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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 OCL?

An effective strategy for promoting your services or products lies in improving sales through proficient client management; keep track of your successes and work collaboratively with your team. Increase both the number and quality of your meetings by using reminders to maintain organization with your clients and schedules. For enhanced coordination, consider sharing your calendar with colleagues. Take your account management to the next level by including contracts, proposals, documents, tasks, and resources in your workflow. Our customer support system is readily available for addressing any questions or issues your clients might encounter. It genuinely is that straightforward! When you discover something beneficial, you can choose your preferred monthly payment plan! We do not impose any limitations on functionality or bandwidth! Our team of developers is on standby to assist you. You are welcome to present your development requests, and we’ll design customized solutions that support the success of your business. We guarantee outstanding customer support, so don’t hesitate to reach out with any questions, and we will quickly resolve your issues! Furthermore, our dedication to your satisfaction drives us to continually enhance our services and adapt to your evolving needs while ensuring you have a seamless experience.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

OCL

Date Founded

2016

Company Location

Poland

Company Website

ocl.to/

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

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