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OptifiNow Lead Management Review

Product Snapshot

Product Pricing

Contact vendor directly for pricing information.


Product is available as a SaaS solution that requires no additional hardware.

Customer Focus

Vendor works with midsize, large, and multi-national enterprises.

Select Customers

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


About OptifiNow Lead Management

OptifiNow Lead Management OptifiNow Lead Management is lead management software designed to ensure that all leads are tracked, nurtured and contacted while remaining within company-defined practices. The platform works with hundreds of lead providers and integrates with thousands of marketing sources, and facilitates expedited lead contact processes in order to shorten the time between when a lead is created and when first contact is made.

The software enables users to implement a disciplined and structured lead management process that focuses on consistency and efficiency, enables the user’s lead generation sources to generate higher volumes of qualified leads, and enables sales agents to accomplish higher conversion rates. Additionally, the platform provides sales teams with the tools required to ensure that all sales team time is spend productively and efficiently, works to reduce lead leakage and loss, and generates lead-focused business intelligence, metrics and reports.

About the Company

OptifiNow was founded in 2011 and is headquartered in Southern California.


OptifiNow Lead Management Key Features

  • Multiple lead distribution and routing tools including round robin, cherry pick, blind, shark tank, and hybrid
  • Lead nurturing functionality through direct mail, email, reminders, and personalized text
  • Built-in intuitive data mining and reporting tools
  • Incorporates leads from multiple sources including real-time XML/HTTPS post, CSV and Excel file import, and manual input
  • Supports multiple communication channels including email, direct mail, mobile, social, and print


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