Getting Started

Posted on by Kim Hvidkjaer
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Register for 15 days free trial
Thousands of companies manage their business operations with Simply. Begin your free trial today.
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Login
After successful registration, enter your username and password to log into your Simply CRM account.
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Start up page
Configure your key preferences through welcome page upon first login.
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Set up company details
Personalize your simply CRM account with your company logo and other details.
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Choose Modules
Choose modules that match your business requirements.
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Configure fields
Customize layout of the fields. You can disable, re-arrange existing fields, create and delete custom fields.
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Modify drop-down fields
Drop-down fields are picklist fields in Simply CRM. You can customize picklist fields with Picklist Editor.
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Set up Users
Users are people that will have access to simply CRM. Permissions can be given through Sharing Access and Profiles.
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Import existing data
Import thousands of records in your Simply CRM account. File formats such as .csv and .vcf are supported.
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Create custom views
Distinguish or classify records of desired criteria with the help of filters in Simply CRM.