Leads
Lead is an unqualified customer; with systematic follow ups and earnest efforts, you can identify prospects.
Contacts
Contact is a qualified sales lead. Contacts also represent the people that are conducting business with you.
Organizations
Organization represents a company or an institution that has multiple employees associated with it.
Opportunities
Opportunities provide strategy to follow up prospective customers who are likely to successfully finish the sale.
Invoice
Invoice is a non negotiable itemized statement issued for the Products and Services rendered to the customer.
Quotes
Quote is a formal statement issued by a seller to the prospective buyer upon inquiry or request for a quotation.
Sales Orders
Sales Order is used to track all the products/services that should be manufactured or shipped to customers
Purchase Orders
Purchase order is a legal document handled over to vendor to purchase Products or Services.
Home
Home page widgets provide graphical representation of current status and key performance indicators.
Reports
Reports provide your sales team the ability to extract only data relevant to them from thousands of records.
Campaigns
Campaigns offers your marketing team the ability to schedule and execute mass marketing campaigns.
Projects
Project is a planned work that involves specific goals, start date and target end date, budgets, progress etc.
Payments
Payments module is used to track your incoming and outgoing payments. It enables you to accept payments online
Products
Products represent stock of goods in inventory. Products can be procured from suppliers or rendered to customers
Services
Services refer to the free or paid assistance you would offer to benefit your customers.
Price Books
Price Books gives you the ability to attribute different prices for products in your inventory
Tickets
Trouble Tickets, also called as Cases, are post-sales support requests generated by your customers.
FAQ
FAQ acts as a repository for all questions frequently asked by your customers and internal team members.
Assets
Assets helps your support center to audit individual product items, and cases resolved upon them.
Service Contracts
Service Contract is a negotiated agreement to offer service to products procured to your customers.
Vendors
Vendor is a person or organization that supplies Products or Services to your company.
QuickBooks
Quickbooks integration easily syncs Products, Contacts and Invoices between QuickBooks Online & Simply
Labels Editor
Labels Editor helps admin users to customize module names, field labels, and other strings
Mail Manager
Mail Manager is an integrated email client that allows users to perform CRM related actions on incoming email.
Calendar
Calendar module gives you the ability to schedule, share, track and follow-up events and to-dos
Documents
Documents are internal or external files you upload and save in your Simply CRM account
SMS Notifier
SMS Notifier is used to automate sending SMS to selected records in your Simply CRM
Recycle Bin
Recycle Bin acts like an archive for all deleted records and helps you restore them when required.
Phone Calls
Phone Calls module connects Simply CRM to hosted telephony services such as Twilio & Plivo and also allows to setup your own Asterisk
Shopping Cart
Extension module developed for Simply to synchronize records with different applications