Simply CRM

Simply CRM is a versatile customer relationship management (CRM) platform designed to assist businesses of all sizes in optimizing their operations, increasing revenue, and acquiring more customers. According to the vendor, this comprehensive solution caters to various professions and industries, including sales teams, project managers, customer support teams, small business owners, freelancers, and consultants.

Key Features

Contacts: According to the vendor, Simply CRM allows users to manage and organize contacts in a centralized database, capture and store contact information, categorize contacts based on custom criteria, and easily search and retrieve contact information when needed.

Sales: The vendor states that users can create leads, customers, and opportunities, track the progress of sales deals and manage the sales pipeline, generate quotes, proposals, and sales orders, and monitor sales performance and track key metrics.

Calendar: Simply CRM integrates with popular email and calendar platforms, allowing users to sync events and appointments, schedule and manage tasks, meetings, and follow-ups, and gain a comprehensive view of upcoming events and activities.

Project Management: Users can manage projects with tasks, milestones, and visual overviews, assign tasks to team members and track their progress, set deadlines and receive notifications, and monitor project timelines for timely completion, as per the vendor.

Automation: According to the vendor, Simply CRM offers the ability to automate routine tasks and workflows, design and execute sales processes, set up automatic reactions to customer activities, and integrate with third-party applications for streamlined data flow and tracking.

Support: Simply CRM is designed to efficiently handle customer support tickets, track and manage customer inquiries and requests, assign support tickets to team members, and provide timely and personalized support to customers, as per the vendor.

Invoicing: The vendor states that users can create vendors, products, sales orders, and invoices, generate professional-looking invoices with customizable templates, track payment status, and integrate with existing ERP systems for seamless financial management.

Analytics and Reporting: Simply CRM allows users to generate real-time data reports and analytics, analyze sales data and revenue trends, create custom reports and forecasts, and gain insights into key metrics for business improvement, according to the vendor.

Mobile App Integration: Users can access Simply CRM from mobile devices, stay connected with leads, customers, and team members, manage deals, contacts, tasks, and activities on the go, and receive real-time notifications about customer activities, as per the vendor.

Integration: According to the vendor, Simply CRM can be integrated with existing systems and tools, allowing users to connect with popular business apps to automate work and optimize productivity, customize extensions and integrations, and continuously expand integration options to meet specific business requirements.