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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 Indydesk Sales?

Indydesk Sales offers a comprehensive solution for overseeing all your leads and tasks effectively throughout the entire sales process, from initial contact to final customer conversion. This innovative tool is designed to enhance your sales performance while minimizing stress. With Indydesk Sales, you can seamlessly manage a variety of activities, including the following: 1. Visualizing and analyzing your revenue opportunities; 2. Integrating your lead sources to automate lead population; 3. Prioritizing more leads within your sales pipeline; 4. Focusing your efforts on leads that show higher conversion potential; 5. Effortlessly creating, assigning, and managing team tasks; 6. Staying on top of your meetings and appointments; 7. Saving and customizing your report dashboard; and 8. Viewing all your key sales metrics consolidated on a single dashboard for easy access. By streamlining these essential functions, Indydesk Sales empowers you to drive your sales efforts more efficiently and effectively than ever before.

Media

Media

Integrations Supported

WordPress

Integrations Supported

WordPress

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$0.00
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

Indydesk

Date Founded

2012

Company Location

India

Company Website

indydesk.com

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

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

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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