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Getting started

  • Create and manage users in Simply CRM

    Simply CRM allows you to create user accounts for all of your employees, which helps you track their tasks and...
  • How to set a workflow action to create tasks or events

    Simply CRM allows you to set a workflow action to create tasks or events and assign them to your team...
  • User roles in Simply CRM

    When you invite your team to join Simply CRM, you can start assigning them different roles and privileges to recreate...
  • 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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