{"id":32973,"date":"2021-12-16T11:05:44","date_gmt":"2021-12-16T09:05:44","guid":{"rendered":"https:\/\/www.simplbooks.ee\/crm\/"},"modified":"2025-04-30T11:28:07","modified_gmt":"2025-04-30T08:28:07","slug":"crm","status":"publish","type":"page","link":"https:\/\/www.simplbooks.ee\/en\/crm\/","title":{"rendered":"CRM"},"content":{"rendered":"<p>[vc_section full_width=&#8221;stretch_row&#8221; content_placement=&#8221;middle&#8221; el_class=&#8221;avaslaid&#8221; css=&#8221;.vc_custom_1641897631794{padding-bottom: 100px !important;}&#8221;][vc_row full_width=&#8221;stretch_row&#8221; equal_height=&#8221;yes&#8221; content_placement=&#8221;middle&#8221; el_class=&#8221;avaslaid-parem-pilt&#8221;][vc_column el_class=&#8221;avaslaid-vasak&#8221; css=&#8221;.vc_custom_1647593146576{padding-top: 7% !important;padding-bottom: 12% !important;}&#8221; offset=&#8221;vc_col-lg-6 vc_col-md-6&#8243;][vc_column_text]<\/p>\n<h1 class=\"first-heading\">CRM<\/h1>\n<p>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.<\/p>\n<ul class=\"avaslaidiloend\">\n<li>retrieving company data from the Business Register<\/li>\n<li>client\/supplier-based settings<\/li>\n<li>automatic log of invoices issued<\/li>\n<li>delivery addresses and contact persons<\/li>\n<\/ul>\n<p>[\/vc_column_text]<div class=\"porto-btn-ctn-left \"><a class=\"porto-btn porto-adjust-bottom-margin porto-btn-custom porto-btn-fade-bg   wpb_custom_b3e83b156e18986ea4609696077b4c00  porto-btn-left  \"  rel='' href = \"https:\/\/secure.simplbooks.com\/accounts\/create\/?locale=et_EE&#038;country=EST\"  data-hover=\"#ffffff\" data-border-color=\"#42b757\" data-bg=\"#42b757\" data-hover-bg=\"#25953e\" data-border-hover=\"#25953e\" data-shadow-click=\"none\" data-shadow=\"\" style=\"padding:16px 24px;border-radius:35px;border-width:1px;border-color:#42b757;border-style:solid;background: #42b757;color: #ffffff;\"><span class=\"porto-btn-hover\" style=\"background-color:#25953e\"><\/span><span class=\"porto-btn-data porto-btn-text \" >Join now for free and try it out!<\/span><\/a><\/div>[\/vc_column][vc_column width=&#8221;1\/2&#8243; el_class=&#8221;avaslaid-parem&#8221; offset=&#8221;vc_hidden-sm vc_hidden-xs&#8221;][\/vc_column][vc_column offset=&#8221;vc_hidden-lg vc_hidden-md&#8221; el_class=&#8221;avaslaid-parem mobile&#8221; conditional_render=&#8221;%5B%7B%22value_role%22%3A%22administrator%22%7D%5D&#8221;][vc_single_image image=&#8221;37329&#8243; img_size=&#8221;full&#8221; alignment=&#8221;right&#8221; label=&#8221;&#8221; el_class=&#8221;mobile&#8221;][\/vc_column][\/vc_row][\/vc_section][vc_section css=&#8221;.vc_custom_1641984157823{margin-bottom: 150px !important;}&#8221;][vc_row][vc_column width=&#8221;1\/2&#8243;][vc_column_text]<\/p>\n<h2 class=\"second-heading\">Data from the Business Register<\/h2>\n<p>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.[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/2&#8243;][vc_column_text]<\/p>\n<h2 class=\"second-heading\">Delivery addresses<\/h2>\n<p>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.[\/vc_column_text][\/vc_column][\/vc_row][\/vc_section][vc_row][vc_column][vc_column_text][\/vc_column_text][\/vc_column][\/vc_row][vc_section css=&#8221;.vc_custom_1644307156464{margin-bottom: 15% !important;}&#8221;][vc_row el_class=&#8221;alumine-blokk-uleaare reverse-column-mobile raportid-aruandlus&#8221; css=&#8221;.vc_custom_1643207669614{background-color: #ecf8ee !important;}&#8221;][vc_column width=&#8221;1\/2&#8243; css=&#8221;.vc_custom_1644244660882{padding-top: 10% !important;padding-right: 5% !important;padding-bottom: 50px !important;padding-left: 10% !important;}&#8221;][vc_column_text]<\/p>\n<h3 class=\"second-heading\"><span class=\"second-heading-larger\">Mairi Uiboaed, raamatupidaja<br \/>\n(Kermalen O\u00dc)<\/span><\/h3>\n<p>&#8220;I believe SimplBooks to be one of the best offers on the market at the moment in terms of its functions and price. What I appreciate the most is that both my clients and myself, as an accountant, see the same data. In addition, the program allows you to create users with different permissions, if necessary. Everything you need is in a single software solution \u2013 salary, warehouse and other types of accounting, not to mention accounting reports. I would also really like to commend their customer support!&#8221;<\/p>\n<p><a class=\"custom-nupp-roheline\" href=\"https:\/\/secure.simplbooks.com\/accounts\/create\/?locale=et_EE&amp;country=EST\">Join for free and try it out!<\/a>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/2&#8243;][vc_single_image image=&#8221;32787&#8243; img_size=&#8221;full&#8221; css=&#8221;.vc_custom_1684400100056{margin-top: -80px !important;margin-bottom: 0px !important;padding-bottom: 0px !important;}&#8221;][vc_single_image image=&#8221;918&#8243; img_size=&#8221;full&#8221; alignment=&#8221;right&#8221; el_class=&#8221;tapid-uleaare-tume&#8221; css=&#8221;.vc_custom_1641983639406{margin-top: -55px !important;margin-right: 65px !important;margin-bottom: -20px !important;padding-bottom: 0px !important;}&#8221;][\/vc_column][\/vc_row][\/vc_section][vc_row][vc_column][vc_column_text][\/vc_column_text][\/vc_column][\/vc_row][vc_section css=&#8221;.vc_custom_1641984017266{margin-bottom: 100px !important;}&#8221;][\/vc_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[vc_section full_width=&#8221;stretch_row&#8221; content_placement=&#8221;middle&#8221; el_class=&#8221;avaslaid&#8221; css=&#8221;.vc_custom_1641897631794{padding-bottom: 100px !important;}&#8221;][vc_row full_width=&#8221;stretch_row&#8221; equal_height=&#8221;yes&#8221; content_placement=&#8221;middle&#8221; el_class=&#8221;avaslaid-parem-pilt&#8221;][vc_column el_class=&#8221;avaslaid-vasak&#8221; css=&#8221;.vc_custom_1647593146576{padding-top: 7% !important;padding-bottom: 12% !important;}&#8221; offset=&#8221;vc_col-lg-6 vc_col-md-6&#8243;][vc_column_text] 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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Smooth and Simple CRM \u2013 SimplBooks<\/title>\n<meta name=\"description\" content=\"Easily manage customers with advanced search and filtering options. Automatically retrieve company data from the business register.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.simplbooks.ee\/en\/crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Smooth and Simple CRM \u2013 SimplBooks\" \/>\n<meta property=\"og:description\" content=\"Easily manage customers with advanced search and filtering options. 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