Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 125 Ratings

Total
ease
features
design
support

Description

SimpleKPI is KPI software for businesses that want clear performance tracking without a data team or a long setup. Connect data from spreadsheets, native integrations, Zapier or the API, set a target for every KPI, and see what's on track and what isn't on live dashboards. KPI Insights explains the numbers: it spots anomalies, suggests likely causes and forecasts where each KPI is heading. Scheduled reports with AI-written summaries go to the people who need them, automatically. The built-in AI can set up KPIs, build dashboards and reports, and answer questions about your data in plain English, with no AI credits to buy.

Description

Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Zapier Yes 
Adobe Acrobat Sign No 
BitBlox No 
CustomerLabs 1PD Ops Platform No 
Dripify No 
EasyCalendar No 
HiBob Finance Suite No 
HoduCC No 
Inksprout No 
Jumplead No 
Octella No 
Sendicate No 
SimpliContract No 
SurveyMonkey Enterprise No 
TouchBasePro No 
White Label Loyalty No 
WiserNotify No 
cXchange No 

Integrations

Zapier Yes 
Adobe Acrobat Sign Yes 
BitBlox Yes 
CustomerLabs 1PD Ops Platform Yes 
Dripify Yes 
EasyCalendar Yes 
HiBob Finance Suite Yes 
HoduCC Yes 
Inksprout Yes 
Jumplead Yes 
Octella Yes 
Sendicate Yes 
SimpliContract Yes 
SurveyMonkey Enterprise Yes 
TouchBasePro Yes 
White Label Loyalty Yes 
WiserNotify Yes 
cXchange Yes 

Pricing Details

$79 per month
SimpleKPI has one flat price for your whole organization: $79 a month billed monthly, or $63 a month billed annually ($758 a year, 20% off). There are no per-user fees, so every account includes unlimited users, KPIs, dashboards and reports, with all features and the built-in AI included and no AI credits to buy. Try it free for 14 days with no credit card required. Prices are in US dollars.
Free Trial Yes 
Free Version No 

Pricing Details

$14.00/month/user
Standard Edition - $14/user/month
Professional - $23/user/month
Enterprise - $40/user/month
Ultimate - $52/user/month

Get a 15-day FREE Trial with every edition.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

SimpleKPI Ltd

Founded

2007

Country

United Kingdom

Website

www.simplekpi.com

Vendor Details

Company Name

Zoho

Founded

1996

Country

United States

Website

www.zoho.com/crm/

Product Features

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up No 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding Yes 
Strategic Planning No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics Yes 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Lead Management

Activity Tracking No 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution No 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics Yes 
Quota Management No 
Reporting / Analytics Yes 
Sales Coaching Analysis No 
Sales Gamification Yes 
Sales Performance Tracking Yes 
Sales Planning & Forecasting Yes 
Territory Management Yes 

Sales Tracking

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

Alternatives

Alternatives

HubSpot CRM Reviews

HubSpot CRM

HubSpot
FlowyTeam Reviews

FlowyTeam

Flowy