Simpleview CRM

Simpleview CRM

Simpleview
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About

Ease (formerly EaseCentral) helps insurance brokers offer their SMB clients better service through simple technology. Ease makes it simple to set up and manage benefits, onboard new hires, stay compliant, and offer employees one destination for all their human resources information. Today, more than 70,000 SMBs use Ease for benefits and HR.

About

Designed specifically for destination marketing organizations, Simpleview CRM enables you to manage all aspects of your destination in one convenient place. From partner relationships to marketing automation, from meetings and event sales management to collaborating across departments, Simpleview CRM will help you make the most of every opportunity for your destination. The first of its kind, our industry-specific customer relationship management (CRM) system is utilized by more destinations than any other platform. Offering seamless integration with more than 20 programs, a customizable user interface and endless support, our web-based Simpleview CRM serves more than 500 clients across the globe.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Ease is built for small and medium-sized group health insurance brokers and their clients to simplify benefits administration and HR processes.

Audience

Local businesses that need a CRM solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Ease
Founded: 2015
United States
www.ease.com

Company Information

Simpleview
Founded: 1991
www.simpleviewinc.com/dms/features/

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Categories

Categories

CRM

Benefits Administration Features

Claims Management
COBRA Administration
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
Flexible Spending Accounts
FMLA Administration
For Brokers
For Employers
FSA Administration
Health Insurance Administration
HIPAA Compliant
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Human Resources Features

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

Onboarding Features

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

ADP Workforce Now
AgencyBloc AMS+
Heartland Payment Processing
Nayya
NextAgency for Health & Life Insurance
Paylocity
Poppulo

Integrations

ADP Workforce Now
AgencyBloc AMS+
Heartland Payment Processing
Nayya
NextAgency for Health & Life Insurance
Paylocity
Poppulo
Claim Ease and update features and information
Claim Ease and update features and information
Claim Simpleview CRM and update features and information
Claim Simpleview CRM and update features and information