Contents Creating a Report Customizing Report Exporting Report Scheduling Reports Pivot Reports Charts Reports provides your sales team the ability to extract only data relevant to them from thousands of records. You may use these report features to get an overview of customer related activities and to draw conclusions on how to improve your sales […]

simply CRM offers different home page widgets that will provide graphical representation of current status and key performance indicators. As complete analysis of data is displayed on one single screen, decisions and conclusions can be monitored at a glance. List of widgets displayed on Home page Notes Admin users can deny normal user’s access to […]

What is a Document? Documents are the files you save in simply CRM. You can either upload files directly or provide an external link to download the file again. Files can be classified by grouping them under different folders. Manage Documents You can perform different operations on records in list view of Documents 1. Create […]

This feature gives you the flexibility to send text messages to your customers. You can send text messages to multiple records in one shot. In addition to manually sending out messages, you can also forward automatic notifications triggered by workflows in Simply CRM. Simply CRM supports the following SMS gateways to help you send messages […]

Records that are deleted from different modules are stored in Recycle Bin. It acts like an archive for all deleted records and helps you restore them when required. Working with Recycle Bin Sometimes, accidentally, we delete records that hold a lots of importance. Such mistakes can cost us a lot. Recycle Bin in simply CRM […]

Mail Manager is an integrated email client that allows users to perform CRM related actions on incoming email. It helps you create Leads, Contacts, Organizations, Trouble Tickets and To Dos from the emails that you receive in your inbox. Should sender’s email id match with a record in simply CRM, you can perform more actions […]

A purchase order is a legal document handled over to a vendor to purchase Products or Services. It offers you a channel to explain your requirements and intentions explicitly. Purchase Orders comprise the purchase order number, vendor details, product or service details, terms and conditions, prices, etc. Creating Purchase Order individually You can easily create […]

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What is a Service? How do I create Services manually? How do I quickly create Services How do I import Services from external source? How do I manage records in Services module? How do I export Services to spreadsheets? How do I gain knowledge on fields in Services module? How do I select Services while […]

Sales Order is an Internal document generated within the company after the Purchase Order is received. It helps your sales team track all the Products or Services that should be manufactured, shipped etc according to the agreed prices and dates. Sales Order comprise Sales Order number, Purchase Order, Recurring Invoice, Billing and Shipping Address, Products […]