Simplify CRM

Multiple Dashboards

Multiple Dashboards

Graphical Dashboard for Quotations, Invoices, Leads, Pending Works, Lead Status, Appointments or Schedulers.

Settings

Settings

Manage multiple branches, roles, users and manage access rights.

Manage Master

Manage Master

Master Settings such as Country, State, City, Main/ Sub group, Tax, Unit, Terms & Condition, Item, Currency and Discount details.

Email & SMS

Email & SMS

Send E-Mail & SMS to customers, Add new and manage templates.


Support Management

Support Management

Manage Customer Contacts, Complaints, Call Log and Complaint Report and etc.

Manage Leads

Manage Leads

Manage Leads, Lead Follow-up, Campaigns, Lead Status, Lead Report, Follow Up Report, Campaign Report.

Quotes Management

Quotes Management

Manage Quotes, Sales Report, AMC details, Project Dashboard, Projects and Project Tasks.

Manage Documents

Manage Documents

Manage Customers related documents in once place and options to Create folders, upload files and view etc.