Simply Connect CRM

Simply Connect is the mobile workspace for teams that manage customer communication through their own connected phone gateways. Stay on top of conversations Read and reply to SMS and MMS conversations, choose the right gateway and see message status without returning to your desk. Keep customer context nearby Browse CRM contacts, open customer details, start a conversation from a saved phone number and securely import selected contacts from your device. Manage connected gateways Review gateway status and add supported devices using a pairing code, QR code or verified edge-agent adoption. Work with your AI assistant Ask questions about your workspace and prepare communication tasks in chat. Review proposed actions before confirming them and return to your private conversation history. Plan and review your work Manage queued and recurring business calls, choose weekdays and holiday options, and review workspace activity with the appropriate permissions. Work securely Sign in with email and password or an enabled identity provider. Sessions are stored in the iOS Keychain, and workspace access remains controlled by server-side roles. Some features require a Simply Connect account, workspace permissions and a compatible connected gateway. Carrier charges may apply to SMS, MMS and calls.