SimpleCRMSimpleWorks
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Related Products
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About
Automate your sales processes and increase your lead-to-business conversion rates with sales & marketing automation platform designed specifically for financial advisors.
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About
SimpleCRM is an AI-powered, low-code, end-to-end customer engagement platform that digitizes, decodes, and delivers all customer journeys, from prospecting to sales & onboarding, account management, servicing, and retention. Today SimpleCRM powers the digital transformation of SMBs and some of the largest banks, financial services & insurance organizations across South Asia, Southeast Asia, and the Middle East. Expand market reach, drive sales and grow revenue with comprehensive sales management and digital marketing tools. Automate process and increase efficiency with AI-powered chatbots, eKYC, BPM tools, predictive analytics and other solutions. Our vertical solutions expertise allows your business to streamline workflow, and increase productivity. No matter the business, SimpleCRM has you covered with industry-compliant solutions, customized to your company’s specific needs.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
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Audience
Financial advisors
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Audience
CRM solution for businesses
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$60/month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$15 per user per month
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationLeadCenter.AI
Founded: 2016
United States
www.leadcenter.ai/
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Company InformationSimpleWorks
Founded: 2014
Singapore
simple.works/solutions/
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Supported
Call Logging
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Supported
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Integrations
Axis LMS
Not Supported
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