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Simplifyd

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About Simplifyd

Generate invoices and estimates with Simplifyd. View your money dashboard to get an overview of the amounts coming in and going out. Use your Simplifyd calendar and schedule reminders to help keep all your payments on track.

Send files, messages, photos and PDF’s directly from your Simplifyd account. Integrate your documents from Drive and stay in control of your communications through your customer (and team’s) timeline.

Use the Simplifyd address book and pipeline tools to capture and monitor new opportunities, with a simple interface and real time sync it’s easy to access and keep up to date - even when you’re mobile.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Summary

  • Create and send Invoices/ estimates

  • Scheduling/Calendar

  • Add Todos and assign tasks to individual team members

  • Message and send files or pictures to client in-app

  • Track sales or projects with a clear pipeline

FAQs

    No FAQs associated with this application.

Vendor Information

Founded:
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Based in:
Thame
Employees:
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Likes:
Followers:

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Regional Restrictions:
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