List of SimpleCRM Customers
Nagpur, 440022,
India
Since 2010, our global team of researchers has been studying SimpleCRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SimpleCRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SimpleCRM for CRM include: BajajCapital, a India based Banking and Financial Services organisation with 5100 employees and revenues of $1.00 billion, Ceylinco Life, a Sri Lanka based Insurance organisation with 1000 employees and revenues of $172.0 million, Union Assurance Sri Lanka, a Sri Lanka based Insurance organisation with 4350 employees and revenues of $92.0 million, Fairfirst Insurance Sri Lanka, a Sri Lanka based Insurance organisation with 783 employees and revenues of $18.0 million and many others.
Contact us if you need a completed and verified list of companies using SimpleCRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SimpleCRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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BajajCapital | Banking and Financial Services | 5100 | $1.0B | India | SimpleWorks | SimpleCRM | CRM | 2021 | n/a |
In 2021, Bajaj Capital implemented SimpleCRM as its CRM to consolidate customer journey management across its investment services business. The deployment targeted mobile and desktop channels and extended to Bajaj Capital’s national footprint, including Nagpur, Maharashtra and New Delhi, covering an employee base of roughly 5,000 across about 200 offices in 100 cities, with an explicit goal to centralize sales and service operations and improve on-field personnel effectiveness.
The SimpleCRM implementation activated sales and service automation, digital marketing, renewal management, enterprise mobility apps, an AI based bot platform, and AI based predictive analytics. Configuration focused on lead and case lifecycle orchestration, mobility enabled field workflows for relationship managers, and AI assisted routing and predictive engagement to support more personalized omnichannel interactions.
Bajaj Capital migrated data from its existing sales and support solutions to SimpleCRM while maintaining data consistency and historical data integrity, and tightly integrated the new CRM within its broader IT ecosystem to support mobile and desktop access. Operational coverage includes sales, support, marketing and renewals functions, with the platform intended to unify customer records and interaction histories across channels and business units.
Governance changes accompanied the rollout, consolidating multiple discrete sales and service systems into a single platform and introducing centralized data governance, standardized workflows and phased rollouts across business units and geographies. The implementation emphasized architectural flexibility and scalability to meet the needs of a large BFSI enterprise and to support evolving field and branch workflows.
Bajaj Capital positioned SimpleCRM to deliver a more frictionless and personalized customer experience and stronger field integration, and leadership specifically cited the maintenance of historical data integrity during migration. Company leaders also noted vendor understanding of BFSI requirements and the platform’s role in streamlining customer interactions across channels.
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Ceylinco Life | Insurance | 1000 | $172M | Sri Lanka | SimpleWorks | SimpleCRM | CRM | 2022 | n/a |
In 2022, Ceylinco Life implemented SimpleCRM on-premise to consolidate customer data and centralize customer-facing workflows. The SimpleCRM CRM deployment established a single Customer360 profile to support sales, campaign management and multi-channel helpdesk workflows across the insurer.
The implementation delivered core Customer360 capabilities, sales and campaign management functions, field-sales mobile app enablement, and unified service and ticketing across channels. SimpleCRM was configured to handle lead capture, lead routing, campaign segmentation, and ticket lifecycle management consistent with CRM operational practices.
Architecturally the deployment was on-premise and integrated with the insurer's core platforms and approximately 26 other applications to power end-to-end lead-to-policy conversion processes, campaign orchestration and helpdesk ticket routing. Integrations tied customer identity and transaction data across policy systems and front-office tools to the central Customer360 repository.
Operational coverage focused on sales, marketing and customer service functions in Sri Lanka, with governance introduced to centralize customer identifiers, standardize ticket workflows and manage campaign data consistency. The rollout enabled improved lead capture and lead-to-policy conversions, a field-sales mobile experience and unified multi-channel service and ticketing as reported by the insurer.
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Fairfirst Insurance Sri Lanka | Insurance | 783 | $18M | Sri Lanka | SimpleWorks | SimpleCRM | CRM | 2018 | n/a |
In 2018 Fairfirst Insurance Sri Lanka deployed SimpleCRM, a CRM, to introduce an AI powered claims chatbot and service automation capability. The implementation went live in July 2018 for the Sri Lanka business and was delivered by SimpleWorks as SimpleCRM.
SimpleCRM implementation centered on an AI driven chatbot module within the CRM, providing 24x7 trilingual customer self service and claims support and service automation workflows. Functional capabilities included real time payment status checks, secure document uploads, automated triage of claims inquiries and agent handover for complex cases.
The chatbot and SimpleCRM were integrated with Fairfirst core insurance systems to enable payment status validation and to surface document and claims metadata back into claims processing workflows. Operational coverage focused on claims and customer service functions across the Sri Lanka business, and agent desk workflows were updated to accept handovers and to continue case resolution.
Governance workstream formalized agent handover rules and interaction logging within the CRM to route escalations and capture customer interactions for downstream claims processing. Outcomes reported after the July 2018 go live included reduced call volumes and improved turnaround for claims and service inquiries.
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Insurance | 4350 | $92M | Sri Lanka | SimpleWorks | SimpleCRM | CRM | 2022 | n/a |
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