CRM & sales pipeline for growing teams
Track every deal, contact and company on a drag-and-drop pipeline, with the context your team needs to close, right next to the invoice that follows.
Visual deal pipeline
A kanban board for your deals. Drag between stages, reassign in bulk, and link related deals together.
Contacts & companies
Hierarchical company and contact records with automatic data enrichment and bulk import from spreadsheets.
Activity timeline
Calls, emails and meetings logged against every deal, so anyone can pick up a conversation with full context.
Custom fields & tags
Shape the CRM around your process with custom field types, conditional visibility and cross-entity tagging.
AI CoPilot
Get suggestions on which deals need attention next; dismiss or snooze the ones that don't.
More from Simplify
Common questions
Does Simplify's CRM replace tools like Pipedrive or HubSpot?
For small teams, yes. You get a visual deal pipeline, contact and company records, activity timelines and custom fields, all connected directly to invoicing, so a won deal becomes an invoice without re-entering anything.
Can I import my existing contacts and deals?
Yes. Simplify supports bulk CSV import for contacts, companies and deals, with automatic data enrichment on company records.
Is the CRM included in every plan?
The CRM is part of the Sales suite, available on the Startup and Growth packages. See the pricing page for current details.
Ready to try crm & sales pipeline in Simplify?
Start a free trial or book a demo to see Simplify in action, no setup required.