Key Features

Jump into the client portal

Our experts built out extensive resources in our client portal, including the CMS Knowledgebase and CRM Knowledgebase, to make your life easier when you have a quick product or service question, want to watch previous webinars, catch up on the latest new features and documents, or get started with a new product.

Invest in your team’s success

We offer expert training through role-based courses. Receive in-depth instruction over several days on the processes you use the most. Training takes place in a classroom and workshop setting, with instructors walking your team through processes and answering questions along the way. Or, if you prefer, we can provide live, online training with the same in-depth instruction over several days on the processes you use the most.

24-7 onboarding and upskilling

We offer online courses via our Simpleview Brainery platform. Courses provide curated learning experiences so beginners and more advanced users have the information they need. Our courses include professional video lessons, step-by-step activities, knowledge checks, and a rigorous certification exam. We partner with Credly to provide digital badging to share with your professional network.

Utilize support hours

As a Simpleview client, you have the option of varying levels of support hour packages that can be used for technical support, updates, online training, report building, and template creation. We are here to help you make the best of your Simpleview products and services.