Average Ratings 47 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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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.

Description

The Contractor’s Edge caters specifically to small and mid-sized contractors in the oil industry, streamlining their business management processes. With just one click, field tickets can be transformed into invoices and sent directly to clients via email. Additionally, if you utilize Simply Accounting, our integration feature allows for seamless transfer of invoices into your Simply database. This innovation can significantly reduce the time spent on invoicing and lower costs associated with credit lines. Picture this: by entering your field tickets only once, you can ensure that this data flows automatically into payroll, invoicing, job costing, and equipment utilization reports. This eliminates the repetitive and time-consuming task of managing the same documents multiple times, allowing you to focus on analyzing your data to enhance your overall performance. Our software also removes the necessity for manual calculations on paperwork, which often leads to numerous math errors. By adopting this solution, contractors can boost efficiency and accuracy in their operations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Dinero Yes 

Integrations

Dinero No 

Pricing Details

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

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Simply Consulting ApS

Founded

2011

Country

Denmark

Website

simply-crm.com

Vendor Details

Company Name

Caribou Software

Founded

1994

Country

Canada

Website

www.caribousoftware.com

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 

Product Features

Oil and Gas

Compliance Management No 
Equipment Management Yes 
Inventory Management Yes 
Job Costing Yes 
Logistics Management No 
Maintenance Management Yes 
Material Management No 
Project Management No 
Resource Management No 
Scheduling Yes 
Work Order Management Yes 

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