SMPL for Small Business (FSB) is our small business configuration designed to facilitate the Lead > Sales > Client relationship and provide a platform for your business to communicate with clients and customers, and market to potential leads, as well as manage your digital presence.
While FSB is a configuration, it is more of the starting point. We customize screens, reports and processes to fit your precise business needs. Ranging from membership management, direct online sales, and traditional sales, the SMPL FSB is your best small business CRM solution.
Keep track of customer information in one easily accessible place and communicate with them directly from the system.
Your database is all yours -- no sharing with other clients! Create and edit as many fields as you want. Customize record screens to fit your business' workflow.
Connect your existing email account to your SMPL system. View and send emails, and easily copy communications into your CRM.
With a custom-built dashboard, you'll have everything handy to plan and schedule your day -- and no clutter!
Create as many forms as you want using your custom data fields. Collect all the relevant information directly, right from the start.
Create dynamic marketing lists. Compose and deploy bulk emails to your customers. Track opens, clicks, bounces and opt-outs.
Schedule emails to be sent at specific dates/times, or to be triggered on customer milestones such as birthdays or anniversaries.
Get a *.smplsystem.com domain name that is all yours, where your system will be located and easily accessible.
Create contract templates that can be integrated and merged to an existing record. Output to HTML or PDF format, or send for e-signature with Adobe Sign account.
Keep your social media presence in Facebook, Twitter and Instagram up-to-date with our Social Media Assistant.
Secure environment where clients can login to update their information and download personalized files.
Issue invoices to customers, process payments, and record transactions. Access transaction history with reports.
Let us design and host your website. SMPL's website tools facilitate responsive, SEO-optimized sites that look great on virtually any device.
Want your own custom url for your system? No problem. We can apply your custom domain to your website as well as your system.
Set your email inbox to automatically copy relevant communications into your CRM.