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Getting started

  • How to create sales orders in Simply CRM

    Sales Orders help your team monitor all the products that need to be produced, shipped or warranties given in accordance...
  • How to manage deals in Simply CRM

    Simply CRM provides you with the Deals module, which you can use to create and manage your deals, qualify them...
  • How to manage organizations in Simply CRM

    In Simply CRM, an organization represents an institution, a company or a group that contains multiple employees. All contacts can...
  • 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,...
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