Note! This feature is available in Sales Edition and Ultimate Edition of Simply CRM. What is an Opportunity? How do I enter Opportunities manually? How do I quickly create Opportunities with basic details How do I import Opportunities? How do I export Opportunities? How do I calculate forecast amount? How do I manage Opportunities? How […]

Note! This feature is available in Sales Edition, Support Edition and Ultimate Edition of Simply CRM. What is a Contact? How do I create Contacts manually? How do I quickly create a Contact record? How do I import Contacts from external source? How do I create Contact from convert lead option? How do I export […]

Filters, or views, are used to separate desired records from the stack of other records, and capture them in a different bucket. For instance, you can quickly filter all the records in some particular territory and assign those records to your Sales Agent in that territory. You can also perform operations on the filtered records […]

Note! This feature is available in Sales Edition, Support Edition and Ultimate Edition of Simply CRM. A typical day of a sales person includes managing, tracking and following up activities that are scheduled to be done on present day. You can do all that with one single Calendar application in simply CRM. What do I […]

If you have your data in .csv or .vcf format, you can import thousands of records instantly and effectively. Simply CRM supports importing data into different modules including Leads, Contacts, Organizations, Opportunities, etc. Contents 1 Check List 2 Getting Started 3 Step 1: Select File 4 Step 2: Specify Format 5 Step 3: Duplicate Record […]

Note! This feature is available in Sales Edition, Support Edition and Ultimate Edition of Simply CRM. Sending emails and tracking results just got easier The email Campaigns feature helps you to create email campaigns and send beautiful email templates to the selected list of subscribers. Additionally, the email results — clicks, opens, unsubscribes, bounces — […]

Simply offers a free migration service for customers who want to migrate from open source to one of Simply’s cloud editions (Sales, Support, or Ultimate). The cloud editions offer several benefits including free monthly feature updates, support, and daily backups. Please email the following information to support@simplyhq.com to initiate the migration process Requirements Simply version […]

Your website visitors are no strangers anymore. Instead, they will be Lead records in your simply CRM. Generate webform and copy it to your website; As a result, your user’s information will be captured as leads in Simply CRM. You can create a new form or enable a existing form in your website to capture […]

This tutorial is designed to explain different security measures offered by Simply CRM 128 bit SSL Encryption All data transfer between the user machine to Simply server is secured by using industry standard SSL encryption. Daily backup Simply takes database and file backup of each client instance every day. This backup is stored on a […]

Our customers are eligible for the following discounts Yearly Payment Customers that prepay for 11 months of Simply receive 1 free month. This amounts to 8.3% off an annual subscription Volume Discount Customers with over 50 users are eligible for negotiated pricing. Feel free to ask us about it by sending us an email to […]