can send out a new lead’s contact data to a sales rep every eight seconds. From there, users have the option of setting workflows for lead routing. For instances, reps can be assigned leads blindly, be matched with leads based on user-defined rules or manually cherry pick leads. Once a lead is properly assigned, OptifiNow Lead Management bolsters lead engagement by crafting a personalized message for the rep to send to the potential conversion.

About OptifiNow
OptifiNow was founded in 2011 and is headquartered in Southern California. The company is partners with Google, Salesforce, Hewlett Packard and ExactTarget.

OptifiNow Lead Management Key Features

  • SaaS lead management software solution
  • Sports a large lead database that takes information from lead providers and marketing sources
  • Distributes leads to reps through a number of user-defined methods
  • Helps deliver personalized messages to leads
  • Sends messages across social media, email and direct mail
  • Reminds reps of upcoming meetings and follow-ups
  • Generates reports on lead win rates

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