CRM / Deal Management Workflows in Vsimple

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.

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.

The Smart and Simple Way to Manage Sales

Give Your Revenue Engine a Tune-Up

Manage Your Pipeline with Total Visibility

Save Time with Workflow Automation

See Everything About a Lead in One Place

Know what you need to do to close deals faster

Explore all our CRM features

The Smart and Simple Way to Manage Sales

Give Your Revenue Engine a Tune-Up

Manage Your Pipeline with Total Visibility

Save Time with Workflow Automation

See Everything About a Lead in One Place

Know what you need to do to close deals faster

Explore all our CRM features

Get Started with Vsimple