There are companies missing from the list, what's going on?

By default, the list of companies (and contacts) is filtered by letter of the alphabet.

To see all companies, click on "All" at the top right of the list of companies.

I do commercial follow-up in an interaction, how to get information about the company or the related contact?

In the interaction form, you can directly open the record of the related company (or contact).

Move the mouse over the icon on the icon next to the name of the related company:

A small window opens with details about the company.

Click on the "Open" button: the company file opens in a new tab.

The same functionality is available on the interaction contact.

How to link a contact and / or a company to a project?

Open the project in Simple CRM.

In the list of companies and contacts related to the project, click in the Company field and type some letters of the company you are looking for.


Once the company code appears in the list, select it.

The Contact field now shows contacts related to this company.

Select the appropriate contact from the list.


Now click on the "Save" button.



You can also link a contact without a company code to the project. To do this, search directly for a contact without choosing a company first.

When I consult a contact or a company, I do not see the interactions finished

By default, only "open" or "ongoing" interactions appear in the list of interactions related to a contact or a company.

This is to lighten the views in your CRM software. Indeed, imagine a card with 10 years of history; it would quickly become heavy and unreadable.

To view all interactions related to a contact or company, click the "View all interactions" button.

How to insert Company or Contact details in a quote or invoice from Simple CRM?

The insertion of Company or Contact details, in a quote or invoice, is made possible from Simple CRM, thanks to the "clipboard" icon.

How do I find contacts that I have not yet prospected?

Simple CRM allows you to establish a list of contacts that you have not yet prospected.

The principle is to look for contacts that are not related to any interaction type "Sale".

For that:

1) Go to the Big Data Mining module (application launcher -> Big Data Mining tab) and click on the "Clients / Blank Leads" icon.

2) You arrive on the Big Data Mining form.

Tick the box "List of leads that have never been solicited for commercial purposes" and click on "Search".

3) You get the list of contacts not yet prospected.

You can then refine your search, for example on a center of interest.

For that:

1) Click the "Advanced Mode" button.

2) In the form that appears, check the relevant area of interest.

3) Click on the button "Apply filter".

The list of contacts that have not yet been prospected and that belong to the area of interest appears.

You can then export this list in CSV (Excel) format, create a prospecting campaign based on this list, generate a Google Maps of contacts...

How do I activate deduplication on my Simple CRM account?

To enable contact and company deduplication functionality in Simple CRM :

1) Go to the Admin module (top menu -> Admin)

2) Click on the user name for which to activate the deduplication function

3) Check the box "Deduplication" and click on the button "Save".

Is there a link between Simple CRM and Facebook, Twitter, Linkedin, Viadeo, etc?

Yes, Simple CRM is connected to social media via its CRM social module. There are two practical cases: either you already have the social coordinates of a contact person or a company and in this case, Simple CRM will allow you to see and analyze its social activity. Either Simple CRM will help you find this person on social media so you can then "monitor" them.

How do I save the data in Simple CRM on my computer?

It all depends on what you mean by saving.

You can synchronize your calendar with a local client, such as Outlook, Thunderbird or Sunbird, via the ICAL feed. This is already a first copy allowed by Simple CRM.

Via our CONTACT - GMAIL synchro, you can also synchronize your contacts with Outlook via the tools: https://tools.google.com/dlpage/gappssync.

Please note that this software only works with Google APPS. For classic GMAIL accounts, please use freeware: http://googlesyncmod.sourceforge.net.

Same for Thunderbird: https://addons.mozilla.org/fr/thunderbird/addon/google-contacts/

You can more simply, export a contact from its card, by clicking on the button "VCard - Export this contact in Outlook / Thunderbird".


If by saving, you mean copying the content present in Simple CRM, to read it from Microsoft Excel, Open Office or Libre Office, this is also possible.

You can indeed, at any time, recover the data via the export modules. Note that Simple CRM only allows this function to the CRM administrator.

Contacts and Companies: from the Administration area, button "Export contacts and companies in CSV format".

Interactions: from Interaction, button "Export Interactions".

Automatic search of the customer record when a telephone call is received

Functionality description
At the reception of the telephone call, your fixed telephone system (VOIP, SIP, PABX), will launch a request in Simple CRM, by means of a softphone installed on your computer.

Simple CRM will display the corresponding person(s). Indeed, if your customer's telephone system displays a general number, it can correspond to several people.

You can then immediately create an interaction linked to the person's record by clicking on a button.

If you do not have a VOIP phone line, Simple CRM can provide you with a complete VOIP solution. Information on: http://crm-pour-pme.fr/index.php/connecter-simple-crm-a-votre-telephonie

Configuring your computer
For this to work, the web browser in which you use Simple CRM must be your computer's default web browser.

We advise you to use the free CHROME web browser. Chrome download link: https://www.google.com/chrome/browser/

To make Chrome your default web browser, type in the address bar:
chrome://settings/

Then click the button to make Chrome your default web browser

Configuring the softphone
The configuration depends on your softphone.

You should therefore ask your telephone equipment supplier to help you if necessary or to install compatible software.

Here is the overall approach:
In the softphone, access the space to automate processing when receiving a call
Allow opening a URL to the call
Specify as opening url: https://L-ADRESSE-DE-CONNEXION-A-VOTRE-SIMPLE-CRM.com/data_mining.php?send=1&s_tel=LE-TAG-DE-TRANSMISSION-DU-NUMERO-D-APPEL-SPECIFIQUE-A YOUR-SOFTPHONE#searchresult

ZOIPER softphone configuration example
Go to preferences

Go to AUTOMATION and specify the url: https://L-ADRESSE-DE-CONNEXION-A-VOTRE-SIMPLE-CRM.com/data_mining.php?send=1&s_tel={number}#searchresult

How do I get a map of my interactions?

You wish to obtain a geographical map of your interactions, for example to visualize the various customer visits that you must make (commercial tour).

For that:

• create a new project (or open an existing project)
• assign the desired interactions to this project
• at the top of the project interaction list, click on "Google Maps" button

• wait a few seconds, the map corresponding to the project interactions will be displayed

How do I enter or change a contact's business contact information?

A contact's business contact information is the telephone or email information of a contact within a company.

• To enter or change a contact's business contact information:

• open the contact card

• in the table "companies related to this contact", enter the company related to the contact, and the professional details of this contact in the company (if no line appears, click on the button "Add a link to a company")

click on the "Save" button

In Google Contact, how do I add contacts to the "SimpleCRM" group?

If you want to transfer your contacts located in Google Contact to Simple CRM, you must attach your contacts to the "Simple CRM" group.

For that:

open your GMail mailbox then open Google Contact

in Google Contact, in the left menu, click on "All contacts

move your mouse over one of the contacts, a check box appears on the left, check this box

Once the box is checked, a menu appears at the top of the page, click on it, and click on "Select all".

the top menu is still visible, to the right, click on the "Group" icon

tick the "SimpleCRM" group

Once done, you can now start synchronization with Google Contact (see http://www.simple-crm-support.com/2014/01/comment-synchronisez-simple-crm-avec-un.html)

How to modify the list of professional functions?

Since version 6.7 of Simple CRM, you have a list of predefined professional functions.

These lists appear as soon as you enter a few letters:
in the "Function" field in a contact's business details

in the "Function" field in a company's contact list

in the "Function" field when you enter the business details of a contact just after its creation


You can edit items in this list using custom lists in CRM Admin:

1) Go to the CRM Admin (top menu -> CRM Admin)

2) Click on the tab "7. List management"

3) On the line "Professional functions", click on the button "Elements of the list".

4) You can add, modify or delete items from the list.

How do you massively assign interests to contacts?

To massively assign centers of interest to contacts in Simple CRM use the Big Data Mining module (application launcher -> Big Data Mining tab).

Then search for contacts (e.g. contacts that have not yet been prospected: http://www.simple-crm-support.com/2015/04/comment-trouver-les-contacts-que-je-nai.html).

Once the results are displayed, click on the button "Assign interests".

A form appears.

In the "Areas of interest to assign to contacts" field, choose the area(s) of interest you want to assign to contacts in the results list.

If you check the "Replace contact interests" box, the interests currently assigned to contacts in the list will be deleted before assigning new interests.

If you uncheck the "Replace contact interests" box, the selected interests in the top field will be added to the existing interests for each contact in the list.

Once the parameters have been set, click on the button "Assign centres of interest".

On the confirmation message, click Ok.
The selected interests are assigned to each contact in the list.

How to find companies that have no related contact?

In order to carry out effective prospecting, it is preferable to contact individuals rather than companies.

Indeed, marketing studies show that a letter addressed to "Jean-Marie Martin, Etablissements Lajoie" is much more likely to be opened than the same letter addressed to the "Purchasing Manager, Etablissements Lajoie".

However, in many companies, prospecting lists often only mention the name of the company to prospect.
You must then identify, in your Simple CRM, these companies without related contact, in order to contact these companies to obtain for example the name of the purchasing manager.

For that:
Open the application launcher.

Click on the "Big Data Mining" tab, then click on the "Soc without Cont" icon.

You immediately get the list of contactless companies.

You can export CSV interactions to Excel or Open/Libre Office, create a prospecting campaign, or add selected companies to an existing project.

You can then refine your search if necessary by clicking on the "Expert Mode" button.

You can then combine the search for contactless companies with other parameters.

How to use automatic duplicate detection in Simple CRM?

Searching for duplicates in Simple CRM can be done manually (see this page).

Simple CRM can also search automatically:
duplicates of contacts on the basis of surname and first name
duplicates of companies, either on the basis of the name, or on the whole name + postal code

Configuring the Duplicate Search

The company duplicate search is configured in the CRM Admin (top menu -> CRM Admin -> tab "13. Settings".

If you want company duplicates to be searched on the company name, in the "Deduplication of companies" field, choose "Deduplication on company name".

If you want company duplicates to be searched on the company name + postal code, in the "Deduplication of companies" field, choose "Deduplication on company name and postal code".

Then click on the "Save" button.
List and merge potential duplicates

Duplicate searches are performed once a day. Duplicates created during the day will therefore be detected the next day.

To access the list of potential duplicates, open the application launcher, click on the "Tools" tab, then click on the "Contact duplicates" or "Company duplicates" icon.

The list of potential duplicates appears.

Each line in the list represents a pair of potential duplicates detected by Simple CRM.
If it is not a duplicate (case of homonymous persons, or two different companies with the same name), tick the "Ignore" box on the line concerned, then click on the "Save" button at the bottom of the list.

If it is really a duplicate, click on the "Duplicate" button on the line concerned.

The next screen shows the pair of side-by-side duplicates. For each field, you can choose if you keep the data of the first duplicate, or the second, by checking the box of the data to keep.

Once you have checked the data to be kept on either side, click the "Merge contacts" button (or "Merge companies" as appropriate).

The elements are then merged, you then arrive on the duplicated element.


Why doesn't Simple CRM merge duplicates automatically?

Simple CRM can offer you lists of potential duplicates, but the decision to merge duplicates is only possible by a human person.

Indeed, two contacts with the same name can be two different people. Simple CRM cannot know if these two people are the same.

It is the same for corporations. Two companies may have the same name (or sign) and be two different companies.

On the other hand, for each detected duplicate, if for example 2 different postal addresses are present, no software will be able to decide which address is correct.
This is why you have to merge the duplicates one by one, by checking what you want to keep on one element and on the other.

Favourite companies and contacts

Starting from Simple CRM 6.8, when you click on the icons, COMPANY or CONTACT from the HIGH MENU, you will no longer find the list of companies starting with the letter A or the list of contacts starting with the letter A, but on the list of favourite COMPANIES/CONTACTS.

To favor a company or contact in your Simple CRM, simply click on the FAVORITE icon:


To delete the favorite, simply click again:

The contact list then defaults to the favorites.

To view all contacts, click All. To display the favourites again, click on the star.

The list of companies works the same way.

How to hide a contact's add rows in a company?

By default, a company's contact list and a contact's company list have a blank line to link a new element directly.

To automatically hide the line adding a contact in a company, go to the CRM Admin (top menu -> CRM Admin), then click on the tab "13. Settings".

Uncheck the "Automatically display an add line" box, then click the Save button.

A company's contact list and a contact's company list no longer display a blank line.
To display a blank line, click on the button "Add a link to a contact".

A blank line appears.

What should I encode first: the contact or the company?

It's as simple as it sounds to you; our software allows you to use the workflow that suits you best.

However, if you need to link several contacts to a company, we advise you to first create the company and then create contacts on the fly.

Indeed, Simple CRM allows you to enter several contacts one after the other; this saves time, thanks to the button "REGISTER AND CREATE ANOTHER CONTACT LINK TO THE COMPANY".