Downloads and Resources

You can freely download base SimpleCRM solution below:




1. This instance is built on top of SuiteCRM 7.5.1 and SugarCE 6.5.20 and published under AGPLv3 license.
It includes modifications such as:

  1. UI modifications
  2. Asterix plugin and basic call-pop-up
  3. Facebook listener plugin
  4. Twitter plugin
  5. Basic Escalation Matrix
  6. Fixes for encountered issues
  7. Correct way to allow all users of your software to download the version they are using.
  8. Others


  • This program is released ‘AS-IS’; if you encounter any issues in installation you can contact us at (we will respond as and when possible).
  • For other configuration, customization, training, fix-patches etc. you can purchase support pack from us by sending us an email at


2. What can you do with it:

Anything that is allowed by AGPLv3 license (

Need help with provisions of AGPLv3? Check this: (

Answers to some common questions:

  1. If you download this program, modify it and use it for personal use, you are under no obligation to share the modified source code with anyone.
  2. If you download this program, modify it and use it within your company, you are under no obligation to share the modified source code with anyone outside your company. You just need to ensure that the users who access the system over network should be able to download the version they are using. This you can do in multiple ways as long as the download option is prominently visible/accessible. In our code we have pre-built a way to do so under the User Profile section and also in Admin section.
  3. If you download this program, modify it and sell it to another company, you are under no obligation to share the modified source code with anyone, other than the company (and its users) to whom it is sold.
  4. If you build separate, standalone applications, portals or other solutions, that only integrate with the downloaded program over HTTP/S (say through REST APIs) but otherwise remain separate, you may choose not to license such standalone applications under open-source AGPLv3 license, and instead, license them separately. You may also be able to separately license any plugins that you develop after consulting this link for further information:


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Mobile CRM

Getting Started with Mobile CRM

Getting Started with Mobile CRM

Mobility in CRM refers to the use of mobile device including tablets and smartphones for effective Customer Relationship Management. Connections through mobile CRM allows sales team to access the data of a customer through CRM mobile applications or via browser using cloud CRM. One of the most significant advantages of mobility in CRM is that it allows the sales force to generate real time information of the client, meeting customers and prospects.

Adoption Rate of Mobile CRM

According to Forrester Research, 50% of the organizations and approximately 40% of the SMBs were rolling out, using or piloting Android and iPhone applications for the automation of sales.  The Gartner Group anticipates more than 500% growth rate within the next 5 years.

Significance of Mobile CRM

The massive use of internet from mobile to computer devices has become universal especially within the last two decades. The percentage of internet traffic through mobile device increased from 1% in the year 2009 to 13% in the year 2013, and three years later it is still growing every single day. This has completely altered the way organizations work. Customers and users receive information about your product and services which is now readily available to them on their smartphones, laptops, social media networks, whenever they desire.

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Top 3 Reasons Why SMBs Should Immediately Adopt CRM

Top 3 Reasons Why SMBs Should Immediately Adopt CRM


Top 3 Reasons Why SMBs Should Immediately Adopt CRM

Customer Relationship Management is a concept and a viable sales strategy companies use to maintain and retain relationships with their permanent and potential customers. It comprises of all the strategies, practices and technologies that companies use to manage customer interactions and build relationships. The main goal is to improve business relationships with clients and customers through customer retention and driving sales growth.

Today, Small and Medium Business (SMBs) have adopted CRM systems that are designed to compile information of their clients and customers across different channels. From company’s website, direct mail address, telephone, live chat to social media and marketing materials, CRM covers everything. CRM software combine customer information and documents into a single database, thereby providing businesses complete access to the information.

CRM leverages customer data to accelerate growth no matter what size your business is. They are considered by companies as the secret sauce that can transform small businesses into a strong, vibrant and growing business. The most essential features CRM software offers to businesses are.

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5 CRM Trends in 2016 (India)

5 CRM Trends in 2016 (India)

According to Forrester Research, today’s age is the “age of customer”. Today, the customer has greater access to information through forums like company websites, live chat, social media, self-service options and more and drives the CRM trends in the market. Customer is now able to voice his opinions and ensure that grievances are heard. To ensure customer loyalty in this competitive world, companies are increasingly adopting Customer Relationship Management (CRM) tools helps keep pace with the dynamic world and hence, to have a fair idea of the expected CRM Trends in near future.


Some Numbers that might interest you:

CRM market in India was valued at around INR 18 billion in 2014 and is estimated to grow at a CAGR of around 20.9% over 2014-19*. Global market for Customer Relationship Management (CRM) software stands at INR 1,397.6 billion in 2014 and is expected to grow to INR 2,639.7 billion by 2019. Asia/Pacific grew the fastest, with growth of 18.7% in 2014**. As per Gartner, ROI on CRM software solutions has been more than 600% *

Pure play vendors in the market recorded strong revenue growth as midsize and large organizations sought to build out digital market and customer experience. In 2015 digital marketers have mainly focused on video, mobile and social media channels & 2016 is set to unfold and is expected to bring new CRM trends.


Major Contributors in growth of the CRM Industry:

Large Enterprises have always been early adopters of technology and rightly so. In addition to the Large Enterprises, Medium Enterprises (ME) are fast adopting CRM and it is expected that at least 60% **of mid-sized businesses across services industry and 25% of mid-sized product enterprises will have invest in CRM by this year. Also, SMB is catching up with almost 25% **adoption rate in services industry.

Across the Small, Medium and Large Enterprises, Service Industry is expected to be the major contributor to growth of CRM industry. To learn more about how SimpleCRM can benefit Service Industry Click here.

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real estate

Sell & Lease More Properties Using Real Estate CRM

Sell & Lease More Properties Using Real Estate CRM

Customer Relationship Management (CRM) is a powerful  system that can be deployed either cloud or existing IT infrastructure or in a data center of your choice. It provides instant access to critical customer data on your computer, mobile and tablet, opening up a world of opportunity for sales as well as services !!

Like most other Businesses, companies in the Real Estate sector also need to be at the forefront, by differentiating itself from its competitors at every stage. This begins with customer acquisition , customer service, delight and continues for lifetime to ensure customer loyalty and brand advocacy.


 What are the benefits of CRM for Real Estate?

1.Maintain and track flats, plots, and units inventory

It is important that all records pertaining to development are tracked and maintained, as knowing these makes it possible to plan promotion, sales as well as manage and deliver commitments. When you track all records of flats, plots and units inventory it helps you to stay updated and plan accordingly to the requirement. CRM helps you store all your data on a single platform, which can be accessed and updated anytime and anywhere.

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Email Marketing

Boost Email Marketing ROI With Measuring Metrics

Boost Your Email Marketing ROI with Measuring Metrics

Email marketing is a remarkable way of reaching to potential customers. It is a measurable marketing tool, where you can get inputs and information of your campaign, which will help you plan your future strategy for your products/brand. There are different email marketing measuring metrics you should evaluate to broaden up your reach to potential customers. Below are some essential measuring metrics to boost email marketing.


Click-through rate

You can make use of the click-through rate to determine how many times your email messages or your links were clicked by your customers. The higher the number of clicks to your messages the more you are assured that your content is appealing to customers. With the use of CRM you can estimate the number of users of your messages and those that are not interested in your messages. From an analysis from click-through rate you can make future strategies of what to offer to those that do not click your links and to offer additional benefits to those who click your sites regularly.

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customer retention

7 Tips to Improve Customer Retention

Customer Retention through CRM

It is said that acquiring a new customer is almost 16 times more expensive than retaining an existing one to whom you can cross sell and up-sell. According to a survey by SAS and Loyalty360,  68% of the business comes from existing clients.This makes  customer retention incredibly important to sustain and grow. Customer Retention is  not only less exhaustive than customer acquisition but also builds royalty and lifetime value of customers.

However, with customer expectations at all-time highs and brand loyalty at risk from  market pressure and competition, businesses must come up with new strategies to keep their valuable customers coming back.

Lets have a look at how can we improve customer retention.

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Social CRM

CRM with Social Media

CRM with Social Media

How would you like to have a house on the top floor of a high rise, with a spectacular view but no elevator in the building? This is exactly what you would experience on when you invest in a system which deals with just static and not dynamic data in today’s fast moving world!! The key to this is Customer Relationship Management(CRM) linked to social media
Customer Relationship Management(CRM) is the need of the day. Today’s customer is spoilt for choices. As soon as he plays with the thought of going for some product or service, there is a long list of providers in front of him. What is it that would differentiate you from others in this list? The answer to this is how quickly you reached out to him and how you completely delighted him/her with your knowledge about the requirements and suggestions based on age/occupation/geography and such other demographic factors. This is possible with help of a CRM tool.
However, the information that we have needs to be constantly updated and there should be a mechanism which helps us reach out at the earliest, to prospects as well as existing clients. This is where Social CRM comes to our rescue!!

What is Social CRM?
Social CRM (Customer Relationship Management) is use of social media services and technology integrated with CRM to enable organizations to engage with their customers.

Why Social CRM?

We can broadly look at two use cases of Social CRM:
Social Engagement with prospects: Social CRM tools allow businesses to better engage with their customers by listening to sentiments about their products and services, tracking their opinions on various features, getting an idea how influential that person is, in his/her social circle.

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5 Quick Benefits of a CRM


5 Quick Benefits of a CRM
Every business needs to evolve and adapt over time. With growing competition and customer requirements business dynamics have changed and one cannot rely on traditional tools, such as Excel & Outlook, for managing sales, marketing and support. CRM provides a strategy to consolidate customer information, maintain relation with customers, keep sales managers updated with the latest market and customer information, and helps businesses grow.A CRM is more of a necessity than luxury, which is why today companies are rushing to get on the CRM bandwagon.
CRM helps organizations to:


Retain customers
“Every contact we have with a customer influences whether or not they’ll come back. We have to be great every time or we’ll lose them.” – Kevin Stirtz.
The ultimate goal of any business is to retain its potential customers. At no point you would want to lose your customers who are giving you sales benefit. A personalized relationship with customer can go a long way in retention of the customer. A CRM helps you acquire customer complaints received through calls and emails, cataloging them in an appropriate category and work towards grievance redressal which leads to creation of strong customer experience and their retention for the company.

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15 Practical Challenges in CRM Implementation

15 Practical Challenges in CRM Implementation

Plan vs Reality small

Challenges in CRM Implementation can be broadly categorized into:

  1. People Challenges
  2. Technology Challenges
  3. Business Process Challenges
  4. Other Challenges

People Related Challenges in CRM Implementation

#1 Lack of senior management sponsorship

challenges in crm implementation - lack of mgmt support


  • CRM initiative solely driven by IT team without management buy-in.
  • Business users unclear or unconvinced on benefits of CRM.
  • Management not willing to commit to enforce CRM adoption.
  • Underestimating Change Management demanded by CRM.

Mitigation – Having an internal CRM champion from executive management.

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