Simplify

Run your whole business in one tab.

Your business runs on six tools that don’t talk to each other. Simplify is one all-in-one business management platform for sales, finance, people and delivery.

No credit card required · Set up in under 10 minutes

S
Simplify
Live

Pipeline value

$482k

3 stale >14d

Runway

14 mo

$12k burn/mo

Pipeline

Qualified
$121k
Proposal
$203k
Won
$158k

Invoices

INV-0012

Altorock

$2,499Paid

INV-0013

Fieldnote

$1,180Sent

Budget

On track
The cost of tool-switching

Your business runs on six tools that don't talk to each other

CRMInvoicingSpreadsheetsATSProject toolEmail

None of them share data, or even small talk. Here's what that actually costs a growing company:

Customer data everywhere

Deal notes in the CRM, contracts in email, invoices somewhere else. No one has the full picture.

Unclear ownership

Tasks stall because it's never quite clear who's actually responsible.

Missed deadlines

Without one shared view of what's due, invoices go unpaid and deadlines slip.

Manual re-entry

Copying the same contact or invoice into three systems wastes hours every week.

Lack of visibility

Leadership can't see pipeline, cash flow and headcount without pulling four reports.

The introduction

So we introduced them.

Sales, finance, people and delivery now share a system, not just a Slack channel. A deal can turn into an invoice, a new hire can turn into a payroll record, and every task has a clear owner, status and next step, so your team spends less time re-entering data and more time running the business.

  • Replace six or more disconnected tools with one connected workspace
  • Every deal, invoice and task has a clear owner and deadline
  • Real-time visibility into pipeline, cash flow and workload, in one place
Key features

Everything that runs your business, in one place

From the first sales call to the final invoice, and every hire in between.

Sales & revenue

Close the deal and get paid, in the same tool

The pipeline and the invoice finally live in one place: a won deal becomes a bill your client can pay online, without anyone retyping it.

CRM & sales pipeline

Track deals, companies and contacts on a visual pipeline, with AI-assisted insights on every account.

Invoicing & payments

Create invoices and quotes, take payments online, and give clients a self-serve portal.

Deal pipeline

Live
Qualified · 2Proposal · 2Negotiation · 2Won · 1
Negotiation
$18.0k

Loomis contract

$12,600

R. Okafor
Loomis

Vantage add-on

$5,400

T. Reyes
Vantage
Won
$32.0k

Grayscale - Annual

$32,000

J. Park
Grayscale
Board total
$88.4k+$7.4k this week
Finance

See cash flow before it happens

Budgets, bank feed and payroll update each other in real time, so runway and burn rate are always one glance away, not one export away.

Budgeting & cash flow

Plan budget scenarios, sync your bank feed, and watch runway update in real time.

Payroll & commissions

Salary records, expenses and deal-based commissions in one place, with a live leaderboard.

Revenue & budget

IncomeExpenses
JanFebMarAprMayJun
Net position YTD+$48k

Pipeline & cash flow

Qualified
$121k
Proposal
$203k
Won
$158k

$482k

open pipeline

14 mo

runway

$12k burn/mo

People & delivery

Hire, plan and deliver without switching tabs

A new hire flows straight into payroll and team planning, and every project, ticket and document stays attached to the work it belongs to.

Recruitment & hiring

Post jobs, parse CVs, and move candidates through your pipeline with a self-serve portal.

Projects & documents

Plan projects, write shared documents, and keep every file attached to the work.

Live activity

Live

Follow up with Altorock

High2m ago

Send invoice INV-0012

Medium18m ago

Review budget draft

Low1h ago

Onboard new hire

Medium3h ago

Qualify inbound lead

High5h ago

…and everything else you'd expect

Tickets & tasksTeam planningPerformance reviewsBank integrationLegal documentsTime off
Use cases

Built for every team, not just one

Different teams, one shared workspace, so nothing gets lost between departments.

Sales

Manage the full deal pipeline, from first contact to signed invoice, without switching between a CRM and a billing tool.

Delivery & projects

Plan sprints, track milestones and keep every stakeholder aligned on progress.

Customer support

Turn incoming requests into tracked tickets with clear ownership and response times.

Leadership

Get a real-time view of pipeline, cash flow and team workload, without asking for a status update.

HR & recruiting

Run hiring, payroll and team scheduling side by side, so a new hire flows straight into payroll and planning.

Finance

Plan budgets, sync the bank feed and send invoices, all from the same place you track spend.

Customers

Teams stop tool-switching and don't look back

AjmanNextITCprosMasdar CityOneBonsaiStareNorthstone
We were drowning in scattered tools before Simplify. Now our finances, our SaaS spend, and our whole team live under one roof.
E. SchoofsE. SchoofsCEO, OneBonsai
Pricing

Simple pricing that scales with your team

Founder's

Founder's Package

$40 / mth
Save 18%

One simple price, perfect for solo founders and micro teams

  • Up to 3 team members
  • Document Management
  • Scheduling & Meetings
  • Planning & Basic Task Management
  • Limit: 500MB storage, no finance tools
  • Email support
Most popularStartup

Startup Package

$120 / mth
Save 20%

Up to 15 users included

$19 / extra user / mth

  • Everything in Founder's
  • 3 - 15 team members
  • Advanced planning: Gantt charts, kanban & resource management
  • Up to 10GB storage
  • HR Suite: performance assessment
  • Finance suite: budgeting & expense notes
  • Project suite: team planning, ticketing
  • Sales suite: sales packs, document management
Growth

Growth Package

$193 / mth
Save 30%

Up to 25 users included

$23 / extra user / mth

  • Everything in Startup
  • 15+ team members
  • Legal document management
  • Bank integration: live feeds
  • Forecasting: intelligent cashflow predictions
  • Priority support
  • Guest and client access

All prices are exclusive of VAT. Pricing varies based on team size — contact us for a custom quote.

FAQ

Questions teams usually ask first

Most teams are up and running in under 10 minutes. Import your existing tasks and tickets from a spreadsheet or CSV, invite your team, and you're ready to go.

Yes. Simplify supports CSV import for tasks, tickets and contacts, and our team can help with a guided migration on the Startup and Growth packages.

Every plan starts with a free trial and no credit card is required. You can invite your team and try Simplify with real work before you pay anything.

The Founder's package covers up to 3 people. On Startup and Growth you simply add seats at a flat per-user price, or upgrade to the next package, your data carries over automatically.

SSO and advanced security controls are available on the Growth package, along with role-based access, guest and client access, and priority support.

Yes. You can upgrade, downgrade or cancel from your billing settings at any time. There are no long-term contracts on any package.

Get started

Ready to run your business from one place?

Start a free trial or book a demo to see Simplify in action, no setup required.

Evaluating at scale?