--- title: "SimpleWorks Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SimpleWorks Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/144850/SimpleCRM/" page_type: "product" language: "en" --- # SimpleWorks Software Review 2026: Features, 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)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) SimpleWorks ## What is SimpleWorks? SimpleWorks is a leading, cloud-agnostic Service and Sales Automation CRM platform built for regulated industries such as banking, financial services, insurance, and healthcare. By unifying 360° views (Customer360, Branch360, RM360) with advanced BPM workflows and Agentic AI–based predictive coaching, we help enterprises achieve faster resolutions, stronger sales pipelines, and unwavering compliance across any cloud or on-prem environment. Our suite of AI-powered solutions further accelerates decision-making, enhances customer engagement, and ensures intelligent automation at every touchpoint. ## What is SimpleWorks used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[Complaint Management](https://www.capterra.com/complaint-management-software/) Top alternative Featured Overall rating Based on 15 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $30 Per User, Per Year Free trial not 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 SimpleWorks?[Manage this product listing](https://www.g2.com/products/simpleworks/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. ### SimpleWorks 4.5 (15) VS. [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price $30 Per User, Per Year Starting Price $14 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (15) Ease Of Use 4.2 (973) Value For Money 4.3 (14) Value For Money 4.3 (796) Customer Service 4.5 (14) Customer Service 4.1 (768) ## SimpleWorks alternatives Highest Rated [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) [4.2 (1,005)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/113540/Bitrix24/) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/178819/EngageBay-Marketing/) [Spotler CRM](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/) [4.5 (453)](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/) ## FAQs about SimpleWorks Overview ### Which roles and teams benefit most from SimpleWorks? SimpleWorks benefits operations managers, customer experience teams, IT leaders, and executives who need structured workflows and clear oversight. Administrative staff use it to organize routine tasks, while sales, marketing, and banking professionals rely on it to streamline coordination, improve service responsiveness, and keep projects, communications, and daily processes on track. Answer based on 15 reviews Overview ### What company size and specific industries is SimpleWorks built for? SimpleWorks is designed for small to large businesses that need lead management, contact center automation, digital marketing, enterprise mobility, Customer360 dashboards, and AI-based chat. It fits organizations across industries that handle customer engagement, sales operations, and digital service delivery, including teams with growing or enterprise-level workflows. Features and Usability ### What are the key features of SimpleWorks? SimpleWorks offers accounting, CRM integration, customer management, and location tracking as core functions. It also includes workflow automation, access controls, audit trail, task management, and reporting/analytics, along with communication features such as email marketing, live chat, SMS messaging, and alerts/notifications. Integrations ### Which third-party tools and platforms does SimpleWorks integrate with? SimpleWorks integrates with 10 third-party tools and platforms, including communication and support apps such as Ameyo, Asterisk, Ozonetel, Telegram, Viber, WhatsApp, and Twitter/X, plus business tools like Docusign, Finacle, Microsoft Power BI, Metabase, PayPal, and Instagram. Getting Started and Support ### What training and onboarding options does SimpleWorks offer? SimpleWorks offers in person training, live online sessions, webinars, documentation, and videos. In person and live online training support guided setup, webinars provide scheduled instruction, documentation serves as written reference material, and videos offer visual walkthroughs for self-paced learning. Getting Started and Support ### What customer support options does SimpleWorks offer? SimpleWorks provides Email/Help Desk, FAQ/Forum, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback about support experience is available in the catalog data, so no claims can be made about response times, helpfulness, or common frustrations with these channels. ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) SimpleWorks includes **Customer Database** and **Real-Time Data**, giving teams a central place to store customer records and access current information for faster decisions. However, it does not offer **Data Security**. Instead, it provides other features that reviewers also rate as important, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**), helping businesses organize contact details, find records quickly, and manage customer interactions more efficiently. Contact Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Lead Generation 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Manage the process of attracting and converting business prospects into leads Lead Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Calendar/Reminder System 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Notifications/alerts for upcoming events or tasks Interaction Tracking 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Mobile Access 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Access software remotely via mobile devices SimpleWorks 217 features ### All Features - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Activity/News Feed: Continuous profile-based stream of news and activity - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Scheduling: Schedule appointments via a calendar - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Assignment Management: Assign issues and tasks based on availability or required skills - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Responses: Automatic reply functionality for incoming messages - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Autoresponders: Create and automatically send premade copy in response to customer messages - Behavior Analytics: Track and analyze user behavior within a system or network - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call Logging: Collects essential call data such as call origin, call destination, call length, and other transaction details - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Planning: Plan and strategize marketing campaigns - Campaign Scheduling: Set campaign schedules by selecting start, pause, and end dates - Campaign Segmentation: Group campaigns by project, client, or campaign for better management. - Canned Responses: Shortcuts for inputting frequently used messages - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Chat/Messaging: Communicate using direct chat or messages within the system - Churn Management: Identify customers at risk of migration and activate strategies to retain them - Click Tracking: Track the amount of clicks on individual products to measure campaign results - Client Management: Manage contact details and communication with clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Content Creation: The ability to create unique content - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - Corrective and Preventive Actions (CAPA): Investigate and take action at root cause or error in processes to prevent recurring issues - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - CRM Integration: Integration with third-party CRM systems - Customer Complaint Tracking: Track customer complaints from initiation through resolution - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customer Support: Provide online support for your customers through live chat or help desk functionality - Customer Surveys: Tool to send questionnaires to customers to gauge feedback - Customizable Branding: Add customized logos and colors to align with company branding - Customizable CTAs: Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Questions: Tailored or customizable questions for more targeted and relevant data collection - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customization: Create labels for products that contain required information such as colors, sizes, dates, etc. - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Analysis Tools: Analyze survey results via statistical testing or crosstabs directly within the software - Data Connectors: Connect to big data sources - Data Import/Export: Import and export data to and from software applications - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Visualization: Graphical representation of data - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period - Dynamic Content: Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience - Email Campaign Management: Plan, execute, and analyze email marketing campaigns - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Reminders: Reminders sent via email - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Marketing: Plan marketing campaigns for events - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - For Insurance Industry: Intended to be used by insurers - For Sales Teams/Organizations: Caters to sales teams - Forecasting: Form predictions based on past and present data/trends - Forms Automation: Automate repetitive tasks such as filling out information or creating certain types of forms - Forms Management: Store, manage and track all forms in a centralized location - GDPR Compliance: Ensure compliance with the General Data Protection Regulation protocols - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Graphical Workflow Editor: Create, design and modify the flow and processes of tasks in a project - Image Library: Store and manage images - Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events") - Issue Tracking: Record and follow the progress of every issue - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Knowledge Management: Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Leaderboards: Boards that use custom metrics to show how leading performers compare to other individuals/teams - List Management: Manage contacts across multiple mailing lists - Live Chat: Ability to chat online in real time - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Marketing Reports: Reports specific to marketing and associated campaigns - Mass Texting: Send messages to multiple subscribers at the same time - Message Personalization: Personalize text messages using templates and custom fields - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Mobile Optimization: Optimize content to ensure it is easily accessible for mobile users - Mobile Survey: Distribute a survey via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Campaign: Manage multiple campaigns in one system - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Data Collection: Collect information from multiple sources - Multi-Channel Distribution: Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers - Multi-Channel Management: Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels - Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - Multi-Language: Manage and support multiple languages - Multiple Data Sources: Allows users to manage data from a number of sources - Multiple User Accounts: Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service - Natural Language Processing: Process and analyze human language in text or audio form - Negative Feedback Management: Identify, track, and respond to negative feedback - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - NPS Survey Structure: Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Personalization: Adjust communications based on previous interactions or personal preferences - 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 - Preview Functionality: Preview materials before finalizing projects - Prioritization: Arrange tasks based on the level of priority or urgency - Process Change Tracking: Document any changes or proposed changes made to business processes or workflows - Process Modeling & Designing: Visually identify, define, and map all details and relationships surrounding business process models and elements - Product Catalog: Present a catalog of inventory that customers can view - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quality Assurance: Systematic evaluation of various aspects of a project or service to prevent defects or issues - Question Branching: Survey design technique that directs respondents to different questions based on their previous answers - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Response Management: Planning and managing of resources and procedures to mitigate the impact of events and incidents - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Routing: Plan daily routes to optimize employee scheduling and provide directions - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - 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 Pipeline Management: Pipeline view and tracking lead status - 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. - Scheduled Messaging: Send individual or bulk text messages at predetermined times - Scheduled/Automated Reports: Set a time to generate routine reports automatically - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral - Service Level Agreement (SLA) Management: Set and monitor service level agreements to ensure timely response and resolution - Shared Inboxes: An email inbox that can be accessed and managed by multiple individuals - Single Sign On: Allow users to access multiple services after entering their login credentials once - SMS Messaging: Send messages via SMS - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Social Media Monitoring: Track activity on sites such as Facebook, Twitter, Instagram, etc. - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Support Audio/Images/Video: Allow media to be embedded in the question or answer options - Support Ticket Management: Allow customers/users to submit support queries and service requests - Support Ticket Tracking: Track the status of support tickets/escalations as they move through the service queue - Survey Builder: Create and manage surveys - Survey/Poll Management: Create and administer polls and surveys - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Territory Management: Organize customer data and accounts by user or geography - Text Analysis: Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transfers/Routing: Transfer queries and organize messages between agents - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Widgets: An extended application or connector that enables users to perform additional services with their current set of tools - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Configuration: Alter the default workflow to meet your organization's needs - Workflow Management: Create, design and manage workflows for repetitive tasks - WYSIWYG Editor: What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface --- Get Advice We can help you find the software with the features you need. Features 4.4 (15) 4.4 Based on 15 reviews ## Pricing Value for money 4.3 (14) Basic $30.00 Per User,Per Year Sales Edition $30.00 Per User,Per Year Professional Edition $50.00 Enterprise Edition $70.00 Value for money 4.3 (14) 4.3 Based on 14 reviews ## Integrations [ PayPal](https://www.capterra.com/p/207944/PayPal/)[ WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Telegram](https://www.capterra.com/p/180347/Telegram/)[ Instagram](https://www.capterra.com/p/210721/Instagram/)[ Viber](https://www.capterra.com/p/180348/Viber/)[ Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)[ Twitter/X](https://www.capterra.com/p/214056/Twitter/) 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 Customer Service 4.5 (14) 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 Customer Service 4.5 (14) 4.5 Based on 14 reviews ## User reviews Overall rating 4.5 Based on 15 reviews Filter by rating 5(9) 4(4) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent NS Nima S. Content marketing manager Marketing and Advertising ### "Try it you wont regret it." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 14, 2022 Pros Easy to use and install and very fast. Full functionality. Cons There hasn't been anything that I didn't really like. Switched from [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. travis Q. CEO Real Estate ### "Good and simple and inexpensive" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 August 28, 2021 Pros The price, best for startups with low capital Cons Not as many features as other crms, so i switched products Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Afreen C. Manager Financial Services ### "Waterfield Advisors Feedback" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 22, 2020 Better lead management. Client tracking on the go. 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. Reasons for choosing SimpleWorks Cost effective Customization Great service Mobile app feature Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SB Sanduni B. Bank Associate Banking ### "Good" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 May 26, 2020 Good, still the user experience could be improved. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MC monali C. Sr Manager Operation Education Management ### "Simple CRM software Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 May 25, 2020 Benifits : Critical Data Management. Ease for call centre team. Difficulty: Report parts At the time of agreement update version was not clear understanding was there. 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 [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing SimpleWorks 1\. Cost 2. Customise as per organization Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RK Ravi Kumar T. Software Developer Business Supplies and Equipment ### "Software " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 25, 2020 The all team member are quickly support and resolve the issue. 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. GD Gajendra D. IT project manager Outsourcing/Offshoring ### "Simple to use for end users, Customizble and efficiently integrate with other systems" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 April 24, 2020 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 Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CM Cyrus M. Director Information Services ### "Review - SimpleCRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 March 20, 2020 As a business we have been with SimpleCRM since it started. We are very pleased with the leadership, management and desire to continually enhance the product as per change of service requirements . 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User CEO-FOUNDER Banking ### "Wealth Management Firms Most Suitable SimpleCRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 19, 2020 One of the best tools I have seen to manage our client's wealth and portfolio. Very exciting with it's AI and ML-based sentiment analysis with product suggestion engine. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RP Rasika P. Head Of Customer Experience Insurance ### "Insurance CRM most suitable for claim services with AI & chatbot" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 18, 2020 Everything we have in customer 360 in tile form is amazing. The best role of our Machan (Chatbot) that's integrated on our website for customer's direct integration and claims automation. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/144850/SimpleCRM/reviews/) ## 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.