About SimpleCRM

SimpleCRM is a customer relationship management solution designed to help businesses in banking, insurance, real estate, education, financial services and other industries facilitate processes for sales, marketing, leads, enterprise mobility. Deployed as a cloud or on-premise platform, it utilizes artificial intelligence to automate customer support services such as ticket capture, routing, escalation alerts, workflows and more.

Features of SimpleCRM include quotations, document management, email configuration, chatbots, custom CRM analytics and more. The solution comes with a Sales CRM module, which lets businesses consolidate data for leads, contacts and opportunities on a unified platform, send proposals, schedule follow-ups and track deal closures. Additi...


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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

12 Reviews of SimpleCRM

Average User Ratings

Overall

4.33 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(6)

6

4 stars

(4)

4

3 stars

(2)

2

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 12 results

March 2020

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2020

Wealth Management Firms Most Suitable SimpleCRM

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.

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.

March 2020

Hemalkumar from Indian Institute of Management Ahmedabad

Company Size: 201-500 employees

Industry: Education Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

March 2020

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.

Reasons for Choosing SimpleCRM

Based on my knowledge, not considered any other product.

March 2020

Umesh from Union Assurance PLC

Company Size: 501-1,000 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

3.0

Functionality

2.0

March 2020

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,

May 2020

monali from ITM Group of Institutions

Company Size: 501-1,000 employees

Industry: Education Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

May 2020

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

Reasons for Choosing SimpleCRM

1. Cost 2. Customise as per organization

February 2020

Shyamala from Ceylinco Life Insurance Ltd

Company Size: 1,001-5,000 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2020

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.

Reasons for Choosing SimpleCRM

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.