CRM / Deal Management

The Smart and Simple Way to Manage Sales

Streamline deal management, order processing and rental cycles with Vsimple

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Give Your Revenue Engine a Tune-Up

Errors, delays and poor communication can sour an otherwise amazing deal. Manage your customer relationship and sales orders with ease, speed and consistency with Vsimple.

Manage Your Pipeline with Total Visibility

Get an up-to-the-minute view of your entire sales funnel on a clean, visual dashboard.

Save Time with Workflow Automation

Create simple workflows to automate tedious tasks and trigger notifications when action is needed from your team.

See Everything About a Lead in One Place

Easy-to-build pipeline views offer visibility into sales activities across your team. Keep deals from stalling and leads from getting lost.

Know what you need to do to close deals faster

See at a glance how long contacts are in each stage so you can begin optimizing immediately

Lead Management
With the CRM system, manage new leads through a qualification process to build sales pipeline and win new business. Recommended for project management.
Pipeline Analysis & Reporting
Track, measure, and analyze on key sales pipeline metrics so you can ramp up sales performance, stay on target, and hit your goal.
Sales Funnel Management
Qualify, track, and measure the opportunities in your sales funnel so you can nurture them into thriving customers.
Features & Capabilities

Explore all our CRM features

If your business focuses on customer relationships, Vsimple has the features to fit your needs. From sales automation and nurturing, to lead management, we've got you covered.

Workflow Automation
Instead of assigning tasks manually, let Vsimple automatically assigned time-based tasks to teammates when leads are entered or updated.
Activity Feed
All communication takes place within an activity stream, providing a timestamped record of each status update, comment or document upload.
Deal Length Monitor
Qualify, track, and measure the opportunities in your sales funnel so you can nurture them into thriving customers.
Alerts and Notifications
Notify the right people at the right time that they have an action to complete. Notifications are built off user preferences plus any Vsimple rules or automations in place to ensure nothing slips through the cracks.
Inactivity Monitor
With updated statuses, added collaborators, created documents and more. Vsimple will fast-track your processes while ensuring 100% accuracy.
Custom Fields
We'll build your views to eliminate unnecessary distractions. Organize by type, status, date, age, location, collaborators and more.
Custom Views
Move through projects with ease and unlock incredible insights with Vsimple's centralized work management platform customized for you.
Document Management
Documents are securely shared and stored via the activity stream, so communication and project status are never separated from the documents.

Get Started with Vsimple

Getting started is simple. We'll build a customized instance for you in 24 hours, and launch with your business in days, not months.

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