dotsimply CRM

Client relationship management.


Quickly and efficiently contact your partners, collaborators, clients and suppliers

  • Centralise contacts' details in a single interface
  • Customise the contacts' list and their sheets according to one's preferences
  • Quickly perform mass actions on a large number of contacts
  • Find a contact's details in just a few seconds
  • Send a mail directly from the interface


Manage your documents online, from writing to publishing

  • Always keep one's documents available thanks to the electronic document management system (EDM)
  • Build an unlimited folders and documents tree view
  • Write documents with other collaborators following the different steps of a workflow
  • Configure alerts' receiving to be warned when a document or a folder has evolved
  • Modify files directly thanks to the online edition feature
  • Have a complete traceability of changes made to documents


Plan and organise events, manage participation

  • Schedule appointments, meetings and events
  • Send invitations to a list of participants
  • Directly confirm one's attendance to an event from the invitation e-mail
  • Control if participants are present or absent, benefit from attendance sheets
  • Join documents and action sheets to an event
  • Share one's agenda with collaborators


Simply and efficiently manage clients' and supplers' claims

  • Centralise claims in single interface
  • Master and guarantee claims processing delays
  • Benefit from a complete traceability of exchanges
  • Efficiently communicate with other stakeholders
  • Set priorities and assign claims to the persons who will deal with them
  • Generate and exploit the statistics related to claims so as to ensure quality control

Questions & answers

Manage and publish your surveys, exploit the results

  • Define and circulate one's surveys forms
  • Choose the type of questions and answers, the visual aspect, the interactions between questions
  • Plan the surveys' uploading and define their access mode (public or private)
  • Directly control and record answers during data entry
  • Monitor, analyse and circulate the results


Plan tasks, monitor their evolution and master deadlines for achievement

  • Centralise tasks and pilot them from a dashboard
  • Plan and allocate tasks depending on priorities and the availability of resources
  • Respect deadlines, monitor the state of advancement and be warned if the deadlines are not respected
  • Control deadlines with a Gantt chart
  • Benefit from a complete traceability about the information related to tasks


Circulate targeted information and measure your e-mail campaigns' impact

  • Customise your mailings using templates adapted to your targets
  • Manage mailing lists and returns due to errors
  • Benefit from mailings' traceability
  • Measure and analyse your mailing campaigns' effectiveness