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Simple CRM

by Simple CRM · Since 2005
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ActiveAvailable globallyCloud
Quick facts
VendorSimple CRM
Year launched2005
StatusActive
Location500 COFFEE ROAD MODESTO, CA 95355, USA
Countries servedGlobal
Languages1
Integrations1+
Free tier
Free trialYES
Contact sales

About Simple CRM

Simple CRM is a CRM software platform from Simple CRM that helps manage customer relationships effectively. It combines features such as their preferences, their needs, and their interests to provide total traceability of relationships. This allows businesses to have a comprehensive view of customer interactions and history. The intuitive interface and reliable reporting capabilities make it easier to track and analyze customer data. Simple CRM also offers a free 30-day trial, giving potential users a real chance to explore its functionalities. Key capabilities: customer preference tracking need assessment interest profiling relationship history management total traceability Best for: businesses that need effective customer relationship management.

Simple CRM by Simple CRM is a customer relationship management software designed for small to medium-sized businesses seeking an easy-to-use platform to manage client interactions and sales processes. The software streamlines contact management, sales tracking, and customer communication, making it easier for companies to nurture relationships and close deals. It offers tools for task management, appointment scheduling, and performance reporting, all accessible via a clear, intuitive interface. Additionally, Simple CRM integrates with email platforms and social media, enabling businesses to engage with customers across multiple channels. The user interface of Simple CRM is designed with simplicity in mind, making it accessible even to users with minimal technical expertise. The layout is clean and intuitive, allowing users to navigate effortlessly through various features. The dashboard provides a comprehensive overview of customer interactions, sales pipelines, and upcoming tasks, ensuring that users can quickly access the information they need. The software employs a minimalistic design approach, avoiding unnecessary clutter and complexity, which enhances usability and reduces the learning curve for new users.

Pros & Cons

What users like
  • +1. It is very easy to use.
  • +2. The technical support quality is very good.
  • +3. It is very rich in features.
  • +4. The software is very modern.
What users flag
  • 1. Configuration settings are astonishingly complex.
  • 2. Promotional offers can be rigidly long-term and engaging.
  • 3. The user interface is counter-intuitive and feels outdated (from the 2000s).
  • 4. There is a lack of genuine human interaction in support, only pre-recorded messages.

Features

Key features

1. Automatic Customer Detection (HaPPi)
Utilizing Artificial Intelligence, Simple CRM's "HaPPi" feature proactively identifies 4 to 6 potential customers daily by searching a large database based on a defined "ideal" customer profile. This automates lead generation.
2. Automation
The software automates time-consuming tasks across various functions, aiming to improve efficiency and free up user time.
3. Online Collaborative Work
Simple CRM is accessible anywhere and anytime via a web browser, facilitating online collaboration among team members. A mobile application also allows for offline work.
4. Big Data Mining Technology
The CRM incorporates Big Data Mining technology for exploiting geographical information, relational history, custom fields, and enabling graphical multi-criteria queries for in-depth analysis.
5. Unified Communication
The platform centralizes communication with features like email templates, customer support scenarios, a common communication channel, simplified information sharing, and internal chat.
6. Integrated ERP Option (Simple ERP)
Available as an add-on, Simple ERP allows for the creation of estimates, purchase orders, and invoices, as well as managing inventory, providing a more integrated business management solution.

Additional features

1. Automatic Customer Detection (HaPPi)
Finds potential customers daily using Artificial Intelligence and a large database based on an ideal profile.
2. Automation
Automates various time-consuming tasks within the system.
3. Online Collaborative Work
Enables users to work together remotely and access the system from any device with a web browser. Includes a mobile app for offline use.
4. Marketing Management
Provides tools for managing marketing activities, specifically mentioning newsletter management.
5. Knowledge of the Client
Captures and organizes client information including preferences, needs, interests, and history for a comprehensive view.
6. Total Traceability of Relationships
Offers complete tracking of all interactions and relationships with clients.
7. Strategy & Management Tools
Includes features for strategic planning and business management, supported by AI and data analysis.
8. Artificial Intelligence
Integrated into features like customer detection and potentially other analytical tools.
9. Consolidation of Figures
Consolidates various business figures for easier analysis and overview.
10. Business Intelligence
Provides tools and capabilities for business intelligence to gain insights from data.
11. Big Data Mining Technology
Utilizes technology to mine large datasets for valuable information and patterns.
12. Custom Analytical Tools
Offers tools that can be customized for specific analytical needs.
13. Unified Communication
Centralizes communication channels and provides tools for standardized and simplified interactions.
14. Email Template
Allows for the creation and use of pre-designed email formats.
15. Customer Support Scenario
Helps define and manage scenarios for customer support interactions.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
1
Interface languages
1
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD

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