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Basic functionality

  • How to create and use email templates in Simply CRM

    Simply CRM provides you with the Emails app, which allows you to predefine email templates for your email marketing campaigns....
  • How to install and use the Document Designer in Simply CRM

    Document Designer is a new app that is available for free in the Simply CRM app store. It works a...
  • How to install and use the time tracker in Simply CRM

    The Time Tracker app in Simply CRM allows you to quickly and easily track your time on any task that...
  • How to use the Quick Create option in Simply CRM

    Simply CRM provides all of its users with a Quick Create shortcut that allows you to quickly and easily create...
  • How to create and manage leads in Simply CRM

    In Simply CRM, a lead is an unqualified prospect – a potential customer that can be turned into a regular...
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