Simplicity Online for Salesforce AppExchange

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.