OptifiNow

Twenty-five years after September 11, and 250 years after our nation's founding, two exhibits tell the same story: the courage of ordinary Americans who placed the good of others above their own.

OptifiNow clients can now connect their Google Workspace account directly to OptifiNow, creating a seamless connection between Gmail, Google Calendar, and the contacts and accounts they manage every day. The new Google Workspace integration automatically

We're excited to welcome Gynesis Roquero to OptifiNow as our new Marketing Manager. Gynesis brings more than a decade of experience in digital marketing, branding and creative services, with a background that spans B2B and B2C marketing, lead generation,

Your OptifiNow homepage can be more than just the starting point for your CRM. It can also become a centralized source for company news, social media updates, industry information, marketing content, and more. OptifiNow now integrates with RSS.app, a plat

Salespeople want the freedom to communicate with customers and prospects in their own voice. Marketing and compliance teams, however, need to make sure those communications follow company guidelines, maintain consistent branding, and don't create unnecess

For years, many sales professionals treated LinkedIn as the only social media platform that really mattered. Facebook was for friends and family. Instagram was for food, travel and hobbies. TikTok was entertainment. LinkedIn was where business happened. B

Seal Beach, Calif. - August 10th, 2026 - OptifiNow, a leading provider of CRM and sales enablement solutions for the mortgage and insurance industries, announced today that Kendra McCullough has joined the company as a National Account Executive. In her n

Seal Beach, Calif. - August 17th, 2026 - OptifiNow, a provider of customized CRM and sales automation solutions for the mortgage, insurance and consumer finance industries, today announced an integration with Meera AI, an AI-powered engagement platform th

When a software company says it provides unlimited training, it can sound like a customer service perk. At OptifiNow, we see it differently. We do not provide unlimited training simply because it is a nice thing to offer. We provide it because training is