CRM
Information about companies, individuals, and their billing details.
Create a new relationship and new contact personYou can easily create a new company or a new person within the CRM module of Simplicate.
Creating a new contactHow do you create a contact at an organization?
Setting up invoicing details per clientThe preferred settings for invoicing can be set per client on the relation within CRM.
Recording correspondence and documentsSave emails and use the tasks, documents and timeline tabs.
CRM Import: Most Common Error Messages
Customer GroupsGroup various companies together into customer groups in CRM.
Adjustment of SBI Codes – September 2025An update of the existing SBI codes at European level.
Delivery to Private individuals
CRM: Deactivating Companies, Persons & Contact PersonsDetermine which relationships you want to deactivate in Simplicate.
Price agreements at client levelRecord Price agreements per client in CRM!
CRM: Company importYou can import companies (and persons) into Simplicate.