SimpleWorks | AI-Powered CRM for Banks, NBFCs & Insurers

Solutions That Drive Profitable Outcomes

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Service Automation

Automate your customer support processes with secure, AI-powered ticketing, and ensure reliable 24/7 service.

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Sales Automation

Simplify sales with intelligent automation, making it easier to manage leads and improve your sales conversions quickly.

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R-YaBot Copilot

Give your teams helpful insights when they need them most. R-YaBot provides personalized recommendations to help you make better business decisions quickly.

Three professionals working together in an office setting. One person is seated at a desk with a laptop, while the other two stand, discussing charts and financial data. Bar graphs and dollar signs illustrate analysis.

Collections Automation

Streamline collections with intelligent automation, making it easier to manage debts and quickly improve your recovery outcomes.

Customer Testimonials

What Our Clients Say About SimpleWorks

Aabhinna Suresh Khare
Chief Marketing & Digital Officer - Bajaj Capital

"SimpleWorks understands exactly what financial companies like ours need. Their solution helped us consolidate multiple systems into one, simplifying our processes significantly and supporting our regulatory compliance requirements. Highly recommended."

Vindhya Wijegunawardane
Head of Customer Experience - HNB

“We assessed SimpleWork’s speed of delivery, commitment, and advanced tech capabilities & have found them a best fit for us in terms of the comprehensive nature of the SimpleCRM product line they offer, local reference-able customers and a highly experienced & responsive team.”

Bharat B
Senior Manager - Karnataka Bank

"We have successfully gone live according to milestones and the project plan. The project was launched with the objective of streamlining customer management, support, service management, lead management at the contact center, and marketing processes. We are pleased that the project has been well supported by the SimpleCRM team."

Tony McMillian
GM Gaming Operations - Bally's Casino

“Bally’s core database had been incomplete and disjointed to the point where we were spending twice the amount of time and effort to source the information. SimpleCRM has provided Bally’s Operational Management the perfect tool to offer our customers what they really want and not what we think they want.’’

Lilian Nguyo
CX Manager - Prudential Life Assurance Kenya Limited

"The CRM implementation by SimpleCRM has transformed our customer support operations. The discovery and consulting by SimpleCRM provided us with a CRM solution perfectly tailored to our needs. The solution has transformed how we engage our customers, how we receive and analyze their feedback and how we view insights and trends. The integrations with our existing systems were seamless and have significantly simplified our processes giving us 360 view of our customer. We are extremely satisfied with the outcomes and excited for the next phases of our CRM journey with SimpleCRM."

Cyrus Mody
Assistant Director - ICC - CCS

“SimpleCRM has enabled us to integrate a number of our processes into one customised CRM bundle, which allows us to seamlessly work off one system. This has had a direct impact on enhancing performance and output.”

Clement Fernandopulle
Head of IT - Fairfirst Insurance

“We are confident that Machan (Chatbot) will significantly change how we operate and this is the first of many new process improvements to kick in.”

Raymond Francis Dela Paz
Sr. Project Manager
Digital Delivery & Performance

"Delivering the project in just 3.5 months reflected your team’s skill, dedication, and seamless collaboration. Your professionalism and problem-solving mindset made all the difference."

Balasubramanian B
IT – Innovation & Digitalization
Muthoot FinCorp Ltd

"Delivering the project in just 3.5 months reflected your team’s skill, dedication, and seamless collaboration. Your professionalism and problem-solving mindset made all the difference."