SimpleCRM

The only CRM you will ever need!

  • Comprehensive, robust, feature-rich
  • Customized for your business
  • Go on-cloud or keep on-premise
  • Scale to any level, integrate with anything
Sales CRM
Support CRM
Marketing CRM
Mobile CRM
Chatbots
Financial Need Analysis

Insurance CRM

Enable Bancassurance Agents & Life Advisors to capture leads, opportunities & other sales related tasks. Integration with other systems for Quote & proposal generation

Call Center CRM

Define up-sell & cross-sell business logic. Execute Email & SMS campaigns to drive leads generation. Integration with 3rd party systems. Maintaining transactional business data & Analytics

Education CRM

Track online enquiries, site-visits and follow-ups. Email & SMS campaigns to drive lead generation. Manage & Track enquiry-to-applicant-to-admission process. Integration with JustDial to capture leads into CRM

Dealers / Distributors CRM

Track leads, opportunities and follow-ups. Products List & Pricing Management. Quotes generation & Discount approval mechanism. Email & SMS campaigns to drive lead generation

Real Estate CRM

Maintain & Track flats, plots, units inventory. Define & Execute customized, project-specific pricing policies. Generate Demand Notes and Other registration documents

Banking & Financial Services CRM

Capture leads/QRCs from various online as well as offline sources. Get the complete interaction history of a client in single screen to help your Relationship Managers have a more personalised interaction with the clients.

Why Choose Us?

  • SimpleCRM is a comprehensive, highly scalable and completely flexible CRM solution built on open source platform. It is especially suitable for mid-sized and large organizations that need a cost-effective, fully supported, enterprise grade CRM.
  • Pre-developed vertical solutions for Call-Centre, Insurance, Telecom, Financial Services, Education, Real-Estate, IT Services, Manufacturing and Dealership sectors. This allows rapid prototyping and demonstration of main aspects of the final solution before you make significant investment.
  • CRM consultants having decades of experience in the enterprise software industry, especially CRM. This ensures that your business objectives are well understood & analyzed and the final solution accurately represents the business vision and delivers the promised benefits.

Customers Say

  • HNB zeroed in on SimpleWork’s Contact Centre Solution after having assessed their proven speed of delivery, commitment, and advanced tech capabilities. We found SimpleWorks to be the best fit for us in terms of the comprehensive nature of the SimpleCRM product line they offer, local reference-able customers and a highly experienced & responsive team, all of which will go a long way towards supporting HNB’s own mission to further consolidate its position as being Sri Lanka’s most customer-friendly bank.

    Vindhya Wijegunawardane, Head of Customer Experience, HNB

  • Karvy is using SimpleCRM for managing call-centre of one of the largest public sector banks in India. The team has been a great partner to us and has impressed us with their responsiveness, dedication and expertise in handling large scale CRM projects.

    Neehar Chaudhary, Head – IT Karvy

  • We, at Xrbia, are convinced that SimpleCRM’s comprehensive set of features would enable effective management of the end-to-end operations of our real estate business processes and contribute towards overall customer satisfaction. We are happy to work with reliable technology partners like SimpleCRM, who can help us in achieving our company’s vision to build 100 future ready cities by 2030.

    Mr. Thirumoorthy Karpur, IT Head, XRBIA

  • SimpleCRM helps us manage our high-impact, 200+ MDP programs around the year. The team has impressed us with their deep understanding of our requirements and proactive solutioning. Recommended for other Educational Institutes!

    Baskaran.N, Officer-Executive Education, Indian Institute of Management, Ahmedabad (IIMA)

  • We selected SimpleCRM as a Lead Management Solution for rollout to 4,000+ Life Advisors. After evaluating several competing products, we found SimpleCRM to be the best fit for us in terms of comprehensiveness, flexibility and pricing of the product.

    Ruwan Bakmedeniya, General Manager, Union Assurance

  • We, at ASCI, are convinced that SimpleCRM’s comprehensive features would come in handy in effectively managing end-to-end operations of our MDP activity

    Prof. Nirmala Apsingikar, Chairperson, Information Technology Area, Administrative Staff College of India (ASCI)

  • SimpleCRM has enabled us to integrate a number of our processes into one customised CRM bundle, which allows us to seamlessly work off one system. This has had a direct impact on enhancing performance and output. The Team have always been available to bring new ideas and products to life.

    Cyrus Mody, Assistant Director, ICC Commercial Crime Services

  • SimpleCRM is helping us service our customers with greater efficiency and win additional business!

    Ritesh Singla, Head - Cross Sell, Shriram Transport Finance Company

  • SimpleCRM has enabled us to run our PAN India Toll Free Helpline for 2 million rural audiences.

    Ankit Walia, Program Director, Reliance Foundation Information Service
 

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