Average Ratings 47 Ratings
Average Ratings 0 Ratings
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
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