TrustRadius Insights
Users of Sales Simplify have found the software invaluable for a variety of business problems. One key problem that Sales Simplify …
Starting at $10 per month per user
View PricingOverview
What is Sales Simplify?
Sales Simplify is an all-in-one sales solution that aims to simplify customer management, sales processes, activities, and tasks. The software is specially designed with straightforward features to eliminate the need for complex tools or spreadsheets. Sales Simplify uses AI and ML in prospecting and...
Recent Reviews
Leaving a review helps other professionals like you evaluate Customer Relationship Management (CRM) Software
Be the first one in your network to review Sales Simplify, and make your voice heard!
Get StartedPricing
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://salessimplify.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $10 per month per user
Product Details
- About
- Competitors
- Tech Details
What is Sales Simplify?
Sales Simplify is an all-in-one sales solution that aims to simplify customer management, sales processes, activities, and tasks. The software is specially designed with straightforward features to eliminate the need for complex tools or spreadsheets. Sales Simplify uses AI and ML in prospecting and winning deals efficiently along with managing logs, notes, emails activities seamlessly.
This software caters to startups, freelancers, SMEs, sales teams who want to save time while simplifying their sales operations. It has a comprehensive range of functionalities such as drag-and-drop sale pipelines which increases deal velocity without going through long procedures. Multiple customization options are available like custom fields, advanced lead management abilities, multiple roles on permission control levels to ensure privacy and security measures.
Moreover, Sales Simplify allows communication across channels while also automating many other different routine tasks needed during the selling process. Advanced filters like lead and deal lost reasons & activity outcomes assist in making informed decisions leading towards improved efficiency - ultimately resulting in exponential growth for your business. Lastly, this CRM software product provides businesses with a fulfilling experience by keeping it simple yet effective using AI-powered technology.
Sales Simplify Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
Customer Service & Support Features
- Supported: Help desk management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Pipeline visualization
Customization Features
- Supported: Custom fields
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
Integrations with 3rd-party Software Features
- Supported: Marketing automation
Platform Features
- Supported: Mobile access
Sales Simplify Screenshots
Sales Simplify Competitors
Sales Simplify Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
| Supported Languages | English |
Comparisons
Compare with
Reviews
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
Users of Sales Simplify have found the software invaluable for a variety of business problems. One key problem that Sales Simplify addresses is the need for effective sales forecasting. With its tracking capabilities, users are able to accurately forecast sales and make informed decisions based on real-time data. This enables businesses to better manage their resources and optimize their sales strategies.
Another common issue that Sales Simplify solves is the challenge of managing agent goals and team objectives. The software allows users to easily assign goals to agents, teams, and organizations, and track their progress with accuracy. This helps to improve accountability and performance within the sales team, leading to increased productivity and success.
Sales Simplify also helps businesses streamline their workflows and automate processes. By eliminating mundane and repetitive tasks, users can focus on more strategic aspects of selling and optimizing their sales strategies. This not only saves time and energy but also allows users to close more deals and generate more revenue for their business.
Furthermore, Sales Simplify offers customization options to adapt to the specific needs of different businesses. This helps users stay organized, create views and dashboards, and collaborate effectively as a team and company. The software's user-friendly interface, along with its Learn feature that provides video tutorials for training team members, makes implementation easy for users.
In summary, Sales Simplify solves various business problems by providing efficient sales forecasting, enhanced goal management, streamlined workflows, automation capabilities, customization options, ease of use, and effective collaboration features.
User-Friendly Interface: Many users have praised the user interface of Sales Simplify, describing it as easy to navigate and manage. Multiple reviewers have stated that the platform is simple and intuitive to use, making it accessible for all members of the sales team.
Effective Tracking and Importing: The feature in Sales Simplify that allows for tracking emails, calls, and easy importing of bulk contacts has been highly appreciated by several users. This functionality has proven to be efficient in managing communication with clients and streamlining contact management processes.
Integration with CRMs: A significant number of reviewers have commended Sales Simplify for its seamless integration with various CRM systems. This integration capability has been seen as a positive aspect, enabling users to automate their sales processes while still utilizing existing CRM platforms effectively.
Expensive Pricing: Some users have expressed that the software is priced higher compared to other options in the market, suggesting that the pricing could be more competitive.
Complicated Importing Process: According to a user, importing contacts from an Excel sheet can be a complex task with this software. They recommended that the process should be simplified for better user experience.
Lack of Live Chat Option: One reviewer has pointed out the absence of a live chat feature in the software. They mentioned that having this option would be beneficial and suggested its inclusion for improved customer support.