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Average Ratings 47 Ratings

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ease
features
design
support

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

Screenshots View All

Screenshots View All

Integrations

Dinero

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

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Alternatives

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