Contact Groups

We like Zimplu CRM to be easy to use but we also want it to be flexible, that's why we created Contact Groups and Custom Fields.
Nexus Electronics used to work with other CRM and we had a problem differing the existing Clients from the contacts who were not our Clients. To solve this problem we used to write in the Contact Name "Existing Client" so we could know if the Contact was already our Client. We always wanted to Group our Contacts so we won't have to write other stuff in the Contact Name Field.

Contact Groups will help you assign your Contacts to different Groups and it doesn't have to be Existing Clients or Potential Clients, it can also be Banks, Transport Companies or anything else.

This video will show you how to Create Contact Groups in Zimplu CRM.



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Support Tickets in Zimplu CRM

One of the features that Zimplu CRM offers is Support Tickets.
Support Tickets are used to inform your employees or your co-workers about a problem that appeared for the Company or for one of your Clients.
Lets say that you own a Software Company and a Client has a problem with the product he just bought, he will probably contact the salesman who offered the product in the first place. It's obvious that the salesman won't be able to solve an IT problem so what the sales person will do in this situation is to write a support ticket and assign it to the right person or a group of persons in the company that can solve this kind of problem for the Client.
You can also write a support ticket and assign it to yourself, this will help you remember you have to solve a problem.

Learn How to Create a Support Ticket in Zimplu CRM:

Simplify your Business

Today is a regular day at the office. You sit down, you start drinking your coffee and you thought that today you will finally get to work on some new projects, think the strategy for your products and plan the Company's activity for the rest of the year. You were wrong. You start to get phone calls, you need to solve some problems that you were just been told about and you have some new meetings today that you didn't expect to come. The next thing you know is that outside is dark and your watch says 7 P.M.

Sometimes you have to agree that doing things by yourself makes sense but it should not be a habit. As some people might say, Management is all about delegating activities.

Always make sure to Manage well the Communications in your organization and make sure the information gets to the final destination fast and in good condition, this is vital to the management performance. If you fail to do so, you will end up doing someone else's job all day and you won't even know it.

Finances

If you remember old movies or TV Series like Dallas and the scenes in the office, the first thing that probably comes to your mind is a big pile of paper. Think about how to lose as much paper as you can, keep only what you need and go Paperless.

Consolidate your bank accounts, make your financial records as simple as possible, arrange as many automatic transfers you can, this will also help you stick with the monthly plans.

Financial Crisis

You probably start to feel a headache when you hear these two words. You hear the Financial system is going down, market is going down, nobody can sell as much as they used to sell, politics, terror, everything goes wrong. It's the perfect time to make Money. Think outside the box, the crisis is a big problem for most of us but some companies pray for the crisis to stay as long as possible.

We have a problem ? There are no problems, only opportunities, so be the first one to take advantage of these changes.

Computerization

It all started not so long ago when the computer era began, new ideas came along for making work easier and the best example is software solutions. It was a good thing to start from, most of the companies still use a software for their activities and they will probably use them for a long time but what really breaks through right now is SAAS (Software as a Service).

Companies used to buy and maintain an IT infrastructure which proved to be very expensive. SAAS brings a lot of benefits, the software is now shared on the internet and companies don't need to install anything, you can even use the service wherever you are as long as you have an internet connection.

Custom Fields in Zimplu CRM

When you create a new contact or a new Company in Zimplu CRM, you have some fields that you need to fill before introducing the specific item into your Zimplu Database. Sometimes you need more information about a contact. For example,  if you are a Company that sells GPSs you may need to know how many cars does a potential Customer have and a good Custom Field would be "Cars" or "Number of Cars".
You can also add Custom Fields to Tasks, Support Tickets or Opportunities.

Learn how to create your Custom Fields in Zimplu CRM:

Your Database in Zimplu

We want our customers to be able to work with Zimplu as soon as possible and the database they already have can easily be imported in their Zimplu CRM account.
Imagine you have a spreadsheet with all of your contacts and information. You just created an account but you have a big problem, your database is empty. Thanks to this feature, all of your contacts from the spreadsheet can be in your Zimplu CRM database in just a few seconds.

Learn how to Import Your Database in Zimplu

Users in Zimplu CRM

In Zimplu CRM after you create an account you have the choice to create new Users depending on what kind of subscription you have. The New User can be an Administrator, just like the main User, or it can be a regular User with basic rights.
Why do you need more users ? A new user means one more person that can access your database. You can assign User Names for all of your employees.
As you probably know, in Zimplu CRM you have 3 kinds of  Subscriptions: Lite, Pro and Premium. If you choose Lite, you can have 5 Users maximum, if you subscribe to Pro you will have 20 Users maximum and 50 Users for Premium.

Enjoy the new Tutorial.

How to create Contacts in Zimplu

Zimplu CRM is an easy web application but we thought that this tutorial will be useful for anyone that is using Zimplu CRM for the first time.
In Zimplu CRM you can add a contact, a task, an opportunity or you can add a ticket no matter what you are viewing. We thought our CRM this way, so users can work faster without needing to push too many buttons and load lots of pages to do a simple thing.

Enjoy !