Simplii tracks every contact for more accurate sales communication and customer service. You’ll save time with a generated to-call list, complete with a history of all previous interactions. Calls are dispositioned with response rules that create tasks, kickoff workflows or campaigns, and automatically schedule your next meeting. Finally get your technologies working together.
Gain speed and accuracy as phone numbers in your CRM and across the web are converted to call buttons.
Accounts, leads, opportunities, and more across all your CRMs pop to your attention as calls come in or go out.
Log all your conversations whether they are calls, SMS messages, or even video meetings.
Convert unknown calls to new CRM contacts with the click of a button. Manual entry is a thing of the past.
Automatically keep your contact interactions logged and synchronized across multiple CRMs after each call.
"Hiring Simplii was an answer to a very frustrating series of problems my company was having with our integrated phone system. As a customer service training, coaching, and consulting company we rely very heavily on the smooth-running ability of our phone systems. Since going with Simplii, our fears of failing phones has left."
"I've had Simplii now for several months. Their installation was quick and their training was excellent. I've had 0 problems. So much better than my cell phone and the auto attendant gives us the large company profile that makes us more credible. I love what they've done for us."
Load leads from your CRM directly into the dialer and keep your phone efficiently busy all day.
Combine the powers of email, tasks, and texts to systematically progress through each item in the queue.
Create campaign-like workflows based on new activities with their associated dispositions and stages.
Connect your sales funnel and require dispositions that move leads along based on the stages they're in.
We’d love to talk! Simplii specializes in customizing new features and functions to further tighten our integrations for companies like yours.Request Features
Explore the most advanced and exclusive integrations out there
Don’t see your CRM listed here? We’ll build a new integration for you!Request Integration