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Getting started

  • 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...
  • How to install and use the Dashboard app in Simply CRM

    The Dashboard app in Simply CRM allows you to generate reports about your customer’s activities, sales processes or sales performances...
  • How to activate apps in Simply CRM

    Simply CRM features a built-in App Store, which allows you to customize your instance by activating or deactivating different applications...
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