Simple CRM
by CrowgridA CRM That Gets Out of Your Way
Manage your address book, define sales tasks, and log process records through customizable pipeline stages — all without the bloat of enterprise CRM software.
Core Features
Everything you need to manage customer relationships, from first contact to closed deal.
Address Book & Lead Tracking
Store customers with contact details, lead status, and lead source. Filter and search instantly.
Task & Opportunity Management
Create tasks linked to customers with importance levels, status tracking, and detailed descriptions.
Process Pipeline & Records
Log dated process records with stages, salesmen, and notes. Visualize progress through your custom pipeline.
How It Works
Three simple layers that keep your sales process organized.
Build Your Address Book
Add customers with company name, contact person, email, phone, lead status, and lead source. Your contacts are your foundation.
Define Tasks
Create tasks linked to customers. Set importance, track status, and add descriptions to capture every opportunity detail.
Log Process Records
Record dated activities against tasks — assign pipeline stages, salesmen, and notes. Watch your pipeline come alive in reports.
Full Capabilities
Built for small teams that need clarity, not complexity.
Custom Pipeline Stages
Define your own process stages — prospecting, proposal, negotiation, closed — whatever fits your workflow.
Salesman Management
Add team members and assign them to process records. Track who is working on what.
Calendar View
See all process records on a calendar with stage and salesman filters. Never miss a follow-up.
Performance Reports
View open vs. closed tasks per salesman with visual bar charts and date-range filters.
Conversion Analytics
Analyze stage distribution, average days per stage, lead source breakdown, and tasks per customer.
Configurable Settings
Customize stages, salesmen, importance levels, and lead statuses to match your exact business process.
What Users Say
Small businesses love the simplicity.
"Finally a CRM that doesn't need a training course. I had my pipeline set up in 10 minutes."
Carlos M.
Sales Manager
"The process records approach is brilliant — I can see exactly where each deal stands without digging through menus."
Aylin K.
Business Owner
"Performance reports give me a clear picture of my team's activity. Simple and effective."
James T.
Team Lead
CrowgridSimple CRM is part of Crowgrid—a collection of focused tools designed to bring clarity and structure to everyday work.
Simple Pricing
Start free, upgrade when you need more.
Learn & Resources
Get the most out of your CRM.
Setting Up Your Pipeline
Learn how to configure custom stages that match your sales process from first contact to close.
Tracking Sales Performance
Use performance and conversion reports to identify bottlenecks and improve your team's results.
Best Practices for Small CRMs
Tips on keeping your CRM clean, your pipeline accurate, and your follow-ups on time.
Frequently Asked Questions
Common questions about Simple CRM.