SMPL CRM

About SMPL CRM

smplCRM is a simple, focused customer relationship management app designed to help individuals and teams keep track of the companies and people they work with—without the complexity of a traditional CRM.

Organize customers, prospects, departments, regions, or sales teams into groups and keep important relationship information available wherever you go.

With smplCRM, you can:

• Manage companies and prospects
Keep your customer and prospect list organized in one place. Quickly see each company’s current status, opportunity level, and number of associated contacts.

• Track sales opportunities
Identify which relationships have the most potential using simple opportunity levels ranging from low to very high.

• Monitor customer status
Track where each company currently stands, including untapped opportunities, pre-sales, sales pitches, negotiations, customers, post-sales relationships, opportunities on hold, and lost opportunities.

• Manage contacts
Store the people associated with each company along with their name, title, email address, phone number, and other contact methods.

• Track customer sentiment
Record the current mood of a contact—from dissatisfied to thrilled—so your team has additional context before the next conversation.

• Keep relationship notes
Add notes about meetings, calls, conversations, requests, follow-ups, and other important customer activity. Notes remain connected to the appropriate company or contact so your team can quickly understand the history of a relationship.

• Organize information with groups
Create groups for businesses, departments, territories, regions, teams, or any other way you want to organize your customer relationships.

• Share customer information with your team
Groups can include multiple members, making it easier for everyone involved to access the same customer and contact information.

• Find information quickly
Filter companies and contacts by name, person, email, mood, opportunity level, or customer status to quickly get to the information you need.

Simple by design.

smplCRM focuses on the core information that helps you maintain better business relationships. There are no oversized dashboards, complicated workflows, or unnecessary features standing between you and your customer information.

Whether you're keeping track of a handful of important clients or organizing opportunities across a team, smplCRM gives you a clean, straightforward way to keep your relationships organized.

Simple. Powerful. CRM.