SimpleCRM

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SimpleCRM

by SimpleCRM

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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. Additionally...

SimpleCRM Pricing

Per user per month.

Starting price: 

$10.00 per month

Free trial: 

Available

Free version: 

Not Available

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SimpleCRM field service mobile application

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SimpleCRM User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4

Value for money

4

Customer support

4.5

Functionality

4.5

Showing 1 - 5 of 13 reviews

Afreen

Waterfield Advisors Pvt Ltd

Verified reviewer

Company size: 51-200 employees

Industry: Financial Services

Time used: Less than 6 months

Review Source: Capterra

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed December 2020

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.

Reasons for choosing SimpleCRM

Cost effective Customization Great service Mobile app feature

Hemalkumar

Indian Institute of Management Ahmedabad

Verified reviewer

Company size: 201-500 employees

Industry: Education Management

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

4

Value for money

4

Customer support

4

Functionality

4

Reviewed 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.

Umesh

Union Assurance PLC

Verified reviewer

Company size: 501-1,000 employees

Industry: Insurance

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

3

Value for money

3

Customer support

3

Functionality

2

Reviewed 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,

Shyamala

Ceylinco Life Insurance Ltd

Verified reviewer

Company size: 1,001-5,000 employees

Industry: Insurance

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

4

Value for money

5

Customer support

5

Functionality

4

Reviewed 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.

monali

ITM Group of Institutions

Verified reviewer

Company size: 501-1,000 employees

Industry: Education Management

Time used: More than 2 years

Review Source: Capterra

Ease-of-use

5

Value for money

4

Customer support

4

Functionality

5

Reviewed 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

Alternatives Considered

Salesforce Sales Cloud

Reasons for choosing SimpleCRM

1. Cost 2. Customise as per organization

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