Simplii Reviews & Ratings

Simplii

1.0 out of 5 stars

Ratings and Reviews 2 Ratings

Total 1 out of 5 stars
ease 1.5 out of 5 stars
features 1 out of 5 stars
design 1.5 out of 5 stars
support 1 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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What is Simplii?

Simplii's click-to-call feature enables a smooth shift from browsing the web to making phone calls with just one click. When this feature is in use, any phone number shown in your Chrome browser becomes instantly clickable. Moreover, our Fusion extension guarantees that incoming calls will show up on any active tab in your Chrome browser. With the Screen Pops functionality, you can easily answer or decline calls, send text replies, and manage call transfers or holds directly from your screen. Additionally, you have the option to record notes and contact information within the Screen Pop, which will be automatically saved to your contacts. When you integrate this with a Simplii CRM, all important data such as call history, recordings, SMS conversations, call outcomes, and notes are logged in real-time, ensuring seamless synchronization with your CRM. By simply linking your CRM account to Fusion, you can watch as the logs are updated automatically, significantly improving your workflow and communication effectiveness. This integration not only simplifies your calling experience but also guarantees that every interaction is thoroughly documented, making it easier to refer back to past communications and maintain a detailed record of your engagements. As a result, users can optimize their productivity and enhance their overall customer service experience.

What is Records Disposition Approval Module ?

The Records Disposition Approval Module is an essential tool designed to enhance the management of records within the OpenText Content Suite. Specifically tailored for users of the OpenText Content Server, this feature ensures that the record approval process is both efficient and streamlined. Developed with input from users, RDA aims to make the sign-off workflow simpler and to reduce the time required for record managers to handle approvals. It allows approvers to easily access all relevant metadata for each record, which aids in making quick decisions. Furthermore, RDA includes a variety of filters and facets that enable users to effortlessly sort through groups of records, making batch approvals or rejections a straightforward task. For those who may have questions regarding certain records, the module offers a convenient option to request additional feedback for clarification. Users can easily select records they wish to approve while simultaneously deselecting those that they do not approve during a disposition search. Additionally, the module allows for bulk application of holds or updates to records management metadata directly via the RDA interface. Ultimately, this module not only improves the user experience but also significantly boosts operational efficiency in records management, making it an indispensable asset for organizations looking to optimize their record-keeping processes.

Media

Media

Integrations Supported

ActiveCampaign
Copper
EZLynx
GleanQuote
Gong
HubSpot CRM
HubSpot Customer Platform
InvestorFuse
JobNimbus
Keap
Less Annoying CRM
Method:CRM
Microsoft Dynamics 365
Odoo
Ontraport
QuickBooks Online
Redtail CRM
Zendesk
Zendesk Sell

Integrations Supported

Content Suite Security and Productivity Pack

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Simplii

Date Founded

2017

Company Location

United States

Company Website

www.simplii.net

Company Facts

Organization Name

Cassia Content Management

Date Founded

2011

Company Location

Canada

Company Website

www.cassiacm.com

Categories and Features

Business VoIP

Not specified

Cloud PBX

Not specified

Categories and Features

Data Governance

Access Control
Data Discovery
Deletion Management
Policy Management
Process Management
Roles Management

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