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Simplicity Online

End-to-end business management for enquiries, estimates, orders & invoicing

Overview

  • Enquiries/Estimates – Taking enquiries from first point of contact whilst linking with client CRM data enabling estimates to be generated with speed and efficiency.

  • Orders/Pricing – Converting estimates or quotes into orders using innovative, accurate pricing books from an infinite library allowing complete business clarity.

  • Invoices/Payments – Invoicing for completed works either in a full or interim basis from your previously agreed orders, making the integrated payment reconciliation easy.

Our end-to-end business application helps manage your business processes. Built natively, our managed service allows you to run your entire business seamlessly from first point of contact through to final invoicing. Using Simplicity’s integration with SalesForce CRM and multiple accounting packages, you can view and edit the client account details in correlation with multiple related company contacts in one easy to use screen. This quick and easy way to set up and manage client contact data means that enquiries and estimates can be generated efficiently. Once an enquiry is in progress, information can be attributed to the works such as job managers, work statuses and phases and various milestone dates. In addition to this, Simplicity includes the ability to search for works location addresses within the system other than the client’s address. When pricing estimates or quotations, Simplicity uses innovative, accurate pricing books from an infinite internal library. This ensures that details of works to be completed remain consistent throughout the life cycle of the project giving complete business clarity from estimation through to invoice and payment for accounts.

Categories

Business Needs
Quotes & Orders
Industries
Government
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Managed Package