Simple CRM
Run your whole service business in one place
Simple CRM brings your leads, quotes, bookings, expenses and marketing into a single tool built for service and trades businesses. Sign up below and we'll get you set up fast.
Start free today
No credit card required and no lock-in contracts. Get your account, import your data, and start closing more with less admin.
- Everything in one place — no more juggling five tools
- Built for service & trades businesses, not generic sales teams
- Turn features on per business — only use what you need
- We help you get set up and importing in days, not weeks
Create your account
Free trial — no credit card required. Pop in your details and we'll get you started.
See it in action
Powerful, but genuinely simple
Built-in ad tracking
Turn your CRM into an unfair advertising advantage
Simple CRM sends your real conversions straight back to the ad platforms — server-side, out of the box. Meta, Google and TikTok optimise on the customers who actually buy, not just clicks. Higher match rates, smarter bidding, better ROAS — with zero developers and no pixels to break.
Conversions API
Server-side events to Facebook & Instagram — accurate tracking even with iOS restrictions and ad-blockers.
Enhanced Conversions
Feed real conversions to Google Ads so Smart Bidding optimises on customers, not just clicks.
Events API
Send conversion events to TikTok for sharper optimisation and a lower cost per result.
Everything in one place
One tool to run the whole business
Leads & visual pipeline
Capture every enquiry and drag deals through a pipeline built for how service businesses actually sell.
Quotes & price book
Build professional quotes in minutes from a reusable price book and product catalogue.
Calendar & online booking
Take bookings online with staff, services and add-ons — no double-ups, synced to Google Calendar.
Expenses & receipt scanning
Snap or email a receipt and the CRM reads it automatically — expenses tracked without the data entry.
Email, campaigns & automations
A shared inbox, email campaigns and automations that follow up with leads and customers for you.
Analytics & reports
Dashboards and reporting across leads, sales, jobs and cash — so you always know what's working.
Plus everything else you need
Pricing
Simple, per-user pricing
Two plans, billed monthly per user. Start on a free trial — no credit card required.
Core
Everything to run the day-to-day.
- Leads & visual pipeline
- Quotes, invoices & price book
- Calendar & online booking
- Expenses & receipt scanning
- Analytics & reports
- Unlimited contacts
Growth
Adds marketing, messaging & automation.
- Everything in Core, plus:
- Email campaigns & automations
- SMS & WhatsApp messaging
- Live chat & AI target customer
- Usage-based messaging — pay only for what you send
- Priority support
Every plan starts with a free trial — no credit card required, cancel anytime.