Enhancement of Documents module and integration with Dropbox and Google Drive The Documents module has been enhanced for better usability. You can now preview the files of select formats right from the list view or the detail view without having to download them. Simply also now allows to save attachments and link it to your […]

Register for 15 days free trial Thousands of companies manage their business operations with Simply. Begin your free trial today. Login After successful registration, enter your username and password to log into your Simply CRM account. Start up page Configure your key preferences through welcome page upon first login. Set up company details Personalize your […]

Simply CRM provides fine-grained access control capabilities through the use of Roles and Profiles. Note! Default sharing rules in Simply CRM are set to be public, which enables everyone to see all records. To change Sharing Rules, please visit Settings > Sharing Access. When Sharing is set to private, users will only be able to […]

Leads Lead is an unqualified customer; with systematic follow ups and earnest efforts, you can identify prospects. Learn more Contacts Contact is a qualified sales lead. Contacts also represent the people that are conducting business with you. Learn more Organizations Organization represents a company or an institution that has multiple employees associated with it. Learn […]

Users Users represent people that will be able to log into Simply and access records according to the permissions defined to them. Learn more Profiles Profiles are used to control actions that users can perform on records, and restrict their access to fields, modules and features. Learn more Roles Roles are used to create user […]

Account Settings Adding company details Changing password Configuring outgoing emails Configuring incoming emails Organizing menu bar Changing date, themes, timezone, etc Customizing field labels, tab names & other strings Automation Setting up workflows Capturing website visitors as leads Configuring mailbox to convert emails to suitable entities Miscellaneous Tagging important records Jumping to a selected page […]

  New to Simply CRM? These 10 simple steps can help you get started   And next, customize your account and set up users   Finally, browse different Modules and Settings   Browse by category : Marketing | Sales | Support | Inventory | Tools | Analytics | Projects       Simply 6: You’d love […]