SimpleOne CRM platform
CRM platform for service management and building long-term relationships with customers
The solution is already in use
Why companies need a CRM platform for customer service management
Data fragmentation
Customer information is fragmented between CRM, ITSM, ERP and other systems
Lack of AR analytics
Unable to measure NPS/CSAT or identify causes of customer churn
Lack of preventive service
Repeated incidents are not analyzed, customers leave because of the same problems
Full-cycle CRM platform: sales, implementation, service
Manage sales and marketing of complex products with SimpleOne B2B CRM
Manage sales and marketing of complex products with SimpleOne B2B CRM
Features of CRM-platform SimpleOne
Customer Profile 360
A consolidated view of the customer, combining data from CRM, ITSM, ERP and other sources
| History of purchases, requests and SLAs in one interface |
| Integration with accounting system, requisitions and contracts |
| Automated recommendations based on behavior and segment |
AI tools
Reduce operator workload and increase response rates even during peak hours
| Smart Filling - audio transcription and autocomplete system fields |
| Chatbots and AI agents |
| OCR and for document recognition tools |
| Orchestration of publicly available generative neural networks and closed enterprise solutions |
Service portals
Create an unlimited number of customized portals for different departments and audiences
| Change rates, order licenses, download documents |
| Real-time tracking of application status |
| Participate in NPS/CSAT surveys directly on the portal |
Operational analytics
Make decisions based on data rather than feelings
| Interactive dashboards and drill-down analysis |
| Identify bottlenecks in real time |
| Reasons for customer churn and NPS dynamics by department |
Partner sales management
Automate interaction with partners at all stages of cooperation
| Storage of information about partner agreements |
| Multi-level privilege system |
| Special portals for partners |
| Tracking of all stages of cooperation |
Full SLA management cycle
Monitor contractual obligations from conclusion to fulfillment
| Automatic quality control of the service provided |
| Link between IT service and SLA parameters |
Low-code automation
Implement complex processes without the need for developers
| Visual workflow builder |
| Templates for CSM, ITSM, Finance and Logistics |
| Automate multi-level approvals |
| Integration with ITSM for automatic incident creation |
| System allows customization of decision-making routes |
Why choose SimpleOne
Unified platform for customer service and IT
Integrate ITSM and other SimpleOne products, ERP, legacy-systems for end-to-end data analytics and a unified customer profile
Ready-made service tools
The platform initially contains all the necessary components to launch internal services without the need to purchase additional modules: management of services, CMDB, SLA, catalogs, tasks, approvals and configurations - without the need to purchase and configure third-party modules.
Flexible platform for automating cross-functional processes
Start implementing complex automation scenarios using No-code/Low-code/Pro-code (Java Script) tools to design and implement business logic of any complexity
Additional features
Intuitive interface
The interface of SimpleOne B2B CRM was created taking into account the best global practices and inspired by the most popular foreign CRM systems
Rapid implementation and training
Company specialists quickly start working in SimpleOne B2B CRM thanks to the intuitive interface, detailed open documentation and elaborate training courses
Intuitive interface
The interface of SimpleOne B2B CRM was created taking into account the best global practices and inspired by the most popular foreign CRM systems
