Simply CRM
Simply CRM Support
Search for the articles here or browse the categories below.
The basics of working in Simply.
How to configure personal information in My Preferences
How to manage projects in Simply CRM
How to manage tickets in Simply CRM
How to integrate E-conomic with Simply CRM
How to install and use the time tracker in Simply CRM
Contacts, organizations, lists and filters.
How to manage contacts in Simply CRM
How to manage organizations in Simply CRM
How to create and manage leads in Simply CRM
How to create a custom filter
Visualize Your Contacts and Organizations with Map View
Deals, quotes, orders, invoices and products.
Sale Opportunity Forecasting
How to manage deals in Simply CRM
How to create invoices in Simply CRM
What Are Product Bundles in Simply CRM?
Sales Opportunity Forecast
Mail, templates, calendar, tasks and phone.
How to create and use email templates in Simply CRM
Guide to Meeting Scheduler
How to integrate the Google Calendar in Simply CRM
How to integrate Microsoft Office 365 in Simply CRM
Step-by-Step Guide: Connecting Your Outlook 365 Account to Simply CRM
Workflows, buttons, webforms and AI.
How to create workflows
Simply CRM Workflow Action Expressions Guide
Workflow Actions in Simply CRM
Buttons: one-click actions on records
AI Agents: let AI work on your tickets
Connect ERP, phone, mail and other systems.
How to integrate Dinero with Simply CRM
Connect Microsoft Business Central to Simply CRM
Simply CRM Facebook Leads Integration Terms of Service
How to integrate WordPress and WooCommerce with Simply CRM
How to integrate and use MailChimp with Simply CRM
Users, fields, modules and system settings.
How to add or edit fields in a module
How to anonymize your data in Simply CRM
The Simply CRM Web Service Tutorial
Recommended Ticket Stages and Automatic Waiting-Time Tracking
Custom Widgets: your own widgets on the Summary tab
New features and improvements in Simply CRM, newest first.
API, webhooks and technical setup.
How to Create and Manage Incoming Webhooks in Simply CRM
Simply CRM Web Service & API Documentation
Simply CRM JSON Rest API
Introduction to Webhooks
Incoming Webhooks