Customer records
Store contact details, status, notes, tags, files, appointments, quotes, invoices, payments, expenses, and projects around one customer history.
All-in-one CRM for service teams
Contacts, jobs, invoices, and payments without the busywork.
SimpleCRM gives service businesses a focused web workspace for daily operations and an iPhone app for customer updates when work happens away from the desk.
Customer history
Everything tied to the right contact.
Office workflow
Designed for real desktop work.
On the go
Update work from iPhone in the field.
Features
The pieces small service teams use every day
SimpleCRM keeps the core workflow connected: customers, appointments, projects, quotes, invoices, payments, expenses, files, and reporting.
Quotes and invoices
Create itemized quotes or invoices, search or create the customer as you work, record payments, and keep open balances visible.
Projects and expenses
Track active jobs, budgets, tasks, due dates, assignments, and costs without splitting information across different tools.
Appointments
Schedule estimates, calls, site visits, and project work with the customer context close by.
Dashboard reporting
See revenue, open balances, expenses, project costs, contacts, and recent activity from the same workspace.
Web and iPhone
Run daily admin work from the browser and update customers, calls, quotes, and payments from iPhone when the work moves.
Screens
Built to look and feel like the actual workspace
The website now shows practical product views instead of generic app art: dashboard numbers, customer history, activity, invoices, and payment context.
Customer record
A contact can hold the full picture: status, notes, files, appointments, projects, quotes, invoices, payments, and expenses.
iPhone app
The mobile app carries the customer record into the field
The iPhone experience is built around fast updates: pull up the customer, log what happened, create the next document, and keep the office record current without waiting until later.
Built for on-the-go work
SimpleCRM is not just a browser dashboard. The mobile app supports the moments that happen in the truck, at the job site, after an estimate, or right after a payment is made.
Call or visit
Open the customer record before or after the conversation.
Quote or invoice
Create the next document while the details are still clear.
Record payment
Save payment method, reference numbers, notes, and balance.
Update history
Keep appointments, projects, files, and activity attached to the contact.
Customer timeline
Open a contact and see appointments, projects, expenses, quotes, invoices, payments, call logs, and documents tied to the same customer.
Field payments
Record full or partial payments, including cash, card, check numbers, approval numbers, notes, and remaining balances.
Quote to invoice
Create quotes with line items and convert approved work into an invoice without rebuilding the customer record.
Appointments and follow-ups
Schedule visits, calls, estimates, sold appointments, reminders, and project work while the conversation is fresh.
Files and documents
Attach PDFs, images, and documents to customer records so job paperwork is easy to find later.
Team access
Admins can create employee accounts and control what each person can view or edit across contacts, invoices, expenses, and more.
Inventory context
Track inventory value and connect itemized work to quotes and invoices when materials are part of the job.
Business snapshots
Use dashboard views for overview, calendar, analytics, profit and loss, and balance sheet context.
How it works
A simple flow from first call to final payment
The goal is not to add another complicated system. It is to keep the work attached to the customer so nothing important has to live in memory.
Step 1
Add the contact
Create the customer once, then use that record as the home base for the relationship.
Step 2
Track the work
Add appointments, projects, files, expenses, notes, quotes, and invoices as the job moves forward.
Step 3
Collect and review
Record payments with references like check numbers or approval codes, then monitor balances and activity.
Built for the office. Ready when you are on the go.
Use the web app for daily admin work, then use the iPhone app for calls, appointments, quotes, customer updates, and payments in the field.
FAQ
A few practical details
Straight answers about web access, iPhone access, teams, subscriptions, and support.
Is SimpleCRM a web app or mobile app?
Both. The web app is built for desktop work, and the iPhone app is there for updates when you are away from the desk.
Who is SimpleCRM for?
It is built for service businesses that need contacts, jobs, appointments, quotes, invoices, payments, expenses, and customer history in one place.
Can my team use it?
Yes. Admins can create employee accounts and control access by feature area.
Where is billing managed?
Subscriptions are managed through the Apple App Store.
Support
Questions, comments, or concerns? Send a note and SimpleCRM support will help.
Email supportDownload
The app is approved on the Apple App Store. Subscriptions are managed there.
View on App Store