Software Tour

Case management that makes sense.

Do you regularly find that you have no idea where your Cases are in BC and what status they are in? Want an easy way to find Cases by type? SimplaCRM can help.

Integrated customer ticketing

We have integrated customer service ticketing into SimplaCRM to make life easier.
This means you can respond inside a ticket to the customer directly and the email will be sent to your customer service ticketing account. One customer service account can be shared by multiple users on the system.
If you don't have customer service ticketing you can still respond directly from our system using your own email address. This makes responding to a Case query very easy.
All form data is also held against a Case so you can easily access all of the information associated with a Case.

Quick access to the contact and orders related to a Case

When viewing a Case you can easily access the full customer profile giving you a better understanding of the customer. After all, that's what is really important for your business.

Note and tasks associated with a Case.

Using notes and tasks in Adobe BC is possible but we've found that use of this function is pretty much non-existent due to the interface design. In SimplaCRM, we've made the interface totally intuitive and useable. You can easily access your own Task and Note features. Notes can be attached not just to a customer but also to Cases or Orders.
The system can combine multiple connections to a task. One task can be associated with a Case, Contact or Order. No matter which interface screen you are in, the tasks or notes that are associated with your customer are visible at all times.