SMPL System FAQ

 

Is the SMPL System responsive?
Is the SMPL System GDPR compliant?
How does the Adobe Sign integration work?
What advantages do you offer over other email marketing programs, such as Constant Contact and MailChimp?
Are there user or record limits?
What about emails? Is there a limit to how many emails I can send per month?
Can I connect my business or personal email accounts to SMPL? What features are available in your email integration?
How do I get form submissions from my website to go into SMPL?
How do I process client payments using SMPL System?
Does the system come with pre-loaded templates?
Can you design or write email templates for me?
Do you have have social media management tools?
Do you offer free trials?
Do you charge for support?
What is your cancellation policy?
How do I get everything out from my old CRM and into SMPL?
Why would I pick SMPL to design and host my website?
I'm ready to make the switch to SMPL. Where do I sign up?

 

Is the SMPL System responsive?
Yes, SMPL runs seamlessly on all your devices -- phone, tablet, laptop, Mac or PC. We are continuously updating our tools/interfaces in order to support the latest devices and screen resolutions.

 

Is the SMPL System GDPR compliant?
While it is ultimately up to you to adhere to the GDPR for your clients, our tools aim to make compliance simple and straightforward. For instance, with the click of a button you can delete all of a record's personal information. If you have specific questions related to the GDPR, please contact us.

 

How does the Adobe Sign integration work?
You'll need to have an Adobe Sign (or EchoSign, its former name) account, and notify us that you want to activate the connection in your SMPL System. Then, we'll walk you through the process of connecting and sending your first contract through the system. Our Adobe Sign integration page illustrates the functions and workflow in SMPL's CRM. If you don't have an Adobe Sign account, you can sign up for a free trial here.

 

What advantages do you offer over other email marketing programs, such as Constant Contact and MailChimp?
We'll admit it -- bulk email programs offer pretty much the same e-marketing features as SMPL, such as open/click/bounce tracking, scheduled deployments and email templates. However, when you use these services, your emails usually must wade though a pool of IP addresses shared by every other customer. Some programs offer domain authentication as a means to improve deliverability, but you need to be a tech genius in order to set it up properly. Due to these obstacles, your email deliverability is often average AT BEST.

At SMPL, we don't like to settle for "average" -- and neither should you. If you choose us as your CRM/E-Marketing vendor, you'll have a dedicated subaccount with our ESP, SendGrid, and together we'll work on various methods to improve your email deliverability.

 

Are there user or record limits?
No. Because each of our SMPL customers have their own database, you can have unlimited users and records in your system.

 

What about emails? Is there a limit to how many emails I can send per month?
We do not impose hard limits on monthly email sending. However, if you consistently send at a high volume (which we define as more than 2,000 emails per month, transactional and marketing combined), then we'll have you create your own SendGrid account (they offer free and low-cost plans) and we'll connect it to your system for you.

 

Can I connect my own email account to my SMPL System? What features are available once I connect it?
Yes, you can connect your personal or business email account, no matter where it's hosted (Gmail, Yahoo! Mail, your company domain, etc.). After filling out your email settings in your SMPL System, you'll be able to view your Inbox & all folders, send emails (which can include file attachments), and copy both sent and received emails to applicable records' Communication Histories. UPDATE FOR GMAIL ACCOUNTS: Please follow this tutorial to connect your account.

 

How do I get form submissions from my website to go into SMPL?
You have two choices: you can either use our Form Manager to build basic responsive forms, or have your webmaster construct the forms on your website which will then save leads to your SMPL System using our API. In the first case, you will need to place an iFrame on your website that hosts the form. No matter which option you choose, we will help you every step of the way and ensure every new lead goes to the right place in your SMPL System.

 

How do I process client payments using SMPL System?
In order to process payments through the system, you must first have an Authorize.net account. We can assist you in setting up the account and getting it connected to your system. Once the connection is set up, you'll then be able to enter and process credit card payments on your clients' records in the system. Also, at your request we can set up credit card entry/bill pay for your clients via the Client Portal.

 

Does the system come with pre-loaded templates?
Yes. New systems come with a basic email template and contract template. When you send us your logo, we'll insert it into your starter templates as part of the system installation process.

 

Can you design or write email templates for me?
Yes, we can. For email design/writing services we charge an hourly rate. Contact us to learn more.

 

Do you have have social media management tools?
Our Social Media Assistant makes it easy for you to keep track of all your accounts in one place. It runs through Buffer, the popular social media management platform. Please visit our social media tools page for more information.

 

Do you offer free trials?
We at SMPL certainly understand the desire to try before you buy. Thus, we offer several different ways to dip your feet into the SMPL waters. For those who prefer an interactive experience, we offer one-on-one demos. Rest assured, you will be talking directly with one of the masterminds behind the system -- and not a fast-talking, pressuring sales rep. For a demo, all you need is your phone and an internet-connected computer to download and run Join.Me, the online meeting software. Fill out this form to schedule a demo.

We also do Facebook Live demos several times a year; follow our Facebook page for updates on when the next demo will be scheduled.

Prefer to watch a few short videos first? Then head on over to our Vimeo page to see many of our system features in action.

 

But wait - why don't you offer a free trial in the traditional sense?
While many CRM systems offer free trials -- and some even provide basic or limited services for free -- the SMPL System does not operate this way. We are dedicated to providing our clients the very best quality both in our products and customer service. From the moment you sign on with us, we work hard and fast to get your system up and running and get your existing data where it needs to be. We're not happy until you're happy.

Other CRM systems have the means to give away free systems for any of these reasons, which all go against the SMPL philosophy: 1) They run on a single database which is shared with every other customer. Single-database storage can place limitations on your data fields and put your information at greater risk to get co-mingled or hacked; 2) They offer a limited amount of storage or services for free, and are betting that sooner or later you'll exceed these limits and have to upgrade or purchase add-ons; 3) They give you a free system and then leave you to your own devices. You must enter all your data by yourself, either manually or using a cumbersome import tool. Should you need assistance, it may end up costing you. Which leads us to the next question...

 

Do you charge for support?
No, we do not charge per-hour or per-inquiry fees to support our customers. Support is included in the monthly price you pay for the SMPL System. If you have any questions about using the system, or run into any technical issues, we're just an email or phone call away.

 

What is your cancellation policy?
With SMPL, you're not locked into a term contract. You can cancel your service at anytime by sending us an email. We just require a 30-day written notice of cancellation. This way, we have ample time to export your data and help you along with your transition. Once the 30 days are up, your system will be shut off at the end of the current billing period. There is no fee to cancel following this standard procedure.

 

I'm ready to make the switch to SMPL. Where do I sign up?
To get started with SMPL, fill out the signup form for the configuration applicable to your business:
SMPL Events
SMPL Retail
SMPL FSB (For Small Business)