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.
- 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.