Simply CRM is an easy-to-use all-in-one customer relationship management system used by different businesses to simplify the way they monitor and handle their customer interactions. Optimizing not only sales processes but also invoicing, project management, and customer support, this CRM platform makes it easy for users to gain and retain more customers and generate more revenue.
Simply CRM enables them to implement automated workflows so they can speed up the execution and completion of routine tasks and have more time to spend on more important activities. The CRM system, furthermore, gives them complete visibility and control over their sales funnel by providing easy access to prospect or customer information and offering task management and calendar capabilities. Simply CRM is built with features for data visualization and reporting, supporting the usage of Kanban charts and dashboards and generation of reports.
Simply CRM is an easy-to-use all-in-one customer relationship management system used by different businesses to simplify the way they monitor and handle their customer interactions. Optimizing not only sales processes but also invoicing, project management, and customer support, this CRM platform makes it easy for users to gain and retain more customers and generate more revenue.
Simply CRM enables them to implement automated workflows so they can speed up the execution and completion of routine tasks and have more time to spend on more important activities. The CRM system, furthermore, gives them complete visibility and control over their sales funnel by providing easy access to prospect or customer information and offering task management and calendar capabilities. Simply CRM is built with features for data visualization and reporting, supporting the usage of Kanban charts and dashboards and generation of reports.
Specifications
Business Size
Startup
Customization
Yes
Deployments
Cloud, Open API
Language Support
English
Platforms
Product Details
Features
Sales Process Visualization
Project Management
Full Customer Overview
Dashboards & GANTT Charts
Sales Funnel Monitoring
Workflow Automation
Mail & Calendar Integration
Reports
Benefits
Sales Process Visualization and Management
Simply CRM was designed to optimize sales processes. The CRM system provides users with full visibility and control throughout their sales funnel, from generating leads, performing follow-up activities, and closing sales to sending invoices to customers. They can automate routine sales tasks as well as visualize and monitor their sales and processes using Kanban views, GANTT charts, and dashboards. In addition, they can take advantage of Simply CRM’s project management features to track milestones and deadlines.
Easy and Quick Access to Customer Information
The CRM system enables users to easily and quickly access all the information and documents they need related to their customers which include contact details, social media accounts, phone and email communications with customers, invoices, and more. As a result, they will be able to keep up with every customer interaction and engagement and ensure that they won’t miss any important task or activity.
Robust Integration
Simply CRM integrates with many email and calendar systems, simplifying the process of scheduling events, tasks, and activities and communicating with prospects and customers. For instance, users can set up events within Simply CRM and automatically add them to their own calendar. They can also send out emails to prospects and customers from their own email address directly within Simply CRM. The CRM system can be integrated with other systems as well like Microsoft Dynamics, Magento, WordPress, and SendGrid.
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