Just BCC your messages to bcc@simpleCRMsystem.com
If you send e-mails from within the CRM, it's done automatically.
If you click on Open Outlook in the e-mail window for the relevant customer, it's also done automatically.
By BCC:'ing to our CRM address, the system will locate your account (make sure to login using the same e-mail you send emails from),
and also locate the relevant customer (make sure that the e-mail you send to is in the spreadsheet!) and automatically
add the e-mail under the PLUS for the relevant customer.
Note: to add an e-mail without sending to the customer (such as email customer sent to you), just send/forward the email to email@example.com, and put customer email in the SUBJECT field."
A team shares the same advanced spreadsheet, and it is synchronized in real-time.
To add new members to your team, click on Options, and select Share.
Type the in the e-mail of your friend and he'll get an invitation!
To invite many friends, click "Generate Link" and send the link to your friends.
If you're using Slack login, your Slack team is already sharing your spreadsheet, and there's nothing more to do.
When your team members update a cell, you'll see it blinking in real-time.
Rows changed last week
See which rows have changed in the last week by clicking "Advanced" in Search and
fill in the number of days.
Check up on your team
Follow and help your team by viewing the History.
You can track all changes to the spreadsheet and who made them by
clicking on "History" in the main menu.
No more blaming - "who changed this???". When someone changes a cell,
anyone can see exactly who did that and when.
More customer options
Use the mouse to right-click on the row number
to expose many things you can do on a customer:
change row colors, lock the row, search for the email
in your Gmail, or call using phone (on mobile), Skype and Facetime.
Export everything to Excel and/or generate nice reports using the Reports option (under Options menu).
View your ToDo List
View a list of your reminders and appointments in chronological order under Tasks.
Because you're logged in using Slack, the default spreadsheet you use is already
shared with your whole Slack team. If you create additional spreadsheets, you will be able to
share them individually with whoever you want.
Click to generate a report using the currently displayed spreadsheet rows.
To customize the report (only changed last week, only specific customers, etc.):
First make a search for the rows you wish to have in your report.