---
description: Learn more about OptifiNow pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: OptifiNow Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Sales Force Automation Software](/directory/12/sales-force-automation/software) > [OptifiNow](/software/144975/optifinow)

# OptifiNow

Canonical: https://www.capterra.ca/software/144975/optifinow

> The premier CRM for mortgage - retail, wholesale, or consumer direct. Its versatile tech and unrivaled service make it the best choice.
> 
> Verdict: Rated **4.8/5** by 5 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses OptifiNow?

Mortgage Lenders, Insurance, sales teams

## 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

- Activity Dashboard
- Alerts/Notifications
- Appointment Scheduling Software
- Campaign Management Software
- Collaboration Tools
- Commenting/Notes
- Contact Management Software
- Customer Database
- Customizable Fields
- Customizable Reports
- Customizable Scoring
- Email Marketing Software
- Engagement Tracking
- Interaction Tracking
- Lead Capture Software
- Lead Distribution
- Lead Generation Software
- Lead Management Software
- Lead Nurturing Software
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Meeting Management
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Prioritization
- Process/Workflow Automation
- Reporting/Analytics
- Sales Activity Management
- Sales Pipeline Management
- Sales Reports
- Task Management Software
- Third-Party Integrations
- Workflow Management Software

## 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

- [Sales Force Automation Software](https://www.capterra.ca/directory/12/sales-force-automation/software)

## Related Categories

- [Sales Force Automation Software](https://www.capterra.ca/directory/12/sales-force-automation/software)
- [Lead Management Software](https://www.capterra.ca/directory/30017/lead-management/software)
- [Sales Enablement Software](https://www.capterra.ca/directory/30798/sales-enablement/software)
- [Predictive Lead Scoring Software](https://www.capterra.ca/directory/32276/predictive-lead-scoring/software)
- [Sales Tracking Software](https://www.capterra.ca/directory/32744/sales-tracking/software)

## Alternatives

1. [Pipedrive](https://www.capterra.ca/software/132666/pipedrive) — 4.5/5 (3042 reviews)
2. [EngageBay CRM](https://www.capterra.ca/software/178819/engagebay-marketing) — 4.7/5 (907 reviews)
3. [Creatio CRM](https://www.capterra.ca/software/130149/bpm-online-crm) — 4.7/5 (133 reviews)
4. [ActiveCampaign](https://www.capterra.ca/software/79367/activecampaign) — 4.6/5 (2561 reviews)
5. [Keap](https://www.capterra.ca/software/76390/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.

-----

### "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.

-----

### "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 Capterra](https://www.capterra.ca/software/144975/optifinow)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/144975/OptifiNow/> |
| en-AE | <https://www.capterra.ae/software/144975/optifinow> |
| en-AU | <https://www.capterra.com.au/software/144975/optifinow> |
| en-CA | <https://www.capterra.ca/software/144975/optifinow> |
| en-GB | <https://www.capterra.co.uk/software/144975/optifinow> |
| en-IE | <https://www.capterra.ie/software/144975/optifinow> |
| en-IL | <https://www.capterra.co.il/software/144975/optifinow> |
| en-IN | <https://www.capterra.in/software/144975/optifinow> |
| en-NZ | <https://www.capterra.co.nz/software/144975/optifinow> |
| en-SG | <https://www.capterra.com.sg/software/144975/optifinow> |
| en-ZA | <https://www.capterra.co.za/software/144975/optifinow> |

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