Simple CRM for Sales & Trades

Manage leads, customers, jobs, quotes, invoices, payments and follow-ups from one simple CRM. Simple CRM is built for sales professionals, contractors, tradespeople and small businesses that want to stay organised without complicated software. Track opportunities from first lead to paying customer, manage jobs from quote to completion, and keep essential business records available offline. SALES CRM & PIPELINE • Track leads and sales opportunities • Move prospects through your pipeline • Convert leads into customers • Record follow-ups and customer activity • See marketing campaign attribution CUSTOMERS & CLIENTS • Keep customer and client details organised • View activity in a clear customer timeline • Add tags and attachments • Detect duplicate records • Archive and restore records when needed JOBS & RECURRING WORK • Create and manage jobs • Set up recurring jobs for repeat work • Prepare work orders and service reports • Keep job information linked to each customer • Follow work from enquiry through completion QUOTES, INVOICES & PAYMENTS • Create professional estimates and quotations • Turn your work into invoices • Record payments and issue receipts • Create customer statements • Add your business profile and logo • Generate professional PDF documents • Preview, share and print PDFs OFFLINE & DATA CONTROL • Keep working offline • Create local backups and restore your data • Import and export records with CSV • Keep your sales and job information organised 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 sales tracking, customer management and contractor job paperwork into one practical workspace. Whether you are managing a sales pipeline or keeping customer jobs organised, you can stay on top of the work without switching between multiple tools. Download Simple CRM and manage your business from lead to payment. * Privacy Policy: https://appsycle.blogspot.com/p/privacy-policy-and-terms-condition.html * Terms of Use: https://appsycle.blogspot.com/p/privacy-policy-and-terms-condition.html#terms * Terms of Use(EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/