Zenvy Financial Chooses OptifiNow CRM to Accelerate Lead Velocity and Deliver Smoother Lending Experiences for Consumers
- Linn Cook
- Aug 6
- 2 min read
SEAL BEACH, Calif. – OptifiNow, a cloud-based provider of enterprise CRM and intelligent sales-automation software, today announced that Zenvy Financial, a consumer-finance company dedicated to helping people “simplify, consolidate and move forward without stress,” has selected the OptifiNow platform to power its end-to-end sales and marketing operations.
Zenvy Financial sought a solution that could keep pace with a high-volume, direct-to-consumer lead flow while preserving the transparent, human-centric service its borrowers expect. After an extensive evaluation, the company chose OptifiNow for the platform’s flexibility, rapid implementation track record and broad spectrum of integrations that allowed them to implement a tightly coordinated sales and marketing workflow.
“From day one our teams spoke the same language,” said John McGee, CEO and founder of OptifiNow. “Zenvy laid out a clear vision for faster lead response and a friction-free borrower journey. We worked closely with them to create detailed flow diagrams and then configured OptifiNow to that vision. This included building integrations to their personalized URL (PURL) marketing campaigns, VOIP phone-system, credit-report data provider and third-party loan-provider APIs. The result was a fully customized CRM delivered on schedule, without surprises, because communication stayed open and transparent at every step.”
Workflow-Driven Integrations
During joint design sessions, OptifiNow and Zenvy identified four critical touchpoints:
Lead-capture webhooks that tag prospects who respond to PURL or direct-mail offers, instantly routing them to the correct sales queue.
Telephony search integration that allows representatives to identify callers from a stored database and view full lead information and history.
Real-time credit-report pulls inside the CRM, enabling advisors to evaluate a customer’s credit tradelines and recommend the optimal loan solution in minutes.
Instant underwriting and offer APIs from multiple lending partners, giving borrowers clear terms and next steps during a single conversation.
Because each integration lives natively inside OptifiNow, representatives never have to swivel between systems—driving faster response times, higher lead-conversion rates and a smoother borrower experience that aligns with Zenvy’s brand promise.
Built for Consumer Finance
OptifiNow has implemented dozens of consumer-finance CRMs and brought that institutional knowledge to the project. The platform’s configurable data model supports Zenvy’s B2C lead hierarchy, while role-based workspaces keep compliance in check and give executives real-time insight into campaign and pipeline performance.
“OptifiNow understood the nuances of our business from the first conversation,” said a Zenvy Financial spokesperson. “They translated our goals into a working system that captures every inquiry, drives meaningful engagement for our advisors and shortens the path to a well-priced consolidation loan. Most important, the solution preserves the clarity and human support that define the Zenvy experience.”
About OptifiNow
OptifiNow is a cloud-based provider of customized CRM sales management and marketing automation software. OptifiNow’s platform consists of multiple modules that are fully integrated to provide companies with a customizable solution that adapts to virtually any type of sales environment, including distributed retail, consumer direct, and wholesale mortgage lending. OptifiNow delivers their solutions using a unique White Glove service model that significantly reduces implementation time, lowers maintenance costs and increases user adoption. Visit www.optifinow.com or call (888) 746-6743 to learn more.
