C Squared Social and OptifiNow announce partnership

New partnership brings end-to-end solution for lead generation and nurturing in the mortgage lending space.

SEAL BEACH, CA (July 1, 2020) — C Squared Social announced today the formation of a partnership and integration with OptifiNow ( The collaboration of these two companies pairs the targeted digital lead generation expertise of C Squared Social with the enterprise solutions designed to deliver sales support and management at every point in the customer life cycle from OptifiNow.

C Squared Social is a targeted audience building and Social Media advertising company who has constructed successful partnerships with Facebook, Instagram, Messenger, LinkedIn and the Audience Network. Their digital advertising techniques have succeeded in generating high propensity new home buyers and refi candidates for lenders across the country. OptifiNow is a cutting-edge platform designed to help client’s convert leads into more closed deals and improve ROI with an all-in sales enterprise solution.

Cassidy Crail, Co-Founder of C Squared Social, added: “The OpitfiNow platform instantly caught our attention as a leading technology in a sales management industry ripe for disruption. We believe that OptifiNow coupled with our unique social media lead generation tools will change how companies close deals. Now, all-sized companies will be able to leverage social media at the same level as major US corporations with advanced AI targeting tools, in-ad lead capturing, automated lead nurturing and remarketing across multiple platforms.”

John McGee, CEO and President of OptifiNow, spoke on the subject: “C Squared Social and OptifiNow have proven to generate high-quality mortgage and recruiting leads for lenders over the past several months. It was a natural progression for our two companies to formalize a relationship and reach out more broadly to the mortgage industry. We believe our integrated solution provides mortgage lenders with a powerful method for generating leads using social media and marketing automation. We’re excited for this unique value proposition that will fundamentally change the way mortgage lenders utilize social media.

As a combined offering, OptifiNow and C Squared Social provide an end-to-end solution especially for lenders in residential refi and new home purchase industries throughout the United States.

About OptifiNow

The OptifiNow platform combines CRM, Intelligent Sales Automation, Configurable Sales Processes, Sales Enablement, Reporting & Analytics and a robust API with integrations into a variety of complementary technologies. Many Lenders use different sales platforms for their Retail, Reverse, and Wholesale products lines, forcing them to maintain, train and support multiple technologies within their companies. OptifiNow offers a single platform that Lenders can offer to their Loan Officers, Account Executives & Call Center Agents, while Management can build their benchmark sales processes and gain critical insight on business performance to maximize revenues. More information can be found at

About C Squared Social

C Squared Social is the expert in targeted digital marketing. Based out of sunny San Diego, C Squared Social has grown from humble beginnings in 2011 to a robust team of digital marketing experts, designers and specialists in just a few short years. Founded by brothers, Cassidy and Caleb Crail, C Squared Social has revolutionized digital advertising, giving clients the ability to get engaging ads in front of the exact audience that they are looking to reach. Inc. 5000 recipient (2019), San Diego’s #9 Fastest-Growing Private Company. Learn more at


Linn Cook
(949) 419-5627 |

More News