Detailed Review: Optify

Posted by hammond
I am a coder, designer, and developer.
User is currently offline
on Wednesday, 17 August 2011 in Comparz Blog

click here for optify detailed reviews

WHO IT’S FOR: Small and mid-sized businesses or departments of larger companies that want a flexible system for growing traffic and increasing conversion rates.


WHAT IT IS: A flexible, continually growing suite of tools that combines SEO (Search Engine Optimization) and social media marketing with lead management and website analytics. It is compatible with Windows, Mac, tablets and smartphones.


THE GOOD: Optify’s QuickStart system provides easy, automated set-up along with personalized phone support. In addition, Optify has excellent customer service, a constantly evolving set of features, and a flexible approach.


THE BAD: Optify is a still-evolving system. For example, it currently supports only one external email marketing system and one CRM (Customer and Lead Management)system, but support for more are coming. It does not have a built-in content management system (CMS), email marketing or customer relationship-management (CRM) system so it needs to talk with a number of different types of additional programs for the user to receive optimal marketing results.


THE BOTTOM LINE: Optify is a reasonably priced All-In-One Marketing tool that continues to add features and will help you when you’re stuck, because the service is stellar.


Full Review

Pricing: All users begin with a 14-day free trial. During this time, an Optify representative will contact the user to answer questions and provide tips. No contract is required.


Basic: $99/month

Professional: $499/month

Enterprise: about $3,000/month

Number of users





Keywords tracked





Search engines monitored






12 hours/year




Phone + email

Dedicated manager

Pricing notes: Services included in each version are:

Basic: Online QuickStart, Best Practices Webinars, Online learning center, email support

Professional: All of the above, plus 12 hours consulting, a customized marketing plan and phone support

Enterprise: Everything in Basic plus 24 hours consulting, a customized marketing plan, prioritized phone support, a dedicated account manager and mid-year and annual business reviews

Additional Services: Although most users will be more than satisfied with the amount of training and consulting they receive with the standard subscription, Optify does offer custom consulting and training for an additional fee.

Support: Optify offers email support with an answer promised within 24 hours. Phone support is available during standard business hours, PST, Monday through Friday. Optify also has support in the form of newsletters, blogs, webinars and data sheets.

Setup: Optify’s QuickStart, a setup wizard in a training format, provides a great user experience. The quick setup wizard is included with every subscription, and consists of a series of modules designed not only to get you up and running, but to expose you to each area of the system so you know how to use it and how to make the most of it. Optify's setup wizard focuses on account setup, how to drive traffic (keyword selection, link building, etc.), prioritizing sales leads (lead intelligence/scoring/notifications) and tracking performance (campaign tracking and reporting). It also offers this information as a user-controlled tutorial. If your company has specific requests, Optify will customize the QuickStart program to meet those needs.

How it works: SEO + Social Media = Marketing Power

SEO Tools: Search Engine Optimization was the first area Optify tackled when it got off the ground three years ago, so its SEO functionality is robust. Optify's SEO tools allow users to manage SEO campaigns across multiple search engines, including more than 40 international search engines. Users can track keyword rankings for themselves and competitors down to which words drive them the most traffic and revenue. They can optimize website pages for core keywords, find the most high-value links, and track SEO performance in real time.

  • Keyword Management: Optify Keyword Import allows users to import lists of keywords and tags from Excel or .csv files. Keyword reports show trends and rankings of keywords over time, along with the ability to filter and group them.
  • Link Management: Optify’s link management tools help keep track of links, and will suggest additional links that will help you achieve your goals. The tools also allow users to create and manage lists of links, eliminate duplicate links, identify the most relevant links and track linking domain to linking URL ratios.

Lead Management:

  • Lead Generation/Capturing: Users generate leads by making the most of SEO and social media tools, along with the reports that help pinpoint the best possibilities.
  • Lead Nurturing: By combining Optify’s lead generation capability and reporting with external CRM and email marketing system, users can automatically trigger follow-up email and social media campaigns and reports.
  • Lead Scoring: This tool helps prioritize leads and visitors that need to be contacted and nurtured and ignores low-value leads.
  • Lead Intelligence Report: This report populates Optify’s lead data into an Excel spreadsheet as a .csv file so users can generate reports directly in Excel. It can support Excel-compatible alternatives if necessary via the Optify API.
  • Lead Intelligence of Salesforce: Provides real-time information on leads and anonymous visitors and prioritizes lead lists based on characteristics you determine.

Social Media Management: Optify combines SEO and Social Media tools, so it’s hard to determine where one tool set ends and the other begins. On the traditional social media front, Optify focuses most heavily on Twitter, at least for now. Optify Twitter for Business allows users to tweet promotions and other information, schedule tweets ahead of time, integrate tweets with ongoing campaigns or existing communication channels, track competitor mentions, and tag tweets by topic or event. Optify's Twitter interface even has its own dashboard widget that monitors all tweeting activity. The widget also can identify visitors and leads that originated from Twitter and track leads and conversion rates over time.

More social media integration is on the way. Optify now integrates Facebook “Likes” data to help determine how much exposure a page on Facebook is getting. Optify’s next release, due later this summer, promises full LinkedIn and Facebook integration along with more sophisticated social media monitoring tools.

Email Marketing: Optify doesn’t have its own email marketing system. For now, it fully integrates only with ExactTarget, an independent email marketing platform, but hopes to expand integration to a large number of email marketing systems by the end of 2011. With the ExactTarget integration (and with others soon to follow), users can plug data from Optify into their email marketing systems to help them run more behavioral-oriented and behaviorally targeted email campaigns based on website behavior.

Analytics: Optify offers a full array of reports, and users can customize the dashboard to highlight specific metrics they want to follow. Reports show metrics across search engines, social media, campaigns and channels. Built-in and custom filters allow users to emphasize what’s important to them. Optify also has a dashboard that links a user’s web leads with their open, closed, won and lost opportunities in The dashboard also monitors social media in terms of number of page views, visitors, leads and conversion rates from social campaigns across LinkedIn, Twitter and Facebook, among others.

Optify Web Analytics Connectors: Available for Omniture and Google Analytics, these connectors make it possible to integrate with these tools without adding the Optify tracking code to your website. The connectors include dashboard widgets and reports.

Additional Features:

Integration with external applications: Optify focuses heavily on its full integration with, but will be adding additional CRM systems soon. Next up is Microsoft Dynamics, with more to follow. The same holds true with email marketing systems; Optify integrates with ExactTarget for now, but more will follow with more by the end of the year. Users that want to integrate with other applications now can do so with Optify’s relatively open APIs. Actually, The Optify Cloud API allows companies to enable data reporting in Excel, Tableau and other services powered by Optify data. The Visitor and Lead API helps enhance email campaigns with real-time web events.

Security and Privacy: Personal information is stored on limited access servers. Optify uses Secure Socket Layer (SSL) for encryption, along with standard physical, electronic and managerial procedures to ensure information security.

Optify collects information including IP address and personal information, and uses cookies to collect and store information. Optify also uses Gifs (examples are web beacons and pixel tags) to track information for statistical purposes. Optify uses the information it collects to foster a customer relationship and improve services. It also uses it to notify customers of products, but customers can opt out of this communication.

Comparison to Similar Products: Optify has SEO and lead management offerings similar to its competitors, and it is rapidly catching up on the social media front. It offers more personalized service than its competitors, and is committed to customer satisfaction and increasing its feature set. The main drawback is that some of its competitors have more robust feature sets at this time.

Conclusions: Optify may be the least well known tool in this category, but it shouldn’t be discounted. It’s got a growing feature set, excellent customer support, and its price is reasonable. It’s a legitimate contender.

Tags: Untagged
I am a coder, designer, and developer.


No comments made yet. Be the first to submit a comment

Leave your comment

Guest Sunday, 14 February 2016

Enter your email address below to get the best insights on how technology can help you grow your business.

contributor ad