Name: SimpleCRM
Author: SimpleCRM

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Cross-Browser Testing

Feature Management

Product Analytics

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Emissions Management

Payment Facilitation

Workflow

Enterprise

Accounting

Accounts Receivable

CTRM

Travel Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Management

Change and Configuration Management

Cloud Migration

Cloud Storage

Configuration Management

Data Deduplication

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

Managed Public Cloud Infrastructure

Migration

Mobile Data Security

Mobile Identity

Network Performance Monitoring

SaaS Management

Sensitive Data Discovery

Software Composition Analysis (SCA)

Time Series Databases

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Email Marketing

Marketing Automation

Online Reputation Management

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Enablement

Sales Incentive Compensation Management

Sales Performance Management

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Intrusion Detection

Security

Aviation

Banking

Geographic Information

Insurance Agency Management

Insurance Claims Management

Physical Therapy

Vertical-Specific

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### User Interface and Experience
Some users appreciate SimpleCRM's structured platform that allows for customized UIs without altering core functionalities. However, there are concerns about the complexity arising from the number of steps required, impacting user-friendliness. The software's UI flow architecture is generally well-received, but there are calls for improvements to enhance the overall user experience.

### Integration Capabilities
Users appreciate SimpleCRM's integration capabilities for its flexibility and the level of customization it offers. The software's ability to connect with a wide range of systems and applications, providing a comprehensive view of clients, has been particularly lauded. However, some users have expressed concerns about the lack of integration with LinkedIn, which has led to the need for manual lead management in certain cases. Despite this drawback, the overall consensus is that SimpleCRM's integration capabilities are a valuable asset for streamlining processes and enhancing efficiency within organizations.

### Customer Management
Users generally praise SimpleCRM for its effective client management capabilities. The software's ability to provide a comprehensive view of clients' portfolios and streamline processes through automation has been well-received. However, some users have highlighted areas for improvement, such as the need for better integration with platforms like LinkedIn and more robust reporting features to track business growth trends over time. Despite these minor drawbacks, SimpleCRM's customer management functionalities have garnered positive feedback for their customization options and support for large-scale network and system integrations.

### Customization Options
Users generally appreciate SimpleCRM's high level of customization and its ability to cater to diverse needs. However, some users have encountered challenges with data exporting, leading to discrepancies between records and downloaded data. Despite this, the platform's support team is commended for their assistance in implementing changes. Suggestions have been made for minor enhancements in the visual aesthetics of the software, such as simple color change options to modernize its appearance. The decision to switch to SimpleCRM was primarily driven by the business growth and the increasing demand for advanced customization features.

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.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

SimpleCRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

We deliver high-value, enterprise-grade, scalable solutions in the areas of Customer Relationship Management (CRM) and Intelligent Automation. SimpleCRM empowers your organization to deliver a consistently great customer experience. Moreover, you can expect these benfits without breaking the bank – our cost-effective commercial models create a compelling value proposition!<br><br>We employ customer-focused and highly engaged team members with a joint experience of delivering 350+ enterprise software projects globally. Well established best-practices and templatized procedures enable rapid, error-free and repeatable operations. We leverage open-source &amp; in-house developed software frameworks to have 100% control over quality, upgrades, maintenance and cost without external dependencies.<br><br>As a highly experienced team in CRM and Intelligent Automation projects, we are the perfect partners for your digital transformation journey. SimpleCRM compares favorably with industry leaders as an enterprise-grade, highly configurable, low-code CRM framework, at a fraction of the cost. Organizations can consume it as a SaaS service  OR decide to install on private clouds (AWS, IBM, Azure or Google) OR go on-premise.

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.

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.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

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.

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.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

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

SimpleCRM

Overview

What is SimpleCRM?