SimpleWorks
Review of SimpleWorks Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About SimpleWorks
SimpleWorks Screenshots
SimpleWorks Features
SimpleWorks Integrations
Customer Reviews
See why people love SimpleWorks
travis q.
Verified UserReal Estate · Self-Employed
Good and simple and inexpensive
Verified reviewer
- The price, best for startups with low capital
- Not as many features as other crms, so i switched products
Hemalkumar V.
Verified UserEducation Management · 201-500 employees
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.
- 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
- 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
Switched From
Because of the Business Growth and the high level of customization demand.
Why they chose it
"Based on my knowledge, not considered any other product."
Umesh J.
Verified UserInsurance · 501-1000 employees
SimpleCRM - User Comments
Average
This product is good and has so many features which could help your organization and MI in supporting business
- 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 D.
Verified UserInsurance · 1001-5000 employees
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.
- 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
- Interfaces are not user friendly
- The outlook is complicated
- Standard format
Switched From
Complex. New server requirements arised and the implementation needed high speed netwrok connection across the company.
Why they chose it
"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."
Verified Professional
Banking · 2-10 employees
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.
- 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
- As of now I genuinely don't think there is any
monali C.
Verified UserEducation Management · 501-1000 employees
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.
With this software ther is 'Ease in operation' for the users speard accross India
- With this Reports are not easily confrigable
Why they chose it
"1. Cost 2. Customise as per organization"
Rasika P.
Verified UserInsurance · 501-1000 employees
Insurance CRM most suitable for claim services with AI & chatbot
Everything we have in customer 360 in tile form is amazing. The best role of our Machan (Chatbot) that's integrated on our website for customer's direct integration and claims automation.
- SimpleCRM is most easy to adopt and the ability to integrate with our other applications gave good customer 360
- Claim submission and approval - full automation AI enabled Chatbot with SimpleCRM will add more value to our service management
- Training material and knowledge base should be better
- Some good training videos will be more helpful
Cyrus M.
Verified UserInformation Services · 51-200 employees
Review - SimpleCRM
As a business we have been with SimpleCRM since it started. We are very pleased with the leadership, management and desire to continually enhance the product as per change of service requirements .
it is a modular software, which allows for different aspects and elements of unrelated information to be saved within its own silos, but with the benefit of using these elements together to create products and services
- As with all software it has bugs, but no real game changers
Nalan P.
Verified UserInsurance · 1001-5000 employees
SimpleCRM to manage your sales funnel better
Giving a visibility to bancassurance partners on the leads they given, Implement sales behavior to manager new business funnel
It has a built in structured platform which enables to build customized UIs on top without changing the core functionalities
Better to reduce number of steps as it create more complexity and user friendly issues
Why they chose it
"Price was competitive over other product and long term relationship"
Afreen C.
Verified UserFinancial Services · 51-200 employees
Waterfield Advisors Feedback
Better lead management. Client tracking on the go.
- Easy integration with other software
- Great Assistance and team support for query redressal
- Improve in the UI, apart from that the application and its features are great
Why they chose it
"Cost effective Customization Great service Mobile app feature"
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