Waterfield Advisors Feedback

Better lead management. Client tracking on the go.

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.

Excellent with Intelligence

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.

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.

SimpleCRM - User Comments

Average

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

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.

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.

Simple CRM software Review

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.

Pros

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

Cons

With this Reports are not easily confrigable