Name: InSimplify
Price: 100 USD
Author: InSimplify

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Help Authoring

Software Configuration Management

Development

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Operational Analytics

Enterprise

Accounting

Budgeting and Forecasting

Tax Compliance

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

Employee Scheduling

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

C/C++ Integrated Development Environments

Cloud Storage

Code Review

Data Catalog

Data Fabric

Data Quality

Data Recovery Service

Dynamic Application Security Testing (DAST)

Fraud Detection

IT Alert Management

Identity Governance and Administration

Integration Platform as a Service (iPaaS)

Low-Code Development

Master Data Management (MDM)

Network Access Control (NAC)

Network Performance Monitoring

Network Traffic Analysis (NTA)

Office Migration and Repair

Software-Defined WAN

Virtual Data Room

Virtual Desktop Infrastructure (VDI)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Content Management

Email Marketing

Enterprise Marketing Management

Local Marketing

Marketing Automation

Screen and Video Capture

Social Media Management

Survey & Forms Building

Video Editing

Web Analytics

Marketing

Project Management

Wireframing

Professional Services

Customer Relationship Management (CRM)

Revenue Operations

Sales

Antivirus

Insider Risk Management

Security Orchestration, Automation and Response (SOAR)

Security

Forestry

Last Mile Delivery

Legal Research

Library Management

Nonprofit CRM

Nonprofit Fundraising

Plagiarism Checker

Real Estate Property Management

Vertical-Specific

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InSimplify is a cloud-based CRM system specifically designed for home builders. According to the vendor, this software aims to streamline and automate various aspects of the construction process, from lead management to project completion and maintenance. InSimplify caters to small to medium-sized home builders, including construction companies, building contractors, project managers, and property developers.

## Key Features

**Lead Management**: According to the vendor, InSimplify allows users to capture leads from various sources such as REA, websites, and marketing EDMS. It also provides a centralized system for efficient lead management and tracking.

**Quotations & Tenders**: The vendor claims that InSimplify enables users to create professional quotes on the fly, streamlining the quotation process for faster turnaround times and improved client communication.

**Pre-Construction Automation**: According to the vendor, InSimplify automates workflow and task assignment to team members, simplifying and streamlining pre-construction processes to enhance efficiency.

**Color Selection**: The vendor states that InSimplify offers customers the convenience of choosing colors online, saving time in the color room and enhancing the overall customer experience.

**Construction**: InSimplify allows users to monitor and manage every stage of the construction process, ensuring tasks are completed on time and receiving alerts for overdue jobs, according to the vendor.

**Maintenance**: According to the vendor, InSimplify provides the ability to track and manage maintenance activities, simplifying processes for improved organization and timely completion of tasks.

**Email & SMS Campaigns**: InSimplify allows users to send and track marketing campaigns via email and SMS, helping to engage customers and generate leads through targeted campaigns, according to the vendor.

**Document Management**: According to the vendor, InSimplify centralizes all documents in one place, making it easy to share them within the company and with customers. This streamlines document management for improved organization and accessibility.

**Invoice & Payments**: InSimplify enables users to create invoices and receipts, as well as capture and track payments, according to the vendor. This simplifies the invoicing and payment process for improved financial management.

**Customizable Reports**: According to the vendor, InSimplify allows users to generate custom reports to measure employee and job performance, analyze data, and make informed business decisions tailored to specific needs.

Basic

A provider of software and services in the building industry, Constellation HomeBuilder Systems has two goals: to empower builders with information to drive business objectives and to simplify the process of building homes and condos.

Constellation HomeBuilder Systems

InSimplify

Construction CRM

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

Automated CRM activity logging

Logs information related to contacts, events, and calls.

Sales pipeline management

Sales funnel automation with triggered actions at different stages, pipeline visualization, and performance tracking for revenue forecasting, conversions, duration, etc.

Construction Document Management

This feature helps users to store, manage, and track electronic documents and images. It is essential in construction projects where there are numerous documents such as contracts, blueprints, and permits.

Construction Time Tracking

This feature allows users to record the time spent on different tasks. It is crucial in construction projects to ensure that all tasks are completed within the set timelines.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Overview

What is InSimplify?