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Frequently Asked Questions

  • How to use the Mail Converter module in Simply CRM

    We understand that modern businesses heavily rely on email as their main communication channel. It’s not uncommon for us to...
  • How to use campaigns in Simply CRM

    Simply CRM provides you with the Campaigns module that allows you to plan and monitor your marketing campaigns. This lets...
  • How to import records

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

    Simply CRM allows you to streamline your business by automating certain tasks and operations, such as sending emails, creating activities,...
  • How to create a custom filter

    Simply CRM allows you to use filters or views to separate records from a group of records and place them...
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