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Average Ratings 47 Ratings

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features
design
support

Description

You can get a customized calendar with reminders for tax deadlines for one or several businesses, emailed to your inbox so you don't forget a due date. You can eliminate the guesswork of figuring out how much income tax or sales tax you will owe. You can manage your tax compliance for one or more businesses with one dashboard. Never forget a deadline for your business tax - income tax, sales tax or annual reports - not tax. We will create a custom calendar that includes all the tax deadlines you'll need to meet throughout each year by asking about your business. We take the guesswork out when figuring out how much income tax and sales tax you will owe. Our tool gives you an accurate estimate of how much you will need by the deadline.

Description

Simplify your business operations and enhance customer engagement with Simply CRM, the user-friendly solution designed with human needs in mind. This comprehensive tool empowers you to attract more clients, streamline processes, and boost profitability effortlessly. From sales and marketing to project management and invoicing, Simply CRM covers all aspects of your business needs. We offer guidance to help you get started, along with free support in your local language available around the clock. Seamless integration with major email and calendar platforms lets you schedule events for both you and your clients, while you can conveniently send emails directly from your own address within Simply. Track previous conversations and access related events, calls, emails, and documents to stay informed about customer interactions. With actionable insights on the next steps for each client, Simply CRM equips you with everything required to manage your customer journey, from acquiring your first client to finalizing the last invoice—all included in one straightforward price. Enhance your project management capabilities with task assignments, milestone tracking, and clear visual overviews, ensuring you never miss a deadline again. Additionally, efficiently manage customer support tickets, service contracts, and subscriptions while also creating vendors, products, sales orders, and invoices. The system also integrates smoothly with your existing ERP solutions, making it a versatile choice for any business aiming for growth. With Simply CRM, you can expect an efficient and organized approach to managing every aspect of your business.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Dinero No 
FreshBooks Yes 
Xero Yes 
Zoho Books Yes 

Integrations

Dinero Yes 
FreshBooks No 
Xero No 
Zoho Books No 

Pricing Details

$0
Free Trial No 
Free Version Yes 

Pricing Details

$25 per user per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

ComplYant

Founded

2019

Country

United States

Website

complyant.co

Vendor Details

Company Name

Simply Consulting ApS

Founded

2011

Country

Denmark

Website

simply-crm.com

Product Features

Corporate Tax

Compliance Management No 
Data Import / Export No 
Data Verification No 
Electronic Filing No 
Exception Notification No 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning No 

Sales Tax

Address Validation No 
Audit Trail No 
Consumer Use Tax No 
Exemption Management No 
Tax Calculator No 
Tax Filing No 
Taxability Verification No 
Transaction Tracking No 
Value Added Tax (VAT) No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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