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Apps & Portal

Sales Staff App

Your sales reps spend their day in front of customers. Simplify's sales app keeps them productive between meetings — lead capture, instant quotes, e-signatures, and routing to the next prospect.

What's inside

Everything you need — in one module.

Lead capture

New lead form with photos of business cards (OCR'd). Writes to CRM immediately.

On-site quoting

Build the quote on the phone during the meeting. Customer approves before you leave.

E-signature

Customer signs on your device. Deal closed same visit.

Next customer routing

Sees your day's route. 'Next stop' takes you to the next prospect.

Customer history

Every past interaction, quote, contract — visible on the phone before you walk in.

My pipeline + KPIs

Your quota progress, top deals, activity heatmap. Drives performance.

The problem

What hurts today.

Reps lose deals between meetings — forgot to write up the lead, can't quote without going back to office, can't get a signature until Monday.

Our solution

How Simplify fixes it.

Lead captured in 30 seconds, quoted in 3 minutes, signed before you leave the meeting. Reps close more deals in less time.

Ships out of the box

You get these the day you go live.

Same-visit quote + signatureRep daily activityPipeline by rep