SimpleWorks
About SimpleWorks
SimpleCRM is an AI-enabled CRM solution for midsize to large businesses in the Asia Pacific region. The solution supports a portfolio of products that cater to various business requirements such as accounting, CRM, marketing, and more.
It includes an omnichannel support center system, an omnichannel lead management system, marketing automation, sales mobile app, and a smart AI chatbot to carry out customer-centric operations. It is compatible with major technology stacks and cloud providers like AWS, Azure, Redshift, and Google Cloud.
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Reviews
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- Industry: Real Estate
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 8.0 /10
Good and simple and inexpensive
Reviewed on 2021/08/28
Pros
The price, best for startups with low capital
Cons
Not as many features as other crms, so i switched products
- Industry: Education Management
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Excellent with Intelligence
Reviewed on 2020/03/13
As mentioned earlier, it is our daily driver whether from the employee side of the participant's...
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.
- Industry: Insurance
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 4.0 /10
SimpleCRM - User Comments
Reviewed on 2020/03/05
Average
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,
- Industry: Insurance
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Insurance CRM that streamline the scattered processes
Reviewed on 2020/02/02
The CRM solution helped us to streamline the scattered processes into one system. It helps to...
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.
- Industry: Banking
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Wealth Management Firms Most Suitable SimpleCRM
Reviewed on 2020/03/19
One of the best tools I have seen to manage our client's wealth and portfolio.
Very exciting with...
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.
SimpleWorks FAQs
Below are some frequently asked questions for SimpleWorks.Q. What type of pricing plans does SimpleWorks offer?
SimpleWorks offers the following pricing plans:
- Starting from: US$30.00/year
- Pricing model: Subscription
- Free Trial: Not Available
Per user per month.
Q. Who are the typical users of SimpleWorks?
SimpleWorks has the following typical customers:
51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does SimpleWorks support?
SimpleWorks supports the following languages:
English
Q. Does SimpleWorks support mobile devices?
SimpleWorks supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does SimpleWorks integrate with?
SimpleWorks integrates with the following applications:
Ameyo, Asterisk, Docusign, Finacle, Instagram, Mailchimp, Metabase, Microsoft Power BI, Ozonetel, PayPal, Telegram, Twitter/X, Viber, WhatsApp
Q. What level of support does SimpleWorks offer?
SimpleWorks offers the following support options:
Email/Help Desk, FAQs/Forum, Phone Support, 24/7 (Live rep), Chat
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