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Über SimpleCRM

Webbasierte CRM-Lösung für alle Branchen, einschließlich Telekommunikation, Finanz-Callcenter, Bildung, Händler und mehr.

Erfahre mehr über SimpleCRM

Vorteile:

The Software flow of easily understandable, and the UI flow architecture is good, and user accessible is easily way.

Nachteile:

The cost of the software can be lowered for domestic client.

Bewertungen zu SimpleCRM

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4.1
Kundenservice
4.5
Funktionen
4.4
Preis-Leistungs-Verhältnis
4.3

Weiterempfehlungsquote

8.1/10

SimpleCRM hat eine Gesamtbewertung von 4.5 von 5 Sternen basierend auf 15 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (15)

travis
travis
CEO in USA
Verifizierter Nutzer auf LinkedIn
Immobilien, Selbstständig
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Good and simple and inexpensive

5.0 vor 3 Jahren

Vorteile:

The price, best for startups with low capital

Nachteile:

Not as many features as other crms, so i switched products

Hemalkumar
Administrative Assistant in Indien
Bildungsmanagement, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Excellent with Intelligence

4.0 vor 4 Jahren

Kommentare: As mentioned earlier, it is our daily driver whether from the employee side of the participant's side. It makes our life way easier. However, I still believe in the fact that there will always be a chance of improvement.

Vorteile:

SimpleCRM is our daily driver for incoming Enquiries and gives us the flexibility to work based on our customization. Whenever and wherever you need you can import/export data according to your needs. In our institution, we offer three different kinds of Executive Education programmes which have a unique way of dealing and SimpleCRM has proven here its area of expertise. Great Work

Nachteile:

We have faced many queries related to exporting the data which I am not able to understand. Record shows differ from the downloaded. Eventually, that costed us from our vendor as service charge. As we are working daily with the software I think the look can be a bit more refine/modern just like different themes we have on the phone. Not that customization but simple color change options will do the work.

Umesh
Manager in Sri Lanka
Versicherung, 501–1’000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

SimpleCRM - User Comments

3.0 vor 4 Jahren

Kommentare: Average

Vorteile:

This product is good and has so many features which could help your organization and MI in supporting business.

Nachteile:

The system is not stable. The functionalities you tested and confirms goes wild in usage. No track of the same also unless user find it out. Also when we request a change, it would be done but they never see the side effects of it. Many times, once the requested one is corrected, there is another issue raised due to that correction,

Shyamala
Snr. Asst. Manager – Customer Relations in Indien
Versicherung, 1’001–5’000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Insurance CRM that streamline the scattered processes

5.0 vor 4 Jahren

Kommentare: The CRM solution helped us to streamline the scattered processes into one system. It helps to monitor SLA's and violations. A great level of transparency is a plus point.

Vorteile:

A great level of customization is possible. The team is supportive when it comes to changes. The solution was required to connect a branch network of 260 and 1000+ employees. The system should also be able to integrate with 20+ systems, in order to provide a 360 view of the client.

Nachteile:

Interfaces are not user friendly. The outlook is complicated. Standard format.

monali
Sr Manager Operation in Indien
Bildungsmanagement, 501–1’000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Simple CRM software Review

5.0 vor 4 Jahren

Kommentare: Benifits :
Critical Data Management.
Ease for call centre team.
Difficulty:
Report parts
At the time of agreement update version was not clear understanding was there.

Vorteile:

With this software ther is 'Ease in operation' for the users speard accross India

Nachteile:

With this Reports are not easily confrigable

Rasika
Head Of Customer Experience in Indien
Versicherung, 501–1’000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Insurance CRM most suitable for claim services with AI & chatbot

5.0 vor 4 Jahren

Kommentare: Everything we have in customer 360 in tile form is amazing. The best role of our Machan (Chatbot) that's integrated on our website for customer's direct integration and claims automation.

Vorteile:

SimpleCRM is most easy to adopt and the ability to integrate with our other applications gave good customer 360. Claim submission and approval - full automation AI enabled Chatbot with SimpleCRM will add more value to our service management

Nachteile:

Training material and knowledge base should be better. Some good training videos will be more helpful.

Nima
Content marketing manager in Argentinien
Marketing & Werbung, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Try it you wont regret it.

5.0 vor 2 Jahren

Vorteile:

Easy to use and install and very fast. Full functionality.

Nachteile:

There hasn't been anything that I didn't really like.

Cyrus
Director in UK
Informationsdienst, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Review - SimpleCRM

4.0 vor 4 Jahren

Kommentare: As a business we have been with SimpleCRM since it started. We are very pleased with the leadership, management and desire to continually enhance the product as per change of service requirements .

Vorteile:

it is a modular software, which allows for different aspects and elements of unrelated information to be saved within its own silos, but with the benefit of using these elements together to create products and services

Nachteile:

As with all software it has bugs, but no real game changers.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Bankwesen, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Wealth Management Firms Most Suitable SimpleCRM

5.0 vor 4 Jahren

Kommentare: One of the best tools I have seen to manage our client's wealth and portfolio.
Very exciting with it's AI and ML-based sentiment analysis with product suggestion engine.

Vorteile:

It helped us to manage all our client portfolios effectively and generate a profitable dashboard for each customer. The customer 360 allows smart tile for all capital management and trading details from stock trading system integration

Nachteile:

As of now I genuinely don't think there is any.

Gajendra
IT project manager in Indien
Outsourcing/Offshoring, 1’001–5’000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Simple to use for end users, Customizble and efficiently integrate with other systems

4.0 vor 4 Jahren

Vorteile:

The software is simple to use for end user, can be customised as per client requirement.

Nachteile:

The cost of the software can be lowered for domestic client

Nalan
Senior manager IT in Sri Lanka
Versicherung, 1’001–5’000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

SimpleCRM to manage your sales funnel better

3.0 vor 4 Jahren

Kommentare: Giving a visibility to bancassurance partners on the leads they given,
Implement sales behavior to manager new business funnel

Vorteile:

It has a built in structured platform which enables to build customized UIs on top without changing the core functionalities

Nachteile:

Better to reduce number of steps as it create more complexity and user friendly issues

Ram
VP Sales & Marketing in Indien
Informationsdienst, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

First CRM exeperience

5.0 vor 4 Jahren

Kommentare: Overall, easy to set up, easy to use, though lacks some functionalities like integration with LinkedIn.

Vorteile:

For a small company like ours it was very easy to get started with the tool Customizing it was not very difficult. And we could get most of our workflows on to the new system fairly easily. Migrating data from excel files into the system was easy. Generating custom reports also was fairly easy.

Nachteile:

1. Lack of integration with LinkedIn. I have to manage my leads separately in Linked IN and then get them added to CRM. 2. Reports for identifying trends are missing, eg, how an account or a business unit is growing over a period of time

Ravi Kumar
Software Developer in Indien
Geschäftsbedarf & -einrichtung, 5’001–10’000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Software

5.0 vor 4 Jahren

Kommentare: The all team member are quickly support and resolve the issue.

Vorteile:

The Software flow of easily understandable, and the UI flow architecture is good, and user accessible is easily way.

Nachteile:

UI design and module functionality is good and software architecture is easiest.

Sanduni
Bank Associate in Sri Lanka
Bankwesen, 1’001–5’000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Good

4.0 vor 4 Jahren

Kommentare: Good, still the user experience could be improved.

Vorteile:

campaign set up procedure is smooth. Have clear indication of what needs to be done.

Nachteile:

data uploading procedure is hectic. Too many steps when uploading data.

Afreen
Afreen
Manager in Indien
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 51–200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Waterfield Advisors Feedback

5.0 vor 4 Jahren

Kommentare: Better lead management. Client tracking on the go.

Vorteile:

Easy integration with other software. Great Assistance and team support for query redressal.

Nachteile:

Improve in the UI, apart from that the application and its features are great.