Customers

Welcome to SimplySync

Everything you need as a client, in one place. If you have just signed up, follow the journey below in order. If you are already up and running, skip to the sections underneath.

Your onboarding journey

Five steps from signing up to going live. Steps 1 to 3 need you; step 4 is on us.

01
Onboarding call
A 45-minute walkthrough with Dylan. We go through your business together and agree on exactly what gets built.
Book your onboarding call
02
Complete your questionnaire
Tells us about your services, customers, and where work gets stuck today. You can stop and come back without losing progress.
Open the questionnaire
03
Upload what we need
Logos, customer lists, account access, brand material. The more you send now, the faster and more accurate your build is.
Go to the upload center
04
We build it
We review everything you sent, build your system, and come back to you if anything is missing. Nothing is required from you during this step.
Nothing needed from you
05
Launch and training
Your system goes live and you get access to training and the client community so your team knows how to use it.
Open the client portal

Find what you need

Pick the section that matches where you are today.

Section 1

Current customer

You are already working with us and your system is built or being built. This is where your account, your training, and your day-to-day resources live.

Client Portal

Your dashboard, billing, and account settings. If you are not sure where to go, start here.

Training & Community

Guides, walkthroughs, and the client community, so you get more out of what we built you.

Blog & Resources

Automation tips and playbooks from our team, free to read any time.

Section 2

Onboarding

You just signed up and your build has not started yet. Work through these three in order — the more you give us up front, the faster and more accurate your build is.

Client Onboarding Call

A 45-minute walkthrough with Dylan to review everything together before we start building.

Onboarding Questionnaire

Tells us about your business, your customers, and where work gets stuck. Save and return any time.

Upload Center

Securely send us logos, customer lists, logins, and anything else your build needs.

Section 3

Customer service

Something is not working, you have a billing or account question, or you want a change made. Start at the top — most answers are instant.

Instant Agent Response

Chat with our agent right now. Fastest option, available around the clock.

FAQs

Quick answers to the questions we hear most from clients.

Customer Service Call

Prefer to talk it through? Book a 30-minute call and we will walk through it together.

Not a client yet? Book an AI discovery call