"Simplifyd is a cloud software solution designed for individuals, small teams and new businesses. From one account users can view their interactions, contacts, finances and sales pipeline."
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.
Create and send Invoices/ estimates
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
Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in September 2018.
This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...FREE DOWNLOAD THE-ULTIMATE-CRM-Software-Buyer-Guide-2018.pdf