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Modules

Leads

Lead is an unqualified customer; with systematic follow ups and earnest efforts, you can identify prospects.

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Contacts

Contact is a qualified sales lead. Contacts also represent the people that are conducting business with you.

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Organizations

Organization represents a company or an institution that has multiple employees associated with it.

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Opportunities

Opportunities provide strategy to follow up prospective customers who are likely to successfully finish the sale.

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Invoice

Invoice is a non negotiable itemized statement issued for the Products and Services rendered to the customer.

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Quotes

Quote is a formal statement issued by a seller to the prospective buyer upon inquiry or request for a quotation.

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Sales Orders

Sales Order is used to track all the products/services that should be manufactured or shipped to customers

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Purchase Orders

Purchase order is a legal document handled over to vendor to purchase Products or Services.

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Home

Home page widgets provide graphical representation of current status and key performance indicators.

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Reports

Reports provide your sales team the ability to extract only data relevant to them from thousands of records.

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Campaigns

Campaigns offers your marketing team the ability to schedule and execute mass marketing campaigns.

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Projects

Project is a planned work that involves specific goals, start date and target end date, budgets, progress etc.

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Payments

Payments module is used to track your incoming and outgoing payments. It enables you to accept payments online

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Products

Products represent stock of goods in inventory. Products can be procured from suppliers or rendered to customers

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Services

Services refer to the free or paid assistance you would offer to benefit your customers.

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Price Books

Price Books gives you the ability to attribute different prices for products in your inventory

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Tickets

Trouble Tickets, also called as Cases, are post-sales support requests generated by your customers.

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FAQ

FAQ acts as a repository for all questions frequently asked by your customers and internal team members.

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Assets

Assets helps your support center to audit individual product items, and cases resolved upon them.

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Service Contracts

Service Contract is a negotiated agreement to offer service to products procured to your customers.

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Vendors

Vendor is a person or organization that supplies Products or Services to your company.

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QuickBooks

Quickbooks integration easily syncs Products, Contacts and Invoices between QuickBooks Online & Simply

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Labels Editor

Labels Editor helps admin users to customize module names, field labels, and other strings

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Mail Manager

Mail Manager is an integrated email client that allows users to perform CRM related actions on incoming email.

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Calendar

Calendar module gives you the ability to schedule, share, track and follow-up events and to-dos

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Documents

Documents are internal or external files you upload and save in your Simply CRM account

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SMS Notifier

SMS Notifier is used to automate sending SMS to selected records in your Simply CRM

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Recycle Bin

Recycle Bin acts like an archive for all deleted records and helps you restore them when required.

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Phone Calls

Phone Calls module connects Simply CRM to hosted telephony services such as Twilio & Plivo and also allows to setup your own Asterisk

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Shopping Cart

Extension module developed for Simply to synchronize records with different applications

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