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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Upon connecting to the Simple CRM interface, users are greeted with the Simple CRM desktop, which prominently displays the day's interactions such as tasks and appointments, providing a clear overview of appointment reminders. This online CRM software requires only a web browser for access, ensuring compatibility with all devices. Additionally, a mobile application enables offline work on smartphones and tablets for added convenience. Users can manage multiple companies from a single Simple CRM instance, and they have the option to utilize the Simple ERP module for generating quotes, purchase orders, and invoices. Furthermore, HaPPi delivers between four to six potential customers to sales representatives daily by leveraging a "Big Data" database it has assembled, containing around 30 million company records based on an "ideal" customer profile tailored for each user. This innovative approach not only enhances lead generation but also streamlines the sales process for businesses.

Description

Our comprehensive management system includes features for tasks, appointments, SMS, email, and payment processing, designed to efficiently oversee your contacts. Non-profit organizations and membership-based businesses can greatly benefit from the ability to maintain ongoing communication and manage recurring charges. You can quickly organize, oversee, and monitor every facet of your contacts or customers. The system includes intake forms, web forms, quote management, invoicing, policy and sales tracking, as well as payment processing through ACH and credit/debit cards. Additionally, appointment reminders are sent via SMS and email to ensure you never miss an important meeting. Contact types can be categorized, allowing you to group them by type, and you can create custom contact lists for mass email or SMS campaigns, enhancing your outreach strategy. Furthermore, this robust system simplifies the administrative tasks that often consume valuable time, enabling you to focus on your core mission or business objectives.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$5 per user per month
Billed annually
Free Trial Yes 
Free Version No 

Pricing Details

$9.99/month/user
Please check our website for package pricing and details
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Simple CRM

Country

United States

Website

www.simple-crm-online.com

Vendor Details

Company Name

Voiie

Founded

2013

Country

United States

Website

voiie.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Contact Management

Activity Management No 
Appointment Management No 
Contact Database No 
Contact History No 
Contact Import/Export No 
Customer Pipeline No 
Email Marketing No 
Group Management No 
Interaction Tracking No 
Lead Management No 
Prospecting Tools No 
Sales Pipeline Management No 
Search / Filter No 
Segmentation No 
Shared Contacts No 
Social Media Integration No 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs No 
Drip Campaigns No 
Dynamic Content Yes 
Landing Pages / Web Forms No 
Lead Scoring Yes 
Sales Intelligence No 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking No 

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