The back office for agencies & consultancies
Win the client in the CRM, deliver the work in projects and tickets, and invoice it, all in one workspace, so nothing gets lost between tools.
From pitch to paid
Deals become quotes, quotes become invoices, and client details carry over automatically.
Deliver in the same place
Projects, tickets and time tracking sit next to the client record, so scope and hours are always in view.
Client-facing portals
Clients view invoices, approve quotes and read shared documents through secure links.
Know your margins
Budgets and cash flow live in the same system as the revenue, so profitability isn't a quarterly surprise.
More from Simplify
Common questions
How does Simplify handle client work billing?
Hours tracked on projects and tickets flow into invoices, so tracked time becomes billed time without copy-paste. Quotes, invoices and a client payment portal are built in.
Can clients see their projects?
Yes. Guest and client access (Growth package) lets clients view what you choose to share, and the client portal handles quotes and invoices without them creating an account.
We run on spreadsheets and five tools today. How painful is switching?
Most agencies import clients, tasks and tickets from CSV and are running in under a day. Guided migration is included on the Startup and Growth packages.
Ready to try for agencies & consultancies in Simplify?
Start a free trial or book a demo to see Simplify in action, no setup required.