lundi 30 avril 2018
How can I cancel the Simple CRM contract if I am not satisfied with the product?
To cancel the contract, you must send a registered letter 90 days before the contract renewal date.
I want to speak to an advisor immediately by phone, is that possible?
It is not possible for us to exchange with you in the immediate future because all our advisors have their agenda for the day completed by demonstrations.
Moreover, we do not carry out telephone interviews because, from experience, this is totally counterproductive. Indeed, you are going to ask us questions, questions which will find answer via an explanation on the use of the software.
By not using the phone, but rather using the free Skype software, we can show you what we are explaining (via screen sharing); which greatly helps in understanding our answers.
Therefore, please submit an appointment request via the form on the page: http://www.simple-crm-online.com/test so that we can calmly arrange an interview with an advisor.
Moreover, we do not carry out telephone interviews because, from experience, this is totally counterproductive. Indeed, you are going to ask us questions, questions which will find answer via an explanation on the use of the software.
By not using the phone, but rather using the free Skype software, we can show you what we are explaining (via screen sharing); which greatly helps in understanding our answers.
Therefore, please submit an appointment request via the form on the page: http://www.simple-crm-online.com/test so that we can calmly arrange an interview with an advisor.
Do you have customer testimonials and/or references?
I invite you to visit the website: http://www.simple-crm.online/ which contains links to testimonials, neutral comparators and opinions on sites dedicated to computers and software.
Does Simple CRM support reporting?
Simple CRM allows you to create many reports in a few mouse clicks.
In order to better understand the possibilities offered, I invite you to view the video on the page http://www.simple-crm-online.com/test
In order to better understand the possibilities offered, I invite you to view the video on the page http://www.simple-crm-online.com/test
Does Simple CRM allow Project Management?
Simple CRM allows Project management.
A Project allows to centralize contacts, documents and Interactions linked or not between them, which allows the management of schedules in the form of list, calendar and Gantt chart.
A Project allows to centralize contacts, documents and Interactions linked or not between them, which allows the management of schedules in the form of list, calendar and Gantt chart.
What is the price of Simple CRM?
On the page: http://www.simple-crm-online.com/test, you will find a form that automatically calculates the price of your subscription.
Are there additional fees to pay compared to the price posted on the Simple CRM website?
There are 3 possible supplements.
The first is the price of email routing if you want to manage newsletters with Simple CRM. Price information is available on this page: http://www.simple-crm-online.com/test
The second is the purchase of SMS credit if you want to send texts in bulk. Information on this page: http://www.simple-crm-online.com/test
Finally, if you want to synchronize your website with Simple CRM, you will have to pay a supplement so the price is defined on this page: http://www.simple-crm-online.com/test
The first is the price of email routing if you want to manage newsletters with Simple CRM. Price information is available on this page: http://www.simple-crm-online.com/test
The second is the purchase of SMS credit if you want to send texts in bulk. Information on this page: http://www.simple-crm-online.com/test
Finally, if you want to synchronize your website with Simple CRM, you will have to pay a supplement so the price is defined on this page: http://www.simple-crm-online.com/test
What is the price of importing data into Simple CRM?
The price of an import depends on many factors: file type, data cleanliness, quantities, etc..
To be able to evaluate the price of an import, an engineer must analyze the file or files to import.
For this, please provide by e-mail (sales[at] crm-pour-pme.fr) the file(s) to import, completed on 5 lines, while specifying by e-mail the total number of lines present in the file(s).
Following the analysis of this information, an estimate will be sent to you.
To be able to evaluate the price of an import, an engineer must analyze the file or files to import.
For this, please provide by e-mail (sales[at] crm-pour-pme.fr) the file(s) to import, completed on 5 lines, while specifying by e-mail the total number of lines present in the file(s).
Following the analysis of this information, an estimate will be sent to you.
Is it possible to pay the license per month and by bank transfer?
Monthly payment is possible from the TPE1 pack. See prices on: http://www.simple-crm-online.com/test
For the pack 1 license, the payment is carried out in once, that is 90 € HTVA for one year of use.
The monthly payment is made via SEPA direct debit for European companies (or direct deposit for countries such as Belgium or Luxembourg).
For non-European women, we set up a credit card debit via PayPal.
For the pack 1 license, the payment is carried out in once, that is 90 € HTVA for one year of use.
The monthly payment is made via SEPA direct debit for European companies (or direct deposit for countries such as Belgium or Luxembourg).
For non-European women, we set up a credit card debit via PayPal.
How is the price of Simple CRM built?
Some customers think that the price of Simple CRM is based on the cost of their server. It is much more complex than that.
The price is first constituted by a base of fixed costs, spread over all the customers. These costs are (non-exhaustive list): employees' salaries, R&D costs, office rents, marketing costs, advertising, insurance, etc.
These costs represent 7.5 Euro per Simple CRM user per month.
For single users, we therefore work at a loss. We believe that single users are a long-term investment and excellent ambassadors who promote the quality of Simple CRM around them.
Next comes the second calculation factor. The second calculation factor is a series of additional costs which are (non-exhaustive list): the bandwidth used, the ram memory, the CPU, the disk space, the backup space, the number of questions to the support, the price/time of the customer acquisition, the financial cost of unpaid invoices, etc....
The larger a customer is and the more these indices increase, and thus the more expensive the price is.
The price of Simple CRM has therefore been built on an average of these different indices in order to offer everyone a price that remains 6 and 10 times cheaper than market prices.
The price is first constituted by a base of fixed costs, spread over all the customers. These costs are (non-exhaustive list): employees' salaries, R&D costs, office rents, marketing costs, advertising, insurance, etc.
These costs represent 7.5 Euro per Simple CRM user per month.
For single users, we therefore work at a loss. We believe that single users are a long-term investment and excellent ambassadors who promote the quality of Simple CRM around them.
Next comes the second calculation factor. The second calculation factor is a series of additional costs which are (non-exhaustive list): the bandwidth used, the ram memory, the CPU, the disk space, the backup space, the number of questions to the support, the price/time of the customer acquisition, the financial cost of unpaid invoices, etc....
The larger a customer is and the more these indices increase, and thus the more expensive the price is.
The price of Simple CRM has therefore been built on an average of these different indices in order to offer everyone a price that remains 6 and 10 times cheaper than market prices.
How long does it take to get started with Simple CRM?
Simple CRM is, as its name suggests, very simple to use.
In general, you should allow +/- 4 days for an effective introduction to the software.
Of course, I'm talking about basic use. As you use it, you will become more proficient in CRM.
Videos to help you get started are of course available, as well as manuals and a FAQ. See for example the videos on
In general, you should allow +/- 4 days for an effective introduction to the software.
Of course, I'm talking about basic use. As you use it, you will become more proficient in CRM.
Videos to help you get started are of course available, as well as manuals and a FAQ. See for example the videos on
I never heard of you before I found you, how is that possible?
It all depends on which press you read.
I invite you to visit our press area which includes many articles from prestigious magazines such as MANAGEMENT or reference sites such as 01Net, 01Business or the Journal du Net.
Our press area is accessible via this link: http://www.simple-crm-online.com/test
I invite you to visit our press area which includes many articles from prestigious magazines such as MANAGEMENT or reference sites such as 01Net, 01Business or the Journal du Net.
Our press area is accessible via this link: http://www.simple-crm-online.com/test
Form
Good morning,
Please make the request via the form provided for this purpose: http://www.simple-crm-online.com/test
Please make the request via the form provided for this purpose: http://www.simple-crm-online.com/test
Support
Good morning,
For technical questions, please contact support and not the sales department.
The support is accessible via form, through the BLUE - ROUND button in the top menu of Simple CRM or the small BLUE - ROUND button, a little transparent, which is present at the bottom right in the login window.
The support takes care of your requests from Monday to Friday, from 9am to 5pm, Paris time.
Sincerely,
For technical questions, please contact support and not the sales department.
The support is accessible via form, through the BLUE - ROUND button in the top menu of Simple CRM or the small BLUE - ROUND button, a little transparent, which is present at the bottom right in the login window.
The support takes care of your requests from Monday to Friday, from 9am to 5pm, Paris time.
Sincerely,
Then subscribe as an individual to Simple CRM?
Yes. To do so, you must indicate your identity card or passport number instead of the VAT number and attach a copy (or photo) of the card or passport with the contract.
Does Simple CRM integrate with Outlook?
The Simple CRM calendar can be displayed in Outlook.
You can synchronize contacts from Simple CRM to Outlook (or if necessary set up full synchronization).
You can forward important emails from Outlook to Simple CRM.
Simple CRM to write emails based on templates directly in Outlook.
You can synchronize contacts from Simple CRM to Outlook (or if necessary set up full synchronization).
You can forward important emails from Outlook to Simple CRM.
Simple CRM to write emails based on templates directly in Outlook.
What are the possible synchronizations with Office 365?
Simple CRM dialog with Microsoft Office 365 Suite.
Simple CRM, for example, allows you to link Office 365 documents directly in Simple CRM.
So, from Simple CRM, you can open documents directly in Office 365.
You can, if you wish, display the Simple CRM calendar in the Outlook 365 calendar.
You can, from a Contact or Check Simple CRM file, display the e-mails related to this contact/company, directly in Outlook 365.
Finally, if you wish, you can import VCARD from Simple CRM into Outlook 365, using an external plugin (manual operation).
Simple CRM, for example, allows you to link Office 365 documents directly in Simple CRM.
So, from Simple CRM, you can open documents directly in Office 365.
You can, if you wish, display the Simple CRM calendar in the Outlook 365 calendar.
You can, from a Contact or Check Simple CRM file, display the e-mails related to this contact/company, directly in Outlook 365.
Finally, if you wish, you can import VCARD from Simple CRM into Outlook 365, using an external plugin (manual operation).
Forgot your password?
In case of password loss, please contact support via http://www.simple-crm-online.com/test so that a technician can reset your access.
Can we change the types of Interaction?
In order to ensure the consistency of the filters and graphics of the Analytics module, the types of interactions cannot be modified. If they were, the filters and graphics would no longer work.
This is why we advise you to use interaction models that will allow you, without modifying the types of interaction, to adapt Simple CRM to your business processes.
Information on the operation and use of this module can be found at http://www.simple-crm-online.com/test
This is why we advise you to use interaction models that will allow you, without modifying the types of interaction, to adapt Simple CRM to your business processes.
Information on the operation and use of this module can be found at http://www.simple-crm-online.com/test
Does Simple CRM allow sending newsletters?
Yes, Simple CRM is equipped with a professional mass mailing system.
This system is of course an online system, directly included in the CRM.
As soon as a person is mentioned in Simple CRM, you can thus in one click of mouse visualize the newsletters which were addressed to him, if he opened them, if he read them and if he clicked on the links present in these newsletters.
I advise you to visit the web page: http://www.simple-crm-online.com/test
You will find a demonstration video, as well as the price grid.
Indeed, routing newsletters is an option.
You have 3 possible formulas. The commitment for newsletters is a one-month commitment: you can therefore change the formula each month in order to adapt the budget to your real needs.
This system is of course an online system, directly included in the CRM.
As soon as a person is mentioned in Simple CRM, you can thus in one click of mouse visualize the newsletters which were addressed to him, if he opened them, if he read them and if he clicked on the links present in these newsletters.
I advise you to visit the web page: http://www.simple-crm-online.com/test
You will find a demonstration video, as well as the price grid.
Indeed, routing newsletters is an option.
You have 3 possible formulas. The commitment for newsletters is a one-month commitment: you can therefore change the formula each month in order to adapt the budget to your real needs.
How much does it cost to send newsletters?
Mass mailing is not included in the CRM subscription. This depends on an additional subscription to the mass mailing module. The commitment is for one month and payment is made by credit card. Info and prices on: http://www.simple-crm-online.com/test
Where can I find my newsletter invoices?
Your invoice is available in the billing area http://www.simple-crm-online.com/test : so BILLING in English. See image here: http://www.simple-crm-online.com/test
Does Simple CRM allow database rental, for mailing purposes: emails, postal, fax or SMS?
Simple CRM offers the rental of contacts database, in order to set up communication campaigns by:
- EMAIL
- SMS
- Voice messages
- Fax
- Postal mail
Simple CRM will ensure the transmission of messages and deliver a performance report.
Attention that it is about RENT and not about sale.
Let me detail the difference between these two concepts. Indeed, some customers do not understand the concept of rented database and do not perceive well the difference in quality, nor why a rental instead of a sale.
In a B2B file, we provide the name of the company and the address of the head office (these data are public and generic), and also, when we are on nominative contacts (example: Only managers, or HR managers etc.), the name and first name of the contact, and his personal data for marketing purposes, namely: Email address and/or mobile phone number. These last two pieces of information cannot be transmitted directly to you, because vis-à-vis the CNIL we must protect personal data. This is why we speak of legal leasing and that we are therefore, "trusted third party" vis-à-vis the CNIL, French law and publishers. We must not disclose or reuse this data.
I want to clarify one thing. Systems such as Kompass, Manageo, France prospect, Societe.com etc. offer "generic" B2B files which are not "OPT-IN", i.e. these data are freely provided by the Infogreffe, INSEE, RNCS etc. databases. So these companies charge you for data that is free and not optimized or worked.
There is an advantage to these competing systems:
The cost of the data is lower, and it is possible to make massive shipments
But there are also and especially disadvantages:
These bases are over-exploited, there is no management of marketing pressure
The data are generic, that is to say that it is almost never nominative, an email sent will arrive at the generic email address of the company.
And finally, it is IMPOSSIBLE to have a B2B mobile number via these bases.
For B2B, we use publishers who have actual OPT-IN files, i.e. the named person within the company agrees to receive advertising, and we therefore have their personal data up to date, such as email address, landline number (direct line) and especially mobile number.
In particular, we use trade fair organisers, who collect fresh and qualified data. However, the cost is higher, there are often fixed costs and minimum billing. Moreover, the cost of a B2B contact is on average between 30 and 50% more expensive than a B2C contact.
For B2C, the operation is totally different, because the law is different between B2B and B2C.
In B2B, generic company data (postal address, telephone number of the switchboard, secretary's email or switchboard) are not subject to any protection rules, i.e. databases such as Kompass, France prospect etc. can recover and resell them without limitation. We are talking here about resale, and not rental as for OPT-IN contacts.
In B2B always, when we talk about personal contact, we enter into personal data, and the laws of the OPT-IN come into play as for B2C (below), that's what we do.
For B2C, therefore, there is no public database, and personal data are sensitive, which is why the CNIL pays particular attention to compliance with all acquisition and use rules. It is therefore necessary to go through editors (we have about a hundred of them in contact, but there are many more) who collect emails or mobile numbers, with the small checkbox to use them for commercial purposes. We work for example with Cdiscount, Priceminister, Assurland etc. We can therefore have several million contacts B2C OPT-IN, and refine with dozens of criteria, up to the type of vehicle owned, number of children, pets, owner / tenant or buying habits.
Clearly, it is now much more complicated to do B2B OPT-IN than B2C.
Hoping that these elements will help you to better understand the functioning and quality of our service, do not hesitate to come back to me for any question.
- SMS
- Voice messages
- Fax
- Postal mail
Simple CRM will ensure the transmission of messages and deliver a performance report.
Attention that it is about RENT and not about sale.
Let me detail the difference between these two concepts. Indeed, some customers do not understand the concept of rented database and do not perceive well the difference in quality, nor why a rental instead of a sale.
In a B2B file, we provide the name of the company and the address of the head office (these data are public and generic), and also, when we are on nominative contacts (example: Only managers, or HR managers etc.), the name and first name of the contact, and his personal data for marketing purposes, namely: Email address and/or mobile phone number. These last two pieces of information cannot be transmitted directly to you, because vis-à-vis the CNIL we must protect personal data. This is why we speak of legal leasing and that we are therefore, "trusted third party" vis-à-vis the CNIL, French law and publishers. We must not disclose or reuse this data.
I want to clarify one thing. Systems such as Kompass, Manageo, France prospect, Societe.com etc. offer "generic" B2B files which are not "OPT-IN", i.e. these data are freely provided by the Infogreffe, INSEE, RNCS etc. databases. So these companies charge you for data that is free and not optimized or worked.
There is an advantage to these competing systems:
The cost of the data is lower, and it is possible to make massive shipments
But there are also and especially disadvantages:
These bases are over-exploited, there is no management of marketing pressure
The data are generic, that is to say that it is almost never nominative, an email sent will arrive at the generic email address of the company.
And finally, it is IMPOSSIBLE to have a B2B mobile number via these bases.
For B2B, we use publishers who have actual OPT-IN files, i.e. the named person within the company agrees to receive advertising, and we therefore have their personal data up to date, such as email address, landline number (direct line) and especially mobile number.
In particular, we use trade fair organisers, who collect fresh and qualified data. However, the cost is higher, there are often fixed costs and minimum billing. Moreover, the cost of a B2B contact is on average between 30 and 50% more expensive than a B2C contact.
For B2C, the operation is totally different, because the law is different between B2B and B2C.
In B2B, generic company data (postal address, telephone number of the switchboard, secretary's email or switchboard) are not subject to any protection rules, i.e. databases such as Kompass, France prospect etc. can recover and resell them without limitation. We are talking here about resale, and not rental as for OPT-IN contacts.
In B2B always, when we talk about personal contact, we enter into personal data, and the laws of the OPT-IN come into play as for B2C (below), that's what we do.
For B2C, therefore, there is no public database, and personal data are sensitive, which is why the CNIL pays particular attention to compliance with all acquisition and use rules. It is therefore necessary to go through editors (we have about a hundred of them in contact, but there are many more) who collect emails or mobile numbers, with the small checkbox to use them for commercial purposes. We work for example with Cdiscount, Priceminister, Assurland etc. We can therefore have several million contacts B2C OPT-IN, and refine with dozens of criteria, up to the type of vehicle owned, number of children, pets, owner / tenant or buying habits.
Clearly, it is now much more complicated to do B2B OPT-IN than B2C.
Hoping that these elements will help you to better understand the functioning and quality of our service, do not hesitate to come back to me for any question.
How much is the basic contact rental?
The price of a rental varies from +/- 1000 to +/- 2500 Euro depending on the volume.
To define the exact price, we must carry out a study tailored to your needs.
To request a study, please visit: http://www.simple-crm-online.com/test
To define the exact price, we must carry out a study tailored to your needs.
To request a study, please visit: http://www.simple-crm-online.com/test
I want 3 licenses and not 5 as proposed in your sales formulas: how to do?
Unfortunately, this is impossible.
Our database and backup license providers impose license packages on us that we are obliged to pass on to our customers.
There is no possible alternative to this constraint necessary for the security of your data.
Our database and backup license providers impose license packages on us that we are obliged to pass on to our customers.
There is no possible alternative to this constraint necessary for the security of your data.
I have employees abroad, can they use Simple CRM and in a language other than French?
Yes, of course it is.
Simple CRM users can choose between 3 languages: French, English and Romanian
Simple CRM users can choose between 3 languages: French, English and Romanian
In what language is your software made and/or what is the structure of your servers?
For obvious security reasons we are not allowed to disclose any technical information.
Thank you for your understanding.
Thank you for your understanding.
Interfacer / Synchronize Simple CRM with X or Y software
Synchronizing, interfacing and/or connecting external software to Simple CRM is possible. However it is necessary to define what you want to do: who is the master system, if you want to work in mono or bi-dri sectional, what is the security policy, which system writes what in the other, etc..
These questions require real in-depth analysis. Depending on what you want to do, it can be free or it can be paid for: everything depends on the complexity of your request.
If you are already either a Simple CRM customer or are testing, please contact support to explain your request in detail.
If you are not yet a customer, please make a test request on: http://www.simple-crm-online.com/test to be able to talk with the support about your needs.
These questions require real in-depth analysis. Depending on what you want to do, it can be free or it can be paid for: everything depends on the complexity of your request.
If you are already either a Simple CRM customer or are testing, please contact support to explain your request in detail.
If you are not yet a customer, please make a test request on: http://www.simple-crm-online.com/test to be able to talk with the support about your needs.
How long does it take to install Simple CRM?
The installation time of Simple CRM varies from 15 minutes to 2 hours, depending on the number of installations in progress, after receipt of your actual request (either test request or following a signed contract).
Requests are processed Monday to Friday (except holidays) from 9:00 am to 5:00 pm, Paris time.
Requests are processed Monday to Friday (except holidays) from 9:00 am to 5:00 pm, Paris time.
Can I import contacts into Simple CRM?
The import of contacts and company files is possible from CSV files.
A CSV file is an Excel file. Any Excel file can therefore be converted into a CSV file.
For more information, I invite you to read the explanations on
If you do not wish to import it yourself, our technical services can do it for you against payment of this service.
A CSV file is an Excel file. Any Excel file can therefore be converted into a CSV file.
For more information, I invite you to read the explanations on
If you do not wish to import it yourself, our technical services can do it for you against payment of this service.
How do I know what it would cost me to import data into Simple CRM by your technical team?
For that, it is necessary to transmit by email an import request on sales (at) crm-pour-pme.fr
To this email, attach the file to import.
If your data are confidential, it is not necessary to send us all your database. Simply send us the file with 5 completed lines and specify the total number of lines.
An engineer will analyze the file and a sales representative will then send you the price.
To this email, attach the file to import.
If your data are confidential, it is not necessary to send us all your database. Simply send us the file with 5 completed lines and specify the total number of lines.
An engineer will analyze the file and a sales representative will then send you the price.
Does Simple CRM work without an Internet connection?
A series of functions such as calendar reading and contact access are available, if you have performed synchronization.
For more information, please visit this web page: You will find all the necessary explanations.
Finally, via an application installed either on your computer, your tablet or your mobile, you also have the possibility to create Contact, Company, as well as Interactions (= task or appointment) and to consult files. This application will be available to the public during the first half of 2017.
For more information, please visit this web page: You will find all the necessary explanations.
Finally, via an application installed either on your computer, your tablet or your mobile, you also have the possibility to create Contact, Company, as well as Interactions (= task or appointment) and to consult files. This application will be available to the public during the first half of 2017.
When is the support available?
The support takes care of your requests from Monday to Friday, from 9am to 5pm, Paris time.
When are your offices open?
Simple CRM offices are open Monday to Friday, from 9am to 5pm, Paris time.
How does HaPPi customer detection work?
HaPPi transmits between 4 and 6 potential customers to your sales representatives every day. To do this, it searches for customers in a "Big Data" database that it has created (+/- 12,000,000 company records) on the basis of an "ideal" profile that it has defined.
For HaPPi to be able to identify the customers you are interested in, it must first be able to establish a profile. It makes sense: to find something, you first have to know what you're looking for.
For HaPPi to establish a profile, your Simple CRM must contain data. Without data in CRM, it is impossible to know the characteristics of your customers.
For HaPPi to be able to do this work, it is therefore essential to fill in the contact forms correctly and to make good use of interactions. It is on the basis of the content of your interactions that HaPPi will be able to understand the links that unite you to your contacts.
To understand how to provide data to HaPPi, please read the following explanation carefully on: http://www.simple-crm.online/search/label/Happy
For HaPPi to be able to identify the customers you are interested in, it must first be able to establish a profile. It makes sense: to find something, you first have to know what you're looking for.
For HaPPi to establish a profile, your Simple CRM must contain data. Without data in CRM, it is impossible to know the characteristics of your customers.
For HaPPi to be able to do this work, it is therefore essential to fill in the contact forms correctly and to make good use of interactions. It is on the basis of the content of your interactions that HaPPi will be able to understand the links that unite you to your contacts.
To understand how to provide data to HaPPi, please read the following explanation carefully on: http://www.simple-crm.online/search/label/Happy
Google Contact Synchro does not work as a demo
Indeed the synchronization function of Google Contact does not work in demo and this for two reasons:
- we have to connect your server to Google Contact, which is something we have to do manually and - which is only possible on production servers
- we have to pay for every synchronization
- we have to connect your server to Google Contact, which is something we have to do manually and - which is only possible on production servers
- we have to pay for every synchronization
Does Simple CRM synchronize with Google Contact?
Simple CRM synchronizes with Google Contact, automating contact synchronization on Android and IOS mobile and tablet devices (iPhone and iPad).
To know how to proceed with this synchronization, please read the explanation on:http://www.simple-crm.online/search/label/Gmail%20-%20Google%20Apps
To know how to proceed with this synchronization, please read the explanation on:http://www.simple-crm.online/search/label/Gmail%20-%20Google%20Apps
Does Simple CRM offer a geolocation function?
From Simple CRM, you can geolocalize contacts based on requests.
These queries can relate either to areas of interest (custom fields you have created to adapt Simple CRM to the way you work), or to relational histories (sales history, after-sales service, delivery, administrative flows, etc.).
For more information, I invite you to consult the announcement that was made when this function was published on the page http://www.simple-crm.online/search/label/Geolocation
These queries can relate either to areas of interest (custom fields you have created to adapt Simple CRM to the way you work), or to relational histories (sales history, after-sales service, delivery, administrative flows, etc.).
For more information, I invite you to consult the announcement that was made when this function was published on the page http://www.simple-crm.online/search/label/Geolocation
Does Simple CRM include Gantt chart management
Simple CRM includes Gantt chart management, through its project management module.
Google Application Synchronization / G suite
Simple CRM dialog with the tools of the Google suite.
First with Gmail, since you can write emails in Gmail via templates in Simple CRM (see: http://www.simple-crm.online/search/label/Gmail%20-%20Google%20Apps) and from a contact see all emails exchanged, present in Gmail (see: http://www.simple-crm.online/search/label/Gmail%20-%20Google%20Apps).
Then, with Google Contact. See explanation: http://www.simple-crm.online/search/label/Gmail%20-%20Google%20Apps
With Google Calendar (note that Simple CRM remains the master system). See explanation for installation on: http://www.simple-crm.online/search/label/Gmail%20-%20Google%20Apps
And finally with Google Drive. See technical manual on: http://www.simple-crm.online/search/label/Gmail%20-%20Google%20Apps
First with Gmail, since you can write emails in Gmail via templates in Simple CRM (see: http://www.simple-crm.online/search/label/Gmail%20-%20Google%20Apps) and from a contact see all emails exchanged, present in Gmail (see: http://www.simple-crm.online/search/label/Gmail%20-%20Google%20Apps).
Then, with Google Contact. See explanation: http://www.simple-crm.online/search/label/Gmail%20-%20Google%20Apps
With Google Calendar (note that Simple CRM remains the master system). See explanation for installation on: http://www.simple-crm.online/search/label/Gmail%20-%20Google%20Apps
And finally with Google Drive. See technical manual on: http://www.simple-crm.online/search/label/Gmail%20-%20Google%20Apps
What is the price of a Simple CRM training?
You have two possibilities: either you train yourself via the training manuals and videos on the page http://www.simple-crm-online.com/test, for example, or you opt for training in the use of Simple CRM software taught by a consultant.
The duration of the training is 2 hours, or 120 minutes.
The distribution of training units is defined as follows: 1h30 of theoretical training, then approximately 2 to 4 weeks later, a 30-minute question and answer session between the learner(s) and the trainer.
The training takes place in video conference through Skype, this software allowing voice dialogue and screen sharing.
The maximum number of learners allowed to follow the training is 5.
The price is 150 € HTVA.
The duration of the training is 2 hours, or 120 minutes.
The distribution of training units is defined as follows: 1h30 of theoretical training, then approximately 2 to 4 weeks later, a 30-minute question and answer session between the learner(s) and the trainer.
The training takes place in video conference through Skype, this software allowing voice dialogue and screen sharing.
The maximum number of learners allowed to follow the training is 5.
The price is 150 € HTVA.
Can you give me the list of Simple CRM features?
Simple CRM allows time management (agenda, planning, project), business processes (sales, purchasing, after-sales, marketing, administration, production, HR, etc.), contacts and documents.
Simple CRM offers many analytical tools to generate reports and queries in your customer/prospect/partner databases.
I invite you to visit the web page http://www.simple-crm-online.com/test which includes some of the main features of Simple CRM. So this is not a list of all the features but it will already give you a good point of view on the issue.
Finally, I encourage you to watch the video demonstration which is the best way to see the possibilities of the software: http://www.simple-crm-online.com/test
Simple CRM offers many analytical tools to generate reports and queries in your customer/prospect/partner databases.
I invite you to visit the web page http://www.simple-crm-online.com/test which includes some of the main features of Simple CRM. So this is not a list of all the features but it will already give you a good point of view on the issue.
Finally, I encourage you to watch the video demonstration which is the best way to see the possibilities of the software: http://www.simple-crm-online.com/test
Do you update regularly? Do you regularly offer new features?
We perform between 1 and 4 updates per month.
These updates are performed at night.
With each update, you are informed by e-mail of the new features included in the update.
To learn more about the new features, you can visit our news blog: http://www.simple-crm-online.com/test
These updates are performed at night.
With each update, you are informed by e-mail of the new features included in the update.
To learn more about the new features, you can visit our news blog: http://www.simple-crm-online.com/test
Does Simple CRM interact with social media?
Simple CRM is connected to social media via its CRM social module.
There are two practical cases: either you already have the social coordinates of a contact person or a company and in this case, Simple CRM will allow you to see and analyze its social activity.
Either Simple CRM will help you find this person on social media so you can then "monitor" them. Additional information on the page: http://www.simple-crm-online.com/test
Via the Simple CRM apps Store, you also have access to numerous external applications that will allow you to manage your digital presence.
Finally, Simple CRM has a module dedicated to Twitter that I invite you to discover in video on http://www.simple-crm-online.com/test
There are two practical cases: either you already have the social coordinates of a contact person or a company and in this case, Simple CRM will allow you to see and analyze its social activity.
Either Simple CRM will help you find this person on social media so you can then "monitor" them. Additional information on the page: http://www.simple-crm-online.com/test
Via the Simple CRM apps Store, you also have access to numerous external applications that will allow you to manage your digital presence.
Finally, Simple CRM has a module dedicated to Twitter that I invite you to discover in video on http://www.simple-crm-online.com/test
Does Simple CRM synchronize with X or Y software?
The list of systems natively connected to Simple CRM is available at: http://www.simple-crm-online.com/test
For systems not included in this list, it must be understood that this does not depend only on Simple CRM, but above all on the possibilities offered (or not) by the software that you wish to connect to Simple CRM.
So the first step is for you to contact the editors of this solution and explain your need to them. You can tell them that Simple CRM offers an API to allow their application to interact with Simple CRM. API documentation is available at: http://www.simple-crm-online.com/test
On the basis of the answers provided, please contact us again so that we can schedule a meeting with a Simple CRM consultant to study together the best way to meet your needs.
For systems not included in this list, it must be understood that this does not depend only on Simple CRM, but above all on the possibilities offered (or not) by the software that you wish to connect to Simple CRM.
So the first step is for you to contact the editors of this solution and explain your need to them. You can tell them that Simple CRM offers an API to allow their application to interact with Simple CRM. API documentation is available at: http://www.simple-crm-online.com/test
On the basis of the answers provided, please contact us again so that we can schedule a meeting with a Simple CRM consultant to study together the best way to meet your needs.
Can we track invoice payments in Simple ERP?
Simple ERP allows you to track the status of invoices: issued, sent, partial payment, rejected invoice, paid invoice, reminder by email, etc....
A report allows you to see at a glance the open (and therefore unpaid) invoices.
The icing on the cake, Simple ERP sends (if you activate this option), directly a reminder by e-mail to the customer, once the payment time is over and the invoice is unpaid (the message is customizable).
Of course, you will see in the report when Simple ERP has sent this reminder and the invoice status automatically changes to "Invoice - Reminder by email".
A report allows you to see at a glance the open (and therefore unpaid) invoices.
The icing on the cake, Simple ERP sends (if you activate this option), directly a reminder by e-mail to the customer, once the payment time is over and the invoice is unpaid (the message is customizable).
Of course, you will see in the report when Simple ERP has sent this reminder and the invoice status automatically changes to "Invoice - Reminder by email".
Email feature
I must confess that we are a little stuck in the planning to set an appointment because we are under-staffed because of the summer holidays.
What I can offer you is to discover by yourself these different features and come back to me by email if you have any questions.
http://www.simple-crm.online/search/label/E-mail
What I can offer you is to discover by yourself these different features and come back to me by email if you have any questions.
http://www.simple-crm.online/search/label/E-mail
Can I store important e-mails in Simple CRM, in order to keep track of them?
Yes this feature is available.
It is compatible with all e-mail software, webmails, phones and tablets.
All explanations are available on: http://www.simple-crm.online/search/label/E-mail
It is compatible with all e-mail software, webmails, phones and tablets.
All explanations are available on: http://www.simple-crm.online/search/label/E-mail
Can Simple CRM send automatic reminder emails to my leads/customers?
Simple CRM offers a semi-automatic mechanism for writing and sending e-mails.
To be clearer; you define email templates and Simple CRM will be able to write emails based on these templates.
These automatic e-mails will be written after a manual order from you.
Simple CRM will then open your usual email client, enter the recipient's email, email subject and text, inserting "Mr / Mrs", Last Name, First Name, Company, etc..
Then, you can either modify the e-mail thus generated, or simply click on the send button.
Of course, Simple CRM will keep track of this e-mail transmission in the customer's file.
To learn more, I suggest you watch a demonstration video on http://www.simple-crm-online.com/test
To be clearer; you define email templates and Simple CRM will be able to write emails based on these templates.
These automatic e-mails will be written after a manual order from you.
Simple CRM will then open your usual email client, enter the recipient's email, email subject and text, inserting "Mr / Mrs", Last Name, First Name, Company, etc..
Then, you can either modify the e-mail thus generated, or simply click on the send button.
Of course, Simple CRM will keep track of this e-mail transmission in the customer's file.
To learn more, I suggest you watch a demonstration video on http://www.simple-crm-online.com/test
Is it possible to put a personal email address on the software except @crm-pour-pme-en?
The Simple CRM email address is only used to store important emails in Simple CRM.
See explanation on: http://www.simple-crm-online.com/test
You will continue to send and receive emails on your usual email and when you ask Simple CRM to write emails for you, it will do so via your usual email address (and software).
See explanation on: http://www.simple-crm-online.com/test
You will continue to send and receive emails on your usual email and when you ask Simple CRM to write emails for you, it will do so via your usual email address (and software).
How to manage incoming and outgoing emails with Simple CRM?
For a perfect understanding of the mechanisms offered between Simple CRM and your emails, I invite you to read the explanation of the manual at: http://www.simple-crm-online.com/test
You will find all the necessary explanations.http://www.simple-crm.online/search/label/E-mail
You will find all the necessary explanations.http://www.simple-crm.online/search/label/E-mail
I want to try Simple CRM for free for more than 15 days, is it possible?
This is not possible.
The duration of a test space is 15 days.
Understand that we pay for these test servers and that in order to maintain a healthy cash flow and a very low selling price, we must remain faithful to strict management rules.
The duration of a test space is 15 days.
Understand that we pay for these test servers and that in order to maintain a healthy cash flow and a very low selling price, we must remain faithful to strict management rules.
Can we limit the rights of certain users?
Yes, of course it is.
There are 3 user levels.
The Administrator who is God and can do everything.
The User who sees everything except what he is forbidden to see.
The Project user who sees nothing except what you allow him to see.
In order to better understand the management in Simple CRM, I invite you to read the full explanation on this page
http://www.simple-crm.online/2018/04/how-to-limit-users-access-to-certain.html
There are 3 user levels.
The Administrator who is God and can do everything.
The User who sees everything except what he is forbidden to see.
The Project user who sees nothing except what you allow him to see.
In order to better understand the management in Simple CRM, I invite you to read the full explanation on this page
http://www.simple-crm.online/2018/04/how-to-limit-users-access-to-certain.html
Where can I find documentation related to the practical use of Simple CRM?
I invite you to discover the Simple CRM support FAQ via the address: http://www.simple-crm.online/
You will find there the manual to download and print, videos and a very complete FAQ.
You will find there the manual to download and print, videos and a very complete FAQ.
Can Simple CRM write documents automatically?
Not really automated. What you're asking for is direct mail. This is a function related to office suites, not CRM.
What you will do is select the contacts / companies to whom to address these documents, via the module of center of interests which makes it possible to carry out requests.
Then, from Simple CRM, you will export these data in CSV format (CSV = an Excel compatible file).
Finally, with your office suite, you will make a direct mail using this CSV file.
To learn more about direct mail, please search Google or your office suite's online help.
What you will do is select the contacts / companies to whom to address these documents, via the module of center of interests which makes it possible to carry out requests.
Then, from Simple CRM, you will export these data in CSV format (CSV = an Excel compatible file).
Finally, with your office suite, you will make a direct mail using this CSV file.
To learn more about direct mail, please search Google or your office suite's online help.
I would like a demonstration of Simple CRM in our offices
We do not conduct on-site demonstrations.
Demonstrations take place via web conferencing software.
To request a demonstration, please use the form on this page: http://www.simple-crm-online.com/test
Demonstrations take place via web conferencing software.
To request a demonstration, please use the form on this page: http://www.simple-crm-online.com/test
Can I work offline?
he basis, you know how to view your calendar and your contacts, without Internet connection. See explanation on: http://www.simple-crm.online/search/label/Calendar
Via an additional module, you also have the possibility of creating Contacts, Companies and Interactions records in offline mode. See: http://www.simple-crm-online.com/test
Via an additional module, you also have the possibility of creating Contacts, Companies and Interactions records in offline mode. See: http://www.simple-crm-online.com/test
Is my Simple CRM data confidential?
The data stored in Simple CRM is confidential, both during the dialogue between your web browser and our servers, and at the level of the documents and data stored.
We use 4096-bit encryption.
For comparison purposes, your bank data is encrypted in 256 bits, when Simple CRM works in 4096.
We use 4096-bit encryption.
For comparison purposes, your bank data is encrypted in 256 bits, when Simple CRM works in 4096.
Is it possible for you to create a module tailored to our needs?
It is possible, if you use SIMPLE CRM ENTERPRISE.
The price of this version is different from the classic version.
I invite you to read it on this page: http://www.simple-crm-online.com/test
If you have a project, you submit us your specifications. Then we define a price and the modalities of execution.
This integration can be carried out by our services or by an approved partner.
The price of this version is different from the classic version.
I invite you to read it on this page: http://www.simple-crm-online.com/test
If you have a project, you submit us your specifications. Then we define a price and the modalities of execution.
This integration can be carried out by our services or by an approved partner.
Can I modify Simple CRM or is it a fixed structure?
Simple CRM has, like any CRM software, a basic structure.
This structure can be modified by you, via the creation of custom fields named Interests
(see info on http://www.simple-crm-online.com/test),
Interaction templates
(see: http://www.simple-crm-online.com/test) and Email templates (see: http://www.simple-crm-online.com/test).
This structure can be modified by you, via the creation of custom fields named Interests
(see info on http://www.simple-crm-online.com/test),
Interaction templates
(see: http://www.simple-crm-online.com/test) and Email templates (see: http://www.simple-crm-online.com/test).
How long does the Simple CRM contract last?
The Simple CRM user contract is a 12-month contract with tacit renewal.
To cancel the contract, you must send a registered letter 90 days before the contract renewal date.
To cancel the contract, you must send a registered letter 90 days before the contract renewal date.
Copy contract
A copy of your contract is available in Simple CRM -> Top menu -> Admin CRM -> Your SimpleCRM contract -> Terms of use and confidentiality
Question about the contract
Our management requires that all exchanges relating to the contract take place in writing so that we have proof of the elements brought to the knowledge of customers.
So please send me your questions in writing.
Thank you for your understanding.
So please send me your questions in writing.
Thank you for your understanding.
Is it possible to synchronize Simple CRM contacts with an iPhone?
There are two methods: first the manual method. You only download the VCARD of contacts that interest you.
Then the automatic synchronization method, which synchronizes everything. For this, please read
the documentation on http://www.simple-crm.online/search/label/Synchronization
Practical detail: if you activate calendar synchronization on your iPhone, you will find directly in the
calendar the address (with active Google Map link), phone number and e-mail of the person with
whom you have an appointment. This is an automatic synchronization based on the appointments in
your calendar.
Then the automatic synchronization method, which synchronizes everything. For this, please read
the documentation on http://www.simple-crm.online/search/label/Synchronization
Practical detail: if you activate calendar synchronization on your iPhone, you will find directly in the
calendar the address (with active Google Map link), phone number and e-mail of the person with
whom you have an appointment. This is an automatic synchronization based on the appointments in
your calendar.
Is it possible to synchronize Simple CRM contacts with Windows Mobile?
To do this, simply download the VCARD of the contacts that interest you.
Practical detail: if you activate calendar synchronisation on your Windows Mobile, you will find
directly in the calendar the address (with active Google Map link), telephone number and e-mail of
the person with whom you have an appointment. This is an automatic synchronization based on the
appointments in your calendar.
Practical detail: if you activate calendar synchronisation on your Windows Mobile, you will find
directly in the calendar the address (with active Google Map link), telephone number and e-mail of
the person with whom you have an appointment. This is an automatic synchronization based on the
appointments in your calendar.
Is it possible to synchronize Simple CRM contacts with Outlook?
Yes it is possible.
For practical application, see explanation on: http://www.simple-crm.online/search/label/Outlook
For practical application, see explanation on: http://www.simple-crm.online/search/label/Outlook
Does Simple CRM work with low speed Internet connections?
Yes because Simple CRM is also present in Africa where connections are poor.
Our code has been completely rewritten in 2011 to optimize rendering on very low speed connections.
Finally, I invite you to visit this page http://www.simple-crm-online.com/test
from our colleagues at Simple CRM Maghreb who explain how to improve poor quality Internet
connections.
Our code has been completely rewritten in 2011 to optimize rendering on very low speed connections.
Finally, I invite you to visit this page http://www.simple-crm-online.com/test
from our colleagues at Simple CRM Maghreb who explain how to improve poor quality Internet
connections.
Since my data is at your home, can you access and read it?
No, because your data is encrypted, as well as the documents stored and your communications with
our servers, in a 4096-bit encryption protocol.
By way of comparison, banking transactions are protected by 256-bit encryption.
our servers, in a 4096-bit encryption protocol.
By way of comparison, banking transactions are protected by 256-bit encryption.
Who owns the data in Simple CRM?
All data belongs to you.
We do not know by reading your data that is encrypted, as well as the documents stored and your
communications with our servers, in a 4096-bit encryption protocol.
By way of comparison, banking transactions are protected by 256-bit encryption.
Let me emphasize that you can recover all your data at any time. See the different explanations on:
http://www.simple-crm.online/search/label/Export
Of course, only your Simple CRM Administrator can do this, to prevent any employee from stealing
your contact database.
We do not know by reading your data that is encrypted, as well as the documents stored and your
communications with our servers, in a 4096-bit encryption protocol.
By way of comparison, banking transactions are protected by 256-bit encryption.
Let me emphasize that you can recover all your data at any time. See the different explanations on:
http://www.simple-crm.online/search/label/Export
Of course, only your Simple CRM Administrator can do this, to prevent any employee from stealing
your contact database.
Accounting software
Simple CRM is not an accounting software.
However, by opting for the Simple ERP add-on module (see info on: http://www.simple-crm-online.com/test), you can make quotes, purchase orders and invoices.
You can then export the list of invoices in CSV format, to an accounting software such as Sage, EBP,
Ciel, etc. For more information on export specificities see: http://www.simple-crm.online/search/label/Export
However, by opting for the Simple ERP add-on module (see info on: http://www.simple-crm-online.com/test), you can make quotes, purchase orders and invoices.
You can then export the list of invoices in CSV format, to an accounting software such as Sage, EBP,
Ciel, etc. For more information on export specificities see: http://www.simple-crm.online/search/label/Export
Is Simple CRM Windows compatible?
Simple CRM is an online CRM software.
You just need a web browser to use it.
Therefore, Simple CRM is compatible with Windows, Mac, Linux, but also iPhone, iPad, tablet and
Android phone, BlackBerry and Windows Mobile.
You just need a web browser to use it.
Therefore, Simple CRM is compatible with Windows, Mac, Linux, but also iPhone, iPad, tablet and
Android phone, BlackBerry and Windows Mobile.
Is Simple CRM Linux compatible?
Simple CRM is an online CRM software.
You just need a web browser to use it.
Therefore, Simple CRM is compatible with Linux, Mac, Windows but also iPhone, iPad, tablet and
Android phone, BlackBerry and Windows Mobile.
You just need a web browser to use it.
Therefore, Simple CRM is compatible with Linux, Mac, Windows but also iPhone, iPad, tablet and
Android phone, BlackBerry and Windows Mobile.
Is Simple CRM compatible with iPhone and iPad?
Simple CRM is an online CRM software.
You just need a web browser to use it.
Therefore, Simple CRM is compatible with iPhone, iPad, tablet and Android phone, BlackBerry,
Windows Mobile and of course, Windows, Mac and Linux.
You just need a web browser to use it.
Therefore, Simple CRM is compatible with iPhone, iPad, tablet and Android phone, BlackBerry,
Windows Mobile and of course, Windows, Mac and Linux.
Is Simple CRM Windows Mobile compatible?
Simple CRM is an online CRM software.
You just need a web browser to use it.
Simple CRM is therefore compatible with Windows Mobile, BlackBerry, Android, iPhone, iPad and,
of course, Windows, Mac and Linux.
You just need a web browser to use it.
Simple CRM is therefore compatible with Windows Mobile, BlackBerry, Android, iPhone, iPad and,
of course, Windows, Mac and Linux.
Do you have a Simple CRM user community?
We don't have a community because communities are formed around software that doesn't provide
support and where users have to fend for themselves.
Since we have a very complete support site: http://www.simple-crm-support.com, a community is not
necessary.
On the other hand, we have a skills certification centre: http://www.simple-crm-academy.com as well
as the Simple CRM Club ( http://www.simple-crm-club.com) which publishes weekly CRM, sales,
management, HR and marketing tips.
support and where users have to fend for themselves.
Since we have a very complete support site: http://www.simple-crm-support.com, a community is not
necessary.
On the other hand, we have a skills certification centre: http://www.simple-crm-academy.com as well
as the Simple CRM Club ( http://www.simple-crm-club.com) which publishes weekly CRM, sales,
management, HR and marketing tips.
Does Simple CRM synchronize with: Joomla, Prestashop, Druppal, Wordpress?
Simple CRM can communicate with a simple contact form as well as with a complete e-commerce website.
For more information, please visit: http://www.simple-crm-online.com/test
If you want technical details, here is information for the dialogue with WordPress http://www.simple-crm.online/search/label/Prestashop
Then it is exactly the same technical principle whatever the management system of your website.
For more information, please visit: http://www.simple-crm-online.com/test
If you want technical details, here is information for the dialogue with WordPress http://www.simple-crm.online/search/label/Prestashop
Then it is exactly the same technical principle whatever the management system of your website.
I want a Simple CRM installed locally, in our offices, on our computers, is it possible?
This is not possible.
Simple CRM a CRM software in the cloud, therefore only accessible online.
The cloud is much more advantageous than a local installation.
Indeed, with the cloud, there is no need to buy a server, no need for your IT department to maintain it,
no need for your IT department to acquire new maintenance skills, no risk of service interruption, no
update costs (an on-site update = a technician who travels = +/- 800 Euro each update), no
interruption during an update because they are done at night (an update of software on site = on
average 4 hours of service interruption).
In addition, the online CRM software is accessible outside your company's closed network, the online
CRM software dialogs with mobile phones and tablets.
Finally, it should be noted that Simple CRM offers encryption of all your communications, as well as
total encryption of all your data and documents and that your data is backed up 4 times a day, in an
encrypted/secured format.
Simple CRM a CRM software in the cloud, therefore only accessible online.
The cloud is much more advantageous than a local installation.
Indeed, with the cloud, there is no need to buy a server, no need for your IT department to maintain it,
no need for your IT department to acquire new maintenance skills, no risk of service interruption, no
update costs (an on-site update = a technician who travels = +/- 800 Euro each update), no
interruption during an update because they are done at night (an update of software on site = on
average 4 hours of service interruption).
In addition, the online CRM software is accessible outside your company's closed network, the online
CRM software dialogs with mobile phones and tablets.
Finally, it should be noted that Simple CRM offers encryption of all your communications, as well as
total encryption of all your data and documents and that your data is backed up 4 times a day, in an
encrypted/secured format.
I want to access Simple CRM from several different locations, is this possible?
Simple CRM is a "cloud" software. There is thus no installation to realize on your side since everything is present on our servers.
This means that it is present wherever you have access to an Internet connection.
You connect through a web browser and can work from a computer, a tablet or a phone, whether
from your office, your home, your car or from your customers or partners.
With Simple CRM you can work from anywhere at any time. This is very practical, especially if you
work with off-center employees since everyone, regardless of their geographical location, has access
to the same information at the same time.
This means that it is present wherever you have access to an Internet connection.
You connect through a web browser and can work from a computer, a tablet or a phone, whether
from your office, your home, your car or from your customers or partners.
With Simple CRM you can work from anywhere at any time. This is very practical, especially if you
work with off-center employees since everyone, regardless of their geographical location, has access
to the same information at the same time.
Change of contract
For example, if you want to go from 1 to 5 users, we will sign a new contract.
Then we will deduct what you have already used from the 1 user contract amount and then credit the
remaining balance on the new 5 user contract.
Then we will deduct what you have already used from the 1 user contract amount and then credit the
remaining balance on the new 5 user contract.
I want mandatory fields, is it possible?
Simple CRM does not do that. Numerous studies prove that it is impossible to have 100%
information in 100% of cases. These same studies show that, in the event of an obligation to have the
necessary information, users prefer to abandon the entry of the form rather than comply with the
obligations. The result is the abandonment of many opportunities, the transformation of CRM into a
"gas factory" and very often the abandonment of CRM in favour of simple Excel files that impose
nothing and adapt, because there are no constraints, to the reality on the ground.
information in 100% of cases. These same studies show that, in the event of an obligation to have the
necessary information, users prefer to abandon the entry of the form rather than comply with the
obligations. The result is the abandonment of many opportunities, the transformation of CRM into a
"gas factory" and very often the abandonment of CRM in favour of simple Excel files that impose
nothing and adapt, because there are no constraints, to the reality on the ground.
Can I create fields to qualify my contacts?
Simple CRM allows the creation of custom fields, named INTEREST CENTRES.
These custom fields allow you to adapt the software to your business. You can then make queries based on these fields.
Further information is available at:http://www.simple-crm.online/search/label/Happy
You also have the possibility to create custom fields in the COMPANY, CONTACT, INTERACTION and PROJECT files. These fields are called SIMPLE CUSTOM.
These custom fields allow you to adapt the software to your business. You can then make queries based on these fields.
Further information is available at:http://www.simple-crm.online/search/label/Happy
You also have the possibility to create custom fields in the COMPANY, CONTACT, INTERACTION and PROJECT files. These fields are called SIMPLE CUSTOM.
Can I manage multiple brands/enterprises with a single Simple CRM?
It is possible to manage several brands or companies through a single Simple CRM instance.
To do this, you will first have to distinguish which customer is a customer from which brand. To do
this, you will create INTEREST CENTRES to distinguish them.
Example: Lead enseigneA, Client enseigneA, Lead enseigneB, Client enseigneB, etc.
These fields will allow you to make requests to directly visualize, in a contact's or a company's file,
which sign(s) this contact or company is a customer.
Then, you will also have to sow your sales, to be able to list separately the sales of the signA and the
signB.
To do this, you will use INTERACTION templates. Text and video explanation on: http://www.simple-crm.online/search/label/Calendar
So, when you launch a model, it will write as the interaction subject: EnseigneA / Product XYZ / 9 units
This will allow you to directly visualize which sales process is linked to which brand.
The same does not, of course, apply to the segmentation of Delivery, Purchasing, Administrative, etc. Interactions.
To do this, you will first have to distinguish which customer is a customer from which brand. To do
this, you will create INTEREST CENTRES to distinguish them.
Example: Lead enseigneA, Client enseigneA, Lead enseigneB, Client enseigneB, etc.
These fields will allow you to make requests to directly visualize, in a contact's or a company's file,
which sign(s) this contact or company is a customer.
Then, you will also have to sow your sales, to be able to list separately the sales of the signA and the
signB.
To do this, you will use INTERACTION templates. Text and video explanation on: http://www.simple-crm.online/search/label/Calendar
So, when you launch a model, it will write as the interaction subject: EnseigneA / Product XYZ / 9 units
This will allow you to directly visualize which sales process is linked to which brand.
The same does not, of course, apply to the segmentation of Delivery, Purchasing, Administrative, etc. Interactions.
Where can I view the Simple CRM interface?
I invite you to visit our screenshots gallery at http://www.simple-crm-online.com/test
Does Simple CRM allow me to manage telephone prospecting campaigns / call centers?
I invite you to watch a short demonstration video on
http://www.simple-crm-online.com/test
where you will discover how you can easily manage call campaigns via Simple CRM.
If you also need a telephony solution, please contact the telephony department via this form: http://www.simple-crm-online.com/test so that an advisor can
contact you and draw up a quote tailored to your exact needs.
http://www.simple-crm-online.com/test
where you will discover how you can easily manage call campaigns via Simple CRM.
If you also need a telephony solution, please contact the telephony department via this form: http://www.simple-crm-online.com/test so that an advisor can
contact you and draw up a quote tailored to your exact needs.
Is it possible to synchronize the Simple CRM calendar with an iPhone / iPad?
Yes this function exists and is very appreciated, since your phone/tablet rings to remind you of your appointments.
In addition, the Simple CRM calendar automatically adds a series of very practical information to the
calendars of your phones/tablets: Location of the appointment (with interactive link to Google Maps), Company name, First and last name of the contact person, Telephone details (a click allows
you to launch the call from your mobile phone), Email details (a click allows you to write an e-mail),
A link to the Simple CRM appointment form in order to be able to edit the Interaction directly (as for
example to add comments after the appointment).
To learn how to set up synchronization, please read the explanations on: http://www.simple-crm.online/2018/04/integrate-simple-crm-calendar-into.html
In addition, the Simple CRM calendar automatically adds a series of very practical information to the
calendars of your phones/tablets: Location of the appointment (with interactive link to Google Maps), Company name, First and last name of the contact person, Telephone details (a click allows
you to launch the call from your mobile phone), Email details (a click allows you to write an e-mail),
A link to the Simple CRM appointment form in order to be able to edit the Interaction directly (as for
example to add comments after the appointment).
To learn how to set up synchronization, please read the explanations on: http://www.simple-crm.online/2018/04/integrate-simple-crm-calendar-into.html
Is it possible to synchronize the Simple CRM calendar with a Windows Mobile phone/tablet?
Yes this function exists and is very appreciated, since your phone/tablet rings to remind you of your
appointments.
In addition, the Simple CRM calendar automatically adds a series of very practical information to the
calendars of your phones/tablets: Location of the appointment (with interactive link to Google Maps),
Company name, First and last name of the contact person, Telephone details (a click allows you to
launch the call from your mobile phone), Email details (a click allows you to write an e-mail), A link
to the Simple CRM appointment form in order to be able to edit the Interaction directly (as for
example to add comments after the appointment).
appointments.
In addition, the Simple CRM calendar automatically adds a series of very practical information to the
calendars of your phones/tablets: Location of the appointment (with interactive link to Google Maps),
Company name, First and last name of the contact person, Telephone details (a click allows you to
launch the call from your mobile phone), Email details (a click allows you to write an e-mail), A link
to the Simple CRM appointment form in order to be able to edit the Interaction directly (as for
example to add comments after the appointment).
Is it possible to synchronize the Simple CRM calendar with the Outlook calendar?
Yes this function exists and is very appreciated, since your phone/tablet rings to remind you of your
appointments.
In addition, the Simple CRM calendar automatically adds a series of very practical information to the
calendars of your phones/tablets: Location of the appointment (with interactive link to Google Maps),
Company name, First and last name of the contact person, Telephone details (a click allows you to
launch the call from your mobile phone), Email details (a click allows you to write an e-mail), A link
to the Simple CRM appointment form in order to be able to edit the Interaction directly (as for
example to add comments after the appointment).
For practical application, see explanation on: http://www.simple-crm.online/2018/04/how-to-synchronize-outlook-with-simple.html
appointments.
In addition, the Simple CRM calendar automatically adds a series of very practical information to the
calendars of your phones/tablets: Location of the appointment (with interactive link to Google Maps),
Company name, First and last name of the contact person, Telephone details (a click allows you to
launch the call from your mobile phone), Email details (a click allows you to write an e-mail), A link
to the Simple CRM appointment form in order to be able to edit the Interaction directly (as for
example to add comments after the appointment).
For practical application, see explanation on: http://www.simple-crm.online/2018/04/how-to-synchronize-outlook-with-simple.html
I want to continue entering my appointments in Google Calendar / Outlook / Mac Calendar, can I do it?
No, you can't do that.
Simple CRM must be the master system; it will feed your old calendar system. Your old calendar
system can therefore only be used to display Simple CRM calendars and to ring to remind you of
your appointments.
The reason for this restriction is that your old calendar is limited. For example, you will just encode
that you have an appointment with Mr. Martin at 10am.
In Simple CRM, the appointment will be linked to Mr Martin's file as well as to the company for
which he works, you will find in the Simple CRM calendar the budget, documents, relationship
history, etc..
Simple CRM therefore offers much richer features not present in your old calendar system.
Finally, I would like to mention that the Simple CRM calendar has everything to please since it
allows synchronization with your mobile phone and your tablet, Outlook / Thunderbird / Sunbird /
Google Calendar / Mac Calendar synchronization, multiview display, multi-users, creation of tasks
for your colleagues, etc..
In short, done as many users have done before you, fully trust our calendar system and you will see
that you will not regret your old system
Simple CRM must be the master system; it will feed your old calendar system. Your old calendar
system can therefore only be used to display Simple CRM calendars and to ring to remind you of
your appointments.
The reason for this restriction is that your old calendar is limited. For example, you will just encode
that you have an appointment with Mr. Martin at 10am.
In Simple CRM, the appointment will be linked to Mr Martin's file as well as to the company for
which he works, you will find in the Simple CRM calendar the budget, documents, relationship
history, etc..
Simple CRM therefore offers much richer features not present in your old calendar system.
Finally, I would like to mention that the Simple CRM calendar has everything to please since it
allows synchronization with your mobile phone and your tablet, Outlook / Thunderbird / Sunbird /
Google Calendar / Mac Calendar synchronization, multiview display, multi-users, creation of tasks
for your colleagues, etc..
In short, done as many users have done before you, fully trust our calendar system and you will see
that you will not regret your old system
Do you have a brochure I could show my colleagues?
Yes. You can download a brochure, in PDF format, via this address:
http://crm-pour-pme.fr/images/pdf/Simple_CRM%20_2013.pdf
http://crm-pour-pme.fr/images/pdf/Simple_CRM%20_2013.pdf
Does Simple CRM allow me to make quotations, purchase orders, invoices and does Simple CRM allow me to manage inventory / product catalog?
Simple CRM allows the creation of quotes, purchase orders, invoices and delivery notes via an
additional module called SIMPLE ERP.
Simple ERP also allows the management of stocks, products and/or catalogue services.
To benefit from Simple ERP, you must subscribe to Simple CRM and take Simple ERP as a
complement.
For more information on the Simple ERP module, please visit the web page :
additional module called SIMPLE ERP.
Simple ERP also allows the management of stocks, products and/or catalogue services.
To benefit from Simple ERP, you must subscribe to Simple CRM and take Simple ERP as a
complement.
For more information on the Simple ERP module, please visit the web page :
Can I have document layouts in the ERP other than those proposed?
No. Our models are made to respect international standards and this for 3 reasons:
- compatibility with window envelopes
- the obligation for certain ISO standardised companies to comply with standards
- the obligation to structure documents so that they can be readable by RFOs
You are free to change the colours, the logo, the texts of the conditions, etc: but the global layout
canvas must respect the above mentioned standards.
- compatibility with window envelopes
- the obligation for certain ISO standardised companies to comply with standards
- the obligation to structure documents so that they can be readable by RFOs
You are free to change the colours, the logo, the texts of the conditions, etc: but the global layout
canvas must respect the above mentioned standards.
Is Simple CRM BlackBerry compatible?
Simple CRM is an online CRM software.
You just need a web browser to use it.
Therefore, Simple CRM is compatible with BlackBerry, Android, iPhone, iPad, Windows Mobile and
of course, Windows, Mac and Linux.
You just need a web browser to use it.
Therefore, Simple CRM is compatible with BlackBerry, Android, iPhone, iPad, Windows Mobile and
of course, Windows, Mac and Linux.
Is it possible to synchronize Simple CRM contacts with a BlackBerry?
To do this, simply download the VCARD of the contacts that interest you.
Practical detail: if you activate calendar synchronization on your BlackBerry, you will find directly in
the calendar the address (with active Google Map link), phone number and e-mail of the person with
whom you have an appointment. This is an automatic synchronization based on the appointments in
your calendar.
Practical detail: if you activate calendar synchronization on your BlackBerry, you will find directly in
the calendar the address (with active Google Map link), phone number and e-mail of the person with
whom you have an appointment. This is an automatic synchronization based on the appointments in
your calendar.
Is it possible to synchronize the Simple CRM calendar with a BlackBerry phone/tablet?
Yes this function exists and is very appreciated, since your phone/tablet rings to remind you of your
appointments.
In addition, the Simple CRM calendar automatically adds a series of very practical information to the
calendars of your phones/tablets: Location of the appointment (with interactive link to Google Maps),
Company name, First and last name of the contact person, Telephone details (a click allows you to
launch the call from your mobile phone), Email details (a click allows you to write an e-mail), A link
to the Simple CRM appointment form in order to be able to edit the Interaction directly (as for
example to add comments after the appointment).
appointments.
In addition, the Simple CRM calendar automatically adds a series of very practical information to the
calendars of your phones/tablets: Location of the appointment (with interactive link to Google Maps),
Company name, First and last name of the contact person, Telephone details (a click allows you to
launch the call from your mobile phone), Email details (a click allows you to write an e-mail), A link
to the Simple CRM appointment form in order to be able to edit the Interaction directly (as for
example to add comments after the appointment).
Can I recover my data?
In Simple CRM, you can recover your data at any time.
See the different explanations on: http://www.simple-crm.online/search/label/Export
Of course, only your Simple CRM Administrator can do this, to prevent any employee from stealing
your contact database.
See the different explanations on: http://www.simple-crm.online/search/label/Export
Of course, only your Simple CRM Administrator can do this, to prevent any employee from stealing
your contact database.
What would happen on my Simple CRM server that was down? Will I lose data?
You actually have two Simple CRM servers, one in France (your main one) and one in Germany.
As soon as you make a change in your main server, the data is automatically copied to the server in
Germany. If the server in France were to fail one day (which has never happened since 2005), the
server in Germany would automatically take over: there is therefore no risk.
In addition, these two servers are backed up twice a day in two different data centers.
Your data from your main server is thus duplicated, in an encrypted format, 5 times, which guarantees
the perfect serenity of your data.
Finally, at any time, you can recover all your data yourself. See explanation on: http://www.simple-crm.online/2018/04/how-do-i-export-all-my-data-as-backup.html
As soon as you make a change in your main server, the data is automatically copied to the server in
Germany. If the server in France were to fail one day (which has never happened since 2005), the
server in Germany would automatically take over: there is therefore no risk.
In addition, these two servers are backed up twice a day in two different data centers.
Your data from your main server is thus duplicated, in an encrypted format, 5 times, which guarantees
the perfect serenity of your data.
Finally, at any time, you can recover all your data yourself. See explanation on: http://www.simple-crm.online/2018/04/how-do-i-export-all-my-data-as-backup.html
I haven't found any user reviews
You didn't look hard. On the French reference of software, there are 574 reviews here:
http://www.simple-crm-online.com/test
A very clear comparison of the qualities of Simple CRM on its competitors here
http://www.simple-crm-online.com/test
also notes users there http://www.simple-crm-online.com/test other notes users
on this site http://www.simple-crm-online.com/test and I also found this site: http://www.simple-crm-online.com/test
http://www.simple-crm-online.com/test
A very clear comparison of the qualities of Simple CRM on its competitors here
http://www.simple-crm-online.com/test
also notes users there http://www.simple-crm-online.com/test other notes users
on this site http://www.simple-crm-online.com/test and I also found this site: http://www.simple-crm-online.com/test
Insurance: "Simple CRM doesn't fit my business."
Good morning,
Thank you for your return.
However, I am a little surprised by this one because Simple CRM is used by many "multi-card"
insurers, as well as by insurance companies.
Indeed, Simple CRM allows you to manage your sales opportunities and to store your contracts
(related to the insured), to manage contract renewals, file follow-ups, etc..
Further information is available at: http://www.simple-crm.online/
If you wish to speak with a consultant specialized in the implementation of Simple CRM with
insurers, do not hesitate to ask me.
Thank you for your return.
However, I am a little surprised by this one because Simple CRM is used by many "multi-card"
insurers, as well as by insurance companies.
Indeed, Simple CRM allows you to manage your sales opportunities and to store your contracts
(related to the insured), to manage contract renewals, file follow-ups, etc..
Further information is available at: http://www.simple-crm.online/
If you wish to speak with a consultant specialized in the implementation of Simple CRM with
insurers, do not hesitate to ask me.
Insurance: LEAD
Simple CRM is used by many "multi-card" insurers, as well as by insurance companies.
Indeed, Simple CRM allows you to manage your sales opportunities and to store your contracts
(related to the insured), to manage contract renewals, file follow-ups, etc.. Further information is
available at: http://www.simple-crm.online/
If you wish to speak with a consultant specialized in the implementation of Simple CRM with
insurers, do not hesitate to ask me.
Indeed, Simple CRM allows you to manage your sales opportunities and to store your contracts
(related to the insured), to manage contract renewals, file follow-ups, etc.. Further information is
available at: http://www.simple-crm.online/
If you wish to speak with a consultant specialized in the implementation of Simple CRM with
insurers, do not hesitate to ask me.
What is the cost of initial configuration assistance?
Assistance or training overlap each time. One cannot go without the other.
As a result, the cost of assistance amounts to subscribing to training.
You have two possibilities: either you train yourself via the training manuals and videos on the page
http://www.simple-crm.online/, for example, or you
opt for training in the use of Simple CRM software taught by a consultant.
The duration of the training is 2 hours, or 120 minutes.
The distribution of training units is defined as follows: 1h30 of theoretical training, then
approximately 2 to 4 weeks later, a 30-minute question and answer session between the learner(s)
and the trainer.
The training takes place in video conference through Skype, this software allowing voice dialogue
and screen sharing.
The maximum number of learners allowed to follow the training is 5.
The price is 150 € HTVA.
As a result, the cost of assistance amounts to subscribing to training.
You have two possibilities: either you train yourself via the training manuals and videos on the page
http://www.simple-crm.online/, for example, or you
opt for training in the use of Simple CRM software taught by a consultant.
The duration of the training is 2 hours, or 120 minutes.
The distribution of training units is defined as follows: 1h30 of theoretical training, then
approximately 2 to 4 weeks later, a 30-minute question and answer session between the learner(s)
and the trainer.
The training takes place in video conference through Skype, this software allowing voice dialogue
and screen sharing.
The maximum number of learners allowed to follow the training is 5.
The price is 150 € HTVA.
Simple CRM Mobile Application
Simple CRM is accessible on your mobile and your tablet via a web browser.
You can connect via the classic "responsive" interface and if you have a small screen mobile, a
dedicated interface is available. See explanation on:
http://www.simple-crm.online/2018/04/how-to-connect-to-simple-crm-with.html
A dedicated mobile application / tablet for IOS, Android and Microsoft will be released in 2018.
This application will offer advanced options such as working offline, signing purchase orders on the
screen, etc.
You can connect via the classic "responsive" interface and if you have a small screen mobile, a
dedicated interface is available. See explanation on:
http://www.simple-crm.online/2018/04/how-to-connect-to-simple-crm-with.html
A dedicated mobile application / tablet for IOS, Android and Microsoft will be released in 2018.
This application will offer advanced options such as working offline, signing purchase orders on the
screen, etc.
Is Simple CRM Mac compatible?
Simple CRM is an online CRM software.
You just need a web browser to use it.
Therefore, Simple CRM is compatible with Mac, Windows, Linux, but also iPhone, iPad, tablet and Android phone, BlackBerry and Windows Mobile.
You just need a web browser to use it.
Therefore, Simple CRM is compatible with Mac, Windows, Linux, but also iPhone, iPad, tablet and Android phone, BlackBerry and Windows Mobile.
Is Simple CRM Android compatible?
Simple CRM is an online CRM software.
You just need a web browser to use it.
Therefore, Simple CRM is compatible with Android tablet and phone, iPhone, iPad, BlackBerry,
Windows Mobile and of course, Windows, Mac and Linux.
You just need a web browser to use it.
Therefore, Simple CRM is compatible with Android tablet and phone, iPhone, iPad, BlackBerry,
Windows Mobile and of course, Windows, Mac and Linux.
Is it possible to synchronize Simple CRM contacts with an Android mobile?
There are two methods: first the manual method. You only download the VCARD of contacts that
interest you.
Then the automatic synchronization method, which synchronizes everything. For this, please read the
documentation on http://www.simple-crm.online/search/label/Synchronization
Practical detail: if you activate the calendar synchronization on your Android, you will find directly
in the calendar the address (with active Google Map link), the phone number and the e-mail of the
person with whom you have an appointment. This is an automatic synchronization based on the
appointments in your calendar.
interest you.
Then the automatic synchronization method, which synchronizes everything. For this, please read the
documentation on http://www.simple-crm.online/search/label/Synchronization
Practical detail: if you activate the calendar synchronization on your Android, you will find directly
in the calendar the address (with active Google Map link), the phone number and the e-mail of the
person with whom you have an appointment. This is an automatic synchronization based on the
appointments in your calendar.
Is it possible to synchronize the Simple CRM calendar with an Android phone/tablet?
Yes this function exists and is very appreciated, since your phone/tablet rings to remind you of your
appointments.
In addition, the Simple CRM calendar automatically adds a series of very practical information to the
calendars of your phones/tablets: Location of the appointment (with interactive link to Google Maps),
Company name, First and last name of the contact person, Telephone details (a click allows you to
launch the call from your mobile phone), Email details (a click allows you to write an e-mail), A link
to the Simple CRM appointment form in order to be able to edit the Interaction directly (as for
example to add comments after the appointment).
To learn how to set up synchronization, please read the explanations on http://www.simple-crm.online/search/label/Synchronization
appointments.
In addition, the Simple CRM calendar automatically adds a series of very practical information to the
calendars of your phones/tablets: Location of the appointment (with interactive link to Google Maps),
Company name, First and last name of the contact person, Telephone details (a click allows you to
launch the call from your mobile phone), Email details (a click allows you to write an e-mail), A link
to the Simple CRM appointment form in order to be able to edit the Interaction directly (as for
example to add comments after the appointment).
To learn how to set up synchronization, please read the explanations on http://www.simple-crm.online/search/label/Synchronization
Can Simple CRM interact with my tablet or mobile software?
Yes Simple CRM is able to communicate with apps.
I invite you to read the documentation and view the video on the page:
http://crm-pour-pme.fr/index.php/apps-store-simple-crm
I invite you to read the documentation and view the video on the page:
http://crm-pour-pme.fr/index.php/apps-store-simple-crm
Does Simple CRM display reminders for my appointments?
Simple CRM presents the Simple CRM desktop as soon as you connect to the interface. This Office
presents (among other things) the day's interactions (tasks and appointments). You therefore have a
clear and precise visual of your appointment reminders.
If you want an audio reminder, you can synchronize your Simple CRM with Outlook, iCal or other
calendars, as well as your Android, IOS (iPhone / iPad), BlackBerry and Windows Mobile (or 10)
phones and tablets.
This way, your appointment reminders will be with you at all times.
Simple CRM does not present a reminder by INFO Bubble, because this technique has a big flaw:
you must be present (and attentive) constantly in front of your computer. By opting for mobile or
tablet synchronization, you are sure not to miss a reminder. If however the bubble information is
essential for you, a synchronization with a calendar software (Outlook, iCal, etc.) will allow you to
benefit from it.
For more technical information on appointment reminders, I invite you to visit the web page:
http://www.simple-crm-support.com/search/label/Rappel
presents (among other things) the day's interactions (tasks and appointments). You therefore have a
clear and precise visual of your appointment reminders.
If you want an audio reminder, you can synchronize your Simple CRM with Outlook, iCal or other
calendars, as well as your Android, IOS (iPhone / iPad), BlackBerry and Windows Mobile (or 10)
phones and tablets.
This way, your appointment reminders will be with you at all times.
Simple CRM does not present a reminder by INFO Bubble, because this technique has a big flaw:
you must be present (and attentive) constantly in front of your computer. By opting for mobile or
tablet synchronization, you are sure not to miss a reminder. If however the bubble information is
essential for you, a synchronization with a calendar software (Outlook, iCal, etc.) will allow you to
benefit from it.
For more technical information on appointment reminders, I invite you to visit the web page:
http://www.simple-crm-support.com/search/label/Rappel
I want to buy Simple CRM, How do I do?
Please go to http://crm-pour-pme.fr/index.php/prix-et-versions and complete the form which is located halfway up the page.
Following your request via this form, an advisor will send you the Simple CRM subscription contract.
For information, our advisers are at your disposal from Monday to Friday, from 9am to 5pm, Paris time.
Following your request via this form, an advisor will send you the Simple CRM subscription contract.
For information, our advisers are at your disposal from Monday to Friday, from 9am to 5pm, Paris time.
lundi 19 février 2018
Who are the creators of Simple CRM ?
Simple CRM is a european software, developped in France and Belgium, but the support is managed in USA.
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