SympleCRM is a CRM tool for freelancers and small businesses. It offers contact management, visual deal pipelines, and task management. Features include a smart calendar, document storage, and customization options. The service is priced at $18.99 per month, with a 7-day free trial available.
Features
Contact Management
Store up to 50,000 contacts with custom fields and activity history. This feature allows you to easily manage and organize your contacts, ensuring all information is up-to-date.
Visual Deal Pipeline
Track and manage your deals with an intuitive drag-and-drop interface. You can create stages, track progress, and manage workflows to optimize your sales process.
Task Management
Never miss a follow-up with integrated task management. You can set due dates, create reminders, and link to deals or contacts to enhance productivity.
Smart Calendar
Keep track of all your tasks and follow-ups in one place. This feature includes a monthly view, task integration, and quick task adding.
Document Storage
Keep all your important files organized and secure with 3GB storage included. This ensures easy access and protection of your documents.
Customization
Adjust the system to match your business needs with custom fields, deal stages, and task categories. This allows for a tailored CRM experience.
Service Capacity
Manage up to 50,000 contacts, designed for growing businesses with extensive deal tracking capabilities and comprehensive task management for optimal performance at scale.
Storage & Files
3GB storage per account with up to 25MB file size limit, allowing for up to 50 daily file uploads. Supports PDF, Word, Excel, and common image formats for business-related content.
Data Management
Batch import up to 100 contacts simultaneously with a limit of 5 batch imports per day. Supports 100 custom fields per entry type with text limits of 250 characters, note content limit of 1,000 characters, and task description limit of 250 characters.
7-day Free Trial
Sign up and get full access to all features for a 7-day trial period.
Contact Import
Upload existing contacts via CSV or manually add them. Customize fields to match personal needs.
Pipeline Setup
Create your first deal, organize sales stages, and track progress with visual tools.
Task Management
Use tasks to stay organized and manage customer interactions efficiently.
Customer Interaction Tracking
Keep track of all interactions with customers to maintain efficient communication and follow-ups.
Contact Management
Manage all your business contacts effectively within the CRM.
Deal Pipeline
Track and manage potential business deals through their various stages.
Task Management
Organize and manage tasks efficiently to enhance productivity.
Calendar Integration
Synchronize with calendars to streamline scheduling and deadlines.
Document Storage
Store and manage important documents safely within the CRM.