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Average Ratings 47 Ratings

Total
ease
features
design
support

Description

Experience the most user-friendly and highly customizable online calendar accessible from any device, at any time. Our collaborative group calendars streamline communication within the office while ensuring security and simplicity. Furthermore, sharing is effortless with anyone you choose! With Keep&Share calendars, you can enhance your events by adding images, distinct colors, tags, notes, reminders, notifications, and even attach files, to-do lists, links, and much more. You have the flexibility to share any part of your account with anyone, regardless of their affiliation with your team, which facilitates coordination with clients, contractors, and other essential contacts for your business. Utilize unique colors and event tags to categorize events by team member, location, project, and more, thereby enhancing organization. Office managers can benefit from event tags to filter calendars, displaying only the relevant events for field crews, office staff, or any specified group. Ensure you stay on track by setting up automatic email and text reminders for every event or task on your calendar, which can be sent to both yourself and any team members you designate. This way, you’ll never overlook an important deadline again, allowing you to maintain productivity and focus.

Description

Simplify your business operations and enhance customer engagement with Simply CRM, the user-friendly solution designed with human needs in mind. This comprehensive tool empowers you to attract more clients, streamline processes, and boost profitability effortlessly. From sales and marketing to project management and invoicing, Simply CRM covers all aspects of your business needs. We offer guidance to help you get started, along with free support in your local language available around the clock. Seamless integration with major email and calendar platforms lets you schedule events for both you and your clients, while you can conveniently send emails directly from your own address within Simply. Track previous conversations and access related events, calls, emails, and documents to stay informed about customer interactions. With actionable insights on the next steps for each client, Simply CRM equips you with everything required to manage your customer journey, from acquiring your first client to finalizing the last invoice—all included in one straightforward price. Enhance your project management capabilities with task assignments, milestone tracking, and clear visual overviews, ensuring you never miss a deadline again. Additionally, efficiently manage customer support tickets, service contracts, and subscriptions while also creating vendors, products, sales orders, and invoices. The system also integrates smoothly with your existing ERP solutions, making it a versatile choice for any business aiming for growth. With Simply CRM, you can expect an efficient and organized approach to managing every aspect of your business.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Dinero

Integrations

Dinero

Pricing Details

$9 per month
Free Trial
Free Version

Pricing Details

$25 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

Keep&Share

Country

United States

Website

www.keepandshare.com

Vendor Details

Company Name

Simply Consulting ApS

Founded

2011

Country

Denmark

Website

simply-crm.com

Product Features

Calendar

Calendar Sync
Collaboration Tools
Multi-Device Support
Reminders
Room Booking
Scheduling
Task Manaagement

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

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

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