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 […]

How do I create custom fields? How do I re-arrange fields within a block or move across blocks? How do I edit field properties? How do I delete custom fields? Simply CRM offers a set of default fields. You can add new custom fields, re-arrange fields, edit field properties, and move fields inside and across […]

Yes we definitely offer discounts on following conditions Yearly payment We offer one month free for customers who make payment for 12 months. i.e. For annual subscription, you will be charged only for 11 months (8.33% discount). Volume discount we also offer discounts based on volumes for larger customers (50-100 Users) or special instances. You […]

Project Management is well organised and systematically planned discipline, defined with beginning and ending, to accomplish a successful project. Projects are designed with definite goals, tasks, resources and requires earnest efforts of group of people to deliver a specific product or a service. 1. Projects Define your goals, budgets, time span and other resources to […]

Analytics will improve performance of your business by categorizing, predicting and highlighting only meaningful information of data stored in your simply CRM. You need not have to depend much upon traditional theories as simply CRM provides you data intelligence and complete analysis of data through Reports, Dashboards and Home page widgets. 1. Home Home page […]

Manage sending emails, scheduling events and to-dos, sharing documents, sending out SMS and restoring deleted records with the help of Tools in simply CRM. As features are all grouped in one single application, it brings your teams together and work collaboratively. 1. Import records from csv & vcf files If you have your data in […]

Simple, hassle free, easy-to-understand Support features in simply CRM will help you deliver instant and precise customer service. You can resolve cases faster like never before. User-friendly Customer Portal tool acts as a great channel to communicate with your customers. With the exciting support features, you should be able to adopt to the tool very […]

Weed out the risks in categorizing the goods rendered to your customers and goods procured from your vendors. Modules such as Products, Services, Price Books, Vendors, Purchase Orders etc will help you organizing products in stock, forecasting demand, replenishing items in stock and estimating revenues. By controlling the stock in your Inventory effectively, you should […]

Send out an Email blast to targeted set of audience as a part of Email Marketing. You can send customized emails to Leads to advertise your product; Eventually, your Leads can be happy customers one day. Trigger emails to your existing Contacts to enhance relationship with your customers. Also, convert your website visitors as Lead […]

simply CRM offers Sales team the ability to monitor sales operations briskly. The goal is to bring in the prospects, nurture, and win. This is what simply helps you do, expertly. The operations in the Sales cycle can be streamlined and automated; Consequently, efforts will be optimized to see better results. 1. Capture Leads Gather […]