Clients
Every call, note, file, appointment, quote, and payment organized around the person it belongs to.
Built for service businesses
Your business,
finally in one place.
SimpleCRM brings your clients, schedule, projects, contracts, invoices, and finances together—so you can spend less time managing the work and more time growing it.
Secure account access Built for small teams
Clients stay connectedEvery detail in one history
Payment recordedBalance updated instantly
01
One customer history
Stop searching texts, notes, folders, and spreadsheets for the latest detail.
02
Built for real work
A focused workflow for teams that schedule, quote, deliver, and get paid.
03
Office + field
Handle the big picture on the web and update the job from your iPhone.
Everything you need
Run the whole job.
Not six different apps.
From the first customer call to the final payment, SimpleCRM keeps the entire relationship clear and connected.
Appointments
Keep estimates, site visits, follow-ups, and scheduled work visible to the whole team.
Projects
Move work forward with tasks, budgets, due dates, assignments, and customer context in one view.
Contracts & quotes
Create professional agreements and turn approved work into invoices without entering everything twice.
Invoices & expenses
Track what is owed, record partial or full payments, and see where the money is going.
Business insights
Understand revenue, costs, open balances, and activity without building another spreadsheet.
Today at a glance
Revenue$12,310
Open balance$4,920
Site visit · Jordan MillerToday at 2:30 PM
Project moved to activeKitchen installation
Invoice #1042 paid$1,860 received
Less chaos, more clarity
Know what’s happening.
Know what comes next.
SimpleCRM gives you a clear view of every customer and every job. No scattered notes. No mystery balances. No wondering who followed up.
- See every customer interaction in one timeline
- Keep the office and field on the same page
- Make decisions from real business numbers
Your business goes with you
Built for the office.
Ready for the field.
Pull up a client before a visit. Create a quote while the details are fresh. Record a payment before you leave. SimpleCRM keeps the day moving wherever the work happens.
Stay on scheduleAppointments and follow-ups at a glance
Close work fasterQuotes, contracts, and invoices on the go
See the big pictureBusiness insights when you need them
Who is SimpleCRM for?+
SimpleCRM is designed for small service businesses that manage customers, appointments, projects, quotes, invoices, payments, and expenses.
Can I use it on my computer?+
Yes. SimpleCRM includes a web workspace for desktop work and an iPhone app for updates on the go.
Can my employees use it?+
Yes. Admins can add employee accounts and control access across the areas of the business they need.
How are subscriptions managed?+
Subscriptions are purchased and managed securely through the Apple App Store.
A simpler workday starts here
Put your business
back in your hands.
Clients, work, and money—organized in one practical CRM.