our solutions

Field sales & service mobile apps

overview

What Is Mobile CRM?

In simple words, mobility in CRM is the use of mobile device including tablets and smartphones for effective customer-business management. A comprehensive mobile CRM application help drive sales-force automation through real time information of the client.

CRM industry experience

0years

CRM industry experience
Certified domain experts

0+

Certified domain experts
Successful CRM implementations

0+

Successful CRM implementations
Global delivery capability

0countries

Global delivery capability
Always ready Service desk

024/7

Always ready Service desk

Stop wasting time and money on technology. Let’s get started

Solutions

Mobile CRM Product Includes

  • lead

    Lead Management

    Capture leads through various sources, automatically score leads, schedule follow-up appointments and qualify leads.

  • opportunity-1

    Opportunity Management

    Set sales targets, review sales funnel, get automated alerts, generate quotations, send proposals and track closures.

  • account

    Account Management

    Consolidate contact and customer data in one place, get customer specific insights, identify cross-sell/up-sell opportunities.

  • settings-server-1872_2e41baf2-8789-4215-b430-db35c3899936

    Access Offline

    Work on tasks, maintain opportunities and accounts even without internet connection while the saved information is auto-synced with the CRM.

  • no_code_config

    No Code Configurators

    Schedule workflows, define business rules, create reports & dashboards, build templates, set branding colours and much more through drag and drop interface.

  • marketing_analytics

    Reports and Analytics

    Get key metrics on case aging, agent productivity, customer rating, SLA violations, service dashboards and other customer support analytics.

Salient Features

Close More Deals With Mobile CRM

Start Your Day With SimpleCRM

  • How about starting your day by opening SimpleCRM App and taking a quick look at your lead statuses and sales trends, to dos, missed activities and much more?
  • SimpleCRM mobile app allows you to easily access vital customer information any time, any where and helps to make business decisions faster.
  • Get vital customer information at your finger tips, receive timely sales notifications in your mobile, quickly find customers and leads near you and access your calendar on the fly.

Manage Your Leads, Accounts, Contacts & Opportunities Faster

  • Follow-up with leads timely by adding tasks and notes, sending follow-up emails right from the app!
  • See current sales stages, opportunity amount, expected close date of all your opportunities at a glance.
  • Drive sales by adding new records, editing leads, contacts, update opportunities and keep customer accounts up to the minute from SimpleCRM Mobile App.

Track Calls, Meetings & Tasks In Calendar

  • SimpleCRM calendar helps you to plan your events and synchronize it with your Google calendar.
  • Schedule meetings, calls, tasks and enter minutes of meeting with voice input and ensure you record every minute detail.
  • Send acknowledgement email to contacts the moment your conversation ends and all of this will get synced with CRM.

Locate Leads & Contacts Near You

  • With click of a button you can locate leads and contacts near you.
  • Imagine that you are on a customer visit & the meeting got postponed by couple of hours. Now instead of wasting two hours, you can quickly click on ‘Location’ button in the App & get the location of leads & contacts near you at that point of time.
  • Call, schedule meeting & utilize your valuable time effectively & efficiently!

Capture Images & Documents

  • Capture customer photo and documents from within the mobile app.
  • Suppose you are in a customer meeting and customer shares his photo id card & few documents with you to further processing. You can quickly take a snap of all the documents from your mobile phone within the SimpleCRM app. All the documents along with customer’s image get automatically synchronized with the cloud CRM account.
  • Deal Done! Faster. Easier.. Better…

More Features

  • Voice Input
  • SMS sync
  • Dashboards
  • Sync to Cloud CRM
  • Sync to Google Calendar
  • Many more..
Benefits

Our Services Provide A Unique Range Of Benefits

  • Control IT costs

    You can scale your IT costs according to your requirements and only pay for what you need. Whether that be increasing or decreasing CRM users, or adopting phased implementation approach.

  • Trusted advisors

    Through regular account management meetings our experts will keep you updated on latest trends in CRM and AI/ML space and how that can impact your industry and your organization.

  • Economy Of Scale

    As your business grows, its support structure needs to grow, too. With our products and services you can scale your business up or down with nothing more than a simple discussion.

  • Increased efficiency

    You can trust us to completely manage the deployed solutions from underlying stack and up. You can choose our cloud offerings or we can help manage the applications on your infrastructure.

  • Small initial investment

    Our consultants are always ready to meet you, arrange product demonstrations customized to your needs for free or arrange for a well-customized pilot for a small fee.

Stop wasting time and money on technology. Let’s get started

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
Pricing and Plan

Monthly Subscription Fees. No Costly Surprises.

Sales Edition

Jump-start your sales
$12 /month
Billed annually
  • Features:
  • Field sales app
  • Responsive web-based CRM
  • Customers and contacts
  • Leads and opportunities
  • Follow-ups and reminders
  • Email configuration
  • Sales workflows
  • Reports and dashboards
  • Quotations and invoices
  • Document management
  • Comprehensive security controls
  • Standard support
  • Secure aWS cloud hosting

Professional Edition

Full-featured, comprehensive CRM
$18 /month
Billed annually
  • Features:
  • Sales edition +
  • Ticketing / Case Management
  • Comprehensive Digital Marketing
  • Custom Modules
  • Advanced / customized CRM analytics
  • Email & social media campaigns
  • Call-centre ready plugins
  • Basic workflows
  • Customizations & integrations

Enterprise Edition

Advanced CRM with an AI edge
$24 /month
Billed annually
  • Features:
  • Professional edition +
  • SMS & social media campaigns
  • Business process management (BPM) module
  • Sentiment analyser for tickets
  • Virtual agent / chatbot
  • Enterprise support