When service is your business, client relationships are everything. Yet so often in professional service organisations, key information lives solely in the heads or spreadsheets of individuals managing or delivering the project. This can lead to missed opportunities, complex utilisation tracking, slow onboarding and not-quite-satisfied customers.
At Simpala, we bring unique insight to your project; we’re a services business ourselves. We have built the best tooling inside Salesforce for managing client relationships as well as your projects. We’ll help you improve lead follow-ups, sharpen your utilisation tracking, manage resource planning and centralise your data into a single source of truth with the Simpala Project Management Accelerator.
We get it - no two organisations are the same: from consulting and legal, to real-estate and accounting. You need a bespoke solution.
At Simpala, we don’t just ‘set up your CRM’ and let you work it out alone. We first discover your business goals, challenges, team and customer expectations. Only then do we design a solution that will give you results today and scale with you in the future.
Without a shared system, opportunities are missed, account management is inconsistent, and when someone leaves the business, their knowledge goes with them.
How Simpala helps
Capture every client interaction and opportunity in one solution, giving your whole team visibility. Automate admin, track delivery and report on performance, so your team can focus on the work that makes a difference.
Every legal firm is managing cases, client communications, business development and billable hours, whilst also staying compliant. It’s a complex and admin-heavy process.
How Simpala helps
Bring client communications, cases and business development into one connected platform. Automate routine updates, maintain audit trails and give your team the visibility to manage relationships and spot new opportunities.
Getting the right person for the job is your main objective. But with multiple candidates and clients, job listings and referrals to handle, information is often scattered across multiple systems and in your inbox.
How Simpala helps
Creating lasting relationships with clients and candidates. Set up personalised and automated communications, structured follow-ups, and enjoy intelligent talent matching. Spend less time on admin and more time placing the right people with the right businesses.
With long sales cycles, big investments and irregular transactions, staying relevant and top of mind in real estate is an ongoing challenge for any property company.
How Simpala helps
Keep client relationships, properties and deals in one place, with automated, personalised nurture campaigns that keep you top of mind. Track pipelines, manage viewings and monitor agent performance from one single solution.
Reuben Swinfield
MD, CityRise
Interactions, opportunities, contracts and communications, all shared across the whole team.
Pipeline visibility, follow-up reminders and opportunity tracking.
Set up automated workflows that create a great first impression and reduce manual effort.
Meet sector-specific compliance requirements and set up built-in audit trails.
Link your projects to your CRM for full visibility of your project status, billing and utilisation. Automate alerts and upsell opportunities.
Bring together every tool and process under one roof, with 3rd party integrations for your specialist finance, real-estate or legal solutions.
Your business goals and culture dictate our project: there’s no one-size-fits-all. So, before we touch any technology, we take the time to understand your entire business.
We work with you throughout the project. We deliver straight-talking advice and thoughtful recommendations, designed to help your organisation see real results, fast.
The backbone of your central operating system: Sales Cloud underpins everything you do. Enhance efficiency, improve sales performance and gain real-time insights into your sales pipeline.
The complete marketing platform for personalised moments and two-way customer conversations. Design data-driven campaigns, integrate AI agents and automate revenue-generating comms.
Predictive, generative and now agentic. Integrating AI into your processes enables you to scale support without increasing headcount, 24/7, just when your customers need you.
You don’t need Asana or monday.com to project manage. Our bespoke solution allows global resource management, staff planning, project forecasting, time tracking, project budgeting, and risk management, all within Salesforce.