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Getting started

  • How to configure user calendar settings

    Simply CRM allows you to configure your calendar and customize it in accordance with your needs. This means you can...
  • How to manage your emails with Mail Manager in Simply CRM

    Simply CRM has an integrated email client called Mail Manager that allows you to perform various actions – create Leads,...
  • How to use picklists

    Simply CRM allows you to create picklists fields in which the users can only select one of the defined options....
  • How to create products in Simply CRM

    Generally speaking, products are goods in your inventory and they can be rendered to customers or procured from suppliers, depending...
  • How to integrate the Google Calendar in Simply CRM

    To help our clients use Simply CRM to its full extent, we have implemented support for the Google Calendar, which...
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