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Simplicity Online
End-to-end business management for enquiries, estimates, orders & invoicing
- Industries
- Government
- Business Need
- Quotes & Orders
End-to-end business management made simple! Simplicity Online can run your entire business from enquiries, estimating and orders through to final invoicing and receipt of payment giving visibility to your team and clarity to your clients.
Compatibility
- Salesforce Editions
- EnterpriseUnlimitedForce.com
App Details
- Version
- Simplicity/1.2.7 1.27.0
- Listed On
- 10/19/2011
- Latest Release
- 03/04/2022
- Supported FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 64Custom Tabs: 13Custom Apps: 2
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
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.
Need help?
Simplicity Online
London
We offer support contracts within office hours with alternative contracts available for out of hours support. If companies do not require a service level agreement, there is the option of contacting us on a Premium Rate telephone number or by email.