Simply360 features

Automation and communication

Messages, templates, notifications, documents, and conversations that reduce manual follow-up.

What’s included

Automations

Trigger follow-up from record changes, form submissions, dates, statuses, messages, and other operational signals.

See how platform teams use this
  • A status change can create the next task, send the next message, or update the next field.
  • Reminders can go out before key dates without anyone checking a spreadsheet each morning.
  • The follow-up that always slipped can become the follow-up that always happens.
IncludedIncluded on every plan, including Free.

Notifications

Notify the right people when work changes, approvals need attention, or important records reach a threshold.

See how platform teams use this
  • The right person can hear about a new submission the moment it lands.
  • Team Admins and Team Users can watch the records that matter instead of refreshing lists.
IncludedIncluded on every plan, including Free.

Outgoing email

Send trackable email from templates and workflows, with recipient counts tied to published allowances.

See how platform teams use this
  • A saved segment can get a personalized email pulled from record fields.
  • Opens and clicks land back on the record, not in a separate tool.
  • Confirmations and receipts can send themselves from workflows.
Included with allowance10,000 recipients/mo on the entry paid plan.
Pricing details
  • Larger public plans include up to 100,000 recipients/mo.
  • $1 per 1,000 recipients after allowance.

Verified email domains

Send from approved domains so public messages look professional and deliver reliably.

IncludedIncluded on every plan, including Free.

SMS messaging

Send texts where text is the appropriate channel, with prepaid caps and number fees shown plainly.

See how platform teams use this
  • A same-day reminder text can cut no-shows.
  • Time-sensitive changes can reach constituents who never open email.
  • Prepaid caps keep texting spend intentional.
Usage-based$0.02 per text segment plus $10/mo per SMS number.
Pricing details
  • SMS is prepaid with caps you set; no surprise overage billing.

Content templates

Reuse approved message and document copy with data filled from records instead of hand-edited each time.

See how platform teams use this
  • A standard reply or letter can be written once and reused with live record details.
  • A new teammate can send the same quality message on day one.
IncludedIncluded on every plan, including Free.

Generated documents

Create PDFs, letters, confirmations, contracts, or packets from record data and approved templates.

See how platform teams use this
  • Confirmations, agreements, letters, and packets can fill themselves from the record.
  • A document that took an afternoon of copy-paste becomes one click.
Included with allowance250 generated docs/mo on the entry paid plan.
Pricing details
  • Larger public plans include up to 2,500 docs/mo.
  • $0.01 per generated document after allowance.

Conversations inbox

Keep public conversations, handoffs, and follow-up in one place instead of scattering them through inboxes.

See how platform teams use this
  • Website conversations can land in one shared inbox with the visitor’s context attached.
  • A handoff between teammates keeps the whole history.
IncludedIncluded on every plan, including Free.

Ready to see Simply360 in context?

We can walk through the features that matter for platform teams and leave the rest out of the way.