SimpleCRM

SimpleCRM

SimpleWorks
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+

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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.

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.

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

Financial advisors

Audience

CRM solution for businesses

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

No images available

Screenshots and Videos

Pricing

$60/month
Free Version
Free Trial

Pricing

$15 per user per month
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

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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

LeadCenter.AI
Founded: 2016
United States
www.leadcenter.ai/

Company Information

SimpleWorks
Founded: 2014
Singapore
simple.works/solutions/

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Categories

Categories

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

Axis LMS

Integrations

Axis LMS
Claim LeadCenter.AI and update features and information
Claim LeadCenter.AI and update features and information
Claim SimpleCRM and update features and information
Claim SimpleCRM and update features and information