Customers and applicants
Store customer details and add spouses or other applicants with the same contact fields under the main customer.
Free CRM for small business
Customers, deals and follow-ups without CRM complexity.
SimpleClient CRM gives small businesses and independent professionals one crisp place to manage customer relationships, co-applicants, sales activity and reminders.
No payment information is required to register.
Sales overview
Focused workflowCustomers
OrganizedDeals
TrackedFollow up with customer
Reminder · tomorrow at 10:00 AM
Offer submitted
Negotiation
Consulting engagement
Closed/Won
Small business CRM essentials
Everything needed for a clear customer workflow
Keep customer details, additional applicants, sales opportunities, history, comments and follow-ups connected in one secure account.
Deals and activity history
Move deals through New, Contacted and Negotiation to Closed/Won or Closed/Lost on a visual Kanban pipeline. Every update and comment is recorded.
Follow-up reminders
Schedule reminders by customer, separate upcoming from overdue follow-ups, acknowledge resolved overdue items, export reminders to calendars, and automatically receive birthday reminders for birthdays in the next 30 days without needing to log in.
Secure account access
Email verification, one-time 30-minute password-reset links, password hashing and server-side user ownership checks protect CRM data. Privacy and Terms are published clearly and accepted during registration.
Built for daily use
A crisp CRM that keeps context easy to find
SimpleClient focuses on the work small businesses repeat every day instead of filling screens with enterprise features.
Search across the household or application
Customer search includes linked additional applicants. Results show when a customer has applicants and identify when an applicant caused the search match.
See what changed and when
Deal history is displayed newest-first in a readable timeline. Add comments directly, and changes to deal details or stage are recorded automatically.
Stay focused on current work
The dashboard highlights customers, active deals, reminders and your previous successful login. Dedicated views keep current deals and reminders easy to reach.
Install it like an app
SimpleClient CRM is an installable web app with a dedicated app icon and standalone experience. The interface remains compact, responsive, and supports both light and dark modes.
More useful without more complexity
Practical CRM tools for growing customer lists
Import & export
Preview CSV or Excel imports, detect likely duplicates, and export CRM data to a multi-sheet Excel workbook or CSV.
Tags & search
Tag customers by relationship, market, service or priority, then find those tags through the same customer search.
Customer timeline
See customer edits, applicant changes, deal activity, comments, reminders and tags together in one chronological activity view.
Reporting dashboard
See pipeline counts, wins and losses, win rate, reminders due soon, total upcoming reminders, recent customers and recent activity.
Share SimpleClient
Tell another small business about the CRM
Use the Share button to open your device's native share sheet, or download the square social graphic for Instagram, Facebook, LinkedIn and other channels.
Questions
Free CRM for small business FAQ
What is a small business CRM?
A CRM, or customer relationship management system, keeps customer information, sales opportunities and follow-up activity organized in one place.
Can SimpleClient CRM handle couples or co-applicants?
Yes. A main customer can have multiple additional applicants, each with name, email, phone, date of birth, address and comments.
Can I search by an additional applicant?
Yes. Search checks main customers and additional applicants. When an applicant matches, the associated main customer is returned and the match is clearly identified.
Does SimpleClient CRM keep deal history?
Yes. Deal creation, changes, stage updates and comments are recorded in a history timeline ordered from newest to oldest.
How is account access protected?
New accounts require email verification. Password reset uses a one-time link valid for 30 minutes, and CRM records are scoped to the authenticated user on the server.
Ready to organize your customer relationships?
Create a free account and start managing customers, applicants, active deals and follow-up reminders.