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SimpleCRM Review

SimpleCRM
Our score: 8.0 User satisfaction: 94%

What is SimpleCRM?

SimpleCRM is a robust and valuable customer relationship management solution adopted by SMEs, banks, financial services companies, insurance organizations, and educational institutions to increase their revenues, retain more customers, and automate sales, marketing, and customer support processes. The enterprise CRM enables users to automatically generate leads from various sources and assign and escalate them based on their own business logic. They can also score leads based on their interests and behavior as well as automate follow-up activities.

SimpleCRM makes it easy for users to run effective marketing campaigns through SMS, email, and social media. The solution allows them to perform market segmentation accurately and build targeted marketing lists. To automate their customer support and service operations, SimpleCRM allows users to create workflows for ticket management, build a knowledge base comprised of help articles, and give customers access to a self-service support portal.

Overview of SimpleCRM Benefits

Sales Process Automation

SimpleCRM is built with features that automate sales processes and activities, helping businesses and organizations boost sales productivity, close more deals, and increase their revenues. The solution permits users to automatically capture leads from a wide range of channels and sources which include inbound emails, inbound and outbound calls, websites, social media, and chatbot. They can also set conditions and rules to enable the automation of lead assignment and escalation. 

Another sales process automation feature offered by SimpleCRM is lead scoring and tracking. With this, users are given the ability to determine how valuable leads are based on their behavior and interest related to buying products or services, measure the likelihood of closing sales with these leads, and monitor them as they move from one sales stage to another.

In addition, the solution lets them view interactions with customers across channels and access all the necessary customer information they need from one place. This helps users engage with customers appropriately. They can take advantage of Simple CRM’s AI capabilities to analyze customers’ sentiments and get suggestions for cross-selling and upselling opportunities as well. 

Digital Marketing Campaign Management

The customer relationship management solution enables users to easily run targeted and personalized marketing campaigns across digital channels. They will be able to segment their market into different groups and create targeted marketing lists according to specific criteria and launch push campaigns via SMS, email, social media, Google AdWords, and landing pages.

Moreover, SimpleCRM comes with marketing analytics capabilities that aid them in monitoring and evaluating the performance and effectiveness of their marketing campaigns. Through dashboards and reports, they get the capability to compare the actual amount of money they spent and earned on marketing campaigns against their campaign budget and revenue estimates. They can also access campaign statistics like the number of prospects or customers who viewed their campaign messages and the number of messages that didn’t reach the recipients. 

Customer Service Automation

Aside from sales and marketing processes, SimpleCRM also allows the automation of customer support and service operations. This is useful for improving customer satisfaction and retention. For example, the solution makes it possible for users to create automated workflows for handling support tickets. They can instantly create tickets from multiple channels and route them to the right agents based on a set of information such as ticket type and demographic data. 

In addition, SimpleCRM can automatically execute multiple ticket management tasks if certain conditions and rules are met, enabling users to perform combinations of actions at once like sending emails to stakeholders and updating existing customer records. The CRM solution is also built with a module that allows users to build their own knowledge base.  Customer service or support agents can view and read topics and articles from this knowledge base in order to answer and resolve customers’ issues quickly. Interacting and sharing documents with customers can be done via a self-service support portal as well. 

Overview of SimpleCRM Features

  • Sales Automation
  • Lead Capturing
  • Lead Assignment & Escalation
  • Opportunity Tracking
  • Digital Marketing Campaign
  • Marketing Analytics
  • Customer Service Automation
  • Ticket Management Workflows
  • Knowledge Base
  • Self-Service Support Portal
  • Mobile Applications

Awards & Quality Certificates

An award given to products that have recently entered the market but are already becoming very popular
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

SimpleCRM Position In Our Categories

Since businesses have distinctive business-related demands, it is only practical they abstain from choosing a one-size-fits-all, ideal system. Still, it is hard to chance on such application even among recognizable software solutions. The logical thing to do should be to make a list of the varied important aspects which call for a careful thought including major features, plans, technical skill capability of staff, business size, etc. Next, you should do your product research through and through. Have a look at some SimpleCRM evaluations and check out the other software options in your shortlist more closely. Such all-encompassing product investigation guarantees you keep away from mismatched applications and select the system that provides all the function you require business requires for success.

Position of SimpleCRM in our main categories:

TOP 200

SimpleCRM is one of the top 200 CRM Software products

TOP 50

SimpleCRM is one of the 50 Customer Experience Management Software products

If you are interested in SimpleCRM it might also be a good idea to check out other subcategories of Customer Experience Management Software collected in our base of SaaS software reviews.

Companies have different needs and requirements and no software application can be just right in such a situation. It is pointless to try to find an ideal out-of-the-box software system that fulfills all your business requirements. The wise thing to do would be to modify the solution for your special requirements, worker skill levels, budget, and other elements. For these reasons, do not rush and pay for well-publicized trendy solutions. Though these may be widely used, they may not be the ideal fit for your specific wants. Do your groundwork, look into each short-listed system in detail, read a few SimpleCRM Customer Experience Management Software reviews, speak to the vendor for clarifications, and finally choose the application that provides what you need.

How Much Does SimpleCRM Cost?

SimpleCRM Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

SimpleCRM’s SMB and enterprise pricing information is available only upon request.

User Satisfaction

Positive Social Media Mentions 16
Negative Social Media Mentions 1

We realize that when you make a decision to buy Customer Experience Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and SimpleCRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with SimpleCRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • On Premise

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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SimpleCRM Comparisons

SimpleCRM user reviews

Solution with ready to deploy banking best practises

Read full review >
Anonymous Reviewer
5/5

Overall Impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 10.12.2019 Company Size: N/A Industry: N/A

What are SimpleCRM pricing details?

SimpleCRM Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

SimpleCRM’s SMB and enterprise pricing information is available only upon request.

What integrations are available for SimpleCRM?

SimpleCRM integrates with the following:

  • AWS
  • Azure
  • Google Cloud
  • Google Analytics

SimpleCRM average rating:

Average score
5/5 (1 user reviews)
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Anonymous Reviewer

PROS: To attract and retain customers, they must provide new and more innovative ways to interact with financial services, from online banking and mobile apps, to contact centers, to a more modern in-branch experience. Anytime access to resources and flexible work options are critical for attracting and engaging the most skilled staff. As markets evolve and emerge, they need the agility to grow, shift markets, outsource, acquire and divest rapidly, with continuous innovation to stay at the leading edge of global competition.

CONS: End-User trainings

Reviewed 1 month ago

Read full review >

The least favorable review

Anonymous Reviewer

PROS: To attract and retain customers, they must provide new and more innovative ways to interact with financial services, from online banking and mobile apps, to contact centers, to a more modern in-branch experience. Anytime access to resources and flexible work options are critical for attracting and engaging the most skilled staff. As markets evolve and emerge, they need the agility to grow, shift markets, outsource, acquire and divest rapidly, with continuous innovation to stay at the leading edge of global competition.

CONS: End-User trainings

Reviewed 1 month ago

Read full review >

More reviews from 1 actual users:

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Solution with ready to deploy banking best practises

Read full review >
Anonymous Reviewer
5/5

Overall Impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 10.12.2019 Company Size: N/A Industry: N/A

PROS: To attract and retain customers, they must provide new and more innovative ways to interact with financial services, from online banking and mobile apps, to contact centers, to a more modern in-branch experience. Anytime access to resources and flexible work options are critical for attracting and engaging the most skilled staff. As markets evolve and emerge, they need the agility to grow, shift markets, outsource, acquire and divest rapidly, with continuous innovation to stay at the leading edge of global competition.

CONS: End-User trainings

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Reviewed By Louie Andre
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