The browser-based CRM for service businesses
Run your entire operation from one clear workspace.
Manage customers, appointments, sales, projects, contracts, quotes, invoices, payments, expenses, employees, and reporting—without piecing together disconnected tools.
Built for desktop work Role-based access One shared customer history
simplecrm.live/app/dashboard
Search clients, projects, sales, invoices…
My work 4ACBUSINESS OVERVIEW
Good morning, Alex
Here is what needs your attention today.
Today's workView all
9:00
Estimate · Morgan ResidenceAssigned to Jordan Lee
Appointment11:30
Window installationProject #1048 · Crew 2
Project2:00
Follow up · Aaron LopezSale #2186 · $12,500
TaskOpen salesView sales
New leads18
Quoted14
Sold this month$96,400
Web-first workspaceComplete office and management tools in the browser.
Built for growing teamsAssignments, permissions, ownership, and shared visibility.
One connected workflowCustomer to appointment, sale, project, payment, and close.
One operational system
The customer record becomes the center of your business.
Stop switching between pages that do not know about each other. Every activity, document, dollar, assignment, and decision stays connected to the customer.
AL
CUSTOMER RECORD
Aaron Lopez
aaron@example.com · (509) 555-0148
Total sales$25,000
Payments$7,500
Balance$17,500
Open projects2
Appointments 3Sales 2Projects 2Contracts 1Quotes 2Invoices 1
UPCOMING APPOINTMENTFinal measure & project reviewOctober 9 · 10:30 AMAssigned to Jordan Lee
One source of truth
Everyone works from the same current customer, sale, project, and financial history.
Clear ownership
Assign work to employees and keep their priorities visible from every page.
Fewer repeated steps
Move approved information forward instead of typing the same customer and job details again.
From first contact to final payment
A workflow your whole team can follow.
SimpleCRM keeps the full customer lifecycle logical, visible, and connected.
Create the customer
Start with one accurate record for contact details, addresses, notes, files, ownership, and history.
Schedule the appointment
Assign the visit, capture details, and keep it visible to the employee responsible for it.
Build the sale
Add services, create a quote or contract, record the deposit, and convert approved work forward.
Deliver the project
Manage tasks, dates, documents, expenses, photos, assignments, and completion from one workspace.
Invoice and collect
Create the invoice, record payments, follow the remaining balance, and close the customer workflow.
Complete CRM capabilities
Everything your office needs to keep work moving.
Professional tools for project, sales, and customer management—without enterprise software complexity or enterprise pricing.
Complete customer records
See contact details, appointments, sales, projects, contracts, quotes, invoices, payments, expenses, files, and communication together.
Appointments & assignments
Schedule estimates, calls, visits, and work; assign ownership and keep every employee clear on what comes next.
Sales & project delivery
Move a customer from appointment to sale and project without recreating information or losing the relationship history.
Quotes, contracts & invoices
Build professional customer documents from consistent templates and move accepted work forward with fewer manual steps.
Payments & expenses
Track sale value, deposits, partial payments, remaining balances, project costs, and customer expenses in context.
Reporting & oversight
Give leaders a current view of sales, revenue, workload, performance, and activity across the entire organization.
A companion for work away from the desk
The browser runs the business. The iPhone app keeps the field connected.
Your office and management team get the full web workspace. Employees in the field can use the iPhone companion for customer context and updates while work is happening.
The same organization and customer data Access information away from the office Keep field updates connected to the web portal
View the iPhone companion TODAY
My work
9:00 AMEstimate · Morgan Residence
11:30 AMWindow installation
2:00 PMCustomer follow-up
Connected in the fieldUpdates stay with the customer record.
Frequently asked questions
What to know before getting started.
Need help with something else? Email SimpleCRM support.
Is SimpleCRM a web-based CRM?
Yes. The browser portal is the primary workspace for managing customers, sales, appointments, projects, documents, billing, reporting, employees, and permissions.
Can my employees use the same organization?
Yes. Team members sign in to the same organization and can be assigned work, customers, appointments, sales, and projects according to their access level.
Can SimpleCRM support a large customer list?
The web portal is designed for established service businesses, including searchable customer records, migration tools, structured workflows, and organization-wide administration.
Does SimpleCRM also have an iPhone app?
Yes. The iPhone app is a companion for employees working away from a desk, while the browser portal provides the complete office and management workspace.
Can I manage quotes, contracts, invoices, and payments?
Yes. These records stay connected to the customer, sale, and project so your team can follow the full financial history.
How do I get support?
Email support@simplecrm.live and the SimpleCRM support team will help.
Bring the whole operation together
Give your team one professional system to run the business.
Customers, sales, projects, documents, payments, employees, and reporting—all in your browser.