Simple CRM for Contractors

Sales Leads, Quotes & Invoices

Free · In‑App Purchases · Designed for iPad. Not verified for macOS.

Manage leads, customers, jobs, quotes, invoices and follow-ups in one simple offline CRM built for sales professionals, tradies and small businesses. Manage leads, customers, jobs, quotes, invoices, payments and follow-ups from one simple CRM. Simple CRM is built for sales professionals, tradies, contractors and small businesses that want to stay organised without complicated software. Track opportunities from the first lead to a paying customer, manage jobs from quote to completion, and keep your important business records available even when you're offline. SALES CRM & PIPELINE • Capture and manage leads • Track opportunities through your sales pipeline • Convert leads into customers • Stay on top of follow-ups • View customer activity in one timeline • Track marketing campaign attribution CUSTOMERS & CLIENTS • Keep customer and client details organised • Add tags and attachments • View customer and job history • Detect duplicate records • Archive and restore information when required JOBS & RECURRING WORK • Create and manage jobs • Set up recurring jobs for repeat customers • Create work orders • Prepare service reports • Keep jobs connected to the right customer • Track work from enquiry to completion QUOTES, INVOICES & PAYMENTS • Create professional estimates and quotes • Generate invoices • Record customer payments • Create receipts • Generate customer statements • Add your business profile and logo • Create professional PDF documents • Preview, share and print PDFs WORK OFFLINE • Access and manage your business records offline • Create local backups • Restore your data when required • Import and export data using CSV • Keep your important information available 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 customer management, sales tracking and tradie job paperwork together in one practical workspace. Whether you're following up sales leads, managing customer jobs or preparing invoices after a day's work, Simple CRM helps keep everything organised without switching between multiple tools. Manage your business from lead to payment with Simple CRM. * 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/

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The developer, Huzaib Sayyed, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Used to Track You

    The following data may be used to track you across apps and websites owned by other companies:

    • Usage Data
  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Usage Data

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

Seller
Huzaib Sayyed
Size
60.9 MB
Category
Business
Compatibility
Requires iOS 15.0 or later.
  • iPhone
    Requires iOS 15.0 or later.
  • iPad
    Requires iPadOS 15.0 or later.
  • iPod touch
    Requires iOS 15.0 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
English
Age Rating
4+
In-App Purchases
Yes
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  • Remove Ads - Monthly $4.99
  • Remove Ads - Weekly $1.99
Copyright
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