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Basic functionality

  • How to manage contacts in Simply CRM

    Contacts in Simply CRM can represent a wide variety of people: they can be sales leads, qualified customers or unqualified...
  • How to manage projects in Simply CRM

    A project represents a highly organized work assignment that contains specific goals, budgets, progress parameters, etc. In Simply CRM, projects...
  • How to create vendors in Simply CRM

    A person, company or organization that supplies you with services or products is considered to be a vendor. Manufacturers and...
  • How to create services in Simply CRM

    Services typically represent all types of assistance that you provide to your customers. They can be free or paid and...
  • How to create sales orders in Simply CRM

    Sales Orders help your team monitor all the products that need to be produced, shipped or warranties given in accordance...
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