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About
CRM Simple is a CRM application designed for growing businesses that want to manage customers and sales pipelines without complex setup or training. Its core interface is an “Ask AI” bar that accepts plain-English requests to navigate the app and perform common actions, such as listing customers, filtering deals by stage or value, showing won deals for a period, and viewing upcoming follow-ups. The product includes customer records with searchable details and histories, a six-stage pipeline (Lead, Qualified, Proposal, Negotiation, Closed Won, Closed Lost), and tools for prioritization and accountability like opportunity scoring, next-action due dates, and an audit trail with timestamps and user attribution. It also provides a dashboard view of pipeline value and actions, plus email templates and support ticket tracking linked to customer records.
Problem & solution
Problem
CRMs are complex to navigate, slowing customer and pipeline tracking.
Solution
AI bar lets users manage CRM tasks via natural language commands.
Who it's for
Small businesses, consultants, and sales teams
Main features
- Ask AI natural language bar
- 6-stage sales pipeline
- Customer management
- Live dashboard
- Email follow-up templates
Use cases
- Filter deals by stage/value
- List upcoming follow-ups
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