{"id":32973,"date":"2021-12-16T11:05:44","date_gmt":"2021-12-16T09:05:44","guid":{"rendered":"https:\/\/www.simplbooks.fi\/fi\/crm\/"},"modified":"2025-04-21T11:06:57","modified_gmt":"2025-04-21T08:06:57","slug":"crm","status":"publish","type":"page","link":"https:\/\/www.simplbooks.fi\/en\/crm\/","title":{"rendered":"CRM"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><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;][vc_single_image image=&#8221;38901&#8243; img_size=&#8221;full&#8221; alignment=&#8221;right&#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\">Hanna Solomon,\u00a0Entrepreneur (Social Cocktail)<\/h3>\n<p>&#8220;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 &#8211; thanks a lot!<br \/>\nAll in all, a great program for every entrepreneur!&#8221;<\/p>\n<p><a class=\"custom-nupp-roheline\" href=\"https:\/\/secure.simplbooks.com\/accounts\/create\/?locale=en_GB&amp;country=EST\">Join now for free and try it out!<\/a>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/2&#8243;][vc_single_image image=&#8221;37727&#8243; img_size=&#8221;full&#8221; css=&#8221;.vc_custom_1730278288796{margin-top: -80px !important;margin-bottom: 0px !important;padding-bottom: 0px !important;}&#8221; label=&#8221;&#8221;][\/vc_column][\/vc_row][\/vc_section]<\/p>\n<\/div>","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 v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Smooth and simple CRM - SimplBooks<\/title>\n<meta name=\"description\" content=\"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.fi\/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 - SimplBooks\" \/>\n<meta property=\"og:description\" content=\"Manage customers with advanced search and filtering options. 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