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What is Simply CRM?

Streamline your business processes and improve customer interactions with Simply CRM, an intuitive solution thoughtfully crafted to meet human needs. This all-inclusive platform enables you to draw in more clients, optimize your operations, and increase profitability with ease. Covering everything from sales and marketing to project management and invoicing, Simply CRM addresses every facet of your organizational requirements. We provide support to help you kick off your journey, including free assistance in your native language available 24/7. The seamless integration with key email and calendar services allows you to coordinate events for both yourself and your clients, while also enabling you to send emails directly from your own account within Simply. You can keep track of past conversations and access related events, calls, emails, and documents to remain updated on customer interactions. With practical insights on the next steps for each client, Simply CRM furnishes you with all the tools necessary to oversee your customer journey, from securing your first client to processing the final invoice—all for one transparent price. Enhance your project management skills with features such as task assignments, milestone tracking, and clear visual overviews, ensuring that you never miss a deadline again. Furthermore, effectively handle customer support tickets, service contracts, and subscriptions while also managing vendors, products, sales orders, and invoices. The system integrates smoothly with existing ERP solutions, making it a flexible option for any business focused on expansion. Expect an organized and effective approach to managing every element of your business with Simply CRM, allowing you to work smarter and grow faster than ever before.

What is Pfleglisoft?

With a single click, you can create invoices for your partner agencies or private clients while effortlessly inputting your commission rates. You can also eliminate the tedious process of requirement questionnaires by saving them as PDF files! The Pfleglisoft Demand Sheet can be seamlessly integrated into your website or shared through a link. Our intuitive calendar helps you oversee all care assignments in a clear timeline format, streamlining your staff's daily tasks. Every aspect of care management, from initial acquisition to contract finalization, is digitized, employing one-click processes and customizable text templates. Furthermore, you can send emails, jot down notes, upload important documents, manage client details, and receive alerts for crucial events, such as supervision updates and birthdays, ensuring that no vital information slips through the cracks. This all-encompassing system is meticulously crafted to boost your business efficiency and significantly improve employee productivity, making it easier for your team to focus on delivering exceptional care. By utilizing these features, you can ensure that your operations run smoothly and effectively, ultimately fostering growth and success.

Media

Media

Integrations Supported

Dinero

Integrations Supported

Dinero

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Simply Consulting ApS

Date Founded

2011

Company Location

Denmark

Company Website

simply-crm.com

Company Facts

Organization Name

Pfleglisoft

Company Location

Germany

Company Website

pfleglisoft.de/en/

Categories and Features

CRM

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

Categories and Features

Medical Practice Management

Claims Management
E-Prescribing
EMR / EHR
HIPAA Compliant
Insurance Eligibility Verification
Inventory Management
Multi-Office
Multi-Physician
Patient Billing
Patient Portal
Patient Records
Patient Registration
Patient Scheduling
Physician Scheduling

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