Simple CRM system is an incredibly straightforward and user-friendly product that can be used as a CRM partner for your organization. Having powerful features and some integrations, this platform offers ease of use for the CRM professionals.
The intuitive spreadsheet that syncs with your Google Calendar is the key player that handles all the process. Direct call using your phone or Skype account does not let you switch over to any third party application for extended services.
Editions and Pricing
The pricing details of Simple CRM System are as under:
|Advanced||$10 per user per month|
Capabilities and Supporting set of Features
These displays explain the basic features and then directs you to the dashboard.
- Phone Number
- Status- New or Contacted
- Email, and
- Assigned To
Every column in this spreadsheet is provided with options to:
- Explicit Content
- Set Column Width
- MIN, and
You can view the event history or create details including comments about a customer. This can be done by clicking on the ‘+’ sign on the row for a record. As soon as you click on the + sign, it opens the history tab below the record which displays details.
You can add comments also here. While the below tab is open, the + sign changes into the – sign.
- Set Task
- Set Appointment
- Send Email
- Call using my Phone
- Email History in Gmail
- Call using Skype
- Customer History
- Bright Row, and
- Call using Facetime
Schedule Better with the Calendar
Simple CRM System lets you schedule tasks better using the Calendar feature. The Calendar displays the current week highlighting the current day with tasks to accomplish.
Calendar features are loaded with filters such as:
- Week, and
You can also sync your Google calendar to pull in business details.
You can also dismiss the tasks no longer required.
The application is unavailable on mobile devices – Android and iOS platforms.
- Google apps
The platform supports its users with the below options:
- A set of images at the sign-up time.
- A help section that displays a set of FAQs.
- Email support for any additional help required.
- Live demo of the feature set for better understanding.
- Online live chat support.
Pros and Cons of Simple CRM System
- Simple, powerful spreadsheet makes the CRM management an easy task.
- Integrations help to pull in data, information, and prospects from other platforms as well.
- Sync reminders and appointments with the calendar make workflow smooth.
- The product is slow to load sometimes.
- Email campaign and email marketing capabilities are some of the powerful features.
- Extremely simple and quick to install and get started with the work.
For more details, please visit Simple CRM System website.