Spot Score

Detailed Review of OptifiNow - CRM Software Software 2025

Streamline your HVAC business with OptifiNow.

3.6

(7)

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OptifiNow offers custom pricing plan

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Overview

Features

Pricing

Alternatives

Ratings

Media

Customers

Support

FAQs

What is OptifiNow?

Affiliate Disclosure

OptifiNow is a customer relationship management (CRM) that is specifically built to be used by the HVAC contractor. OptiFiNow can manage all aspects of the business for example, quotes, appointments, invoicing and inventory management.

Pricing

OptifiNow offers custom pricing plan

Customer Type

Large Enterprises
Medium Business
Small Business

Platform Type

SaaS/Web/Cloud

OptifiNow software demo

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OptifiNow was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

What are the features of OptifiNow?

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Features Score:

Call Logging

Contact Management

Customer Support

List Management

Marketing Automation

Product Catalog

Project Management

What is the pricing of OptifiNow?

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Free Trial

Not available

OptifiNow Pricing

OptifiNow offers custom pricing plan

Pricing Model

Paid Plans (Quotation Based )

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Pricing Plans

OptifiNow

CRM
Lead Management
Contact Management
Account Management
Opportunity Management

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Top Alternatives to OptifiNow in 2025

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SimpleCRM

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Cratio CRM

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Cool Life CRM

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SalesPro CRM

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Spin CRM

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CRM.io by 500apps

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OptifiNow Reviews & Ratings

3.6

Very Good

Based on 7 ratings & 2 reviews

Rating Distribution

Excellent

(0)

Very Good

(0)

Good

(2)

Poor

(0)

Terible

(0)

OptifiNow User Review

Victor Q

10/06/19

3 out of 5

"Very good tool for managing sales"

What do you like best about OptifiNow? I'm really impressed with Optifinow because this service allows you to have all managing platforms in 1. It is ...

Victor Q

10/06/19

3 out of 5

"Very good tool for managing sales"

What do you like best about OptifiNow? I'm really impressed with Optifinow because this service allows you to have all managing platforms in 1. It is ...

View all Reviews

OptifiNow Customers

Time Warner Cable

Oakley

Trina Health

Remn Wholesale

Nubodix

Sun West

Open Mortgage

OptifiNow Support Options

Contact

888-746-6743

Customer Service

Online

Location

Seal Beach, California

Reach out to OptifiNow Social channels

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

OptifiNow is a CRM Software. OptifiNow offers List Management, Customer Support, Marketing Automation, Project Management, Product Catalog and many more functionalities.

Some top alternatives to OptifiNow includes Salesforce Sales Cloud, monday sales CRM by monday.com, Thryv, Zoho CRM and CRM.io by 500apps.

Yes, OptifiNow provides API.

No, OptifiNow doesn't provide mobile app.

OptifiNow is located in Seal Beach, California

OptifiNow offers Quotation Based pricing model

We don't have information regarding integrations of the OptifiNow as of now.

The starting price is not disclosed by OptifiNow. You can visit OptifiNow pricing page to get the latest pricing.

This software is researched and edited by

Rajat Gupta

Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].