SALES AUTOMATION

Close faster.
Comply fully.

SimpleCRM's Sales CRM transforms leads into revenue effortlessly, magnifying your efficiency in the sales process while maintaining full compliance and audit trails.

Sales automation
CORE CAPABILITIES

Built for regulated institutions at scale.

SimpleWorks Sales CRM is built for regulated institutions where every lead, pipeline stage, and commission record must meet compliance audit requirements.

Multi-level commission structure with regulatory approval workflows
Offline-capable field agent app with local data persistence
Branch territory assignment and lead routing engine
Real-time supervisor dashboard with full audit trails
DeploymentOn-Prem / Cloud
Offline ModeFull Capability
Commission TiersUnlimited
PLATFORM MODULES

Every tool your sales team needs.

Gen-AI Powered Sales Copilot

Our Gen-AI Sales Copilot provides deal closure probabilities, risk-opportunity analysis, and personalised coaching, reducing training time and improving performance.

Field Sales Mobile App

SimpleCRM-Go provides offline access, dynamic notifications, and real-time updates for iOS and Android, keeping field sales teams productive in any connectivity environment.

Digital Customer Onboarding

Simplify onboarding with OCR for government-issued IDs, OTP-based verification, and PAN/GST validation, ensuring smooth and compliant customer acquisition.

Marketing Automation

Create, execute, and track campaigns across multiple channels with email marketing, social media integration, and lead nurturing workflows to drive conversions.

98%
Field Agent Uptime
35%
Faster Deal Closure
100%
Commission Audit Compliant
FREQUENTLY ASKED QUESTIONS

Common questions about Sales Automation.

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

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.