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About

OptifiNow empowers management teams to take control of sales teams and their results. OptifiNow’s enterprise solutions, effortlessly delivers sales support and management at every point in the customer life cycle from the convenience of the cloud. The OptifiNow Team mixes the best of Customer Service and Support with a leading class cloud-based Sales & Marketing Platform. OptifiNow is flexible and adaptable, which allows each enterprise to define their own benchmark sales and marketing processes, resulting in uncovering more leads and closing more deals. We’re here to redefine selling. With our sales and process automation tools, we empower companies to build tailored sales processes that drive sales success. 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.

About

Sweep makes CRM simple so you can work smarter. Visualize, create and manage your CRM processes, rules, and automation while Sweep constructs an optimized backend Salesforce infrastructure. The workspace to design your perfect CRM funnel. One interface, create, collaborate and deploy to Salesforce. Drag-and-drop, see how your CRM steps interact, as you build them. Intuitive framework to view and manage configurations. Global view, a single viewport to analyze your full CRM. Direct action, find optimizations and diagnose bottlenecks proactively. Goodbye repetitive work, automate any part of your process. A Salesforce Lightning component designed specifically to aid your sales teams. Salesforce simplified, inline guidance makes Salesforce interaction easy for your sales teams. Deploy your funnels quickly and safely from sandbox to production. Everything you need to support native reporting in Salesforce from day one.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales agents and businesses looking for a solution to increase sales and improve productivity

Audience

Companies interested in a tool to visualize, create and manage their CRM processes, rules, and automations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

OptifiNow
optifinow.com

Company Information

Sweep
United States
www.sweep.io/product/

Alternatives

Freshsales

Freshsales

Freshworks

Alternatives

Velocify

Velocify

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Velocify

Velocify

ICE Mortgage Technology

Categories

Categories

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Integrations

Salesforce
Salesforce Sales Dialer
Slack

Integrations

Salesforce
Salesforce Sales Dialer
Slack
Claim OptifiNow and update features and information
Claim OptifiNow and update features and information
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