Contentss Subscriptions Engagement Score Customer Portal Enhancement Subscriptions Subscriptions are to be used when you need to bill customers at regular interval. Besides creating the Invoices, Subscriptions module also processes the payments automatically. Manage Customers with Email Engagement Score Manage your Leads/Contacts with eventually tracking their Email interactions. This includes the emails sent from Email […]

Contents Mailroom in CRM Adding custom fields to Inventory module Line items Roll up Comments on the Parent record Customer Portal Enhanced 1. Mailroom in CRM Mailroom automates actions on incoming Emails. Whether you want to create a Ticket from email or create a Lead or Opportunity from email or just simply attach the email […]

Contents Customer Portal Enhancement Xero Integration Historical data transfer during Lead Conversion and Project Creation Customer Portal Enhancement The Customer Portal has been enhanced allowing you to provide a better service to your customers. Xero Integration for managing Products, Invoices and Quotes Simply CRM integration with Xero makes it easy to sync your Organization and […]

The information in this document pertains to customers that started a paid subscription before 9/23/2014! Introducing Editions On September 23, 2014, after more than four years of continuously improving and delivering our one-size fits all cloud CRM solution for just $12 / user / month, we have finally diversified our product and pricing offerings. From […]

Contents Office 365 Integration with Simply for Emails, Contacts and Calendar Search Reports using Search Bar Office 365 Integration with Simply for Emails, Contacts and Calendar Simply CRM Integration with Office 365 helps you to sync your Contacts, Emails, and Calendar between Simply CRM and Office 365. You can also configure the sync direction between […]

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 […]

I created the wrong field-type – how do I change it? If you created a wrong fieldtype, you can normally not just change it; ie. perhaps you have created a text-field with the values “Yes”, “No” or “Maybe”, which you really wanted to have as a picklist, as this makes it easier to use in […]

An Introduction to Simply Webservices Simply provides a simple,powerful and secure application programming interface(the API) to work with entities stored in it. To use this document, you should have a basic familiarity with software development,Web services, and the Simply crm. Webservices provide a easier way to Integrate Simply with your other software systems. API Call […]

This documentation describes the REST based application programming interface(the API) published by Simply. It is meant as a reference document for consumers of the API’s. We recommend that you go through the tutorial before you attempt reading this documentation. All structural data including response from the api is represented as JSON strings. Each entity has […]

Add ons 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, […]