Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Shape Software Reviews & Ratings
    134 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    10,300 Ratings
    Company Website
  • Pipeliner CRM Reviews & Ratings
    750 Ratings
    Company Website
  • BoldTrail Reviews & Ratings
    2,100 Ratings
    Company Website
  • SKU Science Reviews & Ratings
    16 Ratings
    Company Website
  • Creatio Reviews & Ratings
    523 Ratings
    Company Website
  • Act! Reviews & Ratings
    40 Ratings
    Company Website
  • ShareCRM Reviews & Ratings
    68 Ratings
    Company Website
  • SalesTarget.ai Reviews & Ratings
    29 Ratings
    Company Website
  • Awardco Reviews & Ratings
    12,168 Ratings
    Company Website

What is SimpleCRM?

SimpleCRM is an innovative platform that leverages artificial intelligence to enhance customer engagement through low-code technology. It effectively digitizes and interprets the entire customer journey, encompassing everything from prospecting and sales to onboarding, account management, servicing, and retention. Serving as a digital transformation solution, SimpleCRM supports small and medium-sized businesses as well as major banking, finance, and insurance institutions across South Asia, Southeast Asia, and the Middle East. With its extensive suite of sales management and digital marketing tools, it enables businesses to broaden their market presence, stimulate sales, and boost revenue generation. The platform features AI-driven chatbots, eKYC capabilities, business process management tools, predictive analytics, and various other solutions designed to automate processes and enhance operational efficiency. By leveraging our expertise in vertical solutions, your organization can optimize workflows and elevate productivity levels significantly. SimpleCRM also provides customizable, industry-compliant solutions tailored to fit the unique requirements of businesses of all sizes, ensuring that every client can maximize their potential with our platform. Ultimately, this adaptability positions SimpleCRM as a vital partner in driving sustainable growth and success in an ever-evolving market landscape.

What is FA Solutions?

As a prominent player in the software sector, we specialize in offering innovative solutions tailored for Asset Managers, Private Banks, and Family Offices. Our approach transcends that of a mere IT-service provider, as we prioritize a deep understanding of the financial services and investment landscape, ensuring we remain at the forefront of industry developments. By merging our extensive expertise with top-tier technical capabilities, we consistently strive to innovate and develop cutting-edge software. Our commitment is to deliver solutions that align with and enhance your company’s objectives. Specifically, our offerings encompass Portfolio Management, Risk Management, and Web Reporting tailored for Clients, all designed to empower your business's success. Ultimately, we aim to be a trusted partner in your growth journey, providing tools that facilitate informed decision-making and strategic planning.

Media

Media

Integrations Supported

Bloomberg Terminal
Morningstar

Integrations Supported

Bloomberg Terminal
Morningstar

API Availability

Has API

API Availability

Has API

Pricing Information

$15 per user per month
Free Trial Offered?
Free Version

Pricing Information

Inquire to learn more
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

SimpleWorks

Date Founded

2014

Company Location

Singapore

Company Website

simple.works/solutions/

Company Facts

Organization Name

FA Solutions

Date Founded

1999

Company Location

Finland

Company Website

www.fasolutions.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

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Categories and Features

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

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

Popular Alternatives

Popular Alternatives

Fundy Reviews & Ratings

Fundy

Exquance Software
Mistral Saba Reviews & Ratings

Mistral Saba

Mistral AI
Prospero Suite Reviews & Ratings

Prospero Suite

FINARTIS
ScoutAsia Reviews & Ratings

ScoutAsia

scoutAsia
FundCount Reviews & Ratings

FundCount

FundCount Americas