Simple CRM for Contractors

Manage leads, customers, jobs, quotes, invoices and follow-ups in one simple offline CRM built for sales professionals, tradies and small businesses.

Manage leads, customers, jobs, quotes, invoices, payments and follow-ups from one simple CRM.

Simple CRM is built for sales professionals, tradies, contractors and small businesses that want to stay organised without complicated software. Track opportunities from the first lead to a paying customer, manage jobs from quote to completion, and keep your important business records available even when you're offline.

SALES CRM & PIPELINE • Capture and manage leads • Track opportunities through your sales pipeline • Convert leads into customers • Stay on top of follow-ups • View customer activity in one timeline • Track marketing campaign attribution

CUSTOMERS & CLIENTS • Keep customer and client details organised • Add tags and attachments • View customer and job history • Detect duplicate records • Archive and restore information when required

JOBS & RECURRING WORK • Create and manage jobs • Set up recurring jobs for repeat customers • Create work orders • Prepare service reports • Keep jobs connected to the right customer • Track work from enquiry to completion

QUOTES, INVOICES & PAYMENTS • Create professional estimates and quotes • Generate invoices • Record customer payments • Create receipts • Generate customer statements • Add your business profile and logo • Create professional PDF documents • Preview, share and print PDFs

WORK OFFLINE • Access and manage your business records offline • Create local backups • Restore your data when required • Import and export data using CSV • Keep your important information available on your device

HOW IT WORKS

1. Add a lead, client or customer.
2. Track the opportunity, follow-up or job.
3. Create quotes, work documents, invoices and receipts as the work progresses.

Simple CRM brings customer management, sales tracking and tradie job paperwork together in one practical workspace.

Whether you're following up sales leads, managing customer jobs or preparing invoices after a day's work, Simple CRM helps keep everything organised without switching between multiple tools.

Manage your business from lead to payment with Simple CRM.

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