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Getting started

  • How to use color lists in Simply CRM

    When your company operates a large number of data records, it often becomes hard to navigate through a vast sea...
  • How to create and use email templates in Simply CRM

    Simply CRM provides you with the Emails app, which allows you to predefine email templates for your email marketing campaigns....
  • How to use the MailChimp module in Simply CRM

    When you integrate your MailChimp account with Simply CRM, you get a variety of new features and options in your...
  • How to install and use the Document Designer in Simply CRM

    Document Designer is a new app that is available for free in the Simply CRM app store. It works a...
  • How to set up recurring sales orders and invoices in Simply CRM

    Simply CRM was built to make business simpler and easier for everyone. With sales orders, our system helps you relieve...
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