Contact Us

Get help with Simple & Easy CRM or send us your feedback

Send Us a Message
Frequently Asked Questions

Looking for more detailed answers? Visit our full FAQ page →

How do I add a new inventory item?

Go to the Inventory page and click 'Add Item'. Fill in the name, category, and other details. Each item gets a unique ID and QR code automatically.

How do I check out an item to a customer?

From the Inventory page, click 'Check Out' on an available item, or use 'Quick Checkout'. Select the customer and set the due date.

Can I send reminder emails to customers?

Yes! Go to Settings to configure email templates and use the 'Send Overdue Reminders' button to notify customers with overdue items.

How do I export my data?

In Settings, under 'Data Management', you can export your inventory items, customers, or transactions as CSV files.

What if a customer loses an item?

You can edit the item's status to 'Maintenance' and add notes about the situation. Create a transaction record for tracking.