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Configuring Simply

  • 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...
  • How to manage deals in Simply CRM

    Simply CRM provides you with the Deals module, which you can use to create and manage your deals, qualify them...
  • How to manage organizations in Simply CRM

    In Simply CRM, an organization represents an institution, a company or a group that contains multiple employees. All contacts can...
  • How to import records

    If you have already collected your data in .csv or .vcf format, you can now easily import it into Simply...
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