Customer Relationship Management That Works
Simpata CRM unifies your sales, marketing, and customer support operations into a single, powerful platform. Build stronger customer relationships, accelerate sales cycles, and deliver exceptional service with comprehensive CRM tools designed for modern businesses.
Core CRM Capabilities
Contact Management
Centralize all customer information in one place. Track interactions, communication history, and relationship details with complete contact profiles and organizational hierarchies.
Lead Management
Capture, qualify, and nurture leads through your sales process. Automatic lead scoring, assignment rules, and conversion tracking ensure no opportunity is lost.
Sales Pipeline & Forecasting
Visual pipeline management with drag-and-drop deal stages. Real-time sales forecasting and analytics help you predict revenue and identify at-risk opportunities.
Customer Management
Complete 360-degree customer view including purchase history, support tickets, communications, and engagement metrics for personalized service delivery.
Product & Service Catalog
Manage your product and service offerings with pricing, descriptions, and configurations. Quote generation with automated pricing and discount management.
Activity & Calendar Integration
Schedule appointments, log calls, and track activities with automatic calendar synchronization. Never miss a follow-up with intelligent reminders and notifications.
Why Choose Simpata CRM
Simpata CRM delivers measurable business outcomes that transform how your teams work:
- ✓ Unified Customer View: All customer data in one place—no more switching between systems or searching for information across disconnected tools.
- ✓ Accelerated Sales Cycles: Automated workflows, intelligent lead routing, and real-time pipeline visibility help your team close deals faster.
- ✓ Improved Customer Retention: Proactive service management and complete interaction history enable personalized, responsive customer care.
- ✓ Data-Driven Decisions: Real-time analytics and forecasting provide the insights you need to optimize sales strategies and resource allocation.
- ✓ Seamless Integration: Works alongside Simpata Time & Expense for complete project-to-billing workflows, or integrates with your existing systems via API.
Flexible Pricing for Every Business
Basic
Essential CRM for small teams
- Contact Management
- Lead Management
- Customer Management
- Sales Pipeline
- Product & Service Catalog
- Appointment Notifications
- 256-bit SSL Encryption
- Email Support
Professional
Advanced CRM for growing businesses
- Everything in Basic
- Email Notifications
- Calendar Integration
- Simpata Time & Expense Integration
- Advanced Reporting
- Sales Forecasting
- Email & Phone Support (8am-5pm CST)
*Minimum 3 user licenses required
Enterprise
Complete CRM for large organizations
- Everything in Professional
- REST API Access (JSON/XML)
- Custom Integrations
- Advanced Security Controls
- Dedicated Account Manager
- SLA Guarantees
- 24/7 Priority Support + 2 Priority Incidents
Integrated Business Management
Simpata CRM works seamlessly with other Simpata modules for complete business visibility:
Time & Expense Integration
Link CRM opportunities to projects in Simpata Time. Track time and expenses against customer engagements for accurate project costing and profitability analysis.
Client Billing Connection
Convert CRM opportunities into projects and automatically generate invoices through Simpata Billing. Closed deals become revenue with seamless handoff to billing.
Project Tracking Integration
Sales opportunities flow directly into project management once closed. Track delivery, monitor project health, and ensure customer satisfaction throughout the engagement lifecycle.
API & External Systems
Enterprise customers can integrate CRM data with marketing automation, ERP, accounting, and other business systems through Simpata's REST API.
Enterprise Support & Professional Services
Standard Support
Basic and Professional plans include email and phone support with 24-hour response time during business hours (8am-5pm CST). Get help when you need it with knowledgeable support specialists.
Enterprise Priority Support
Enterprise customers receive 24/7 priority support with 2 included priority incidents per year. Additional priority incidents available through your enterprise agreement for mission-critical situations.
Professional Services
Our professional services team provides implementation support, custom development, data migration, and integration services. We ensure your CRM deployment meets your exact requirements.
Custom Integrations
Enterprise REST API access enables integration with existing systems. Our professional services team can develop custom integrations to connect Simpata CRM with your business ecosystem.
Industry-Specific CRM Solutions
- Professional Services: Manage client relationships from initial contact through project delivery. Track opportunities, proposals, and ongoing engagements with complete visibility.
- Technology & Software: Long sales cycles require sophisticated pipeline management. Track evaluations, demos, and decision-makers through complex B2B sales processes.
- Manufacturing: Manage distributor relationships, track orders, and coordinate with sales representatives across territories with centralized customer data.
- Healthcare: HIPAA-compliant CRM for managing patient referrals, provider relationships, and service coordination with secure, encrypted data storage.
- Financial Services: Track client portfolios, manage advisor relationships, and coordinate service delivery with comprehensive audit trails and compliance features.
Learn more about how Simpata adapts to your industry on our Industry Solutions page.
Transform Your Customer Relationships
Experience the power of integrated CRM that works seamlessly with your entire business operation. See how Simpata CRM can accelerate your sales, improve customer satisfaction, and drive revenue growth.
Schedule a Demo