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Description
Begin your journey with our comprehensive platform that combines scheduling, record-keeping, certifications, reminders, and job management all in one. Your administrative team will find it effortless to schedule new jobs during phone calls, while you can monitor your engineers' locations and assign tasks to the appropriate team members efficiently, ultimately minimizing travel times and maximizing productive tool usage. Say goodbye to the hassle of tracking down engineers for missing job sheets, certificates, and records, as our system provides a professional and efficient experience without causing delays for your customers. Whether you're online or offline, you can easily capture signatures using your smartphone or tablet, making it convenient for your engineers to generate professional records, estimates, quotes, and invoices. This intuitive, robust, and adaptable job management platform simplifies your operations significantly. Additionally, when you require assistance, you can connect with a real person via phone, in-app chat, or email, ensuring that our knowledgeable support team is always ready to contribute to your business's success. Access our services through a web portal or dedicated iOS and Android apps, available for both online and offline use, allowing you to manage your tasks seamlessly no matter where you are.
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
No details available.
Integrations
No details available.
Pricing Details
$19.74/month/user
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
Software Works for You
Country
United Kingdom
Website
gasengineersoftware.co.uk
Vendor Details
Company Name
Simple CRM
Country
United States
Website
www.simple-crm-online.com
Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor 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
