Within Simplicate, the flow starts with creating a relation. From there, you can create sales trajectories, projects, and invoices for the relation.
How convenient is it that you can click through from the different modules to the projects and relations that are linked to each other? This way, you can quickly click through to retrieve underlying information.
Tip: While clicking, hold down the CTRL or Command key. The page will open in a separate tab.
CRM module
Within the CRM module, you can always find everything that has been created for this relation in the other modules. Everything is collected on the timeline, and you can easily click through to the other module.
Project module
From the general settings in the project, you can easily click through to the company or contact person. Use the icon of the relation or contact person.
Invoicing module
An invoice is always linked to a relation/project. From an invoice, you can easily click through to the relevant project or CRM relation via the colored titles.
