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Lead to cash automation


Why Do You Need Sales CRM?

Sales CRM is a valuable tool that can simplify your sales operations and improve efficiency. Using a good Sales CRM tool you can close more deals, increase sales, and improve forecast accuracy. There are many studies from Garter and Forbes that state that if used correctly, a CRM can improve sales productivity by 30% and sales forecast accuracy by 40% for most businesses that were previously using excel sheets & emails for managing sales activities. Sales CRM simply manages most of your critical customer information so that you can look at it all in one place.

CRM industry experience


CRM industry experience
Certified domain experts


Certified domain experts
Successful CRM implementations


Successful CRM implementations
Global delivery capability


Global delivery capability
Always ready Service desk


Always ready Service desk

Our Sales CRM will help you win business. Let’s get started


Powerful Sales CRM Includes

  • lead

    Lead Management

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

  • opportunity

    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, generate Customer 360° view, get customer specific insights, identify cross-sell/up-sell opportunities.

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    Mobility, Portals & More

    Increase productivity through field sales mobile app, competitor tracking, template builders, partner portal, CPQ and powerful sales collaboration capabilities.

  • no_code_config

    No Code Configurators

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

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    Deploy Anywhere

    Deploy on-premise or a cloud of your choice – AWS, Azure, IBM Softlayer, Google Cloud etc. Scale to any level, integrate with anything, change your deployment option at any time.

Salient Features

Automate Your Sales Process With

Lead Capture From Multiple Channels

SimpleCRM helps in capturing leads through a wide variety of sources. With SimpleCRM you can automate leads capturing from traditional sources such as incoming emails, outbound or inbound calls, bulk uploads from 3rd party sources, websites etc which comes as standard features, in addition to which it also enables automatic lead capture through social media channels such as Facebook, Twitter and chatbot, via the SimpleCRM social listening too

Rules Based Lead Assignment

Once leads are captured, SimpleCRM’s advance BPM tool enables the administrator to set complex business process through simple on-screen drag and drop mechanism. Customers can define conditional lead assignment and escalation logic, for example, based on lead source, lead type, location or skill based. It also has a new lead holding bucket feature where incoming leads are put on hold pending manual review process enabling the tracking the end to end lead to cash process.

Opportunity Tracking

SimpleCRM defines & sets the sales stage fields depending upon the requirements of the organization. Based on the sales stage, the system calculates the probability of a sale and eventually tracking the opportunity until it is either closed won or closed lost.
The leads and opportunities scoring feature determines the interest level of potential customers, by attaching value based on their behavior relating to their interest in products or services. Reminders and notifications help follow up efficiently, helping to get more closures.

360° Customer Account Visibility

It is important to have all the necessary information of a customer at one glance as you serve and interact with a large base, having a cumulative view of a profile made available at the finger tips helps to have a more productive conversation when serving customers. The intuitive 360 view provides a Birdseye view of the customer’s history and all interactions across multiple channels with the organization, the window consists of dashlets where the organization can decide on what information is required to be exposed for which user.

The Customer 360 is also equipped with advanced AI / ML capabilities like sentiment analysis to capture potential customer’s positive, negative or neutral sentiment and suggestions engine to guide agent for cross selling and upselling.

Configure Price Quote (CPQ)

A good CPQ system helps achieve faster lead to cash cycle, improves data and pricing accuracy, helps identify up-sell and cross sell opportunities, streamline discounting & approvals and much more! Gartner says that without a good CPQ system, salespeople spend less than 45% of their time selling, and, in some cases, actual client “face time” represents just 10% of the work week, with the remainder devoted to travel, administrative tasks and preparation.

Builder and Configurators

Tools provided for configuration:

  • PDF Template Builder– Designing & maintaining PDF templates for Quotes, Invoices, Contracts & other modules.
  • Email & SMS Template Builder – Designing & maintaining email/SMS templates for sending automated notifications or campaigns.
  • Reports Builder – Users can create and maintain operational reports to get the latest and updated information.
  • Workflow Builder – It allows users to trigger various system actions like email/ SMS trigger or creating or modifying records based on predefined conditions for any existing modules.
  • Modules & Fields Configurator – Admin user can create or update modules and fields as per the requirements. Admin can also define views like list view, detail view and edit view via drag and drop.
PDF Template Builder

Sales Dashboards

SimpleCRM provides various key sales metrics & dashboards at your fingertips. Each user can set his own dashboard using easy drag and drop method wherein user can personalize the data to be depicted on the dashboard.

There are 50+ out of the box reports, including: Opportunity Amount by Sales Stages, Calls & Meetings by Sales Rep, Leads by Sales Rep, Leads by Status, Leads by Source, Accounts by Industries, Leads by Teams etc.

SimpleCRM also provides report scheduler functionality wherein reports can be automatically sent as email to stakeholders like Management, Team Leads, agents either Daily, Weekly or Monthly.

Competitor Tracking

Understand competitive advantages/disadvantages relative to Competitors
Estimate where a business and its products stand relative to Competitors, and a business can respond to that information

Build out detailed profiles on each of its Competitors. Analysis can be undertaken, each Competitors’ strengths, weaknesses, opportunities and threats can be identified and recorded.

Mobile App

  • Mobile app for feet on street agents to view events on daily activity screen.
  • Quick access to important information
  • Quick create menu for activities and records.
  • Access contact & Customer information from any location
  • Track outbound & inbound calls/SMS within the app

Our Solutions 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 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
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