Complete CRM
Your salespeople, dispatchers, and accountants all need the same customer view. Simplify CRM is that single source — every interaction, every document, every payment in one timeline.
Everything you need — in one module.
Unified customer record
One record across sales, service, and accounting. Every contact, email, WhatsApp, invoice, job — visible together.
Segmentation
Segment by vertical, contract type, location, AMC status. Drive campaigns + quarterly reviews from the segment.
Interaction timeline
Every touchpoint — calls, WhatsApp, site visits, quotes, invoices — in chronological order.
Contract lifecycle
AMC contracts, renewals, escalations. Automatic quarterly visit tasks. Churn risk scoring.
Pipeline + forecast
Opportunities by stage + weighted forecast. Rep performance against quota.
CSAT + retention
Track NPS, satisfaction scores, and repeat-purchase rates. Spot churn before it happens.
What hurts today.
Sales talks to leads, service talks to customers, finance talks to payers — but they're all the same people, split across three systems. Context gets lost.
How Simplify fixes it.
One customer, one record, full timeline. Everyone in your company sees the same truth about every relationship.