SimpleCRM keeps the sales process focused around three things: finding the right prospects, managing outreach and turning opportunities into deals.
Find prospective companies and contacts through AI-assisted search or by adding them directly. Review what SimpleCRM finds, then save the right ones to Outreach to begin working them.
Once a prospect is saved, it moves onto the Outreach board. The team works each company through stages—from first research to engagement—with the last and next action always visible, so nothing stalls between the first contact and a real opportunity.
Once a company reaches Opportunity Identified in Outreach, SimpleCRM tracks it as a deal—its stage, value and expected close date—through to Won or Lost, with a reason required whenever a deal is marked Lost.
SimpleCRM keeps the customer journey connected from the first prospect through outreach and into a deal, so the team can see what is happening without managing a complicated CRM process.
Keep track of what needs to happen next.
Bring the day's follow-ups and priorities to the user.
Help users work with CRM information more easily.
The Dashboard gives the team a real-time view of pipeline, outreach and activity, so everyone can see how the business is doing at a glance.
Add features, workflows and integrations to build the CRM your organization needs.
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