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What is SimpleCRM?

SimpleCRM offers an intuitive and accessible CRM solution specifically designed for small businesses, solopreneurs, and teams seeking relief from complicated and expensive software alternatives. We understand that a CRM should streamline your operations, allowing you to focus on building relationships instead of dealing with intricate systems. Our platform discards unnecessary features, delivering a clean and user-friendly interface that emphasizes vital tasks like contact management, sales pipeline tracking, task organization, and clear analytics. With our straightforward flat-rate pricing that encompasses your entire team and no concealed fees, we have developed the CRM we have always desired to utilize ourselves. This tool enhances your efficiency, helping you transition from battling with software to successfully expanding your business—revolutionizing how you handle customer relationships. By adopting a simplified approach, you can boost productivity and cultivate significant connections with ease. Ultimately, SimpleCRM is dedicated to empowering your business growth while simplifying your daily operations.

What is Finbox?

Finbox provides accurate and up-to-date insights into publicly traded companies around the world, utilizing a clear approach to deliver effective results. You can start with a free trial or select a subscription plan beginning at just $10 per month. Our adaptable options let you tailor your experience and pay solely for the features you need. We ensure that more than 900 million data points are consistently refreshed, granting you access to the most recent information and eliminating the hassle of outdated data. Our data is sourced directly from S&P Global Market Intelligence, known for its trustworthy fundamentals and forecasting data. You can track your favorite stocks by creating smart watchlists and modifying views to emphasize the metrics that are most significant to you. Moreover, our mobile-optimized website keeps you updated on the latest trends and data while you are on the go, making it easier than ever to remain engaged with the market. Start taking charge of your investment strategy today and experience the advantages of making informed choices, empowering you to navigate the financial landscape with confidence. With Finbox, you’re not just investing; you’re making informed decisions that can lead to greater financial success.

Media

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$25/month
Free Trial Offered?
Free Version

Pricing Information

$25 per month
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

SimpleCRM

Date Founded

2025

Company Location

United States

Company Website

simplecrm.nickjain.com

Company Facts

Organization Name

Finbox

Company Location

United States

Company Website

finbox.io

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

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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