In Simbla's Customer Relationship Management (CRM), accounts represent companies or individuals with whom your business interacts or transacts. They serve as a central hub for all information and activities, including details like company size, industry, location for companies, or contact information for individuals.

Working with the Accounts Module

Navigate to Accounts from the primary menu to interact with accounts within the system.

Here, you can search for, add, and update accounts as needed.

Learn how to import accounts using a CSV file.


To locate specific accounts, leverage the search queries at the top of the account page.

Learn how to modify and add queries.

Learn how to modify the account card - add or edit fields.

To create a new account, click 'Add a new account'.

If an account needs to be updated, look for the pencil icon within the account's row in the results table and click on it.

To remove an account, the trash can icon provides a quick deletion method.

Once in the account editing interface, it's easy to alter the account's details. Remember to hit 'Save' to save any changes made.


 The 'Tabs' feature offers a convenient space to supplement your lead record with additional data, such as relevant documents and tasks.

About Simbla

We believe that end users know exactly what they need to perform more efficiently and effectively. Simbla allows them to produce game-changing cloud CRM without writing a single line of code.

Simbla is an AI-generated cloud CRM and a no-code development platform that helps non-coders build quick, flexible, efficient solutions quickly and easily.

Our team has years of experience developing sophisticated cloud-based systems. Drawing on that experience, we built a platform that allowed non-coders to create a tailored CRM that exactly fits the business needs without long deployment and without the help of professionals.

It is a no-code platform with an AI layer, capable of reducing the cost of deploying and maintaining a tailored cloud CRM by as much as 90%.