Users
Users represent people that will be able to log into Simply and access records according to the permissions defined to them.
Profiles
Profiles are used to control actions that users can perform on records, and restrict their access to fields, modules and features.
Roles
Roles are used to create user hierarchy. User’s position in role hierarchy will decide which of the records he/she can access.
Sharing Rules
Sharing Rules is used to configure data sharing rules across users in role hierarchy.
Groups
Group is combination of multiple users, roles and groups to manage common set of records.
Edit Fields
Layout Editor allows you to add new custom fields, re-arrange fields, edit field properties, and move fields inside and across blocks.
Module Manager
Module Manager helps you to enable, disable and configure the settings for existing modules, and import new modules.
Picklist Editor
Picklist is a drop-down field with list of options available, within which, only one option can be selected.
Picklist Dependency Setup
Picklist Dependency setup helps you to select values in target picklist field more accurately depending upon values in source picklist fields.
Menu Editor
Menu Editor helps you to place most frequently accessed modules on Menu bar. You can also rearrange them according to your requirements
Email Templates
Email Templates helps you to create customized email templates and select them while sending out emails from your Simply CRM account
Company Details
Company Details enables you to personalize your Simply CRM by uploading your company logo and details. The information is used while generating Invoices, Quotes, Sales Orders and Purchase Orders
Tax Calculations
Tax Calculations enables you to manage national and international taxes while generating Invoices, Quotes, Sales Orders and Purchase Orders
Outgoing Server
Configure Outgoing server to manage sending out emails from within your Simply CRM account.
Inventory Terms and Conditions
This feature enables you to define inventory terms and conditions in the form of text that is populated in Invoices, Sales Orders, Purchase Orders and Quotes.
Announcements
Announcements, like message boards, are used to convey your message to users across Simply CRM.
Currencies
This feature enables you to configure national and international currencies to help you in dealing business operations with your customers around the globe.
Customize Record Numbering
This feature helps you to customize numbering of records across different modules in Simply CRM according to your requirements.
Mail Converter
Mail Converter enables you to configure your mailbox to scan your emails and create appropriate entities in Simply CRM.
MailChimp
MailChimp integration will easily synchronize Contacts and Campaigns between MailChimp and Simply CRM
Workflows
Workflows streamline your business by automating operations like sending emails, creating activities, updating fields, etc.
Configuration Editor
Configuration Editor helps you to set up Help-desk details, maximum upload size, default module to be viewed as you sign in, etc
Customer Portal
The self-service channel offers your customers the ability to generate tickets and refer to faqs. You can also share Documents, Products, Projects, Invoices, Quotes etc
PDF Maker
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.
Webforms
Create and integrate webforms in your website to capture website visitors as lead records in Simply CRM