Home CRM Simplicity CRM Simplicity CRM Alternatives
Simplicity CRM: Reviews, Testimonials and Expert Opinions
(847)Simplicity CRM | CRM , Loyalty Software
Top 10 Simplicity CRM Alternatives
OptifiNow
Marketing Automation, Lead Management
Elevate your business with OptifiNow—the all-in-one CRM built for mortgage lending. Tailored for retail, consumer direct, wholesale, and correspondent channels, our platform boasts robust LOS integrations, integrated email/SMS marketing, and exclusive White Glove service, offering daily system management, unlimited training, and custom solutions. Reduce costs, enhance efficiency, and gain a long-term partner invested in your success. OptifiNow—the only CRM marrying cutting-edge technology with personalized support—crafting success through understanding, customization, and proactive responsiveness. ...
UNIQUE VALUE PROPOSITION
- CRM designed for all types of mortgage channels: retail, consumer direct, wholesale, correspondent
- Robust LOS integrations
- Integrated email, SMS, and collateral marketing
- Every client gets a unique instance of the CRM for unlimited customizations
- White Glove service includes daily CRM system management, weekly client meetings, unlimited training, data management services, custom software development, custom integrations, quarterly system reviews, best practices
WHY A LENDER SHOULD CARE
- Reduces the cost and complexity of implementing and maintaining a CRM platform
- Provides an all-in-one sales and marketing solution that integrates sales, marketing, and operations into a powerful and versatile tool
- Incredibly flexible solution that can support all types of mortgage lending channels: retail, consumer direct, wholesale, and correspondent.
- Incredibly flexible solution that can support all types of loan products: forward, reverse, home equity, Non-QM, private lending
- Experienced and agile vendor that can support virtually any type of integration from any vendor
- Lenders need a long-term partner like OptifiNow in order to be successful with a CRM platform.
- Because OptifiNow is the only vendor that invests in their clients to ensure maximum usability, adoption, and value
WHAT MAKES US THE BEST IN THE CRM CATEGORY
- OptifiNow is the best CRM because of our unique combination of powerful technology and White Glove service.
- We’re the best because we have extensive experience in the mortgage industry
- We’re the best because we take the time to understand how our clients operate
- We’re the best because we customize our CRM to meet the precise needs of our clients.
- We’re the best because we are experts at integrations and can build a robust tech stack that streamlines a mortgage lender’s sales and marketing process
- We’re the best because we listen and respond quickly to our client’s requests
- We’re the best because we proactively help our clients make the best use of our CRM
SalezShark
Customer Relationship Management with end to end sales and marketing automation
SalezShark is a Customer Intelligence platform, equipped with the end to end sales and marketing automation features to help reap maximum productivity. It helps to improve ROI and increase sales and revenue. ...
SalezShark is a cloud-based automation tool that assists companies to get real-time insights, improve lead conversion, and deliver omni-channel customer support. It helps to nurture client relationships through every sales stage. Its unique relationship cloud enables to understand customers, and meet organizational goals in much lesser time.
Some of the key features of SalezShark include lead management that helps to acquire all the client information under one roof for easy tracking and management, email marketing to drive sales and ROI for the business, relationship intelligence for a mutual relationship of users internally and socially to help turn leads into prospects and win deals more efficiently and many more.
Infor CRM
Infor CRM | Provides a view of every customer touch point across an organization’s sales
Infor CRM software provides a view of every customer touchpoint across an organization’s sales, marketing, customer service, and support teams. Infor CRM is a cloud-based application that ...
Infor CRM’s rich customer profiles and sales productivity tools can help users to identify opportunities to maximize the impact of each interaction and streamline sales activities. it helps to drive accurate forecasting, informed decision making, and effective team and territory management with a robust selection of analytics, sales management tools, and proactive alerts.
Second CRM
CRM Solutions & Tools for Business Productivity. | SecondCRM
"It’s been a pleasant journey with Second CRM for the past few years. The team is extremely helpful, especially providing customization, support and advice to meet our requirements. Big thumbs up to the team for the great service!
"
- Jessica T
IXACT Contact
Real Estate CRM & Marketing Automation System to win more business
IXACT Contact is a Real Estate CRM Software and Marketing Automation all in one integrated solution that helps to keep in touch with the clients and contacts in a strategic way. It helps to acquire customers and enhance customer relationships. ...
IXACT Contact helps to get more leads and referrals and manage and stay on track towards reaching business goals. It helps manage business pipeline, keep-in-touch calls, email marketing, regular business activities and stay up-to-date. It also helps to manage the business on smartphone or tablet with its mobile app version.
IXACT Contact features include converting leads into clients, organizing the data, and putting them together in an easy-to-manage database, building rich contact profiles including social media information and photos, nurture longer-term leads, create a new agent website and much more.
Commence
Customer Relationship Management (CRM) Software
Commence is a cloud-based customer relationship management(CRM) solution that caters to small businesses and helps them to manage communication with existing and potential customers. It helps customers enhance sales by automating sales and customer relationship management. ...
Commence offers various software technologies for the front office business processes, and specializes in cloud-based customer relationship management and business process automation software. It has a streamlined onboarding process, enables businesses to strike just the right balance, and supports a powerful dashboard that provides a snapshot of activities throughout the organization.
Commence provides a full set of tools that encompass contact management, lead management, sales opportunity management, activity management, marketing campaign management, customer service, project management, and more. The seamless ecosystem allows insight into every customer and leads interaction across the organization with powerful analytics and reporting features.
Virtuous CRM
Responsive Nonprofit CRM & Marketing Automation Platform
Virtuous CRM is a Responsive Non-profit CRM built for mid-sized or large non-profits for enabling better donor relationships. The software can also be accessed on mobile devices. Virtuous ...
The Email integration and Task management feature enables automating tasks and assignments and integrating CRM with the Inbox. It also provides auto-generation of emails and mobile alerts when tasks are due including automated prompts for special donor events to send personalized messages and follow-ups.
RoboRewards
Automates marketing and increases customer base, purchase frequency and purchase volume
RoboRewards customer loyalty reward program software helps businesses to grow customer loyalty and white label partners looking to resell the software. It helps to acquire customers and increases ROI. ...
RoboRewards helps loyal customers to keep coming back and spend more via marketing automation. Also, customers tend to earn reward points for purchases, visits, and actions inside their member profile which attains in gaining customer loyalty and retention.
Features of RoboRewards that helps to increase the customer base, loyalty, and sales include flexible programs like visit check-in programs, single-tier, multi-tier, and vip programs, and so on, automation triggers, segment marketing, friend referring, social sharing and many more.
