Powerful Features, Zero Complexity
CRM Simple packs everything a growing sales team needs—without the learning curve of enterprise CRM.
Ask AI Bar — Natural Language Control
The Ask AI bar is available on every page of CRM Simple. Type anything in plain English and the AI interprets your intent, takes you to the right page, filters results, or answers your question—instantly.
Navigate to any section: "Go to settings", "Show my dashboard", "Open pipeline"
Filter customers: "Find customers called Acme", "Show companies in London"
Filter deals: "Show deals in negotiation stage", "Find high-value opportunities"
Understands synonyms: "clients" = "customers", "leads" = "pipeline"
Powered by Google Gemini AI for accurate natural language understanding
Lead
8
deals
Qualified
5
deals
Proposal
3
£47,500 total
Negotiation
2
£32,000 total
Closed Won
12
£186,000 won
Closed Lost
4
deals
A Sales Pipeline That Drives Action
Six clearly defined stages from first contact to closed deal. Know exactly what's in your pipeline, what each opportunity is worth, and what needs to happen next.
Opportunity Score (0–100%) — Know which deals to prioritize based on likelihood to close
Deal Value Tracking — See your total pipeline value and won revenue at a glance
Next Action & Due Date — Set the exact next step for every deal with reminders
Full History — Every stage change recorded with timestamps and user attribution
Live Dashboard — Your Business at a Glance
The dashboard shows you the numbers that matter: total customers, active deals, pipeline value, and revenue won. Plus highlights which deals are closest to closing and what actions are overdue.
Total Customers
124
Active Deals
18
Pipeline Value
£246k
Won This Month
£38k
What you see on your dashboard:
Closest to Sale
Deals ranked by opportunity score—your hottest leads surface automatically so you always know where to focus.
Upcoming Actions
All pending actions sorted by due date. Overdue items are highlighted so nothing falls through the cracks.
Customer Management That Keeps You Organized
All your customer information in one place. Contact details, pipeline status, email history, notes, and support tickets—linked together.
Instant Search
Find any customer in seconds by name, email, or company. The search works across all fields simultaneously.
Complete Profiles
Store contact details, addresses, custom notes, and tags. Every interaction is logged in the customer's timeline.
Linked Data
Pipeline status, email threads, and support tickets are all linked to each customer record—nothing is siloed.
Email Templates That Speed Up Follow-Ups
Four pre-built email templates cover the most common sales scenarios. Customize them to match your voice, then send professional follow-ups to customers with a single click.
General Follow-up
Check in on a customer's progress and needs
Proposal Follow-up
Chase a sent proposal professionally
Decision / Closing
Move the deal forward toward a decision
Relationship Check-in
Maintain long-term customer relationships
More features included:
Support Ticket Management
Create, track, and resolve customer support issues linked directly to customer profiles. Never lose track of an open issue.
Multi-Workspace Support
Manage multiple businesses or divisions from one account. Switch between workspaces instantly with custom settings per workspace.
User Management
Invite team members to your workspace. Track who made what changes in the pipeline with full audit trails.
Subscription Management
Manage your plan directly from within CRM Simple. Upgrade, downgrade, or cancel—all handled through Stripe with no friction.
See It for Yourself
Get started free and experience the simplest CRM you've ever used.