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 […]

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 […]

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 […]

Send out an Email blast to targeted set of an 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 a relationship with your customers. Also, convert your website visitors […]

Register for 15 days free trial Thousands of companies manage their business operations with Simply. Begin your free trial today. Login Simply6 After successful registration, enter your username and password to log into your Simply CRM account. Start up page Simply6 Configure your key preferences through welcome page upon first login. Set up company details […]

Integrations and Apps Synchronize your campaigns with Mailchimp to run advanced email marketing campaigns Synchronize contacts, events, to dos and attach emails from Outlook to Simply CRM and vice versa Quickly and easily synchronize contacts and calendar events from Google to Simply CRM and vice versa Create custom templates for Invoices, Quotes, Sales orders, and […]

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 […]

Simply CRM Settings Page Overview Video 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 […]

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 […]

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 […]