SimpleCRM offers comprehensive lead capture capabilities, enabling automation across a wide range of sources. Capture leads effortlessly from traditional channels like incoming emails, outbound or inbound calls, bulk uploads from third-party sources, and websites - all as standard features. In addition, SimpleCRM provides advanced functionality for automatic lead capture through social media platforms such as Facebook and Twitter, as well as chatbot integration, leveraging the power of the SimpleCRM social listening tool.

SimpleCRM's advanced BPM tool empowers administrators to effortlessly configure complex business processes through an intuitive drag-and-drop interface. With customizable conditional logic, such as lead source, lead type, location, or skill-based criteria, customers can define precise lead assignment and escalation rules. Additionally, the platform introduces a new lead holding bucket feature, allowing incoming leads to be temporarily held for manual review, enabling comprehensive tracking of the end-to-end lead-to-cash process.

SimpleCRM customizes sales stage fields based on organizational needs, calculates sales probabilities based on these stages, and tracks opportunities until closure. The system uses lead and opportunity scoring to gauge customer interest based on their behavior, attaching value to their interest in products or services. Efficient follow-ups are ensured through reminders and notifications, aiding in achieving more closures.

Having a comprehensive customer view at a glance is crucial for productive interactions with a large customer base. SimpleCRM's intuitive 360-degree view provides an overview of customer's history and interactions across various channels. Customizable dashlets enable the organization to control information exposure based on user roles. Moreover, the Customer 360 view comes equipped with advanced AI/ML features like sentiment analysis and a suggestions engine for cross-selling and upselling, enhancing customer understanding and service efficiency.

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.

SimpleCRM provides various configuration tools including a PDF Template Builder for creating templates for Quotes, Invoices, Contracts, and more. An Email & SMS Template Builder for crafting automated notifications or campaigns. A Reports Builder for creating real-time operational reports. A Workflow Builder for triggering system actions such as email/SMS triggers or record modifications based on predefined conditions. Lastly, a Modules & Fields Configurator allows the admin to customize modules and fields according to needs, with drag-and-drop functionality for defining views.

SimpleCRM offers key sales metrics and dashboards, customizable via an easy drag-and-drop feature for personalized data display. With 50+ ready-to-use reports including sales stages, calls, meetings, leads, and more, you can gain insights tailored to your needs. Additionally, an automatic report scheduler sends timely reports to stakeholders via email, aligning with daily, weekly, or monthly schedules.

Achieve a holistic view of your competitive landscape to understand your business and product positioning. Develop thorough competitor profiles, analyzing their strengths, weaknesses, opportunities, and threats. By recording and tracking this information, you can bolster your competitive intelligence, informing effective decision-making and strategic planning.

The mobile app provides agents on the go with a daily activity screen for events, quick access to crucial information, and a speedy menu for creating activities and records. It also enables access to contact and customer data from anywhere, and tracks both outbound and inbound calls/SMS within the app.