CRM power without CRM complexity
Store contacts, define tasks, and track deals through your own pipeline stages - with calendar view and performance reports. No enterprise CRM needed.
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
Keep a list of salespeople and assign them to process records. A salesperson label is not an invitation or account permission.
Calendar View
View dated process records on a calendar with stage and salesperson filters.
Performance Reports
View open vs. closed tasks per salesman with visual bar charts and date-range filters.
Conversion Analytics
Review lead-source breakdowns and tasks per customer alongside the underlying process records.
Configurable Settings
Customize stages, salesmen, importance levels, and lead statuses to match your exact business process.
CrowgridWe build focused, single-purpose tools that do one thing well. No bloat, no complexity—just clarity and simplicity.
Simple Pricing
Start free, upgrade when you need more.
Free
For individuals and small teams getting started.
- 3 workspaces
- Up to 25 process records per workspace
- Unlimited customers & tasks
- Custom pipeline stages
Pro
Unlimited records for growing businesses.
- Unlimited process records
- Unlimited customers & tasks
- All reports included
- Annual option: $99.50/year
Frequently Asked Questions
Common questions about Simple CRM.
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