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Average Ratings 68 Ratings

Description

OptifiNow enables management teams to oversee their sales personnel and outcomes effectively. Its enterprise solutions seamlessly provide sales support and management throughout the entire customer life cycle, all accessible via the cloud. The OptifiNow Team combines exceptional Customer Service and Support with a top-tier cloud-based Sales & Marketing Platform. This flexibility allows each organization to customize their own sales and marketing benchmarks, leading to the discovery of more leads and increased deal closures. We aim to transform the selling landscape. Through our sales and process automation tools, we empower businesses to create bespoke sales processes that foster success. OptifiNow serves as a comprehensive cloud-based platform crafted to meet the evolving demands of modern sales teams. By consolidating all necessary software tools and features into a single integrated system, it enhances efficiency and effectiveness in sales operations. Ultimately, OptifiNow is committed to revolutionizing the way sales are conducted in today's dynamic market.

Description

ShareCRM is a comprehensive, AI-powered enterprise CRM solution built to seamlessly connect people, processes, and data. It manages the full customer lifecycle by integrating marketing automation, sales force automation, and service management in one unified platform. Businesses can engage customers across multiple channels, including websites, email, social media, and messaging apps. ShareCRM centralizes lead and customer data to create 360-degree profiles that help teams identify and prioritize high-value opportunities. Its sales tools support multi-stage pipelines, flexible pricing, quoting, and ERP integrations for order fulfillment. The platform also enhances service delivery by managing service requests, vendors, expenses, and on-site assessments. Collaboration features enable smooth communication, task tracking, and internal approvals across teams. With AI-driven insights and business intelligence reporting, organizations gain visibility into performance and ROI. Low-code customization allows companies to tailor workflows, interfaces, and permissions to their needs. ShareCRM empowers enterprises to scale operations while maintaining control and agility.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

D&B Connect
Facebook Ads
Feishu
GROW with SAP
Google Ads
Kingdee Cloud
Lark
LinkedIn Ads
Mailchimp
Meta Ads
Microsoft Outlook
MySQL
QuickBooks Enterprise
RedNote (Xiaohongshu)
Salesforce
TikTok Ads
WeChat
Yonyou ERP
Zapier
Zoom

Integrations

D&B Connect
Facebook Ads
Feishu
GROW with SAP
Google Ads
Kingdee Cloud
Lark
LinkedIn Ads
Mailchimp
Meta Ads
Microsoft Outlook
MySQL
QuickBooks Enterprise
RedNote (Xiaohongshu)
Salesforce
TikTok Ads
WeChat
Yonyou ERP
Zapier
Zoom

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$40/user/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

OptifiNow

Website

optifinow.com

Vendor Details

Company Name

ShareCRM

Founded

2011

Country

United States

Website

www.sharecrm.com/

Product Features

Lead Management

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

Sales Force Automation

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

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management

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

Sales Force Automation

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

Social CRM

Calendar/Reminder System
Customer Support
Email Marketing
Lead Capture
Lead Nurturing
Live Chat
Marketing Automation Integration
Multi-Channel Social Integration
Social Media Monitoring
Task Management

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