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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.


Lead Management

A lead is a terrible thing to waste. OptifiNow Lead Management ensures all leads are tracked. nurtured and contacted in accordance with company defined practices.

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.


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.

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 oppotunities at any given moment.


Content Management

Centrally manage and deploy the company’s most current content. Organize and have 24/7 access to Office doc’s, PDF’s, Art files, video and audio files in a common cloud folder.

Marketing Automation

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.


Social Collaboration

A private social network for your company. Collaboration OnDemand’s web-based social network allows users to collaborate securely across departments, geographies, content and business applications.

Social Selling

Create, Manage and Share your brand and legal compliant social messaging with your entire organization. Your brand messages are seen by an exponentially larger audience and will drive increased customer engagement back to the enterprise.


Analytics & Reporting

Real time dashboard driven analytics provides business intelligence and drives continuous sales process improvement.

Ready to exceed your sales targets?

OptifiNow is a powerful all-in-one platform that helps enterprise teams easily handle the entire sales cycle – for results you can measure on your bottom line.

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