--- title: "SimpleCheck Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SimpleCheck Software - reviews, pricing plans, popular comparisons to other Background Check products and more." source_url: "https://www.capterra.com/p/10039640/SimpleCheck/" page_type: "product" language: "en" --- # SimpleCheck Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 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? [Background Check](https://www.capterra.com/background-check-software/)[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 \- Starting price $97 Usage Based, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SimpleCheck?[Manage this product listing](https://www.g2.com/products/simplecheck/claim_requests/new?auto=true) ## 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. [4.3 (716)](https://www.capterra.com/p/75130/Marketo-Lead-Management/reviews/) Starting Price $97 Usage Based, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.8 (4,388) Value For Money 0.0 (0) Value For Money 3.9 (3,517) Customer Service 0.0 (0) Customer Service 3.9 (3,527) ## SimpleCheck alternatives [4.4 (18,810)](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 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) [AWeber](https://www.capterra.com/p/95949/AWeber-Email-Marketing/) [4.4 (323)](https://www.capterra.com/p/95949/AWeber-Email-Marketing/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/95949/AWeber-Email-Marketing/) ## FAQs about SimpleCheck Overview ### What company size and specific industries is SimpleCheck built for? SimpleCheck is designed for coaching businesses, agencies, real estate education providers, financial services firms, insurance companies, SaaS platforms, health and wellness organizations, and legal services firms. The description does not specify company size, so it appears aimed at businesses in these sectors rather than a particular small, mid-market, or enterprise segment. Features and Usability ### What are the key features of SimpleCheck? SimpleCheck offers CRM tools for lead management, lead qualification, opportunity management, and pipeline management, along with calendar management and drag-and-drop controls. It also includes customer segmentation, customizable fields and scoring, lead capture and distribution, workflow automation, real-time notifications, reporting and statistics, sales forecasting, and third-party integrations. 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 Custom Build plan costs $999 per month, adds a $4,500 one-time setup fee, includes 225 reports monthly, and charges $2.50 to $5.00 for extra reports. A free trial is available. Getting Started and Support ### What training and onboarding options does SimpleCheck offer? SimpleCheck provides live online sessions, documentation, and videos for training and onboarding. Live online sessions support guided setup and direct instruction, documentation offers written reference for checking steps and features, and videos provide visual walkthroughs for self-paced learning and review. Getting Started and Support ### What customer support options does SimpleCheck offer? SimpleCheck provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Support details are presented as standard self-service and direct-contact options, with no reviewer feedback available to describe response times, helpfulness, or common support issues. ## Features AI summary Based on 242 Background Check reviews Capterra data shows that buyers of predictive lead scoring software rank the following features as their top priorities: - **Contact Database** (**60%** of reviewers rated this feature as critical) - **CRM** (**60%**) - **Contact Management** (**64%**) SimpleCheck includes **CRM**, giving sales teams a central place to track prospect relationships and sales activity. However, it does not include **Contact Database** or **Contact Management**. Instead, it offers **Lead Capture** (**62%**), which helps businesses collect and organize incoming prospect information earlier in the funnel, providing teams with a clearer path to qualify leads and follow up more effectively. 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 ### All Features - 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 - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Predictive Analytics: Predict future data based on historical data sets - Prioritization: Arrange tasks based on the level of priority or urgency - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial [View pricing plan details](https://www.capterra.com/p/10039640/SimpleCheck/pricing/) 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 Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## 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 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.