---
title: SimpleWorks Reviews
meta_title: 'SimpleWorks Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how SimpleWorks works for a business like yours.
aggregate_rating:
  rating_value: 4.3
  review_count: 2
  scale: '5'
date_modified: '2026-06-22'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---

# SimpleWorks Reviews
**Vendor:** SimpleWorks Solutions  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 2
## About SimpleWorks
Headquartered in Singapore, SimpleWorks Group operates through two key companies - SimpleWorks Business Solutions Pte Ltd and SimpleWorks Solutions Pvt Ltd, based in Nagpur, India. An ISO 27001:2013 &amp; ISO 9001:2015 certified organization, SimpleWorks excels in delivering robust CRM and AI-based solutions specifically designed to serve the needs of mid-sized to large enterprises spanning the Asia Pacific, Middle East, and North Africa. Our unique Omnichannel CX platform is trusted by marquee clients across APAC and MENA regions. This reflects our ability to consistently outperform larger competitors with our comprehensive product suite and customer-centric innovative solutions. SimpleWorks&#39; recognition in Forrester&#39;s CRM Landscape Reports in 2021, 2022, and 2023 as one of the leading global CRMs is a testament to our excellence. Our clientele comprises numerous large insurance and banking organizations in Asia, for whom we have delivered swift and scalable solutions for lead management, contact center automation, digital marketing, mobile agent apps, insurance dashboards, AI-based chatbots, AI-based claims processing, and AI-based predictive analytics. Our dynamic team, boasting experience in over 350 CRM projects, further solidifies our market position. Our core SimpleCRM Solution consists of the following components: \&gt; Omnichannel Sales Automation \&gt; Omnichannel Support Automation \&gt; Marketing Automation \&gt; Customer-360, Branch-360, RM-360 \&gt; GPT Powered Sales Coach \&gt; GPT Powered Knowledge Bot (R-YaBot) \&gt; GPT Assist for Customer Servicing \&gt; Digital Account Opening Solution (Mobile App &amp; Bot) \&gt; AI-Based Predictive Analytics \&gt; Sales &amp; Service Mobile Apps




## SimpleWorks Reviews
  ### 1. Switched from Pipedrive

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 02, 2023

**What do you like best about SimpleWorks?**

Had once switched from Pipedrive (which is also a 'simple' pipeline based CRM to  Simple CRM. The transition was smooth and hassle free. What I like best about the tool is its user-friendly interface, which makes navigating the software seamless. The pricing is also straightforward.

**What do you dislike about SimpleWorks?**

The app does not have many integrations and you might need to use Zapier to get some of your tasks done. This can be a deal breaker for many. If you are switching from something more sophisticated or have complex requirements, this can be a downgrade.

**What problems is SimpleWorks solving and how is that benefiting you?**

Not using SimpleCRM at the moment but it serves well as a CRM with much competitive prices (compared to the likes of Hubspot and Salesforce). So, as a startup, it had been beneficial.

  ### 2. Best cost effective CRM

**Rating:** 4.5/5.0 stars

**Reviewed by:** Peter T. | software Engineer, Program Development, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 31, 2023

**What do you like best about SimpleWorks?**

Simplecrm is a good enough solution for small and medium business. I found  simple to use a very complete for the price. The included features are most than enough for a sales operation.

**What do you dislike about SimpleWorks?**

I found the support average, you need to be very specific, or they don't give you the right answer.

**What problems is SimpleWorks solving and how is that benefiting you?**

Fast forward for marketing purpose. The solution is very easy to use and the user can grow faster than other crm on the regular day. Today we need a solution with a small learning curve.



- [View SimpleWorks pricing details and edition comparison](https://www.g2.com/products/simpleworks/reviews?open_modal_url=%2Fproducts%2Fsimpleworks%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fsimpleworks%252Freviews%26source%3Dpdp_avatar&section=pricing&secure%5Bexpires_at%5D=2026-08-06+22%3A43%3A12+-0500&secure%5Bsession_id%5D=d05ae411-4b12-4267-b507-c831daa17ba0&secure%5Btoken%5D=d3aedc2d371a75f3deef054a16373e40974bb458f5443bb10526fdbed7cfea58&format=llm_user)

## SimpleWorks Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Lead Generation**
- Lead Builder
- CRM Integration
- Marketing Automation Integration
- Social Media Integration
- Data Import & Export Tools

**Lead Monitoring**
- Features
- Performance
- Identification
- Lead Capture

**Agentic AI - Lead Capture**
- Cross-system Integration
- Proactive Assistance

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Data Capture**
- Mobile
- Websites
- Social Media
- Data

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Analytics**
- Export/Import
- Reporting

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Customization**
- Forms
- Personalization
- Templates
- Integration
- Social Media Integration

**Additional Functionality**
- Lead Segmentation
- Conversion Tracking
- Activity Dashboard
- A/B Testing
- AI Copilot
- Pipeline Management
- Drag & Drop
- Reporting & Statistics
- Multi-Campaign
- Prospecting Tools
- Customizable Fields
- Lead Distribution
- Event Triggered Actions
- Engagement Tracking
- Generative AI
- Chat/Messaging
- CRM
- Email Marketing
- Template Management
- Lead Nurturing
- Customizable Branding
- Contact Management
- Contact Database
- Email Management
- Real-Time Notifications
- Customer Segmentation
- Surveys & Feedback
- Campaign Management
- Activity Tracking
- Alerts/Notifications
- Data Extraction
- Lead Notifications
- Reporting/Analytics
- Dashboard
- Business Card/Badge Scanning
- Lead Generation
- Customer Database
- Autoresponders
- Lead Qualification
- API
- Forms Management
- Visitor Tracking
- Lead Management
- Campaign Analytics
- Search/Filter
- Campaign Planning
- Lead Scoring
- Email Tracking
- Drip Campaigns
- Campaign Segmentation
- Lead Verification/Validation
- Source Tracking
- Calendar Management
- Reminders
- Interaction Tracking
- Opportunity Management
- Sales Reports
- Document Storage
- Sales Trend Analysis
- Monitoring
- For Sales Teams/Organizations
- Sales Forecasting
- Workflow Management
- Task Management

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

## Top SimpleWorks Alternatives
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,680 reviews)
  - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - 3.8/5.0 (1,464 reviews)
  - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,839 reviews)

