PDF Simple CRM System

Simple CRM System Executive Summary

Pitch

After working like that for a while, as you're

Simple CRM System is a super-simple already used to, you may need more from a

CRM system for small businesses, that real CRM:

allows you to gain the benefits of modern, A way to set reminders and

advanced CRM systems, but keep working

appointments

in the same way you like - using a Synchronizing everything with your

spreadsheet. In our spreadsheet you can set

Calendar

reminders, attach files, set appointments, A way to collaborate with your team

sync with your Google calendar, send

on this spreadsheet

e-mails and more! All from inside the A (large) place to write the history

spreadsheet you love.

of your correspondence with your

customers.

The problem

A better method to search/filter the

Many small businesses have been looking

spreadsheet, especially if you have

for a suitable CRM for YEARS. Although

1000+ customers

the market is flooded with expensive, cheap, Better mobile support

free and open-source solutions, there's no

viable solution that is simple enough and We completely transform the concept of a

easy to use. And we stress that we've heard CRM from a complicated system with many

that opinion numerous times from numerous buttons and fields to a simple spreadsheet.

businesses. Therefore, most small and even There are myriad CRM vendors, but they all

many mid-size businesses still use Excel to provide the same complicated experience.

manage their customers. But Excel is not a We challenge the conventional model of a

CRM! It lacks many basic CRM features. CRM by making a simple spreadsheet, like

Excel, that provides all the CRM features

The Solution

that you need inside it.

We've set out to solve this problem by

providing business owners with a simple Status

solution, similar to the one they are Simple CRM System has launched only

currently using - the spreadsheet, but with recently, and has already secured dozens of

all the benefits of a robust enterprise CRM paying customers who swear by this

system: setting appointments, reminders, software.

calendar synchronization, advanced search, The reader is welcome to try the software at

lead history, all from inside the spreadsheet.

How it works When starting to work with Simple CRM System, it looks like a simple spreadsheet. You can add customers into new rows, just as with Excel. You can customize the columns by simply typing a new name for a column, and typing data into cells just like in Excel.

For further enquiries:

Shauli Daon, PhD CEO & Founder shauli@ Check the product at:

Some screenshots: The main spreadsheet - note the PLUS button which allows expanding customer details.

Reminders List A chronological list of the reminders set (allows to expand a certain reminder and view the spreadsheet row):

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