Simply CRM

Open the app, connect your data, and turn scattered conversations into a working system. In Simply CRM, start by importing contacts from spreadsheets, email, and other tools, then map fields and tags so every record is immediately useful. Link your inboxes, chat widget, social profiles, and phone lines to create a single queue where new leads, support requests, and replies appear in one place. Build your pipeline with clear stages, set probability rules, and route records by territory or product line. Add lead scoring so hotter prospects rise to the top. The AI assistant can scan recent emails, suggest next steps, and draft first-touch messages you can personalize in seconds.

For daily selling, capture leads from forms, chat, or social and auto-assign them with round-robin rules. Trigger follow-up sequences across email, SMS, or direct messages, and let task reminders keep reps on schedule. Use the product catalog to assemble quotes, generate proposals, and move accepted deals straight into orders without retyping. Log every call automatically, store call notes on the timeline, and record outcomes so managers can coach from real data. Schedule meetings with calendar links, attach required documents, and track contract versions inside the record so no file goes missing. Predictive fields estimate close dates and likelihood, helping you choose where to invest time right now. more