Salesforce App – Stay Connected Wherever You Work

Did you know that you can also access Cimplify on the go via the Salesforce app which is available from the Apple App store and Google Play store.

Accessing Cimplify via the Salesforce mobile app empowers your team to manage beneficiary interactions effortlessly on the go, ensuring important updates and insights are always at your fingertips. With mobile accessibility, your charity can look up and record activities away from the desk—making your CRM system more flexible, responsive, and aligned with the realities of frontline charity work. The mobile app is ideal for youth groups, outreach services, or support meetings at community venues, you can:

  • Record Data Instantly: Take registers of group attendance or log client interactions in real-time.

  • Boost Productivity: Eliminate paperwork delays by entering and updating your data on-the-go.

  • Easy to Use: Intuitive design ensures even non-technical users feel comfortable and confident.

  • Secure and Reliable: Benefit from Salesforce's robust security while accessing Cimplify remotely.

The app is now available for free to all users with either full or platform licences.

Portal Access for Volunteers and Sessional Team

Do you involve volunteers or sessional workers in your charity's daily activities? Often, organisations want these valuable team members to complete simple yet important tasks—like logging attendance at support groups or recording mentoring sessions—without giving them full access to the entire CRM system.

Cimplify's new portal offers an effective solution:

  • Secure Individual Logins: Each volunteer receives their own secure login, managed easily by your admin.

  • Tailored Access: Volunteers only see the data relevant to their role—perfect for a volunteer group leader who interacts with specific beneficiaries.

  • Cost-Effective Pricing: From just £1/user/month.

  • Mobile Responsive: Access the portal smoothly from any device, anywhere.

Set-up is straightforward with affordable one-off fees, making it easy to expand secure access to your wider team without stretching your budget.

Interested in seeing how a portal could benefit your team? Send us an email to find out more.