A one-size-fits-all approach to CRM doesn’t work. That’s why OptifiNow’s CRM modules configure to work for your business, guaranteed. With Lead Management, Contact Management, Account Management and Campaign Management, we’ve got it all covered. We’ll even develop a tailored deployment configuration just for you.

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Lead Management

The typical company loses between 40-80% of sales leads somewhere in the sales cycle. With OptifiNow Lead Management all leads are tracked, nurtured and contacted according to your preferred timelines. Now you can identify, capture and distribute high probability leads – and close on every opportunity.


Contact Management

Contacts are the lifeblood of every sales organization. With OptifiNow, you can define and benchmark your sales processes to nurture contacts through out the sales cycle – maximizing business prospects. Plus, get support from the OptifiNow AI Engine, which acts as a personal assistant to your sales teams.

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Account Management

Know which accounts to target and uncover your highest-potential opportunities with OptifiNow Account Management. Use it to gain access to critical  customer data and insights to gauge when to engage accounts and contacts to win the deal – and trigger communications when the time is right.

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Opportunity Management

View all your opportunities in one central place and get insights into which one is next to close. With OptifiNow you’ll be able to instantly know the stage, products, value, close ratio of every one of your opportunities at any given moment.

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Content Management

Centrally manage, store and share your company’s sales marketing content. Version control and brand compliance means that you’ll always have access to current, on-brand materials – and our cloud-based system means your team can enjoy 24/7 access from any device, anywhere.

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Social Collaboration

Your employees’ collective knowledge is your greatest asset. Functioning as your own private social network, our web-based collaborative tools allow your teams to collaborate securely across departments, regions, content areas and business applications.

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Social Selling

Amplify your brand voice across social media – and gain new customers along the way. Our easy-to-use social selling solution gives your salespeople access to a suite of tools for accessing, sharing and monitoring on-brand, compliant content.

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Collateral Management

Personalized communication drives greater engagement. Our collateral management tools empower your teams to create sophisticated custom product and sales pieces targeted to their local market while maintaining brand and regulatory compliance.

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Analytics & Reporting

You can’t manage what you don’t measure. Our AI-supported real-time dashboard driven analytics provide the business intelligence you need to facilitate continuous sales process improvement. With them you’ll uncover the insights and trends you need to take your business to the next level.

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