simpli.business

simpli.leads helps you turn prospects into paying customers by simplifying lead management and reducing missed opportunities. Say goodbye to scattered contact details—our system brings everything together in one place.

Track each lead’s progress through your sales funnel with clear steps and detailed information at your fingertips. Stay on top of tasks, monitor time spent on lead-related activities, and manage your pipeline more effectively with an intuitive, easy-to-use interface.

Collaborate with your team through built-in discussions and file sharing, keeping everyone aligned and informed. Use powerful filtering tools to focus on the leads that matter most to your business.

Keep your leads organized, your team in sync, and your sales process running smoothly. simpli.leads gives you the structure and visibility you need to move prospects forward with confidence.

With Simpli.business, managing quotes becomes a breeze! Our powerful quotes feature empowers you to effortlessly organize and streamline your quoting process, allowing you to create detailed, formatted quotes in just minutes. The intuitive interface allows you to easily navigate through your list of quotes, customer contact details, a clear breakdown of total costs, and more. Use the search function to find quotes or archive old quotes with just a click.

When creating a new quote, tailor it to your needs and preferences by selecting suitable terms and descriptions. Add items to the quote and customize them as necessary. Plus, with the ability to attach relevant files and initiate discussions, collaboration among team members has never been easier.

Once your quote is ready, take decisive action – approve it, send it via email directly from the platform, and track its status effortlessly. And with the option for your customers to mark quotes as accepted or declined, you'll always stay on top of your sales pipeline. What's more, seamlessly transition accepted quotes into projects, ensuring a smooth transition from quote to execution.

Experience the efficiency and ease of Simpli.business quotes feature today – revolutionize the way you manage your business, one quote at a time.

With our comprehensive Projects feature, overseeing your projects has never been easier. The main interface offers a bird's-eye view of all your projects, recent activities, and discussions, putting essential information at your fingertips. Easily locate projects using the intuitive search and archive functions, ensuring efficient project tracking.

Inside each project, take control with precision. Assign and manage tasks effortlessly, keeping your team aligned and productive. Define billing schemes and fees with ease, ensuring transparency and accuracy throughout the project lifecycle. Share project progress and engage with clients seamlessly through our customer-side platform, At-Simpli.business, fostering collaboration and trust.

Create detailed project descriptions and attach relevant files, maintaining clarity and coherence within your team. Keep tabs on time utilization with our integrated timesheet feature, ensuring optimal resource allocation. Customize project stages to align with your unique workflow, adapting to evolving project needs effortlessly.

But that's not all - facilitate communication and issue resolution with our built-in ticketing system, empowering both you and your clients to address concerns promptly and effectively.

Experience the power and convenience of Simpli.business Projects today – elevate your project management experience and drive success like never before.

Effortlessly track your productivity! With our integrated time sheets, managing your time has never been easier. Simply select the project or task you're working on, hit "start," and let the timer begin.

Navigate seamlessly through dates, effortlessly filling in or editing time sheets as needed. Stay on top of your daily progress with real-time time tracking, and quickly change between what tasks you are working on. Gain valuable insights into your time allocation with the simple pie chart next to each task, comparing time spent versus allocated time. As a project manager, streamline time management by filling in time sheets for team members when needed.

Experience seamless integration with Simpli.business Todo, ensuring your tasks and time sheets are always aligned. Plus, effortlessly connect time tracking with invoicing, simplifying your billing process.

Unlock the power of Simpli.business Time today – optimize your productivity and take control of your time like never before!

Seamlessly tackle and resolve issues with our Support feature. Create detailed tickets to document issues and problems, complete with ticket type and importance for streamlined organization.

Assign tickets to team members, generating support tasks in their Todo for prompt resolution. Attach files to provide visual context and streamline issue comprehension. Gain insight into time spent on each ticket with integrated time sheets.

Customers can effortlessly submit tickets from At-Simpli.business, fostering collaboration and ensuring their voices are heard. At the main interface, access all relevant tickets with ease – view ticket number, type, importance, status, assignee, project, and summary at a glance.

Utilize powerful filters to streamline ticket management. Stay updated on recent activity and discussions for each ticket, ensuring nothing slips through the cracks.

Experience the efficiency and effectiveness of Simpli.business Support today – unlock seamless issue resolution and keep your projects on track with ease!

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