Contacts with the whole story
Open any customer and see every call, text, note and lead on one timeline, newest first.
Ads, web forms, calls and texts in one package
Every call answered.
Every lead kept.
SimplyCRM picks up when you can't, keeps every call, text and lead in one place, and follows up so no customer slips away.
- Answers calls 24/7
- Calls and texts in one inbox
- Facebook and Instagram ads, run for you
- No passwords to remember
Introducing SimplyCRM
The front desk that never
puts down the phone.
An AI receptionist, a shared inbox and a CRM that fills itself in. Built for small businesses that live on the phone.
AI receptionist
Answers when you can't.
On a job, after hours or already on another line, your AI receptionist picks up, talks to the caller like your front desk would, and writes down what they need.
- Answers calls day and night, 24/7
- Takes the caller's name, number and what they need
- Transfers to a person, or you take over the call
One inbox
Calls and texts, one thread.
Every call and text to your business number lands in one inbox, in order, per customer. Reply from your business number in the app, never from your personal cell.
- Calls and texts side by side, in order
- Saved templates for the replies you send every day
- Android app today, iPhone coming
Your CRM fills itself in.
Every call, text and lead becomes a contact with a full history, without anyone typing it up.
Leads from everywhere
Web forms, Facebook and Instagram lead ads and DMs arrive in the same place as your calls and texts.
Follow-up that runs itself
Set up follow-up texts and sequences once. Every new lead hears back, and it stops when they reply.
Everything in one package.
We run the ads, build the forms and answer the phone. Every lead lands in one place.
Facebook and Instagram ads
We run your Facebook and Instagram ads, and every lead they bring in goes straight into SimplyCRM.
Custom web forms
We build forms for your website that ask the right questions for your business.
Phone and text
A business number for calls and texts, with an AI receptionist that answers day and night.
One inbox for it all
Ads, forms, calls and texts side by side, with automatic follow-ups so no lead goes cold.
Callbacks
Promise a call back and SimplyCRM keeps track of who owes it and when.
Templates
Save the answers you give every day and send them in a tap.
Team and roles
Invite your team and decide who can do what.
Texted-code sign-in
Sign in with a code sent to your phone. No passwords to forget.
Solutions
Built for the way your team works.
Whether it's just you and a truck or a team sharing the phones, SimplyCRM fits how you already work.
For owners on the tools
Keep working. We'll take the call.
When your hands are full, the receptionist answers, gets the details and puts them in your inbox. You call back when you're ready.
- AI receptionist on every call
- Automatic texts to new leads
- Everything on your Android phone
For teams sharing the phones
One inbox, everyone on the same page.
The office and the field see the same conversations, so anyone can pick up where the last person left off.
- Shared inbox for calls and texts
- Team roles and callbacks
- Live transfer from the receptionist
Getting started
Start in three simple steps.
We set it up with you, so you can get back to work.
Get early access- 1
Get your business number
Calls and texts to it come straight into the SimplyCRM app.
- 2
Teach your receptionist
Tell it about your business and who to send calls to, and it answers the way your front desk would.
- 3
Bring in your leads and team
Connect your web forms and Facebook and Instagram leads, set up follow-ups, and invite your team.
Questions, answered.
Something else on your mind? Email us.
Can I use SimplyCRM today?
SimplyCRM is in early access. Ask for a spot and we'll set your business up with you.
Where does it work?
SimplyCRM is built for small businesses in Canada and the US, with a business number for calls and texts.
What's included?
One package: we run your Facebook and Instagram ads, build custom web forms for your website, and set up your business number for calls and texts with an AI receptionist. Every lead from all of them lands in your SimplyCRM inbox.
Can a real person still take the call?
Yes. The receptionist can transfer a caller to someone on your team, and you can take over a call yourself.
Is there a phone app?
There is an Android app now. The iPhone app is coming.
Do I need a password?
No. You sign in with a code we text to your phone.
How much does it cost?
Pricing is coming soon. Book a demo and we'll walk you through it when plans are set.