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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 Simply6 |
| After successful registration, enter your username and password to log into your Simply CRM account. |
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Start up page Simply6 |
| 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 Simply6 |
| 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. |