Enable Bancassurance Agents & Life Advisors to capture leads, opportunities & other sales related tasks. Integration with other systems for Quote & proposal generation
Maintaining transactional business data & Analytics. Define up-sell & cross-sell business logic. Execute Email & SMS campaigns to drive leads generation. Integration with 3rd party systems
Track online enquiries, site-visits and follow-ups. Email & SMS campaigns to drive lead generation. Manage & Track enquiry-to-applicant-to-admission process. Integration with JustDial to capture leads into CRM
Track leads, opportunities and follow-ups. Products List & Pricing Management. Quotes generation & Discount approval mechanism. Email & SMS campaigns to drive lead generation
Maintain & Track flats, plots, units inventory. Define & Execute customized, project-specific pricing policies. Generate Demand Notes and Other registration documents
Why Choose Us?
- SimpleCRM is a comprehensive, highly scalable and completely flexible CRM solution built on open source platform. It is especially suitable for mid-sized and large organizations that need a cost-effective, fully supported, enterprise grade CRM.
- Pre-developed vertical solutions for Call-Centre, Insurance, Telecom, Financial Services, Education, Real-Estate, IT Services, Manufacturing and Dealership sectors. This allows rapid prototyping and demonstration of main aspects of the final solution before you make significant investment.
- CRM consultants having decades of experience in the enterprise software industry, especially CRM. This ensures that your business objectives are well understood & analyzed and the final solution accurately represents the business vision and delivers the promised benefits.
With 3500+ users on the system, SimpleCRM is a scalable enterprise solution that is helping us achieve more. Highly Recommended!Payal Ohri, CRM Head, askme.com
SimpleCRM is helping us service our customers with greater efficiency and win additional business!Ritesh Singla, Head - Cross Sell, Shriram Transport Finance Company
SimpleCRM has helped us significantly improve the productivity of our 100+ agents and we expect to scale up further!Naval Kala, Director of Customer Support, Utsav Fashions