Smart dashboard
Overview KPIs, calendar view, analytics, profit & loss, and balance sheets.
- Quick refresh + file upload
- Appointments and recent events
- Financial snapshots at a glance
All-in-one CRM for small teams
Contacts, appointments, quotes, invoices, and analytics — in one place.
SimpleCRM keeps your customer details, projects, documents, and financial snapshots organized so you can focus on work.
Dashboard
Overview, calendar, analytics, P&L, balance sheets
Contacts
Search, sort, tags, status, location filters
Docs
Upload + assign documents to contacts/projects
SimpleCRM
OverviewCalendarAnalyticsP&LBalance
Contacts
128
Open Balance
$4,920
Appointments
7
Monthly Revenue
$12,310
Recent Events
JM
Call logged — Jordan M.
Follow-up scheduled
Lead
AR
Invoice sent — Alex R.
Due in 7 days
Sent
Everything you need to manage customer relations
The app is built around fast workflows: create, track, and close out work with minimal taps.
Powerful contacts
Search, sort, filter by tags, status, and location — then dive into contact details.
- Lead/prospect/customer status
- Bulk actions + merge
- Import / export tools
Projects + documents
Track projects and attach PDFs/files to the right contact or project.
- Project statuses + timelines
- Document uploads & assignment
- PDF export for quotes/invoices
Quotes & invoices
Create quotes and invoices, log payments, and keep balances accurate.
- Issue + due dates
- Partial payments supported
- Track open balances
Appointments
Schedule work, update status (Scheduled/Completed/Cancelled/Sold), and convert sold appointments into projects.
- Per-contact and global views
- Status updates from detail sheet
- Conversion to projects
Secure accounts
Login + account creation, tier selection, and terms/privacy access built in.
- Firebase Authentication
- Terms & privacy links
- Demo access option
Pricing
Simple, transparent pricing. No contracts. Upgrade anytime.
Solo
For individuals & solo operators
$9.99 / mo
- Full CRM access
- Contacts, appointments, projects
- Quotes & invoices
- Documents & PDFs
- Analytics dashboard
Duo Most popular
For two-user workflows
$17.99 / mo
- Everything in Solo
- 2 user accounts
- Shared customers & projects
- Role-based access
Team
For small teams
$25.99 / mo
- Everything in Duo
- Multiple employees
- Admin & permissions system
- Priority support
Custom Build
Tailored CRM solutions
Custom pricing
- Custom features & workflows
- Industry-specific setup
- Advanced integrations
- White-label options
- Dedicated onboarding
Custom Build plans are quoted separately and may include one-time setup fees.
How it works
1
Create an account
Pick a plan, accept terms, and sign in securely.
2
Add contacts
Organize people by tags, status, and location.
3
Track work
Appointments, projects, quotes, invoices, files — all attached to the right customer.
4
Review the numbers
Use analytics, P&L, and balance sheets to make decisions.
FAQ
Is this a web app or mobile app?
SimpleCRM is a mobile-first app. This site is the companion landing page and support hub.
Can I import my contacts?
Yes — the app includes Import/Export tooling to migrate data in and out.
Do you support teams?
Yes — the app supports admin/employee workflows so your team can work from the same data set.
Where can I read your policies?
You can review our Terms and Privacy Policy.
Contact
Questions, comments, concerns? Contact our support team!