CRM
An easy-to-manage list of clients and suppliers with extensive search and filter options. You can easily retrieve the data of clients operating in Estonia from the Business Register and add an unlimited number of delivery addresses and contact details for invoicing. When issuing invoices, an automatic note is saved about the client with the time, sender and content of the invoice.
- retrieving company data from the Business Register
- client/supplier-based settings
- automatic log of invoices issued
- delivery addresses and contact persons
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Data from the Business Register
When you create a sales or purchase invoice, SimplBooks automatically retrieves the data of your Estonian partners directly from the Business Register. Even a partial name is enough for the system to offer potential matches. Refreshing the previously entered data of your partners is just as easy.
Delivery addresses
You can link an unlimited number of delivery addresses to each partner. Delivery addresses can be displayed, for example, on PDF sales invoices. With the EDI interface, you can also use delivery addresses when selling goods to a specific store of a retail chain.
Hanna Solomon, Entrepreneur (Social Cocktail)
“I have been using SimplBooks for several years now and I must say that I am more than satisfied. This program is so easy to use that even a busy entrepreneur can keep up the things running. The pricing is spot on and the collaboration with the accountant is seamless. Invoicing is wonderfully simple. Managing customer register and contact details is so smoothly because everything is in one place. And hey, the customer service in SimplBooks is a diamond – thanks a lot!
All in all, a great program for every entrepreneur!”
