Last Updated
Overview
SimpleWorks is a secure, cloud-based CRM built for banks, healthcare providers and insurers, helping teams streamline onboarding, compliance, and customer support. Some users may find the setup complex without technical support. Despite this, it delivers reliable analytics, automation, and centralized insights to boost efficiency.
Overall Rating
Based on 7 users reviews
4.7
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
SimpleWorks Specifications
- Customer Service/Support
- Analytics and Reporting
- Workflow Automation
- Task Management
What Is SimpleWorks?
SimpleWorks is a cloud-based CRM platform designed for highly regulated industries. It helps organizations streamline processes such as customer onboarding, compliance tracking, and service management. With a focus on security and automation, SimpleWorks addresses common operational challenges by centralizing data and reducing manual work. Its industry-specific approach makes it especially useful for teams handling sensitive information and strict compliance requirements, offering a practical solution for managing complex workflows more efficiently.
SimpleWorks Pricing
The platform’s pricing is determined by your organization's type and specific requirements. The software offers three packages:
- Sales Edition: $35/quarter
- Professional Edition: $60/quarter
- Enterprise Edition: $85/quarter
Disclaimer: The pricing is subject to change.
SimpleWorks Integrations
SimpleWorks software seamlessly integrates with various applications, including:
Who Is SimpleWorks For?
The platform accommodates businesses of any size and is well-suited for diverse industries and applications, such as:
- Banking
- Financial services
- Healthcare
- Insurance
Is SimpleWorks Right For You?
SimpleWorks is a good option for businesses seeking to simplify service management, reduce manual work, and improve response times. It enhances team productivity, supports scalable growth, and provides clear visibility into operations. Its user-friendly design shortens onboarding time, while centralized control helps streamline tasks and communication—making it a practical and secure choice for businesses seeking efficient, organized service delivery.
Still not sure if SimpleWorks is right for you? Our support staff is available at (661) 384-7070 to help you make the right choice.
SimpleWorks Features
Business Process Management (BPM) And Workflow Engine
The no-code BPM engine lets you create, automate, and optimize service workflows with drag-and-drop simplicity. It enforces business rules, ensures compliance, and reduces manual steps—helping teams deliver consistent, efficient service every time.
Digital Customer Onboarding
Users can streamline onboarding with mobile-friendly forms, OCR for ID verification, and OTP/email validation for PAN/GST. This feature speeds up client acquisition, improves compliance, and minimizes manual errors during sensitive data collection.
AI-Powered Sales Copilot
SimpleWorks leverages predictive insights, deal-probability scoring, and personalized coaching through machine learning. The Sales Copilot guides reps on closing strategies, highlights opportunities and risks, and helps accelerate sales performance.
Multi‑format AI Chatbot
RYaBot uses retrieval-augmented generation to deliver personalized responses across multiple languages. It manages knowledge bases, provides predictive insights, and handles self-service support without storing sensitive data—ideal for scalable, secure automation.
Marketing Automation
This feature means you can design and automate personalized customer journeys across email, SMS, and push notifications. The interface makes it easy to set triggers, schedule messages, and tailor content—helping marketers engage audiences effectively while reducing manual effort and improving campaign performance.
Pros And Cons of SimpleWorks
Pros
Easy to adopt and quick onboarding
Offers a robust 360° customer view
Responsive technical support across changes
Cons
Reporting features are not easily configurable
Limited trend identifying report tools
SimpleWorks Reviews
Total 7 reviews
4.7
All reviews are from verified customers
Rating Distribution
5
Stars71%
4
Stars29%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Marketing and Advertising, 51-100 employees
Less than a year
“Definitely worth trying”
Pros
SimpleWorks software is simple to install and use. Also it is incredibly fast. And I like the fact that it offers full functionality with no issues.
Cons
There is honestly nothing I did not like about it.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Real Estate, 1-10 employees
Less than 6 months
“Simple and affordable”
Pros
The pricing is just right making it an ideal choice for startups with limited budgets. In short it offers great value without stretching financial resources.
Cons
It did not have as many features as other CRMs so I decided to switch to a different product.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Financial Services, 51-100 employees
Less than 6 months
“Support team is the best”
Pros
It integrates smoothly with other software and I really like the team as they provide excellent support for resolving any queries.
Cons
I feel like the UI could use some improvements but other than that the application and its features are fantastic.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Frequently Asked Questions
Does SimpleWorks offer an API?
The vendor site does not indicate whether it offers an API.
Does SimpleWorks have a mobile app?
Yes, the platform offers a mobile app.
What language does SimpleWorks support?
The platform supports the English language.
What types of pricing plans does SimpleWorks offer?
SimpleWorks price starts at $35/quarter for the Sales Edition, with the Professional Edition at $60/quarter and the Enterprise Edition at $85/quarter. Users can also request a custom SimpleWorks pricing quote according to their needs.
What other apps does SimpleWorks integrate with?
The software integrates with Facebook, WhatsApp and many others.
Who are the typical users of SimpleWorks software?
The solution is used by professionals in healthcare, insurance, banking and several other industries.
What level of support does SimpleWorks offer?
The platform offers support via phone, email, and contact forms.