Automated CRM

Automate your lead generation & Onboarding Process

Create & configure multiple acquisition & onboarding funnels designed to efficiently convert leads into happy clients/customers.

Manage your business like a Pro with SIM Software, by Dynamic Intelligence, the All-In-One Business Software that empowers collaboration with your team, and streamlines interaction with your clients.

Replaces...

One-Stop Client Management

EXPERIENCE THE CONVENIENCE OF ONE-STOP CLIENT MANAGEMENT WITH SIM SOFTWARE.  ACCESS AND MANAGE ALL CONTACT INFORMATION AND RESOURCES IN ONE CENTRAL LOCATION, ENSURING YOUR TEAM STAYS ORGANIZED AND EFFICIENT.

Client Management + Automations

SIM SOFTWARE'S CLIENT MANAGEMENT + AUTOMATIONS FEATURE ALLOWS YOU TO SEAMLESSLY ADD COMPANIES & CONTACTS THROUGH MULTIPLE CHANNELS, INCLUDING MANUAL ENTRY, IMPORT, FORMS, OR API.

Company First Workflows

IMAGINE HAVING ALL YOUR CONTACT INFORMATION AND RESOURCES PERFECTLY ORGANIZED AND ACCESSIBLE FROM A SINGLE LOCATION.  SIM SOFTWARE'S CENTRALIZED BUSINESS MANAGEMENT ENSURES THAT EVERY DETAIL IS AT YOUR FINGERTIPS, STREAMLINING COMMUNICATION AND EFFICIENCY IN YOUR BUSINESS OPERATIONS.

Automate with CRM Circles

HARNESS THE POWER OF CRM CIRCLES TO AUTOMATE, STANDARDIZE AND CUSTOMIZE EACH CLIENT'S EXPERIENCE.  ASSIGN CIRCLES VIA THE ADD CONTACT FORM, FORMS, OR API.

Complete Set of Onboarding Options

EFFORTLESSLY GUIDE NEW CLIENTS WITH SIM SOFTWARE'S COMPLETE ONBOARDING OPTIONS.  AUTO-ASSIGN PERMISSIONS AND TRIGGER SPECIFIC AUTOMATIONS, CREATING A SEAMLESS AND EFFICIENT ONBOARDING PROCESS TAILORED TO YOUR BUSINESS NEEDS.

Deal Stages Pipeline

MONITOR KEY INSIGHTS WITH FOUR UNIQUE VIEW STYLES AND A KANBAN-STYLE DRAG-AND-DROP INTERFACE, YOUR SALES PROCESS STAYS ORGANIZED AND FOCUSED.  FORECAST REVENUE AND GAIN VALUABLE INSIGHTS TO DRIVE BUSINESS GROWTH AND NEW INITIATIVES.

Onboarding Flows

SEAMLESS ONBOARDING WITH FLOWS.  AUTOMATICALLY TRIGGER A FLOW FOR YOUR CLIENTS TO COMPLETE ESSENTIAL TASKS LIKE E-SIGNING DOCUMENTS, FILLING OUT FORMS, SETTING AN APPOINTMENT, UPLOADING FILES AND MORE!

Trigger / Actions Automations

EXPERIENCE UNPARALLELED EFFICIENCY BY CHAINING MULTIPLE ACTIONS IN A SEQUENCE THAT AUTOMATICALLY TRIGGERS, REDUCING MANUAL TASKS AND FREEING UP YOUR TIME FOR STRATEGIC WORK.

Event Generators & Calendar

EVENT GENERATORS LET YOU "PRE-DESIGN" A SERIES FOLLOW-UPS SO THAT YOU DON'T HAVE TO CREATE THEM MANUALLY.  MEETINGS, FOLLOW-UP EMAILS, OR OUTREACH TASKS ARE ALL AUTOMATICALLY CREATED & VISIBLE ON YOUR SIM SOFTWARE CALENDAR.

Client Data Import / Export

MANAGE YOUR CRM DATA WITH SIM SOFTWARE'S POWERFUL IMPORT/EXPORT FEATURES.  ADD LARGE BATCHES OF CRM ENTRIES WITH EASE, STANDARDIZE FIELD SELECTIONS WITH SAVED CONFIGURATIONS, INCORPORATE CUSTOM FIELD DATA, AND TRIGGER, AUTOMATIONS DURING IMPORT.

CRM Bulk Edit

UPDATE MULTIPLE CRM ENTRIES AT ONCE, WHETHER IT'S A DEFAULT DATA FIELD, A CUSTOM FIELD, OR A HUGE COMBINATION OF BOTH.  QUICKLY MODIFY DETAILS FOR ENTIRE CIRCLES, AND REASSIGN COORDINATORS OR SALESPERSONS FOR HUNDREDS OF COMPANIES OR CONTACTS.