Every customer and job,
in one place
One tidy profile per customer pulls together their details, your full message history, and every appointment — so you always know who you're talking to and what happens next. Add notes, group them under companies, and track every job on a simple board.
How it works
Everything about a customer, finally in one place.
No more digging through texts, emails, and sticky notes. Simple CRM keeps each customer and every job together, so anyone on your team can pick up where the last person left off.
Everything about a customer on one screen
Each customer gets a single profile that pulls together their contact details, your full message history with them, and their past and upcoming appointments. Add your own notes and tags so whoever picks up the phone next already knows the story. Working with bigger accounts? Group related contacts under a company.
Get started →Move your customer list over in minutes
Already keep your customers in a spreadsheet? Upload it and we bring everyone in at once — names, numbers, emails, and companies — so you start with your whole book, not a blank page. No retyping, no lost contacts, no starting from scratch.
Get started →See every job on a simple board — so nothing slips
Track each job on a drag-and-drop board that moves from New to Contacted to Estimate Sent to Won or Lost. One glance shows you what's waiting on a callback, what's out for a quote, and what's ready to close. Add your team with owner, manager, or staff access, and everyone works from the same board.
Get started →Quote totals that add themselves up
Keep a catalog of the products and services you sell, then drop them onto a job as line items — and the deal total adds itself up as you go. Change a quantity or add a part and the number updates on its own, so your estimates stay right without reaching for a calculator.
Get started →A real customer story will live here as our early businesses go live. We'd rather earn the quote than borrow one.
Where it fits
Simple CRM is part of the Simple Office suite.
It works right alongside your inbox, booking, and the rest of your office — one simple plan, all set up for you.
See pricingWorks with
Better together with the rest of your office.
Put every customer in one place.
Tell us a bit about your business and your list, and we'll set up Simple CRM for you — usually the same day.