Overview
What is SimpleCRM?
SimpleCRM is a tool designed to simplify sales operations and improve efficiency. The vendor presents their Sales CRM as a technology that enables users to close more deals, increase sales, and improve forecast accuracy.SimpleCRM Includes:Sales & Marketing - Expand market…
Pricing
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
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- Competitors
- Tech Details
What is SimpleCRM?
SimpleCRM is a tool designed to simplify sales operations and improve efficiency. The vendor presents their Sales CRM as a technology that enables users to close more deals, increase sales, and improve forecast accuracy.
SimpleCRM Includes:
- Sales & Marketing - Expand market reach, drive sales and grow revenue with comprehensive sales management and digital marketing tools.
- Service Excellence - Get Customer360 view to provide consistent, omnichannel customer experience to retain & grow the customer base
- Intelligent Automation - Automate processes and increase efficiency with AI-powered chatbots, BPM tools, eKYC, claims processing, predictive analytics and solutions.
- Comprehensive, Robust, Feature-rich - Hundreds of features & functionalities to meet your growing and changing needs. Strong product roadmap.
- Cloud or On-Premise, Your Choice - Full deployment flexibility. Go on AWS, Azure, IBM Softlayer, Google clouds OR just go on-premise.
- Security Complied, Performance Benchmarked - Scalable, robust and highly secure. Regular VAPT audits and compliance. PA-DSS compliant implementations.
SimpleCRM Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Territory management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
- Supported: Quote & order management
- Supported: Interaction tracking
- Supported: Channel / partner relationship management
Customer Service & Support Features
- Supported: Case management
- Supported: Call center management
- Supported: Help desk management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: Scripting environment
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Social CRM Features
- Supported: Social data
- Supported: Social engagement
Platform Features
- Supported: Mobile access
SimpleCRM Screenshots
SimpleCRM Integrations
SimpleCRM Competitors
SimpleCRM Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Windows, Linux |
Mobile Application | Apple iOS, Android, Mobile Web |
Supported Countries | Worldwide |
Supported Languages | Multilingual, all languages |
Comparisons
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Reviews
Community Insights
- Business Problems Solved
- Pros
- Cons
SimpleCRM is a cost-effective CRM solution that has gained popularity among startups for its competitive pricing compared to other options like Hubspot and Salesforce. Users have found the reporting function of SimpleCRM to be robust and beneficial for their businesses, providing valuable insights and analytics. The solution's user-friendly interface makes it easy for users to quickly adapt and grow their businesses. One key use case of SimpleCRM is better lead management, allowing businesses to track and organize leads effectively. Additionally, users appreciate the convenience of accessing client information on the go. While some users have mentioned that the user experience could be improved, they still find value in SimpleCRM for critical data management and ease of use for call center teams. The support team has been praised for being quick and efficient in resolving any issues that arise, providing users with reliable assistance. SimpleCRM has also demonstrated strong leadership and management by continuously enhancing its product to meet changing service requirements. Overall, this CRM solution offers practical benefits such as streamlined processes, improved transparency, and better customer relationship management. However, users have noted that there is room for improvement, particularly in areas like report parts and understanding update versions during agreement updates. Some users have also expressed a desire for additional functionalities like integration with LinkedIn. Despite these minor drawbacks, SimpleCRM remains a valuable tool for businesses, making their day-to-day operations easier and more efficient.
Smooth Transition: Several users have mentioned that they found the transition from Pipedrive to Simple CRM to be smooth and hassle-free. They appreciated the seamless experience of migrating their data and processes to the new software.
User-Friendly Interface: Many reviewers have praised the user-friendly interface of Simple CRM, which made navigating the software seamless. They found it easy to understand and use, allowing them to quickly adapt to the system without any major learning curve.
Straightforward Pricing: Multiple users have expressed their satisfaction with the straightforward pricing of Simple CRM. They appreciated knowing exactly what they were paying for without any hidden costs or complexities. This transparency in pricing was seen as a positive aspect by these customers.
Lack of Integrations: Users have mentioned that the app lacks a variety of integrations, which may require them to rely on third-party tools like Zapier to complete certain tasks. This limitation could potentially be a deal breaker for some users, especially those coming from more sophisticated systems or with complex requirements.
Average Support Experience: One user has expressed their dissatisfaction with the support, stating that they found it to be average at best. They mentioned that specific inquiries are necessary in order to receive accurate and helpful answers from the support team.
Limited Features Compared to Competitors: Another user made the decision to switch products due to the CRM's lack of features compared to other options available in the market. This suggests that some users may find the software lacking in terms of functionality and capabilities when compared to its competitors.