Key Features

Enhance your partnership engagement

The Simpleview CRM partner portal is a web-based, one-stop shop for your partners to access important information and collaborate with your DMO. With Marketplace, partners can participate in co-op promotional campaigns (e.g. a "restaurant week") and take advantage of automated processes for initial member/partner signup/enrollment, opting into campaigns, and submitting online payments.

“Seamless integration” is our middle name

With over 20 third-party integrations such as Cvent, CrowdRiff, and Act-On, as well as 12 Simpleview integrations including MINT+, Book › Direct, and SendSites, Simpleview CRM serves as your DMO’s central hub. In addition, the tight integration between Simpleview CRM and Simpleview CMS has proven to be a gamechanger for many DMOs. By investing in Simpleview CRM, you’re unlocking a world of possibilities for your future technology solutions.

Cloud-based & configured to fit your sales needs

Simpleview CRM is the ultimate tool for managing your sales operations, covering client relations, lead generation, workflow management, bid preparation, event servicing, and economic impact reporting. Our cloud-based system includes account management, prospecting, lead tracking, and event servicing. We also offer easy profile importing from industry databases like MINT+ and ICCA. With automated reporting, sales forecasting, and dashboards, you can easily monitor your progress and report on sales activity and performance measures for conventions, meetings, and events.

The support never stops — from reports to ongoing training

At Simpleview, we understand that good data drives good decisions. That’s why we offer 125 industry-standard reports across user groups, including 50 core sales reports, to ensure you have the insights you need to succeed. Each CRM user group has a customized dashboard to help them view and manage their work efficiently. But our support doesn’t stop there. To help you make the most of Simpleview CRM, we offer a range of product education, online support, certification, and analysts to guide you every step of the way.