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Description
Our software for managing CRM and contacts simplifies the process of overseeing contacts while facilitating the creation of appointments, customer notes, letters, quotes, estimates, invoices, tasks, statements, and job sheets. It allows users to set up reminders, such as callback prompts, which help maintain organization, along with a Today view that outlines daily plans for each individual. Appointments, tasks, and jobs can be designated to multiple users, and the Appointments View enables users to view scheduled appointments for any given month, whether for a specific individual or the entire team. In addition, the platform supports mail merge and email marketing functionalities, as well as VoIP capabilities and SMS messaging. Amphis Customer offers seamless integration with Outlook, enhancing the management of customer emails, tasks, and appointments. Furthermore, both quotes and invoices can incorporate free-text sections with individual pricing or can be generated by selecting items from a comprehensive parts database for the products you offer, thereby streamlining the invoicing process. This level of customization ensures that users can tailor their documentation and communication to meet their unique business needs effectively.
Description
Upon connecting to the Simple CRM interface, users are greeted with the Simple CRM desktop, which prominently displays the day's interactions such as tasks and appointments, providing a clear overview of appointment reminders. This online CRM software requires only a web browser for access, ensuring compatibility with all devices. Additionally, a mobile application enables offline work on smartphones and tablets for added convenience. Users can manage multiple companies from a single Simple CRM instance, and they have the option to utilize the Simple ERP module for generating quotes, purchase orders, and invoices. Furthermore, HaPPi delivers between four to six potential customers to sales representatives daily by leveraging a "Big Data" database it has assembled, containing around 30 million company records based on an "ideal" customer profile tailored for each user. This innovative approach not only enhances lead generation but also streamlines the sales process for businesses.
API Access
Has API
API Access
Has API
Integrations
Microsoft Outlook
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$5 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Amphis Software
Founded
1993
Country
United Kingdom
Website
www.amphis-software.com/products.htm
Vendor Details
Company Name
Simple CRM
Country
United States
Website
www.simple-crm-online.com
Product 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
Product 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
