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Configuring Simply

  • How to integrate Microsoft Office 365 in Simply CRM

    Simply CRM integrates with a variety of third-party apps, including Microsoft Office 365, G Suite, WooCommerce and WordPress. This guide...
  • How to integrate Billy in Simply CRM

    Billy’s Billing is a popular invoicing and accounting application that allows business owners and managers to track their incomes and...
  • How to create and use buttons in Simply CRM

    Simply CRM allows you to configure buttons to quickly perform various actions from the detailed views of records in your...
  • How to use color lists in Simply CRM

    When your company operates a large number of data records, it often becomes hard to navigate through a vast sea...
  • How to anonymize your data in Simply CRM

    Simply CRM allows you to anonymize your contacts, leads and organizations data to provide your clients with an additional layer...
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