# SimpleCheck Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about SimpleCheck Software - reviews, pricing plans, popular comparisons to other Predictive Lead Scoring products and more.

Source: https://www.capterra.com/p/10039640/SimpleCheck

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# 

 SimpleCheck Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 3, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)

SimpleCheck

## What is SimpleCheck?

SimpleCheck is a lead qualification solution that helps sales teams identify qualified buyers before calls begin. The system integrates with existing CRMs to provide financial details such as credit score, available credit, and income within less than a second without requiring a social security number. SimpleCheck uses verified data from credit bureaus to offer an accurate view of a prospect's payment ability. The FCRA-compliant tool uses a soft credit pull that does not affect credit scores. The SmartRoute feature directs qualified leads to sales closers, borderline leads to follow-up sequences, and unqualified leads to downsell offers. SimpleCheck integrates with platforms such as Meta to enhance targeting and optimize ad spend. The platform feeds real financial qualification data back to advertising platforms in real time, allowing qualified leads to train algorithms to find similar buyers while unqualified leads get added to exclusion lists.

## What is SimpleCheck used for?

[Predictive Lead Scoring](https://www.capterra.com/predictive-lead-scoring-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

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Starting price

$97

Usage Based, Per Month

Free trial  
available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### SimpleCheck

0.0

VS.

[4.5 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting Price

$97

Usage Based, Per Month

Starting Price

$20

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.4 (4,371)

Value For Money

0.0 (0)

Value For Money

4.3 (3,503)

Customer Service

0.0 (0)

Customer Service

4.4 (3,512)

## SimpleCheck alternatives

[4.5 (565)](https://www.capterra.com/p/207295/Seamless-AI/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.4 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.3 (711)](https://www.capterra.com/p/75130/Marketo-Lead-Management/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[4.1 (320)](https://www.capterra.com/p/168264/ZoomInfo-sales/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

78%

of reviewers

rated it above 4 stars

## FAQs about SimpleCheck

Overview

### What company size and specific industries is SimpleCheck built for?

SimpleCheck is designed for businesses in coaching, agencies, real estate education, financial services, insurance, SaaS, health and wellness, and legal services. It fits companies in these sectors that need a solution tailored to their client management and operational needs, from small firms to larger organizations.

Features and Usability

### What are the key features of SimpleCheck?

SimpleCheck offers CRM and lead management features, including lead capture, lead distribution, lead qualification, and opportunity management. It also includes pipeline management, customer segmentation, customizable fields, and customizable scoring, plus workflow automation, real-time notifications, reporting and statistics, and sales forecasting.

Talk to an expert

### More questions?

Ask our experts

Pricing

### How much does it cost and what fees or limitations are included?

SimpleCheck starts at $97 per month for the SmartForm plan, plus $3.10 per successful report. The $999 per month Custom Build plan includes 225 reports monthly, with extra reports priced from $2.50 to $5.00 each and a $4,500 one-time setup fee. A free trial is available.

Getting Started and Support

### What training and onboarding options does SimpleCheck offer?

SimpleCheck provides live online training, documentation, and videos. Live online sessions support guided setup and direct instruction, documentation offers written reference material for later review, and videos provide visual walkthroughs that users can follow at their own pace.

Getting Started and Support

### What customer support options does SimpleCheck offer?

SimpleCheck provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. No reviewer feedback about support quality is available in the catalog data, so no claims can be made about response times, helpfulness, or common frustrations.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Calendar Management

Track and manage schedules and meetings via an integrated calendar

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Customer Segmentation

Process of dividing customers into groups based on common characteristics

Customizable Fields

Customize data fields to support various needs and use cases

Customizable Scoring

Adjust the weighting of various scoring criteria to control how scores are calculated

Data Enrichment

Combines data from internal sources with disparate data from other internal systems or external sources

SimpleCheck 24 features

Track and manage schedules and meetings via an integrated calendar

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Process of dividing customers into groups based on common characteristics

Customize data fields to support various needs and use cases

Adjust the weighting of various scoring criteria to control how scores are calculated

Combines data from internal sources with disparate data from other internal systems or external sources

Assemble applications and processes by dragging over and arranging pre-built components

Automatically identify and save contact information of potential customers

Route and distribute your leads to third party buyers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Score a lead on their quality or likelihood to buy based on certain behaviors

Track all opportunities for potential sales and convert them into recurring revenue

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Predict future data based on historical data sets

Arrange tasks based on the level of priority or urgency

Tools designed to streamline the process of lead generation and management for sales teams

Receive data and information in real time

Notifications that are delivered to users as soon as an event occurs

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Reports specific to sales analysis for trends and strategies

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Set up connections to third-party platforms to improve business processes

Streamlining repetitive tasks and activities through automated and predefined workflows

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## Pricing

Free Trial

SmartForm

$97.00

Usage Based,Per Month

It includes:

-   Replaces current opt-in or booking form
-   Drag-and-drop form builder
-   Basic SmartRoute (conditional routing on form submissions)
-   Lead capture (saves partial submissions, claimed to increase leads by 30%)
-   Self-service dashboard
-   Unlimited team access
-   Monday - Friday support

Custom Build

$999.00

Usage Based,Per Month

It includes:

-   Integrates invisibly behind existing forms, funnels, and CRM (no changes to current tech stack)
-   Lead qualification and routing on any event, not just form submissions
-   Advanced SmartRoute (multi-tier routing logic)
-   Meta and Google pixel integration
-   Lifetime maintenance and updates
-   Unlimited revisions
-   Direct Slack channel with SimpleCheck team
-   Strategy consultation included

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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