SimpleCRM field service mobile application
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10About 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...
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
Likelihood to Recommend
Not likely
Very likely
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.
