SimpleWorks

SimpleWorks is a leading, cloud-agnostic Service and Sales Automation CRM platform built for regulated industries such as banking, financial services, insurance, and healthcare. By unifying 360 views (Customer360, Branch360, RM360) with advanced BPM workflows and Agentic AI based predictive coaching, we help enterprises achieve faster resolutions, stronger sales pipelines, and unwavering compliance across any cloud or on-prem environment. Our suite of AI-powered solutions further accelerates decision-making, enhances customer engagement, and ensures intelligent automation at every touchpoint.

SimpleWorks belongs to the All-in-One Marketing Platform, Business Process Management, CRM, Campaign Management, Complaint Management, Conversational AI Platform, Customer Engagement, Customer Experience, Email Management, Financial CRM, Insurance CRM, Online CRM, Reporting, SMS Marketing, Sales Engagement Platform, Sales Tracking, Survey, Workflow Management category.

SimpleWorks offers features such as Behavior Analytics, Dynamic Content, Landing Pages/Web Forms, Lead Management, Lead Nurturing, List Management, Multi-Channel Marketing, Access Controls/Permissions, Business Process Automation, Collaboration Tools, Data Import/Export, Drag & Drop, Process Modeling & Designing, Task Management, Third-Party Integrations, Workflow Management, Contact Management, Email Management, Lead Capture, Reporting/Analytics, Sales Pipeline Management, Campaign Analytics, Campaign Planning, Contact Database, Email Marketing, Multi-Campaign, Alerts/Escalation, Corrective and Preventive Actions (CAPA), Issue Tracking, Knowledge Base Management, Live Chat, Prioritization, Support Ticket Management, Chatbot, Code-free Development, Intent Recognition, Multi-Channel Communication, Multi-Language, Sentiment Analysis, Speech Recognition, Activity Dashboard, Alerts/Notifications, Communication Management, Customer History, Engagement Tracking, Customizable Fields, Customizable Forms, Customizable Templates, Feedback Management, Negative Feedback Management, Real-Time Notifications, Survey/Poll Management, Surveys & Feedback, Archiving & Retention, Email Tracking, Search/Filter, Campaign Management, Client Management, Customer Database, Document Management, Pipeline Management, Quotes/Estimates, Calendar Management, Lead Qualification, Marketing Automation, Customizable Dashboard, Data Connectors, Multiple Data Sources, Performance Metrics, Scheduled/Automated Reports, Campaign Scheduling, Mass Texting, Message Personalization, Scheduled Messaging, Lead Generation, Performance Management, Prospecting Tools, Interaction Tracking, Customizable Questions, Data Analysis Tools, Question Branching, Mobile Access, Workflow Configuration.

No, SimpleWorks does not offer a free trial.