Don't you wish you could finish your jobs in a snap, keep track of your goals, or forecast your bargains, and Sales Simplify has finally made that happen! We always love to hear from our customers and salespeople about how we can improve their sales experience. Our team of expert programmers has worked hard behind the scenes to include these features and improve your user experience.

We have listed our updates below and we look forward to hearing your feedback.

User Interface

  • Refreshed Popover View - We have tweaked the popover view of all our modules with a refreshed design.
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  • Help and Updates button shifted to the top so you can contact us with ease and keep track of all our upcoming updates.
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  • Convert Lead to People - We have now given the option to convert any lead to people as well
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  • Upcoming activities - See all your upcoming activities for any module at the beginning of the timeline and mark as done when completed.
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  • Now add Tags easily in the dropdown section at any modules
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  • Brand new look for the Pipeline- A complete overhaul for the deal card giving it a fresh design.
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  • Deal stage, status and close date shifted to give more visibility
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  • Left Pane Menu section- We have combined few features and module together such as
  1. LeadBot
  2. Product Module
  3. Import/Export
  4. Admin Settings
  5. Billing
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  • Activity module revamp

1. Associate each activity to Lead, Deal, People or Company

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2. Meeting activity allows you to add location or meeting link, add guests and choose timezone

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3. A statistics bar to show you a summary of your activity and goals achieved

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New Features: -

Last Contacted -

A simple but informative feature to know when you had contacted the Lead, People or Company previously, thus enabling you to keep track of your customers.

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Sales Targets -

Keep track of your Team or Agents performance by assigning goals and monitor progress.

  • Goal Assignee - Choose Company, Team or User.
  • Select User - If Assignee is Team or User, select the team or user for the goal
  • Goal Type - Choose the type of goal based on the Activities or Deals
  • Module - Based on the type of goal choose the module you need to track.
  • Select Pipeline* - If the Module is chosen in Deal, select which pipeline you need to track.
  • Tracking Metric - Choose between Value or Count for tracking deal goal based on count or value.
  • Target - The count or value for the goal.
  • Interval - The duration of the set goal.
  • Duration - Automatically the system will choose or can be set for a time period.
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Forecast -

Estimate your future revenue and understand your deals closure probability

  • Forecast Assignee - Choose Company, Team or User.
  • Select User - If Assignee is Team or User, select the team or user for the forecast
  • Forecast Type - Choose the type of forecast based on Open deals, won deals or with targets
  • Forecast Title - Name the forecast for easy reference
  • Pipeline - Select which pipeline you need to track your deals.
  • Interval - The duration of the set goal.
  • Duration - Automatically the system will choose or can be set for a time period.
  • Optional Filters - This helps to filter the forecast based on Customer company.
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We have other upcoming features which will be available within the next 2 months.

  • Automation - Workflow Automation & Cadence (Email Sequencing)
  • Zapier Integration
  • LinkedIn Plugin - Easily add LinkedIn Profile information to Sales Simplify with ease.
  • Sales Enablement - A complete new feature to help Salespeople improve skill and knowledge.

In case you have any questions, feel free to contact us at support@salessimplify.com.