Simple Features
Simple features makes you to sell more. That’s why the Simple philosophy is at the very heart of everything we do. We strip away the admin to let you focus on closing.
Drive more lead via our effective lead generation process
To grow your business consistently you need to capture leads. Learn how to create optimized lead capture pages that generate leads for your business.
1. Create New Lead
Manually Create New Lead
You may have your sources set up to automatically import leads, but there will be times when you want to add a lead manually in the platform.
Via Email Integration
Leads email integration is powerful feature which allows you to integrate leads from your email address. You can set up email forwarder from any form you are using and get the leads directly into the platform.
Via Contact Form 7 Plugin (WP)
This feature has the ability to import/capture leads from the most popular contact form (and any other customizable forms) for WordPress Contact Form 7 together with the Email Integration feature which is built in.
Create Web Lead Form
Lead feature allow you to build a web form based on leads fields and custom fields to place it on your website, landing page etc as an iframe.
2. Work with Lead
Send Proposal to Lead
Send the proposal link inside the email template and let your customer view it without login. Lead/customer can open it and make action such as accept, decline, make comments.
Assign Lead to Staff Member
Open a lead and simply select the staff member to assign the lead. Staff member will receive notification that new lead is assigned.
Lead Sources
Always need a way to know from where you got the lead. Add new source depending on your needs.
3. Lead Report
Generate Lead Report
You can view the following reports:
- Weekly
- Sources
- Monthly
- Staff
Lead Activity Report
Activity will be logged
- After lead is created.
- When making a note and click contacted today an activity will be logged that you contacted the lead on specific chosen date from the calendar.
- Added attachment or deleted.
- When lead is assigned to staff member.
- When lead status is changed from kanban with drag and drop or manual from the modal.
- Lead marked/unmarked as lost or junk
Project Management - Your workflows, Structured & Smarter
The one place for all your projects and team collaboration.
What you can do?
Project Overview
Whether you’re looking for top-level updates or a quick way to see important details, project management tool makes it easy to get a high level overview of project.
Tasks / Milestones
Define your tasks & sub-tasks and attach to milestones lists to monitor progress and give your team a clear vision.
Timesheets
Easily keep track of the time you spend on your tasks and projects. View all project timesheets while viewing the project click on the timesheets tab.
Files
Project files is dedicated area for a specific project where files/documents related to the project can be uploaded and view.
Project Internal Discssions
Projects discussion feature will give ability to start various discussions within the specific project with client and/or project team member.
Gantt View
With a Gantt view, you can see your project’s timeline represented visually. Tasks are laid out in the order they need to be completed, allowing you to connect dependencies, avoid bottlenecks, and create easier, clearer project workflows.
Support Tickets
Easier to prioritize, track and follow-up on client requests from one place in the project. This feature helps team to communicate better with clients, and handle issues more efficiently.
Invoice, Expense
Record and keep track of all expenses and invoices created for the project.
Customer Management - Complete 360 Degree View
View everything you need to know about a customer on a single page that includes contact info, related tasks, milestones, projects, file, create reminders and more. Every interaction with a contact is tracked and updated in real time for all your users to see.
1. Create Customer
Manually Create Customer
You may have your sources set up to automatically import leads, but there will be times when you want to add a lead manually in the platform.
Via Email Integration
Leads email integration is powerful feature which allows you to integrate leads from your email address. You can set up email forwarder from any form you are using and get the leads directly into the platform.
Via Contact Form 7 Plugin (WP)
This feature has the ability to import/capture leads from the most popular contact form (and any other customizable forms) for WordPress Contact Form 7 together with the Email Integration feature which is built in.
Create Web Lead Form
Lead feature allow you to build a web form based on leads fields and custom fields to place it on your website, landing page etc as an iframe.
Get a Full-Featured Solution for the Forms
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Manage your Unique Sales Process with CRM
The mate was a mighty sailing man the Skipper brave and are five passengers set sail that day for a three hour tour a three hour tour doing it our way there's nothing we wont try never heard the word impossible.
Powerful Analytics into Customized Reports
The mate was a mighty sailing man the Skipper brave and are five passengers set sail that day for a three hour tour a three hour tour doing it our way there's nothing we wont try never heard the word impossible.
Powerful Analytics into Customized Reports
The mate was a mighty sailing man the Skipper brave and are five passengers set sail that day for a three hour tour a three hour tour doing it our way there's nothing we wont try never heard the word impossible.
Powerful Analytics into Customized Reports
The mate was a mighty sailing man the Skipper brave and are five passengers set sail that day for a three hour tour a three hour tour doing it our way there's nothing we wont try never heard the word impossible.
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