CRM User Guide

CRM user guide cover page

The SimplyCast CRM allows you to manage all of your contacts' data, from phone numbers and emails to addresses and jobs.

Using this information, you can send them targeted messages over the channel of their choice (for example, email, phone call, or text message). You can also see a list of all previous interactions with each individual contact to better ensure consistency in interactions.

In this comprehensive user guide, you will be walked through each and every component of the SimplyCast CRM to ensure you are well educated on all the available tools and features CRM offers.


This guide includes how to:

  • Add lists and contacts
  • Configure custom columns
  • View a comprehensive breakdown of all CRM data

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