Our Company

A Single Touchpoint For All Your Sales Needs

Making Sales Work For You

We believe that sales should be simple. We develop tailored solutions that dramatically improve how businesses approach every aspect of the sales process – today and tomorrow. Through listening, learning, solving and innovating, we’re transforming how our customers sell.

OptifiNow is a cloud-based sales and process automation software platform designed to address the changing needs of today’s sales force. A single integrated platform, it brings together all of the software tools and features you need in one central place. Flexible and intuitive, it’s the ultimate solution for mid- to large-size sales teams and distributed sales organizations.

“Essentially the OptifiNow platform allows companies to create an automated sales process that replicates what top sales people have been doing within their companies for years. Dashboard driven analytics and reporting provided allows a company to continuously improve its process without IT involvement. OptifiNow companies can transform the sales process into guided, best practice steps that deliver consistent, repeatable, and high-value results.” – OptifiNow CEO John McGee

Our Story

Solving the Changing Problem of Sales

OptifiNow launched in 2015 with a single product offering: delivering personalized sales communication via digital print. But our arrival coincided with the explosion of social media offerings. Not only did marketers now have vastly more channels for communicating with their customers, but buyers were becoming better educated about their consumer needs.

The role of the sales force had changed, and so we did, too. We created the OptifiNow sales and management platform to meet the needs of today’s sales teams through simple, user-friendly solutions supported by data and analytics. It’s a solution uniquely able to help you increase both your sales volume and outreach quality.

Sales today is both a science and an art, and OptifiNow exists to help sales organizations leverage the processes, data and structured problem solving needed to succeed in any industry. Whatever your needs, we’re here to meet them.

Meet Our Leadership Team


As the President/CEO of OptifiNow, John leads the company’s vision, strategy and growth. John listened to the needs of many enterprises – the struggle of managing national and global sales teams with benchmark sales processes that delivered repeatable results. OptifiNow was built from the ground up by simplifying the complex needs of customers. The result is a software platform that delivers a complete suite of sales & management solutions for its clients.

Prior to founding OptifiNow, John founded a print & marketing company, that he ran for 20 years . He also founded a software development firm that he still manages today.

John has a BS in Engineering and Computer Science from Loyola Marymount University, and is a proud California native. He lives in Los Angeles with his wife, and their 3 children.


As COO of OptifiNow, Mike develops and executes operational initiatives and growth strategies, including strategic alliances, trusted advisors programs and strategic partnerships.

Mike’s career spans decades of successful leadership roles in global technology businesses, including Chairman and CEO of NIEC and EVP CFO of International Rectifier.

A thought leader on Wall Street in structured finance, Mike started his career in a Big Eight accounting firm (when we still had the “Big Eight’), where he earned his California CPA.