Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
We help entrepreneurs improve their sales through great client management. We offer a powerful tool with a unique pricing structure "Pay as you wish". All client data can be collected. You can add custom fields, groups, tags, and import and export documents. Easy and efficient account management.
You can increase the number of appointments you have and improve their quality. Reminders can be used to help you keep track your clients and appointments. You can share the calendar with your colleagues.
Adding contracts, offers, files and tasks to your account management system will help you improve it. If your clients have any issues, feel free to contact the customer support team.
API Access
Has API
No
API Access
Has API
No
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
$1
We don't have a price! You name the price starting from $1 a month
Free Trial
Yes
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
Yes
iPad App
Yes
Android App
Yes
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
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
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
GETREVE
Founded
2018
Country
United Kingdom
Website
oclient.me/
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
Appointment Scheduling
Appointment Reminders
Yes
Automated Scheduling
Yes
Calendar Sync
Yes
Client Database
Yes
Group Scheduling
Yes
Mobile Access
Yes
Multi-Location
Yes
Online Booking
Yes
Online Payments
Yes
Recurring Appointments
Yes
Room Booking Management
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
Database
Backup and Recovery
Yes
Creation / Development
Yes
Data Migration
No
Data Replication
No
Data Search
No
Data Security
No
Database Conversion
No
Mobile Access
No
Monitoring
No
NOSQL
No
Performance Analysis
No
Queries
No
Relational Interface
No
Virtualization
No
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
No
Document Management
Yes
Goals / Quota Management
Yes
Lead Management
Yes
Meeting Management
Yes
Performance Management
Yes
Presentation Management
No
Proposal Management
Yes
Territory Management
Yes
Training Management
No
Task Management
Collaboration
Yes
Create Subtasks
Yes
Gamification
Yes
Gantt Charts
Yes
Mobile Access
Yes
Percent-Complete Tracking
Yes
Progress Tracking
Yes
Recurring Tasks
Yes
Reporting/Analytics
No
Spreadsheet View
No
Task Board View
Yes
Task Planning
No
Task Scheduling
Yes
Task Tracking
Yes
Time Tracking
No
To-Do List View
No