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What is Simple CRM?

When users access the Simple CRM interface, they are welcomed by the Simple CRM desktop, which prominently features the day's scheduled interactions, including tasks and appointments, thus providing a comprehensive view of reminders. This web-based CRM solution is accessible through any web browser, ensuring it works seamlessly across all devices. For added flexibility, a mobile app allows users to work offline on their smartphones and tablets. Users can efficiently manage several companies from one Simple CRM account, with the option to incorporate the Simple ERP module to create quotes, purchase orders, and invoices. In addition, HaPPi enhances sales efforts by delivering four to six potential customer leads to sales representatives each day, utilizing a vast "Big Data" database comprised of around 30 million company records that align with a customized "ideal" customer profile for each user. This forward-thinking strategy not only improves lead generation but also simplifies the overall sales process for organizations, ultimately leading to increased efficiency and productivity. By integrating these tools, businesses can significantly enhance their operational capabilities and customer engagement.

What is CIS-Companion Rep?

Send information to mobile users from your workplace while effectively managing the regulations needed for task execution and data evaluation. Companion® REP features hierarchies that connect behaviors to different configurations, enabling the customization of how representatives operate based on customer type or brand. This application is crafted to adjust transaction screens to align with your business style, promoting optimal efficiency in retail environments. Equip your managers with the tools to make informed choices by providing them access to accurate data insights through dynamic, powerful, and comprehensive dashboards that monitor visits, orders, distribution, photos, and surveys. This cutting-edge solution allows clients to gather far more detailed insights than conventional ERP systems can provide. With all pertinent information at your fingertips, you can make quick and strategic business decisions, ensuring that your operations proceed smoothly and effectively. As a result, your organization can maintain a competitive edge in the market while continuously adapting to changing demands. Ultimately, this empowers your team to respond to challenges with agility and foresight.

Media

Media

Integrations Supported

Acomba
Infor CloudSuite Business
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Oracle Cloud Infrastructure
QuickBooks Online
Sage 300
Sage 50
Sage X3

Integrations Supported

Acomba
Infor CloudSuite Business
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Oracle Cloud Infrastructure
QuickBooks Online
Sage 300
Sage 50
Sage X3

API Availability

Has API

API Availability

Has API

Pricing Information

$5 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Simple CRM

Company Location

United States

Company Website

www.simple-crm-online.com

Company Facts

Organization Name

CIS

Date Founded

1977

Company Location

Canada

Company Website

cis-group.com/en/suites-en/cis-companion-rep/

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Convenience Store

Deli / Restaurant Management
Employee Management
Fuel Management
Fuel POS
Grocery POS
Inventory Management
Lottery Management
Loyalty Program
Multi-Store
Price Book
Retail Management
Single Store

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Retail Management

CRM
Commission Management
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management
eCommerce

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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