About SimpleWorks
SimpleWorks pricing
SimpleWorks does not have a free version and does not offer a free trial. SimpleWorks paid version starts at US$30.00/year.
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SimpleWorks Reviews for UK Users
Feature rating
- Industry: Real Estate
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
Good and simple and inexpensive
Pros
The price, best for startups with low capital
Cons
Not as many features as other crms, so i switched products
- Industry: Education Management
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
Excellent with Intelligence
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.
Pros
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
Cons
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.
- Industry: Insurance
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
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Review Source
SimpleCRM - User Comments
Average
Pros
This product is good and has so many features which could help your organization and MI in supporting business.
Cons
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,
- Industry: Insurance
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Insurance CRM that streamline the scattered processes
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.
Pros
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.
Cons
Interfaces are not user friendly. The outlook is complicated. Standard format.
- Industry: Banking
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Wealth Management Firms Most Suitable SimpleCRM
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.
Pros
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
Cons
As of now I genuinely don't think there is any.