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Average Ratings 47 Ratings
Description
With just a single click, you can generate invoices for your partner agencies or private clients while entering your commission rates effortlessly. Additionally, eliminate the hassle of requirement questionnaires by saving them as PDF files! You can easily integrate the Pfleglisoft Demand Sheet into your website or distribute a link to it. Our user-friendly calendar allows you to manage all care assignments in a streamlined timeline format, simplifying and speeding up your staff's daily operations. From the initial care acquisition to finalizing contracts, every phase is digitized, utilizing one-click processes and customizable text templates. You can also send emails, take notes, upload documents, manage customer information, and receive notifications for key events, including supervision changes and birthdays, ensuring that no important detail goes unnoticed. This comprehensive system is designed to elevate your business efficiency and enhance employee productivity.
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
Integrations
Dinero
Pricing Details
No price information available.
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
Pfleglisoft
Country
Germany
Website
pfleglisoft.de/en/
Vendor Details
Company Name
Simply Consulting ApS
Founded
2011
Country
Denmark
Website
simply-crm.com
Product Features
Medical Practice Management
Claims Management
E-Prescribing
EMR / EHR
HIPAA Compliant
Insurance Eligibility Verification
Inventory Management
Multi-Office
Multi-Physician
Patient Billing
Patient Portal
Patient Records
Patient Registration
Patient Scheduling
Physician Scheduling
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