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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.

  • Lead Generation
  • Project Management
  • Customers
  • Calendar
  • Tasks
  • Accounts
  • Support
  • Knowledge Base
  • Customization

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.

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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.

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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.

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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.

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2. Work with Lead

Convert Lead to Customer

Convert Lead to a Customer by one click.

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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.

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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.

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Lead Sources

Always need a way to know from where you got the lead. Add new source depending on your needs.

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Lead Statuses

You can easily customize leads statuses so they can fit into your workflow.

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3. Lead Report

Generate Lead Report

You can view the following reports:
- Weekly
- Sources
- Monthly
- Staff

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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

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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.

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Tasks / Milestones

Define your tasks & sub-tasks and attach to milestones lists to monitor progress and give your team a clear vision.

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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.

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Files

Project files is dedicated area for a specific project where files/documents related to the project can be uploaded and view.

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Project Internal Discssions

Projects discussion feature will give ability to start various discussions within the specific project with client and/or project team member.

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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.

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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.

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Contracts

Keep track of all contracts and contract addendum within the projects.

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Invoice, Expense

Record and keep track of all expenses and invoices created for the project.

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Activity

This feature allows to track all the activities of the project.

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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.

LEARN MORE

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.

LEARN MORE

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.

LEARN MORE

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.

LEARN MORE
FORMS

Get a Full-Featured Solution for the Forms

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CRM

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.

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ANALYTICS

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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CUSTMIZATION

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.

LEARN MORE
ANALYTICS

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.

LEARN MORE

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