OptifiNow Sales Process Automation Reviews

OptifiNow Sales Process Automation

Sales process automation software

4.8/5 (5 reviews)
Michael K.

Implemented this Lead Management solution at several client locations

Reviewed on 2015/05/29
Review Source: SoftwareAdvice

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.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Michael C.

Addiction Recovery Call Center

Reviewed on 2016/05/17
Review Source: SoftwareAdvice

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.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10
John L.

Great Lead Management platform with one stop marketing compliance

Reviewed on 2015/05/27
Review Source: SoftwareAdvice

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.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Adria L.

We have mutual clients. My clients are very happy with the CRM.

Reviewed on 2015/06/10
Review Source: SoftwareAdvice

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.

Rating breakdown

Ease of Use

Likelihood to recommend

10.0/10
Alonzo dewayne M.

Rating only

Reviewed on 2017/11/28
Review Source: GetApp