CitNOW Sales
Launch CitNOW Sales video communications from Salesforce contact records and display video interactions in Salesforce.
CitNOW GroupFreemium
Simplicity Online
by Simplicity OnlineSalesforcePaid
Manages enquiries, estimates, orders, invoicing and payments in Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Simplicity Online manages business processes from enquiries through invoicing and payment within Salesforce Platform. It links client account details with related company contacts and supports creating enquiries and estimates. Works can include job managers, statuses, phases, milestone dates and separate work-location addresses. Estimates can become orders, with invoices created for completed works on a full or interim basis.
Key capabilities
from the Salesforce AppExchange listingClient account management
Displays and edits client account details alongside related company contacts.
Enquiry and estimates
Links enquiries with client CRM data and supports estimate generation.
Work tracking
Records job managers, work statuses, phases, milestone dates and works-location addresses.
Orders and pricing
Converts estimates or quotations into orders using pricing books from its internal library.
Invoices and payments
Creates full or interim invoices for completed works and supports payment reconciliation.
Use cases
- A business can manage a client enquiry, estimate, order and completed-work invoice in one process.
- Teams can track work at an address separate from the client account address.
How it compares
Simplicity Online covers enquiries, estimates, orders, work details, invoicing and payments, while Provus Express Quoting focuses on creating quotes for professional services organizations. BillingPlatform - Enterprise Monetization focuses on billing and revenue management and integrates with financial systems or payment gateways. Simplicity Online links client and contact data with work and pricing information across the process.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Provus Express Quoting | Paid | Cloud | |
| BillingPlatform - Enterprise Monetization | Paid | Cloud | Not published |
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Our end-to-end business application helps manage your business processes. Built natively, our managed service allows you to run your entire business seamlessly from first point of contact through to final invoicing. Using Simplicity’s integration with SalesForce CRM and multiple accounting packages, you can view and …»