Announcements

New updates and improvements to Sales Simplify.

  1. Smart Views

    Filters are out and Smart Views are in. You can now create different types of filter reports regarding your Leads, Deals, Activities, Customers or Products. Customize your filter views and save it as a favourite to easily fetch the data.

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    Deal List View

    Don't like the pipelined view of your deals? We got you! See your deals now in a list view too.

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  2. We have made some tweaks which have been recommended by Sales Simplify Users that have helped in simplifying their process!

    Leads - Convert to Deal or Junk Lead in the Leads popover.

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    Deals - Filter your deals effortlessly based on their Status (Open, Won, Lost or Archived) or Tags.

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    Global Search - Access relevant data with ease through our enhanced global search bar.

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    People & Company - Easily access Lead, Deal, People and Company details within the timeline or in the information section within the modules.

    See all Leads, Deals and People associated with a company, along with their notes and activities.

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  3. Lead Bot is live!

    New Feature
    Announcement

    Lead Bot will be personalized and embeddable, perfect for collecting information from your website visitors and funneling them into Sales Simplify.

    Sales Simplify

  4. Now, you can set the default country code for the number field in leads, people, deals and company modules. To activate this functionality or to localize the country code, Go to Profile > Update country. It will automatically show the country code in all modules.

  5. Now onwards we will update all product logs, updates will be posted here. You can add new ideas to the board or vote on the existing ones, especially those feature which you would want to see in Sales Simplify.

  6. Easy to Organize Leads, Contacts, Activities, track, schedule, and manage various tasks all in a single place and get in-depth reports to make a more accurate decision that increases your conversion

    Easy drag and drop sales pipeline that avoids long processes and increases your deal velocity, sales, & growth

    Best for: Startups, Freelancers, SMEs and Sales Teams who wants to save tons of time and money.

  7. Something new, big and exciting! Something new, big and exciting is Coming Soon! We don't want to spoil the surprise, so stay in touch so you won't miss out! Feel free to check back.