BUILT FOR -> SALES COORDINATORS

Vsimple is the workspace that sits between your CRM and your operations team, exactly where Sales Coordinators actually live. Quote details, customer history, approvals, tasks, documents, and handoff notes all stay attached to the work, not scattered across tools. You see what's happening, what's next, and who owns it. Reps get faster answers. Customers get fewer dropped balls. Operations gets a clean handoff every time.
A DAY IN THE LIFE
WITHOUT VSIMPLE
Quote requests come in by email, text, and "hey real quick"
Approvals get forwarded and forgotten
Customer history lives in five different tools
Handoffs are a Slack message and a prayer
You're the only one who knows what's going on
WITH VSIMPLE
Every request lands in one intake, with the right fields
Approvals route automatically, with status visible to everyone
Full customer context sits next to the work
Operations inherits a complete record
The whole team can see status without asking
WHAT YOU CAN ACTUALLY DO
01 / Intake
Quote & Request Intake
Capture every quote request, change, and customer ask in one place, with the context already attached.
02 / Approvals
Approval Routing
Send pricing, discount, and exception approvals to the right person, and see exactly where they sit.
03 / Visibility
Customer Visibility
Full account history, open quotes, commitments, and notes on a single record. No more inbox archaeology.
04 / Ownership
Task Ownership
Every quote, request, and handoff has an owner and a next step. Nothing waits because nobody knew it was their turn.
BUILT FOR -> SALES COORDINATORS
01
Map
We sit with your team and document how coordination actually happens today.
02
Build
We configure your workflow (stages, rules, integrations) around your real process.
03
Train
We walk your team through so they feel confident before we step back.
04
Optimize
As your business changes, we tune the system with you. New workflows included.