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Management of business is a never-ending practice. And that generates the need for an automated platform that seamlessly handles business-related tasks.
Simplifyd is one of the best CRM tool for startup which simplifies all your complicated efforts resulting in a stress-free functionality. This centralized platform encompasses tools for sales, invoice management, and team management. Moreover, it also provides CRM features to cover contacts in a better and faster way.
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Editions and Pricing
|Small Biz||$35/month||Up to 5 users|
|Teams||$75/month||Up to 10 users|
Capabilities and Supporting Set of Features
Contact management is a both, critical as well as a complicated job. Simplifyd offers an interface where you can keep your contacts alive and updated. Here you can import the contacts faster and connect with them in real-time. Share instant messages and files via email.
Track everything associated with a client regarding activities, invoices, estimates, notes, or others in the centralized area. Also, it allows you to let your customer access his client-view login.
Look and manage all your schedules through the timetable view. Set events to a date along with the exact time slot, set the preferred location and make them recurring. You can make the events billable linking them to the client and can invoice them at the same time. Organize and assign the tasks amongst our team members from the calendar itself.
Invoices, bills are an essential part of the business. Why go for an extra tool when Simplifyd offers invoice management. Within the app, you can create professional looking invoices and estimates in any currency from multiple. The prevailing graphical view of you can get over your incoming and outgoing cash flow.
Manage your payments from a client effectively. Send them anytime via email with default invoice template.
From Pipeline feature, a user can setup a new deal with a contact. Track its progression along with the existing leads with the specified specified specified scale. Users can make comments on any pipeline for discussion. Set your milestones and mark them on the scale for clear vision. Decide the status of a deal and assign it a forecast filter for faster retrieval.
Simplifyd is accessible on the mobile devices via its mobile apps.
The integration offered by Simplifyd includes Xero, PayPal, Google Drive, Stripe, slack, and Cyfe.
The product provides FAQs, email support, and phone support.
Pros and Cons of Simplifyd
- Invoices in multiple currencies.
- Private note.
- Customized pipeline and forecasts labels.
- CSV import.
- Sync Calendar.
- Adding options in invoice does not work.
- Time Tracking for a user’s work.
- Todo management.
- Beautiful Timeline with filters based on features.
- Team Groups.
For more details, please visit Simplifyd website.