What is Google integration with Simply CRM? How do I sync my contacts? How are fields mapped during contacts sync? How do I sync calendar? How are fields mapping during calendar sync? Synchronize your calendar events and contacts If you’re using Gmail to manage sales operations within your organization, we’ve a good news for you. […]

What is Simply CRM plugin for Firefox? What’s so special about Simply CRM plugin for Firefox? What are the installation prerequisites? Where do I download and how do I install? How do I log into Simply CRM toolbar in Firefox browser? How do I create records in Simply CRM toolbar in Firefox browser? How do […]

Simply CRM Outlook plugin helps you to sync your contacts, events, and todos between Simply CRM and Outlook. You can also configure the sync direction to indicate the direction data flows between Simply CRM and Outlook. Emails you receive in your Outlook can also be attached to appropriate entities in your Simply account. More importantly, […]

Configuration Editor helps you to set up your Help-desk name and email to send notifications from one single support channel. In addition, Configuration Editor gives you the flexibility to configure maximum file upload size, default module, maximum text length that can be viewed in list view and maximum number of records that can be viewed […]

If existing PDF templates doesn’t meet your business requirements, PDF Maker will help you to create custom templates for Invoice, Quotes, Sales Order and Purchase Order modules. As a result, you can use customized documents for your business operations. Installation PDF Maker is an extension. You will have to install the extension to create custom […]

This feature helps you to customize numbering of records according to your requirements. Simply CRM offers default numbering corresponding to every module in Simply CRM. We recommend you to customize your record numbering prior to inputting data in your Simply CRM account – because this feature doesn’t affect the numbering of existing records. Follow few […]

If you’re already using Mailchimp to run advanced emailing campaigns, you’d probably love this extension. You can easily synchronize all your lists(Contacts), Campaigns between Mailchimp and Simply CRM with only just one click. The whole synchronization process is as simple as that! Installing Mailchimp Extension Mailchimp extension can be found in Module Manager. You’ll need […]

Simply CRM gives admin users the ability to create announcements that can be broadcasted across all users (Admin and non-admin users). You can view announcements below menu bar section in the top. In real-time scenario, Announcements can be used as message boards where users can share their topics of interest with all other users in […]

This feature enables you to configure national and international currencies to help you in dealing business operations with your customers around the globe. You’ll be asked to select your base currency at your first login, in start up page. The base currency is the currency against which exchange rates are generally quoted in a given […]

Simply CRM gives you the flexibility to manage local and international tax rates through Tax Calculations. After the tax rates are defined, they will be available for selection in Invoices, Purchase Orders, Sales Orders and Quotes. Simply CRM supports two different types of taxes. Group Tax The taxes you define in Tax Calculations are global […]