Whether you're running a small business or freelancing/contracting
simpli.business helps you stay on top of things
so you can be effective, productive and profitable
Elevate your sales game with Simpli.business Leads: where prospects become paying customers! Say goodbye to scattered contact details and missed opportunities – our Leads feature revolutionizes the way you organize and track potential customers.
Harness the power of our lead funnel step tracking, guiding prospects seamlessly through your sales pipeline. With detailed descriptions and vital information readily accessible, you'll never miss a beat in nurturing your leads towards conversion. Our intuitive interface empowers you to manage associated tasks and track time spent on lead-related activities, ensuring productivity and efficiency at every stage.
Collaborate effortlessly with your team through integrated discussions and file sharing, fostering synergy and alignment in your sales efforts. No more hunting for crucial lead details: utilize our filtering options to customize your view and concentrate on what's most important for your business.
Experience the confidence of having all your leads organized and at your fingertips. Unlock the potential of every prospect and supercharge your sales performance with Simpli.business Leads today. Your next big deal awaits – seize it with Simpli.business!
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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.
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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.
The ultimate task management solution! Say goodbye to a desk covered in sticky notes: instead, stay on top of your tasks effortlessly with our intuitive Todo feature. Seamlessly organize and prioritize your tasks with customizable areas, color-coded for clarity.
From "get to it at some point" to "it's Done!", easily categorize your tasks and track their progress in real-time. Need a helping hand or taking a break? Our unique "Taking a break/need help" area ensures support is always within reach.
Efficiently manage tasks individually or as a team, with drag-and-drop functionality and instant visibility into task details. Keep track of due dates, time spent, and task assignments with ease, ensuring nothing falls through the cracks.
Experience simplified task management with Simpli.business Todo today – unlock productivity and achieve your goals with ease!
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 integrated with every aspect of your business, our Tasks feature is your central hub for productivity.
From the Tasks menu, create new lead, project, or support tasks effortlessly. Gain instant visibility into all tasks relevant to you, and as a project manager, oversee the entire task landscape with ease. Filter tasks based on various criteria including recency, importance, assigned team member, due date, status, and more.
Effortlessly manage tasks with a simple and intuitive interface. Click on any task to access conversations, files, relevant information, and to make changes seamlessly. Customize tasks with ease – adjust primary responsibility, team assignments, status, time allocations, due dates, requirements, descriptions, items, and time sheets effortlessly.
Experience unparalleled flexibility with features like changing tasks from one-off to ongoing. Archive tasks for organization and easily access archived ones when needed. With Simpli.business Tasks, stay on top of your workflow in a simple, consistent, and easy-to-follow format.
Unlock the power of Simpli.business Tasks today – streamline your workflow and achieve maximum efficiency in every aspect of your business!
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!
Your key to seamless client management. From the main interface, effortlessly access a comprehensive list of your customers, complete with vital information and primary contact details.
Utilize powerful search and tagging features to organize and navigate your customer database with ease. Create new customers or access existing ones with just a click.
Step into the customer screen to input detailed information, including business name, address, billing contact, and tags, ensuring clarity and organization. Add contacts for each customer and seamlessly invite them to At-simpli.business for enhanced integration and collaboration.
Unlock access to quotes, projects, and support issues relevant to each customer, streamlining communication and project management. Experience the simplicity and effectiveness of Simpli.business Customers today – elevate your client management experience and foster lasting relationships with ease!
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Explore structured reports with dropdown menus for customers, projects, and detailed breakdowns. Track tasks, items, project costs, team productivity, and travel time effortlessly, then export reports with just a click for sharing, analysis, or archiving.
Simplify your business management and unlock actionable insights with Simpli.business Reports today.