Answers to your toughest questions.

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.

SimpleWorks was founded in 2014 by a team of enterprise solutions veterans. Since then it has grown into a global organisation serving clients in 15+ countries through its flagship SimpleCRM platform.

SimpleWorks has completed successful CRM implementations across banking, insurance, healthcare, manufacturing, retail, and education. Clients include Bajaj Capital, HNB, Prudential Life, Commercial Bank, Muthoot FinCorp, Honda, Fortis, and Pru Life UK.

SimpleCRM is the flagship product built and sold by SimpleWorks Business Solutions. The company name is SimpleWorks, and SimpleCRM is the branded software platform that powers its service, sales, copilot, and collections offerings.

SimpleWorks' mission is to offer enterprise-class, scalable, and cost-effective CRM solutions that help regulated organisations build stronger customer relationships, with compliance, data sovereignty, and domain-specific workflows as first-class requirements.

SimpleWorks has delivered 100+ customer engagement projects globally since 2014. The team combines CRM consultants, AI/ML engineers, BPM specialists, and industry domain experts focused on regulated industries.

SimpleWorks serves clients in 15+ countries across Asia, the Middle East, North Africa, and beyond. Active markets include India, Singapore, Sri Lanka, Nepal, Kenya, the Philippines, Oman, Zambia, and the UAE, among others.

SimpleWorks launched R-YaBot, a RAG-powered generative AI copilot, and is actively developing a Gen AI agents framework designed to automate end-to-end customer engagement workflows. These build on SimpleWorks' decade-plus of enterprise CRM experience since 2014.

SimpleWorks offers four core solutions: Service Automation for customer support, Sales Automation for lead management, R-YaBot Copilot for AI-powered knowledge retrieval, and Collections Automation for debt recovery. All four share a common platform, BPM engine, and Customer 360 data layer.

SimpleWorks solutions can be licensed individually or as an integrated suite. Most regulated enterprises start with one module (typically Service, Sales, or Collections) and expand into others as adoption matures.

Yes. SimpleWorks unifies chat, email, phone, social media, WhatsApp, and web channels into a single customer view, so service and sales teams handle interactions consistently across all touchpoints.

SimpleCRM's Business Process Management engine lets businesses design, automate, and optimise workflows without writing code. It enforces consistency and compliance across service, sales, and collections operations and supports complex conditional routing, SLAs, and approval chains.

Yes. SimpleCRM-Go is available on iOS and Android for field sales and field collections teams. It supports offline access, real-time notifications, geo-tagging, and auto-sync when connectivity is restored.

Yes. SimpleWorks integrates with core banking systems like Finacle, ERPs, telephony platforms, payment gateways, WhatsApp Business, email providers, and third-party verification services for PAN, GST, and Aadhaar. API-based integrations are standard across all modules.

SimpleCRM is designed for enterprise use but scales down through its Sales Edition (starting at $30/user/month annual billing). Most deployments are mid-market to large enterprise, particularly in regulated sectors.

SimpleWorks Service Automation is an AI-powered customer service CRM that handles ticketing, case management, and omnichannel support. It enables 24/7 service through chatbots, automates routine queries, and gives agents a 360-degree customer view for faster resolution.

Yes. Service Automation includes AI-powered chatbots that integrate with WhatsApp, Facebook, and your website. They handle routine inquiries automatically and escalate complex issues to live agents with full conversation context preserved.

Tickets are automatically categorised and routed using rule-based workflows and AI-driven sentiment analysis. High-priority or negative-sentiment cases are flagged for senior agents, while routine requests are resolved via self-service or chatbot.

The Gen-AI Powered Service Copilot is an AI assistant embedded in the agent console. It suggests next-best actions, drafts responses, auto-summarises long interactions, and surfaces relevant knowledge articles so agents resolve tickets faster and with higher accuracy.

Yes. The built-in sentiment analyser scans ticket text, email, and chat transcripts in real time to flag frustrated customers so managers can intervene before the issue escalates.

Yes. The platform supports GDPR, HIPAA (for healthcare), and RBI guidelines (for banking), with role-based access, encryption in transit and at rest, and configurable data residency options including on-premise and sovereign cloud deployment.

SimpleWorks Sales Automation is an AI-driven CRM that manages the full sales cycle from lead capture to deal closure. It consolidates leads from web forms, email, social media, and calls, automates follow-ups, and provides real-time pipeline visibility with predictive analytics.

Leads are captured automatically from multiple channels including website forms, social media, email, phone calls, and walk-ins. Duplicate detection and lead scoring run on capture so sales teams focus only on high-potential prospects.

Yes. The platform provides real-time sales forecasts, pipeline reports, and customisable dashboards that track conversion rates, deal velocity, and team productivity. Stakeholders receive automated reports on configurable schedules.

Yes. The SimpleCRM-Go mobile app provides full offline access. Field executives log activities, update opportunities, capture quotes, and collect documents without connectivity, and the app auto-syncs when back online.

Yes. Sales Cloud integrates with eKYC workflows including OCR for government-issued IDs, OTP-based mobile and email verification, and third-party PAN and GST validation. This reduces onboarding time from days to minutes.

Sales Automation integrates with email providers, telephony and contact centre platforms, WhatsApp Business, marketing automation tools, payment gateways, ERP systems, and data enrichment providers through standard APIs.

R-YaBot is SimpleWorks' generative AI copilot built on retrieval-augmented generation (RAG) technology. It ingests enterprise documents and databases, delivers grounded answers to agents and customers, and supports multilingual conversation across banking, insurance, healthcare, and other regulated sectors.

Standard chatbots rely on scripted flows or untethered LLMs and often hallucinate. R-YaBot uses RAG to retrieve answers only from verified enterprise sources like your CRM, policy documents, and knowledge base, so responses are accurate, traceable, and compliant.

R-YaBot comes in three editions: Essentials (50 documents, 10,000 queries/month, 20 users) for SMBs; Enterprise (500 documents, 500,000 queries/month, 500 users) with advanced GPT models and API support; and Ultimate with unlimited users, documents, queries, Gen-AI agents, and full customisation.

Yes. R-YaBot handles multilingual conversations natively and supports regional Indian languages, English, Arabic, and other global languages, making it suitable for customer-facing deployments across Asia, the Middle East, and Africa.

R-YaBot uses retrieval-augmented generation without fine-tuning on customer data and does not store sensitive information within the chat system itself. It supports on-premise and private cloud deployment, role-based access, and enterprise-grade encryption for regulated industries.

Yes. R-YaBot supports cloud, private cloud (AWS, GCP, Azure), and on-premise deployment. Banks and insurers with strict data residency requirements typically choose on-premise or sovereign cloud deployment to keep all data within their own infrastructure.

R-YaBot works both ways. It can run standalone as a knowledge copilot for any organisation, or integrate with SimpleCRM to give agents in-context answers while they handle cases, deals, or collections workflows.

SimpleWorks Collections Cloud is an AI-powered debt recovery platform built for banks, NBFCs, and lending institutions. It automates delinquency bucketing, prioritises high-risk accounts, orchestrates omnichannel nudging, and manages the full recovery lifecycle from early delinquency through NPA and SARFAESI proceedings.

Collections Automation is designed for banks, NBFCs, housing finance companies, microfinance institutions, and any lender managing a recovery portfolio. It handles both secured (home loans, LAP) and unsecured (personal, student, credit card) products.

The system categorises borrowers into standardised buckets: Bucket 1 (1–30 DPD), Bucket 2 (31–60 DPD), Bucket 3 (61–90 DPD), and Bucket 4 (90+ DPD / NPA). Each bucket has unique automated workflows, digital nudging in early stages and field visits or legal notices in later stages.

Yes. The platform uses a non-coercive, supportive tone for early delinquency to encourage self-cure, and automatically shifts to firmer demand-oriented messaging in later buckets, referencing credit-score impact and legal consequences where appropriate.

Compliance is enforced natively. The system restricts calls and visits to permissible hours (typically 8 AM to 7 PM), logs every interaction with timestamps for full audit traceability, and uses legally vetted templates for Demand Notices and SARFAESI checklists.

Agents record borrower commitments as PTPs. The system tracks status automatically, marks each promise as Kept or Broken based on payment-gateway data, and triggers immediate escalation (such as a manager callback) the moment a PTP is broken.

Yes. SimpleWorks offers seamless API integration with core platforms like Finacle and Tally, so EMI overdue data flows to the CRM in real time and agents always see current outstanding amounts and due dates without manual data entry.

Yes. It supports on-premise, sovereign cloud, and air-gapped deployment to meet the strictest BFSI data security and residency requirements, including institutions under RBI's data localisation mandates.

Lenders typically see reduced Days Sales Outstanding, higher self-cure rates in early delinquency, lower field agent costs through route optimisation, and fewer broken PTPs. Cost of collection for low-risk accounts can fall significantly through digital-first engagement.

Yes. SimpleCRM is purpose-built for banking and financial services, with native features for customer 360, compliance workflows, digital onboarding via eKYC, branch-level field management, and regulatory reporting aligned with RBI guidelines.

Customers include Bajaj Capital, Bank of India, Punjab and Sind Bank, Karur Vysya Bank (KVB), Shivalik Small Finance Bank, Muthoot FinCorp, and Karnataka Bank. Globally, it serves HNB, Commercial Bank, Global IME Bank, Zanaco, and others.

Yes. The platform enforces RBI-aligned controls including permissible communication hours, full interaction logging for audit, role-based data access, encryption, and legally vetted templates for collections and customer communications.

Yes. SimpleCRM supports full digital onboarding with OCR for government IDs, OTP-based verification, and third-party PAN and GST validation integrations, cutting KYC turnaround from days to minutes.

Yes. The platform supports retail banking (accounts, cards, loans, wealth), corporate banking, SME banking, and NBFC-specific workflows. Custom modules and BPM workflows let banks tailor each line of business independently.

Banks can choose secure SimpleWorks cloud, private cloud (AWS, GCP, Azure), on-premise, or air-gapped deployment. This flexibility is essential for banks with sovereign data residency requirements under RBI and central bank mandates.

Implementation timelines vary by scope, but many SimpleCRM deployments go live within 3 to 6 months. Prudential Life Assurance Kenya, for example, went live in 3.5 months through phased delivery.

Yes. SimpleCRM is purpose-built for life, health, and general insurance, covering lead management, policy administration, agent onboarding, claims workflows, and renewals. It is used by Prudential Life, Pramerica, Ceylinco Life, and National Insurance, among others.

SimpleCRM provides agents with a mobile app (SimpleCRM-Go), a 360-degree customer view, automated follow-ups, and AI-driven next-best-action recommendations. Union Assurance uses it as a lead management solution across 4,000+ life advisors.

Yes. Claims workflows are configured through the BPM engine, with automated document collection, approval routing, fraud-indicator flagging, and real-time status updates to policyholders across email, SMS, and WhatsApp.

Yes. The platform automates renewal reminders, lapsed-policy outreach, and cross-sell recommendations based on customer profile and policy history, improving renewal rates without additional agent load.

SimpleCRM supports life insurance, health insurance, general insurance (motor, property, travel), and reinsurance workflows. The domain-agnostic core adapts to each line through configurable modules and BPM workflows.

The platform logs every customer interaction, enforces data-access policies, supports IRDAI norms in India, and provides audit-ready reporting for regulators. Data residency options satisfy domestic data localisation mandates.

Yes. SimpleCRM supports HIPAA-aligned data handling through advanced encryption, role-based access controls, secure data residency options, regular security audits, and full audit logging for all patient-data interactions.

Customers include Motherhood Hospitals, Fortis Healthcare, and the Asian Institute of Nephrology and Urology (AINU). SimpleCRM supports hospitals, specialty clinics, diagnostic chains, and multi-location healthcare groups.

Yes. SimpleCRM integrates with hospital information systems, electronic health records, and lab systems through standard APIs, giving care teams a unified patient view without replacing existing clinical systems.

Yes. Appointment scheduling, reminders, rescheduling, and no-show follow-ups are automated through omnichannel communication (SMS, WhatsApp, email, voice), reducing administrative overhead and missed appointments.

Yes. SimpleCRM-Go provides mobile access to patient records, appointment management, and clinical notes with offline accessibility and real-time notifications, which is critical for home-care and field-medicine teams.

SimpleCRM unifies patient communication across channels, automates follow-ups after discharge or consultation, sends health-reminder campaigns, and captures patient feedback, together improving retention, adherence, and satisfaction scores.

SimpleCRM pricing starts at $30 per user per month (Sales Edition, annual billing). The Professional Edition is $50/user/month and the Enterprise Edition is $70/user/month on annual billing. Quarterly billing is slightly higher at $35, $60, and $85 per user per month respectively.

The Sales Edition ($30/user/month annual) includes a field sales app, responsive web CRM, customer and contact management, leads and opportunities, follow-ups and reminders, email configuration, sales workflows, reports and dashboards, quotations, document management, and secure AWS cloud hosting.

The Professional Edition ($50/user/month annual) adds ticketing and case management, comprehensive digital marketing, custom modules, advanced CRM analytics, email and social media campaigns, call-centre-ready plugins, and basic workflows with customisations and integrations.

The Enterprise Edition ($70/user/month annual) includes everything in Professional plus SMS and social-media campaigns, the full BPM module, a sentiment analyser for tickets, a virtual agent and chatbot, and enterprise-grade support.

SimpleWorks does not advertise a public free trial, but offers customised pilot programmes and tailored demos designed around your industry and use case. Contact sales@simple.works to arrange a pilot.

The user subscription covers the software licence and standard support. Implementation, customisation, integrations with core systems, and training are typically scoped separately based on deployment complexity.

Pricing is flexible and SimpleWorks has worked with education, government, and non-profit organisations on customised commercial terms. Please contact sales@simple.works to discuss eligibility.

Prioritise regulatory alignment (RBI/IRDAI/HIPAA controls, audit logging, data residency), deployment flexibility (cloud, private cloud, on-premise, air-gapped), and industry-specific workflows like eKYC, SARFAESI, and claims processing rather than generic sales-pipeline features alone.

Generic CRMs can be configured for BFSI use cases, but compliance, data residency, and regional-language support are typically add-ons rather than native capabilities, and often require extensive customisation to support eKYC, SARFAESI, or HIPAA-aligned workflows out of the box.

Yes. Institutions with strict data-residency or sovereign-cloud mandates need on-premise, private cloud, or air-gapped deployment options, not just public cloud. Confirm a vendor supports your required deployment model before evaluating features.

Very. A BFSI CRM should integrate with core banking platforms (e.g. Finacle), payment gateways, and third-party KYC verification services through standard APIs, so customer and transaction data stays synchronised without manual re-entry.

Full interaction logging for audit traceability, role-based data access, encryption in transit and at rest, and configurable data residency are baseline requirements for banking, insurance, and healthcare CRM deployments.