SimpleWorks Reviews

Pros

The price, best for startups with low capital

Cons

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

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.

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,

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.

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.

Pros

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

Cons

With this Reports are not easily confrigable

Alternatives Considered

Reasons for Switching to SimpleWorks

Pros

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

Cons

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

Pros

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

Cons

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

Pros

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

Cons

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

Pros

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

Cons

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

Pros

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.

Cons

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

Pros

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

Cons

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

Pros

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

Cons

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

Pros

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

Cons

The cost of the software can be lowered for domestic client

Pros

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

Cons

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