Simplify Practice Software - Tutorial #5 | How to Create and Manage Small Assignment - Simplify Practice CRM Software Demo

Simplify Practice CRM Software

Brand : Simplify Practice

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T&C
Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:
- the GSTIN of the user associated with their registered business, and
- the specified Entity Name for their business.
It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.
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Simplify Practice CRM is a user-friendly software that allows sales teams to manage customers and nurture the leads generated. This top CRM software helps makes processes across sales and customer service teams streamlined. It is one of the best software to automate tasks that include lead generat... Read more

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Simplify Practice CRM Software Pricing, Features & Reviews

What is Simplify Practice CRM?

This tool enables users to track and record the leads that are received from the lead generation team. This CRM software for small business provides information on clients and prospects. You can also send a proposal or quotation linked to the lead.

Moreover, Simplify CRM offers features that allow users to document the payments received against the transaction. This documentation offers important details regarding transactions, such as invoice details, order details, types of payment, among many others.

Benefits of using Simplify Practise CRM software

There are several benefits of using Simplify Practise CRM software such as:

Helps manage the marketing funnel with lead to mandate and engagement management features
Provides campaign expense analysis that allows users to calculate and justify the spending of the company on campaigns.
Simplify Practise CRM also allows its users to document the payments received against the transactions made in the business process.

How Simplify Practice CRM Help with Invoicing

The software provides its users with a tool that enables them to create invoices and release receipts for the clients. You can fetch the details required for the generation of an invoice from a signed mandate and the users can send the generated invoice with a simple click. The software enables users to visualize the status of accounts at any point in time.

What Features Does Simplify Practice CRM Offer?

Here are some features of Simplify Practice CRM listed below for a quick overview of the software:

Payment Received Register
Payment Outstanding Report
Quotation Register
Quotation Tracker
Order Register
Sales Register
Mandate Register
Campaign Register
Campaign Expense Analysis
Expense Vs Sales Ratio
Campaign Success Reports
Loyalty Program
Invoice Register

What is the price of Simplify Practice CRM?

The price of Simplify Practice CRM varies based on your business requirements. For further inquiries regarding the price of the software, please request a call. Our sales team will connect with you at the earliest.

Simplify Practice CRM Software Features

Lead / Sales Management

Contact & Account Management
Opportunity & Pipeline Management
Customer Contract Management
Lead Qualification
Workflow Automation and Management
Task / Activity Management
Quote Management
Lead Prioritisation
Order Management
Calling & Recording

Marketing Automation

Third-Party Integrations
Email Marketing
Social Network Integration
Campaign Management

Data Sourcing / Integrations

Third-Party Integrations
Social Network Integration
Data Import/Export

Personalization / Customizations

Lead Qualification
Workflow Automation and Management
Task / Activity Management
Lead Prioritisation

Reporting & Analytics

Reports & Dashboards
Forecasting
Predictive Analytics

Others

Invoicing Simplify Practice CRM generates invoices for all the transactional activities done by the sales team.
Campaign Management This CRM software can integrate with the current APIs of the organization