Average Ratings 0 Ratings
Average Ratings 47 Ratings
Description
With just a single click, you can generate invoices for your partner agencies or private clients while entering your commission rates effortlessly. Additionally, eliminate the hassle of requirement questionnaires by saving them as PDF files! You can easily integrate the Pfleglisoft Demand Sheet into your website or distribute a link to it. Our user-friendly calendar allows you to manage all care assignments in a streamlined timeline format, simplifying and speeding up your staff's daily operations. From the initial care acquisition to finalizing contracts, every phase is digitized, utilizing one-click processes and customizable text templates. You can also send emails, take notes, upload documents, manage customer information, and receive notifications for key events, including supervision changes and birthdays, ensuring that no important detail goes unnoticed. This comprehensive system is designed to elevate your business efficiency and enhance employee productivity.
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
Integrations
Dinero
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
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
No
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
No
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
Pfleglisoft
Country
Germany
Website
pfleglisoft.de/en/
Vendor Details
Company Name
Simply Consulting ApS
Founded
2011
Country
Denmark
Website
simply-crm.com
Product Features
Medical Practice Management
Claims Management
No
E-Prescribing
No
EMR / EHR
No
HIPAA Compliant
No
Insurance Eligibility Verification
No
Inventory Management
No
Multi-Office
No
Multi-Physician
No
Patient Billing
No
Patient Portal
No
Patient Records
No
Patient Registration
No
Patient Scheduling
No
Physician Scheduling
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