BFSI-native CRM & Agentic AI

Enterprise CRM & Agentic AI within your four walls.

Sovereign CRM and Agentic AI that run entirely inside your environment — decoupled from public-cloud leakage risk. On-premise, private cloud, or fully air-gapped.

Talk to an expertView solutions →
On-PremisePrivate CloudAir-Gapped
SimpleWorks sovereign on-premise infrastructure
On-prem & air-gappedRuns inside your walls
“Most enterprise AI only works if your sensitive customer records leave your environment. For a regulated institution, that’s a non-starter. SimpleWorks was built to remove that trade-off.”
SIMPLEWORKS ENGINEERING MANIFESTO
TRUSTED BY

Leading BFSI institutions across 15+ countries

Banking
Karnataka Bank
Bank of India
KVB
Canara Bank
Commercial Bank
Hatton National Bank
Punjab Sind Bank
Shivalik SFB
Global IME Bank
Zanaco Bank
UCB
Bank Dhofar
Insurance
National Insurance
Ceylinco Life
PRU Life UK
Union Assurance
Dhofar Insurance
Financial Services
Muthoot Fincorp
Bajaj Capital
ICC Commercial
Count Infinity
Ministry Finance Oman
Aadhar Housing
Pramerica
Healthcare
Fortis Healthcare
Motherhood Hospital
AINU
Ambuja Neotia
CLIENT VALIDATION

Proven in production.

Aabhinna Suresh Khare
Aabhinna Suresh Khare
Chief Marketing & Digital Officer
“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.”
Bajaj Capital
Bajaj Capital
Cyrus Mody
Cyrus Mody
Assistant Director
“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.”
ICC Commercial Crime Services
ICC Commercial Crime Services
Bharat B
Senior Manager
“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.”
Karnataka Bank
Karnataka Bank
Vindhya Wijegunawardane
Vindhya Wijegunawardane
Head of Customer Experience
“We assessed SimpleWorks' speed of delivery, commitment, and advanced tech capabilities & have found them a best fit for us, with a comprehensive product line, local reference-able customers and a highly experienced & responsive team.”
Hatton National Bank
Hatton National Bank
Lilian Nguyo
CX Manager
“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 integrations with our existing systems were seamless and have significantly simplified our processes, giving us a 360° view of our customer. We are extremely satisfied with the outcomes and excited for the next phases of our CRM journey with SimpleCRM.”
Prudential Life Assurance Kenya
Prudential Life Assurance Kenya
Yogesh Bhamare
Yogesh Bhamare
Sr. Manager — Projects & Support
“Our partnership with SimpleWorks on the SimpleCRM platform has strengthened how we manage customer service and grievance resolution across the Bank. The implementation team worked closely with our IT and business teams through a demanding go-live, and we now have a structured, CRM-driven case management system in place that supports our customer commitments and regulatory expectations.”
Cosmos Bank
Cosmos Bank
SOVEREIGN ENTERPRISE TECHNOLOGY

Our Flagship Sovereign Products

Four high-density, air-gap-native platforms, deployed on your subnets, decoupled from all cloud vulnerability channels.

Service Automation

Service Automation

Automate your customer support processes with secure, AI-powered ticketing, and ensure reliable 24/7 service with SLA-guaranteed routing and 360° customer timelines.

KEY CAPABILITIES
  • 360-degree customer timeline ledger
  • Fast-path SLA escalation routing
  • No public webhook exposure
  • Omnichannel ticketing: voice, email, chat
EXPLORE →
Sales Automation

Sales Automation

Simplify sales with intelligent automation, making it easier to manage leads and improve your conversions, with secure multi-level field commission controls for branch networks.

KEY CAPABILITIES
  • Offline regression field indices
  • Branch assignment & territory trees
  • High-density pipeline metrics
  • Underwriter approval workflows
EXPLORE →
Collections

Collections

Streamline collections with intelligent automation, making it easier to manage debts and improve recovery outcomes at scale, aligned with RBI and NHB ethical outreach guidelines.

KEY CAPABILITIES
  • Daylight script control & ethical routing
  • Auto ROI fee calculators & settlement slips
  • Domestic escrow gateway integrations
  • Compliant delinquency scoring
EXPLORE →
Agentic AI Platform

Agentic AI Platform

Deploy enterprise-grade Agentic AI orchestration and automation, with sovereign models running entirely inside your own environment — on-premise, private cloud, or air-gapped.

KEY CAPABILITIES
  • Retrieval-augmented generation (RAG)
  • Answers only from your verified sources
  • Cloud, private cloud, or on-premise deployment
  • Built-in hallucination guard filters
EXPLORE →
THE SOVEREIGN PLATFORM

Enterprise AI, without the trade-offs

Your data never leaves your environment

Sovereign CRM and Agentic AI that run entirely inside your own infrastructure — on-premise, private cloud, sovereign cloud, or fully air-gapped. Decoupled from public-cloud leakage risk.

100+

Proven in production

Successful CRM implementations for banks, NBFCs, and insurers.

15+

Countries

Countries deployed across the globe.

Grounded in your own sources

R-YaBot answers only from your verified enterprise data via RAG.

On-prem · Private · Sovereign · Air-gapped

One platform, four deployment modes — from bare-metal in your data centre to fully disconnected environments.

Built for regulated BFSI

Purpose-built for banks, NBFCs, and insurers — compliance built into the workflow.

DEPLOYMENT ARCHITECTURE

Your infrastructure. Your rules.

SimpleWorks supports four deployment paths, every one of them keeps your data inside your perimeter.

On-Premise

On-Premise

Deployed directly on your servers within your data center. Full hardware control.

  • Physical hardware sovereignty
  • Zero internet dependency
  • Custom OS & kernel control
Private Cloud

Private Cloud

Isolated virtual private cloud inside your AWS GovCloud, Azure, or on-premise OpenStack.

  • Full tenant isolation
  • Dedicated encryption keys
  • Peered network boundaries
Sovereign Cloud

Sovereign Cloud

Hosted on national sovereign cloud infrastructure (e.g. India Stack, NeGD, GCC Gov).

  • Geo-fenced data residency
  • Regulatory-mandated jurisdiction
  • Government-approved infrastructure
Air-Gapped

Air-Gapped

Fully disconnected networks, zero internet, zero external connectivity. Physical media updates.

  • Full data residency within your walls
  • Physical media update packages
  • Zero-internet dependency

AI & CRM deployed across 15+ countries.

Loading map…
  • India
  • Singapore
  • Sri Lanka
  • Nepal
  • Philippines
  • Bangladesh
  • Oman
  • UAE
  • United Kingdom
  • Kenya
  • Nigeria
  • Indonesia
  • Malaysia
  • Zambia
  • Zimbabwe
BLOG

From the Intelligence Desk

ALL BLOGS →
REGULATORY INTELLIGENCE8 min read

The Clock Is Ticking: RBI's July 2026 NBFC Reclassification and What Every NBFC Leader Must Do Now

With July 2026 rapidly approaching, we break down what the reclassification means for collections, compliance, and CRM architecture.

May 15, 2026
SERVICE AUTOMATION6 min read

You Deployed a Chatbot. So Why Is Your Support Team Still Searching for Answers?

Customers can already interact with a chatbot on your website, yet your support team continues to search for answers. Here is what is missing from most deployments in regulated industries.

May 14, 2026
CRM STRATEGY7 min read

Your CRM Is Sitting on a Gold Mine of Branch Intelligence. Are You Mining It?

The next 20% of affordable housing growth will not come from the cities. Your branch CRM data already holds the answer, most institutions simply are not looking at it the right way.

April 10, 2026
FREQUENTLY ASKED QUESTIONS

Common questions about SimpleWorks.

Can't find what you're looking for? Visit our full FAQ library or contact our team.

SimpleWorks is an enterprise CRM and intelligent automation company that builds AI-powered customer engagement software for regulated industries. Its flagship product SimpleCRM is used by banks, NBFCs, insurers, and healthcare providers across 15+ countries.

SimpleWorks specialises in Banking and Financial Services, Insurance, and Healthcare, with additional deployments across manufacturing, retail, hospitality, education, and logistics. The platform is purpose-built for regulated, compliance-heavy sectors where data security and process auditability are critical.

SimpleWorks is built specifically for regulated industries, compliance, data residency, and regional language support are native rather than add-ons. It offers flexible deployment (cloud, private cloud, on-premise, air-gapped) and industry-specific features like eKYC, SARFAESI workflows, and HIPAA-aligned patient data management that generic CRMs do not ship out of the box.

SimpleWorks offers four core products: Service Automation (AI-powered ticketing and support), Sales Automation (lead-to-revenue management), R-YaBot Copilot (a generative AI knowledge assistant), and Collections Automation (AI-driven debt recovery for banks and NBFCs).

SimpleWorks has offices in Singapore (80 Robinson Road) and Nagpur, India (10/4 IT Park (near VNIT)). The company operates globally and has delivered projects across Asia, the Middle East, Africa, and Europe.

Yes. SimpleCRM has been featured in Forrester's CRM reports for 2022, 2023, and 2024, and is reviewed on Capterra, GetApp, and Software Advice. The company is also ISO 27001:2022 and ISO 9001:2015 certified.

You can request a demo by visiting the Request a Demo page or emailing sales@simple.works. Demos are tailored to your industry and typically include a discovery call followed by a live solution walkthrough inside an isolated sandbox environment.

READY TO SECURE YOUR AI INFRASTRUCTURE?

Observe SimpleWorks inside
your parameters.

See SimpleWorks running inside your own environment. Our team will configure a private, isolated demonstration for your security and compliance team to evaluate firsthand.