Taking a look at the Ultimate 2025 Guide to the SimpleCRM

What Does SimpleCRM Do?

SimpleCRM is an AI-powered CRM that provides elevated end-to-end customer engagement at every customer journey stage. The CRM’s solution portfolio features scalable and speedier solutions that focus on lead management, digital marketing, Customer360 dashboards, enterprise mobility, and contact center automation.

The AI functionalities available on the platform include chatbots, predictive analysis, and claims processing.

The functionalities provided by SimpleCRM are instrumental in sales and marketing, expanding market reach, driving sales, and growing revenue. CRM offers various business-based solutions focusing on sales automation, digital marketing, service automation, and mobile applications. 

SimpleCRM focuses on CR solutions for banking, financial services, industries, retail and logistics, and education. A closer look at the essential functions and features of SimpleCRM will highlight the relevance of the CRM based on the business needs. In my view, SimpleCRM does everything that most firms will be needing, while staying easy to use, even for novices.

 Key Features of SimpleCRM

SimpleCRM provides a centralized platform with multiple customer points. When elevating the overall CRM experiences of clients, the CRM focuses on three key factors: data transformation, digital enablement, and innovative partnership.

Customer360 View

I’m a huge fan of the way that SimpleCRM provides omnichannel support to its clients. It gives a Customer 360° and Branch 360° overview across multiple channels. Some communication channels integrated into the system include walk-ins, social media interactions, calls, WhatsApp, etc. 

Combined with the advanced, AI-powered ticketing system and the robust support center reporting capabilities, the system provides a comprehensive nature of CRM solutions.

Comprehensive Sales Management

Automating the sales process is one of the most effective ways of enhancing sales management. SimpleCRM offers AI-powered sales automation capabilities. The feature ensures a smoother and speedier lead management process, as well as contact and conversion. It gives companies a 360-degree view of the customer journey while reviewing advanced sales analytics at various stages. 

It also looks at the sales agents and branch’s performance, encouraging insightful suggestions on up-sell and cross-sell. Businesses enjoy enhanced convenience and productivity by utilizing powerful sales integration capabilities, partner portals, and mobile apps.

Available Integrations

The last thing most people want to do is be constantly switching between apps just to get the job done. That’s why I like that SimpleCRM employs intelligent integration of third-party applications. These applications ensure businesses get optimized performances when using the system. The integrations are grouped into three main categories:

• SimpleCRM Chatbot: Facebook Messenger, Skype, Telegram, Hangouts, Viber, etc.
• SimpleCRM eKYC (Know Your Customer)
• SimpleCRM Business Process Management (BPM)
• SimpleCRM Loyalty Management

Pricing Plan

SimpleCRM has a quarterly and annual billing frequency. I recommend annual billing for the sheer convenience, but if you want to manage your quarterly cash flow, you always have the option. The yearly billing frequency comes with discounted rates on all the plans:

• SimpleCRM Sales Edition: $30 per user or monthly.
• SimpleCRM Professional Edition: $50 per user or monthly
• SimpleCRM Enterprise Edition: $70 per user or monthly

Below is a simple breakdown of the three primary plans offered by SimpleCRM when one opts for the quarterly billing option.

Companies interested in comparing the different plans must submit a request via customer support. The SimpleCRM customer support will send them a detailed document highlighting the three plans and their key features. The pricing system is based on the user and month, offering businesses flexibility. They can make the payment per user or month based on the most cost-effective option. I feel this is a great option.

The billing frequency; quarterly or annually is slightly rigid for businesses looking to adjust their plans frequently based on their CRM needs and scalability. Businesses have to wait for four to 12 months before they can downgrade or upgrade their current plans.

Is SimpleCRM Easy to Use?

SimpleCRM offers web-based and mobile application accessibility. Interested users can request a demo from SimpleCRM customer support depending on which plan they are interested in. The mobile SimpleCRM product features all the functionalities found in the web-based platform but with added convenience. The user interface is simple, with easy-to-find navigational tabs.

The platform has limited educational resources for onboarding guidance. It has case studies, a blog, and news sections that provide information on how to use SimpleCRM solutions effectively. Customer support is accessible through a web form, live chat, and sales email.

Which companies work with SimpleCRM?

SimpleCRM has listed some clients who have successfully utilized their CRM and achieved optimized business operations. Some of the companies that have remained loyal to SimpleCRM include:

• Bally’s Casino
• Ceylinco Life
• ICC-CCS
• Bajaj Capital Limited
• IIM Ahmedabad
• Karvy

Last Thoughts

SimpleCRM is an Asia-based CRM that has proven to be a comprehensive and robust Enterprise CRM platform featuring Intelligent Automation capabilities. Due to its immense functionalities, this CRM has been adopted by various financial institutions in Asia. 

In my opinion, companies in the finance industry will substantially benefit from the industry-optimized features of the CRM. The CRM boasts of over 3000 Automated business processes and 500,000 AI-insights on business processes, which makes it ideal for users looking to enjoy automated operations.