This tutorial is designed to explain how Simply CRM On-Demand free trial works When you sign up for simply CRM On Demand free trial you will have access to full features of simply CRM solution with unlimited users. If you are satisfied with the service, you can activate the paid subscription by clicking on ‘Buy […]

Note! This feature is only available in Simply CRM On Demand edition. Simply CRM gives admin users the flexibility to customize module names, field labels, and other strings to accord business requirements. Changing labels The process of renaming the labels is simple and straightforward. Module name, fields and strings that are available for renaming are […]

simply CRM provides a dynamic role-based security.Managing users is done for the purpose of security by restricting user’s access to specific modules, fields and to each other’s data.Using Roles, administrators can control access to specific records and by using Profiles, they can control the actions the users can perform on those records.simply CRM system offers […]

Users Groups Roles Profiles Picklist Editor Inventory Notification

In simply CRM, Lead is an unqualified customer; with systematic follow ups and earnest efforts, you can identify potential prospects. Generating Leads is supposedly the first step of Sales Process in simply CRM. A Lead record maintains information about a person, and the company he is associated with. You might generate leads from Trade shows, […]

Start sending and receiving emails to mail box instantly. You can manage sending out emails to your Leads, Contacts, Organizations and Vendors from within Simply CRM. You can embed plain text, rich text, Images, HTML content, attachments etc. in your emails to delight your customers. Set up Outgoing Server Send Emails Manually Mailchimp Integration Mail […]

We, at Simply, try our best to make sure that you make most out of email campaigns to grow your business. In compliance with the anti-spam laws, we have made it mandatory for you to insert an unsubscribe link in the email templates. Let your customers decide whether or not to receive emails from you. […]

A picture is worth a thousand words. While images are visually appealing, they also have turned out to be powerful means of communication. That’s the reason why while sending an email campaign, you might need to think about than just simple plain text in your email. Believe me, there are a lot of people who […]

Confused between Profile privileges and Sharing Rule permissions? To be more simple and precise, Sharing Rules defines what records can your users view. Profiles on other hand, define actions users can perform on records they view. Let’s see different use cases on what operations can users perform when Profiles and Sharing Rules are put together.

Contents Setting up Phone Calls with Plivo Step 1: Signing up for Plivo Step 2: Install Phone Calls module in Simply Step 3: Configure your Plivo credentials in Simply Step 4: Configure the extension number for each user Configuring Simply specific settings in Plivo Setting up Phone Calls with Plivo Step 1: Signing up for […]