What is SimpliBizz?

SimpliBizz is an AI-based business engagement platform designed as a mobile-friendly app and cloud software, specifically tailored for small businesses. It consolidates various business functions into a single solution, eliminating the need for separate software for CRM, accounting, inventory management, and other operational needs. The platform facilitates personalized email communication and automated follow-ups, allowing businesses to engage effectively with customers and vendors from initial inquiry through to payment processing.

This comprehensive tool helps small business owners manage their sales pipelines, track purchase histories with a complete timeline view of vendor communications, and maintain full control over their accounts, including tax management for both sales and purchases. SimpliBizz aims to streamline operations, improve customer onboarding, and provide a holistic view of business activities, enabling users to manage deals, invoices, and payments efficiently within one integrated system.

Features

Sales Pipelines: Customize deal stages with invoices and payment history.
Purchase History: Complete timeline view of all communication with vendors for your purchase.
Accounts with Tax: Full control of your accounts with tax for sales and purchases.
Personalized Communication: Send personalized emails and automated follow-ups at scale.
Customized Pipeline Management: Create and manage custom sales pipelines for specific business needs.
Easy Data Integration: Import existing data from spreadsheets or other CRM systems.
Deal Management: Track deals from prospect to payment with customizable stages.
Sales Invoices: Raise invoices against deals and manage deal stages accordingly.
Revenue Tracking: Track payments against invoices and monitor revenue (monthly, quarterly, yearly).
Vendor Management: Track vendor interactions, billing, and payments.

Use Cases

Managing end-to-end sales data and customer onboarding for small businesses.
Tracking student inquiries and managing overall business operations for educational institutions.
Improving business deal conversion rates through efficient sales and purchase management.
Maintaining client and case details, and managing appointments for legal professionals.
Streamlining CRM, purchases, inventory, and accounting for small enterprises.
Automating follow-ups and personalizing communication with customers and vendors.

FAQs

What kind of businesses is SimpliBizz designed for?

SimpliBizz is specially designed for Small Businesses, offering a full suite of marketing, sales, customer service, CRM software, purchase, vendor management, invoices, and billing management.
Can I migrate my existing data to SimpliBizz?

Yes, SimpliBizz allows users to import existing data from spreadsheets or other CRM data without any difficulties, helping to import data in minimal time.
Does SimpliBizz help with tax filing?

Yes, SimpliBizz provides full control of your accounts with tax for sales and purchases, and it serves as a simple account book for your entire business, aiding in tax filing.
How does SimpliBizz assist with customer engagement?

SimpliBizz enables businesses to engage with customers by sending personalized communications and automated follow-ups at scale, from enquiry to payments.
Is there a free version or free trial for SimpliBizz?

Yes, SimpliBizz offers a 'Free' plan with features like unlimited deals, sales & marketing management, and vendor management. Additionally, there is a 30-day free trial mentioned, which likely allows users to test premium functionalities.