OptifiNow Links With Meera AI To Automate Lead Engagement

OptifiNow, a provider of customized CRM and sales automation solutions for the mortgage, insurance and consumer finance industries, announced an integration with Meera AI, an AI-powered engagement platform that uses SMS and voice communications to qualify prospects and connect them with live sales representatives.

The integration allows OptifiNow clients to automatically send leads to Meera based on CRM data, status changes and engagement signals. When OptifiNow identifies that a prospect has shown interest, Meera can immediately begin a personalized SMS conversation and, when appropriate, initiate an automated outbound phone call.

Meera answers common questions, evaluates interest and determines whether the prospect is ready to continue the sales process. Once a prospect asks to speak with a representative, Meera transfers the conversation to a live agent. Call, SMS and engagement activity is then returned to OptifiNow and recorded on the contact’s CRM record.

“Generating leads is only valuable when a company can respond while interest is still high,” said John McGee, Founder and CEO at OptifiNow. “This integration gives our clients an automated SDR capability that can engage prospects immediately, qualify the opportunity and connect sales teams with people who are ready to talk.”

The integration is currently being used by an OptifiNow client in the consumer debt settlement industry. The company imports a high volume of leads into OptifiNow each week and engages them through physical mail, digital advertising and email campaigns.

OptifiNow monitors lead activity and identifies engagement signals such as inbound phone calls and website submissions. Once a signal is detected, the lead is automatically sent to Meera, which begins an outbound SMS and voice engagement process. Prospects who are ready to move forward are transferred to a live agent, allowing the sales team to focus on active conversations rather than repeated follow-up attempts.

“OptifiNow gives sales teams a powerful system of record, and Meera makes sure every lead inside it gets reached and engaged the moment interest is high,” said Vivek Zaveri, Founder & CEO at Meera AI. “Together, we help our customers turn more of their pipeline into real conversations, and more of those conversations into revenue.”

The integration can also support other consumer-focused sales workflows. Mortgage lenders can use it to engage new applicants, incomplete applications and reactivated prospects. Insurance agencies can automate new-lead follow-up, renewal reminders, cross-sell campaigns and aging-lead re-engagement.

“OptifiNow determines who should be contacted and when, while Meera executes the conversation across SMS and voice,” McGee said. “The result is a connected workflow that helps clients respond faster without adding more people to their sales teams.”