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Getting started

  • Sharing rules in Simply CRM

    Sharing rules specify what data can be accessed by all users in a role hierarchy. In Simply CRM, the default...
  • How to integrate Dinero with Simply CRM

    Simply CRM integrates with Dinero to allow small business managers and owners to easily track and manage their business operations,...
  • Introduction to the Simply CRM Inventory

    Simply CRM Inventory allows you to automate your order processing, product shipping activities and inventory stock management. This article will...
  • How to manage tickets in Simply CRM

    Simply CRM supports the creation of tickets, which allow customers to report specific issues within the instance. Create tickets Select...
  • How to export data from webCRM

    WebCRM is an established Danish CRM that functions similar to Simply. The default version comes in Danish language, which may...
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