Simply CRM Reviews & Ratings

Simply CRM

5.0 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 47 Ratings

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

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What is The Contractor's Edge?

The Contractor’s Edge is designed specifically for small and mid-sized contractors operating in the oil sector, simplifying the way they manage their business functions. With a single click, field tickets are easily converted into invoices and dispatched directly to clients through email. Furthermore, those who use Simply Accounting can benefit from our integration feature, which facilitates a smooth transfer of invoices into their Simply database. This advancement can drastically cut down the time dedicated to invoicing while also minimizing costs related to credit lines. Imagine a scenario where entering your field tickets just once allows that information to flow automatically into payroll, invoicing, job costing, and equipment utilization reports, effectively removing the tedious and repetitive task of handling the same documents multiple times. This not only saves valuable time but also allows contractors to concentrate on data analysis to improve overall performance. Additionally, our software eliminates the need for manual calculations on paperwork, which frequently results in various mathematical inaccuracies. By implementing this cutting-edge solution, contractors can enhance both efficiency and precision in their daily operations, ultimately leading to a more successful business model. Moreover, the ease of use and time savings provided by our software can empower contractors to take on more projects without compromising quality.

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.

Media

Media

Integrations Supported

Integrations Supported

Dinero

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

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

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Caribou Software

Date Founded

1994

Company Location

Canada

Company Website

www.caribousoftware.com

Company Facts

Organization Name

Simply Consulting ApS

Date Founded

2011

Company Location

Denmark

Company Website

simply-crm.com

Categories and Features

Oil and Gas

Equipment Management
Inventory Management
Job Costing
Maintenance Management
Scheduling
Work Order Management

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

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