Average Ratings 47 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

The Contractor’s Edge caters specifically to small and mid-sized contractors in the oil industry, streamlining their business management processes. With just one click, field tickets can be transformed into invoices and sent directly to clients via email. Additionally, if you utilize Simply Accounting, our integration feature allows for seamless transfer of invoices into your Simply database. This innovation can significantly reduce the time spent on invoicing and lower costs associated with credit lines. Picture this: by entering your field tickets only once, you can ensure that this data flows automatically into payroll, invoicing, job costing, and equipment utilization reports. This eliminates the repetitive and time-consuming task of managing the same documents multiple times, allowing you to focus on analyzing your data to enhance your overall performance. Our software also removes the necessity for manual calculations on paperwork, which often leads to numerous math errors. By adopting this solution, contractors can boost efficiency and accuracy in their operations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Dinero

Integrations

Dinero

Pricing Details

$25 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
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

Simply Consulting ApS

Founded

2011

Country

Denmark

Website

simply-crm.com

Vendor Details

Company Name

Caribou Software

Founded

1994

Country

Canada

Website

www.caribousoftware.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

Oil and Gas

Compliance Management
Equipment Management
Inventory Management
Job Costing
Logistics Management
Maintenance Management
Material Management
Project Management
Resource Management
Scheduling
Work Order Management

Alternatives

Alternatives

The Logger's Edge Reviews

The Logger's Edge

Caribou Software
Spira Reviews

Spira

Spira Data
Qondor Reviews

Qondor

Qondor.com
ENGAGE Reviews

ENGAGE

Engage Mobilize