---
title: "SimpleWorks Software Reviews, Demo & Pricing - 2026"
description: "Review of SimpleWorks Software: system overview, features, price and cost information. Get free demos and compare to similar programs."
source_url: "https://www.softwareadvice.com/bpm/simplecrm-profile/reviews/"
page_type: "reviews"
language: "en"
---

[Home](https://www.softwareadvice.com/)

/

[CRM Software](https://www.softwareadvice.com/crm/)

/

SimpleWorks

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

Overview

# SimpleWorks Review

From $30-$70/year 4 plans

Wondering if SimpleWorks is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    

## Overview

SimpleWorks

4.5

[(15)](https://www.softwareadvice.com/email-marketing/simplecrm-profile/#reviews)

Pricing

Starting at $30.00 per user per year

### About SimpleWorks

SimpleCRM, offered by Simpleworks, is an exceptional CRM and AI-based solution designed specifically for mid-sized and large enterprises in the Asia Pacific, Middle East, and North Africa regions. With headquarters in Singapore and development centers in Nagpur and Hyderabad, Simpleworks ensures high scalability and adheres to ISO 27001:2013 standards, providing a reliable and secure platform. Our expertise extends beyond the Asia Pacific region, allowing businesses in the Middle East and North Africa to leverage SimpleCRM's robust features and capabilities to streamline customer relationship management and drive business growth. With our comprehensive solution, businesses in these regions can enhance customer experiences, optimize processes, and achieve their CRM objectives with confidence.

The solution offers a diverse portfolio of products tailored to meet various business requirements. It includes an Omnichannel Support Centre System, Omnichannel Lead Management System, Marketing Automation, Sales Mobile App, Smart AI Chatbot, Digital Account Opening Solution (Mobile App & Bot), and AI-Based Predictive Analytics. This comprehensive range of products empowers businesses to stre...

amline customer support, optimize lead management, automate marketing processes, enhance sales activities, and harness the power of AI for intelligent decision-making. Backed by a team of approximately 100 dedicated professionals with vast experience in over 400 CRM projects, SimpleCRM provides robust product support. The company has a global presence with sales and support offices and partners worldwide, ensuring exceptional service and assistance. With a track record of successful delivery and expertise gained from over 350 software projects, Simpleworks serves a notable customer base that includes prominent insurance and banking organizations across Asia. Whether catering to large enterprises with CRM users ranging from 500 to 5,000+ or SMBs with CRM users ranging from 5 to 500, SimpleCRM caters to the diverse needs of businesses in the Middle East, North Africa, South Asia, and Southeast Asia regions. Offering impressive product capabilities, reliable support, and extensive industry experience, SimpleCRM from Simpleworks emerges as the ideal CRM solution for businesses seeking to optimize customer management, drive growth, and stay ahead in a competitive market.

Wondering if SimpleWorks is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

## SimpleWorks User Interface

## Popular SimpleWorks Alternatives

Main Product

SimpleWorks

4.5

[(15)](https://www.softwareadvice.com/email-marketing/simplecrm-profile/#reviews)

Ratings Breakdown

-   4.07Ease of use
-   4.29Value for money
-   4.50Customer support
-   4.40Functionality

Pricing

Starting at $30.00 per year

Get Price

Alternative Product

[Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/)

4.2

[(1003)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/)

Ratings Breakdown

-   3.99Ease of use
-   4.16Value for money
-   3.97Customer support
-   4.28Functionality

Pricing

Starting at $69.00 per month

Get Price

Alternative Product

[EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/)

4.6

[(910)](https://www.softwareadvice.com/crm/engagebay-profile/reviews/)

Ratings Breakdown

-   4.54Ease of use
-   4.70Value for money
-   4.80Customer support
-   4.59Functionality

Pricing

Starting at $14.99 per month

Get Price

Alternative Product

[Spotler CRM](https://www.softwareadvice.com/crm/really-simple-systems-profile/)

4.5

[(453)](https://www.softwareadvice.com/crm/really-simple-systems-profile/reviews/)

Ratings Breakdown

-   4.45Ease of use
-   4.54Value for money
-   4.59Customer support
-   4.21Functionality

Pricing

Starting at $17.00 per month

Get Price

Alternative Product

[Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/)

4.7

[(150)](https://www.softwareadvice.com/crm/bpmonline-profile/reviews/)

Ratings Breakdown

-   4.65Ease of use
-   4.64Value for money
-   4.65Customer support
-   4.65Functionality

Pricing

Starting at $40.00 per month

Get Price

Alternative Product

[Agile CRM](https://www.softwareadvice.com/product/6827-Agile-CRM/)

4.1

[(525)](https://www.softwareadvice.com/product/6827-Agile-CRM/reviews/)

Ratings Breakdown

-   4.04Ease of use
-   4.13Value for money
-   3.95Customer support
-   4.11Functionality

Pricing

Available upon request

Get Price

## SimpleWorks Pricing and Plans

Starting price: $30.00 per year

Free Trial

Free Version

Basic

$30.00

per user, per year

No plan information available

Sales Edition

$30.00

per user, per year

No plan information available

Professional Edition

$50.00

No plan information available

Enterprise Edition

$70.00

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## SimpleWorks Features

-   Popular features found in CRM
    
    Calendar Management
    
    Customer Journey Mapping
    
    Email Management
    
    Quotes/Estimates
    
    Reporting/Analytics
    
    Sales Pipeline Management
    
    Segmentation
    
    Task Management
    
    Territory Management
    
    Workflow Management
    
-   More features of SimpleWorks
    
    A/B Testing
    
    Access Controls/Permissions
    
    Activity Dashboard
    
    Activity/News Feed
    
    Activity Tracking
    
    Alerts/Escalation
    
    Alerts/Notifications
    
    API
    
    Appointment Scheduling
    
    Approval Process Control
    
    Archiving & Retention
    
    Assignment Management
    
    Audit Management
    
    Audit Trail
    
    Automated Responses
    
    Automated Scheduling
    
    Autoresponders
    
    Behavior Analytics
    
    Business Process Automation
    
    Business Process Control
    
    Calendar/Reminder System
    
    Calendar Sync
    
    Call Logging
    
    Campaign Analytics
    
    Campaign Management
    
    Campaign Planning
    
    Campaign Scheduling
    
    Campaign Segmentation
    
    Canned Responses
    
    Case Management
    
    Channel Management
    
    Chat/Messaging
    
    Churn Management
    
    Click Tracking
    
    Client Management
    
    Collaboration Tools
    
    Commenting/Notes
    
    Commission Management
    
    Communication Management
    
    Compliance Management
    
    Configurable Workflow
    
    Contact Database
    
    Contact Management
    
    Content Creation
    
    Content Management
    
    Conversion Tracking
    
    Corrective and Preventive Actions (CAPA)
    
    CRM
    
    CRM Integration
    
    Customer Complaint Tracking
    
    Customer Database
    
    Customer Experience Management
    
    Customer History
    
    Customer Segmentation
    
    Customer Service Analytics
    
    Customer Support
    
    Customer Surveys
    
    Customizable Branding
    
    Customizable CTAs
    
    Customizable Dashboard
    
    Customizable Fields
    
    Customizable Forms
    
    Customizable Questions
    
    Customizable Reports
    
    Customizable Templates
    
    Customization
    
    Dashboard
    
    Dashboard Creation
    
    Data Analysis Tools
    
    Data Connectors
    
    Data Import/Export
    
    Data Synchronization
    
    Data Visualization
    
    Document Management
    
    Document Storage
    
    Drag & Drop
    
    Drip Campaigns
    
    Dynamic Content
    
    Email Campaign Management
    
    Email Distribution
    
    Email Marketing
    
    Email Reminders
    
    Email Templates
    
    Email Tracking
    
    Engagement Tracking
    
    Event Marketing
    
    Event Triggered Actions
    
    Feedback Management
    
    File Sharing
    
    Forecasting
    
    For Financial Institutions
    
    For Insurance Industry
    
    Forms Automation
    
    Forms Management
    
    For Sales Teams/Organizations
    
    GDPR Compliance
    
    Goal Setting/Tracking
    
    Graphical Workflow Editor
    
    Image Library
    
    Insurance Management
    
    Interaction Tracking
    
    Internal Chat Integration
    
    Issue Management
    
    Issue Tracking
    
    Kanban Board
    
    Knowledge Base Management
    
    Knowledge Management
    
    Landing Pages/Web Forms
    
    Lead Capture
    
    Leaderboards
    
    Lead Generation
    
    Lead Management
    
    Lead Nurturing
    
    Lead Qualification
    
    Lead Scoring
    
    List Management
    
    Live Chat
    
    Marketing Automation
    
    Marketing Reports
    
    Mass Texting
    
    Message Personalization
    
    Mobile Access
    
    Mobile App
    
    Mobile Optimization
    
    Mobile Survey
    
    Monitoring
    
    Multi-Campaign
    
    Multi-Channel Communication
    
    Multi-Channel Data Collection
    
    Multi-Channel Distribution
    
    Multi-Channel Management
    
    Multi-Channel Marketing
    
    Multi-Language
    
    Multiple Data Sources
    
    Multiple User Accounts
    
    Natural Language Processing
    
    Negative Feedback Management
    
    No-Code
    
    NPS Survey Structure
    
    Opportunity Management
    
    Performance Management
    
    Performance Metrics
    
    Personalization
    
    Pipeline Management
    
    Predictive Analytics
    
    Preview Functionality
    
    Prioritization
    
    Process Change Tracking
    
    Process Modeling & Designing
    
    Product Catalog
    
    Progress Tracking
    
    Prospecting Tools
    
    Quality Assurance
    
    Question Branching
    
    Real-Time Analytics
    
    Real-Time Data
    
    Real-Time Monitoring
    
    Real-Time Notifications
    
    Real-Time Reporting
    
    Real-Time Updates
    
    Referral Tracking
    
    Relationship Tracking
    
    Reminders
    
    Reporting & Statistics
    
    Response Management
    
    Revenue Management
    
    ROI Tracking
    
    Role-Based Permissions
    
    Routing
    
    Rules-Based Workflow
    
    Sales Activity Management
    
    Sales Forecasting
    
    Sales Reports
    
    Sales Trend Analysis
    
    Scheduled/Automated Reports
    
    Scheduled Messaging
    
    Search/Filter
    
    Self Service Portal
    
    Sentiment Analysis
    
    Service Level Agreement (SLA) Management
    
    Shared Inboxes
    
    Single Sign On
    
    SMS Messaging
    
    Social Media Integration
    
    Social Media Monitoring
    
    SSL Security
    
    Strategic Planning
    
    Support Audio/Images/Video
    
    Support Ticket Management
    
    Support Ticket Tracking
    
    Survey Builder
    
    Survey/Poll Management
    
    Surveys & Feedback
    

## SimpleWorks Integrations

PayPal

Integration rated undefined from -1 review

Telegram

Integration rated undefined from -1 review

Viber

Integration rated undefined from -1 review

WhatsApp

Integration rated undefined from -1 review

Docusign

Integration rated undefined from -1 review

Metabase

Integration rated undefined from -1 review

See all 10 integrations

## SimpleWorks User Reviews

## SimpleWorks customer ratings

- Overall rating: 4.5/5
- Total reviews: 15

### Rating distribution

- 5 stars: 9 reviews (60%)
- 4 stars: 4 reviews (27%)
- 3 stars: 2 reviews (13%)
- 2 stars: 0 reviews (0%)
- 1 star: 0 reviews (0%)

### Secondary ratings

- Ease of use: 4.1/5
- Value for money: 4.3/5
- Customer support: 4.5/5
- Functionality: 4.4/5

---

Have you used SimpleWorks and would like to share your experience with others?

### Good and simple and inexpensive

- Overall rating: 5/5
- Reviewer: travis q.
- Verified reviewer: Yes
- Industry: Real Estate
- Company size: Self-Employed
- Product usage: Used daily for less than 6 months
- Reviewed: August 2021
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Functionality: 5/5

#### Pros

The price, best for startups with low capital

#### Cons

Not as many features as other crms, so i switched products

---

### Excellent with Intelligence

- Overall rating: 4/5
- Reviewer: Hemalkumar V.
- Verified reviewer: Yes
- Industry: Education Management
- Company size: 201-500 employees
- Product usage: Used daily for more than 2 years
- Reviewed: March 2020
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

As mentioned earlier, it is our daily driver whether from the employee side of the participant's side. It makes our life way easier. However, I still believe in the fact that there will always be a chance of improvement.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

SimpleCRM is our daily driver for incoming Enquiries and gives us the flexibility to work based on our customization. Whenever and wherever you need you can import/export data according to your needs. In our institution, we offer three different kinds of Executive Education programmes which have a unique way of dealing and SimpleCRM has proven here its area of expertise. Great Work

#### Cons

We have faced many queries related to exporting the data which I am not able to understand. Record shows differ from the downloaded. Eventually, that costed us from our vendor as service charge. As we are working daily with the software I think the look can be a bit more refine/modern just like different themes we have on the phone. Not that customization but simple color change options will do the work.

#### Reasons for choosing SimpleWorks

Based on my knowledge, not considered any other product.

#### Reasons for switching to SimpleWorks

Because of the Business Growth and the high level of customization demand.

---

### SimpleCRM - User Comments

- Overall rating: 3/5
- Reviewer: Umesh J.
- Verified reviewer: Yes
- Industry: Insurance
- Company size: 501-1000 employees
- Product usage: Used daily for more than 2 years
- Reviewed: March 2020
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Average

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 3/5
- Customer support: 3/5
- Functionality: 2/5

#### Pros

This product is good and has so many features which could help your organization and MI in supporting business.

#### Cons

The system is not stable. The functionalities you tested and confirms goes wild in usage. No track of the same also unless user find it out. Also when we request a change, it would be done but they never see the side effects of it. Many times, once the requested one is corrected, there is another issue raised due to that correction,

---

### Insurance CRM that streamline the scattered processes

- Overall rating: 5/5
- Reviewer: Shyamala D.
- Verified reviewer: Yes
- Industry: Insurance
- Company size: 1001-5000 employees
- Product usage: Used daily for more than 2 years
- Reviewed: February 2020
- Review source details: This review was submitted organically. No incentive was offered

The CRM solution helped us to streamline the scattered processes into one system. It helps to monitor SLA's and violations. A great level of transparency is a plus point.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

A great level of customization is possible. The team is supportive when it comes to changes. The solution was required to connect a branch network of 260 and 1000+ employees. The system should also be able to integrate with 20+ systems, in order to provide a 360 view of the client.

#### Cons

Interfaces are not user friendly. The outlook is complicated. Standard format.

#### Reasons for choosing SimpleWorks

Comparing with the renowned service providers, the pricing is low, licensing was flexible. Considering the amount of customization, the system seems robust Technical support was available wherever needed. The solution was required to connect a branch network of 260 and 1000+ employees. The system should also be able to integrate with 20+ systems, in order to provide a 360 view of the client.

#### Reasons for switching to SimpleWorks

Complex. New server requirements arised and the implementation needed high speed netwrok connection across the company.

---

### Wealth Management Firms Most Suitable SimpleCRM

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Banking
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: March 2020
- Review source details: This review was submitted organically. No incentive was offered

One of the best tools I have seen to manage our client's wealth and portfolio. Very exciting with it's AI and ML-based sentiment analysis with product suggestion engine.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

It helped us to manage all our client portfolios effectively and generate a profitable dashboard for each customer. The customer 360 allows smart tile for all capital management and trading details from stock trading system integration

#### Cons

As of now I genuinely don't think there is any.

---

### Simple CRM software Review

- Overall rating: 5/5
- Reviewer: monali C.
- Verified reviewer: Yes
- Industry: Education Management
- Company size: 501-1000 employees
- Product usage: Used daily for more than 2 years
- Reviewed: May 2020
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Benifits : Critical Data Management. Ease for call centre team. Difficulty: Report parts At the time of agreement update version was not clear understanding was there.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 5/5

#### Pros

With this software ther is 'Ease in operation' for the users speard accross India

#### Cons

With this Reports are not easily confrigable

#### Reasons for choosing SimpleWorks

1. Cost 2. Customise as per organization

---

### Insurance CRM most suitable for claim services with AI & chatbot

- Overall rating: 5/5
- Reviewer: Rasika P.
- Verified reviewer: Yes
- Industry: Insurance
- Company size: 501-1000 employees
- Product usage: Used daily for more than 2 years
- Reviewed: March 2020
- Review source details: This review was submitted organically. No incentive was offered

Everything we have in customer 360 in tile form is amazing. The best role of our Machan (Chatbot) that's integrated on our website for customer's direct integration and claims automation.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

SimpleCRM is most easy to adopt and the ability to integrate with our other applications gave good customer 360. Claim submission and approval - full automation AI enabled Chatbot with SimpleCRM will add more value to our service management

#### Cons

Training material and knowledge base should be better. Some good training videos will be more helpful.

---

### Review - SimpleCRM

- Overall rating: 4/5
- Reviewer: Cyrus M.
- Verified reviewer: Yes
- Industry: Information Services
- Company size: 51-200 employees
- Product usage: Used daily for more than 2 years
- Reviewed: March 2020
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

As a business we have been with SimpleCRM since it started. We are very pleased with the leadership, management and desire to continually enhance the product as per change of service requirements .

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

it is a modular software, which allows for different aspects and elements of unrelated information to be saved within its own silos, but with the benefit of using these elements together to create products and services

#### Cons

As with all software it has bugs, but no real game changers.

---

### SimpleCRM to manage your sales funnel better

- Overall rating: 3/5
- Reviewer: Nalan P.
- Verified reviewer: Yes
- Industry: Insurance
- Company size: 1001-5000 employees
- Product usage: Used daily for more than 2 years
- Reviewed: March 2020
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Giving a visibility to bancassurance partners on the leads they given, Implement sales behavior to manager new business funnel

#### Ratings breakdown

- Ease of use: 2/5
- Value for money: 3/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

It has a built in structured platform which enables to build customized UIs on top without changing the core functionalities

#### Cons

Better to reduce number of steps as it create more complexity and user friendly issues

#### Reasons for choosing SimpleWorks

Price was competitive over other product and long term relationship

---

### Waterfield Advisors Feedback

- Overall rating: 5/5
- Reviewer: Afreen C.
- Verified reviewer: Yes
- Industry: Financial Services
- Company size: 51-200 employees
- Product usage: Used daily for less than 6 months
- Reviewed: December 2020
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Better lead management. Client tracking on the go.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Easy integration with other software. Great Assistance and team support for query redressal.

#### Cons

Improve in the UI, apart from that the application and its features are great.

#### Reasons for choosing SimpleWorks

Cost effective Customization Great service Mobile app feature

---

Showing 1 - 10 of 15 Reviews

Load More Reviews

## Other Top Recommended CRM Software

[Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/)

**4.5** (255)

Recently recommended **100** times

[Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)

**4.4** (18808)

Recently recommended **68** times

[LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/)

**4.1** (36)

Recently recommended **64** times

[HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/)

**4.5** (506)

Recently recommended **61** times

Stuck Between Options?

Our experts can help you compare SimpleWorks with other top options, so you can find the best fit for your needs.

## See what companies are saying about Software Advice