Simply CRM

iPhone / Economie et entreprise

Simply CRM is a simple CRM - but also an efficient CRM - that will give you full overview of your customers through both the sales process, and the full customer lifecycle.

Simply CRM integrates with the tools you already use, such as Google Gmail, Micorsoft Outlook and Mailchimp, Wordpress / WooCommerce.

Use the Simply CRM mobile app, in combination with the browser version, to access all records across all modules - anytime, anywhere. In the browser-based version of Simply CRM you also get a fully visual CRM, with visual Kanban (visual pipeline), beautiful dashboards and extensive reporting.

With workflows in Simply CRM, you can automate the CRM tasks you do most often.

Simply also offer fast support, 24/7 - in your local language!


Strong CRM integrations:

* Simply CRM integrates with your existing calendar and email, including Google Gmail, G-suite & Microsoft Outlook.
* Simply CRM integrates with all your existing tools
* Simply CRM integrates with your existing ERP / financial systems, such as Microsoft Dynamics, Xero, Quickbooks, E-conomic, Dinero & Billy.
* Simply integrates with Mailchimp, Wordpress / Woocommerce, Magento, Active Campaign, and most other platform you can imagine.

Handles full customer lifecycle:
* Lead management
* Contact management
* Organisation management
* Sales funnel / opportunity management
* Vendor management
* Invoices, Salesorders, Quotes & Products
* Helpdesk, tickets & support
* Projects, Tasks & Milestones
* Timesheet, Budgets & Employee management

.. and much more.

Quoi de neuf dans la dernière version ?

Bug Fixes & Improvements

- Fixed an issue where tapping a document would open record details instead of the file — the eye icon now opens the file directly
- Added a loading indicator when opening a document so users know the file is being prepared
- Fixed the status dropdown showing no options when updating a record's status
- Fixed the calendar jumping to a different week and showing incorrect records after editing a task
- Fixed the calendar showing unrelated records after creating or editing an event or task