Customers and applicants
Store customer details, addresses, notes and one or more additional applicants. Search across both the main customer and linked applicants.
Free CRM for small business
SimpleClient CRM: customer management without enterprise complexity.
SimpleClient CRM gives small businesses one clear place to manage customers, additional applicants, sales opportunities, reminders and relationship history. It is free to use and runs in a modern browser on desktop or mobile.
Core features
A small-business CRM focused on the work you actually do.
The application combines customer records, deal tracking and reminders so important follow-ups stay visible without forcing every workflow into a complex sales platform.
Visual deal pipeline
Track New, Contacted, Negotiation, Closed/Won and Closed/Lost deals in a colour-coded Kanban pipeline with deal history and comments.
Reminders and follow-ups
Separate upcoming and overdue reminders, acknowledge completed follow-ups, and add reminders to Google Calendar or download an ICS calendar event.
Automatic birthday reminders
The CRM checks customer and additional-applicant birthdays automatically and creates upcoming reminders for birthdays within the next 30 days.
Tags and duplicate control
Organize customers with tags, detect likely duplicate records and merge duplicates while preserving related applicants, deals, reminders and activity.
Import, export and reporting
Move customer data with CSV or Excel, preview imports, review dashboard metrics and keep a chronological activity timeline for each customer.
Why use SimpleClient CRM?
Small businesses often need more structure than a spreadsheet but less overhead than a large CRM platform. SimpleClient CRM focuses on customer records, opportunities and next actions.
Fast to understand
The dashboard summarizes customers, active deals, upcoming reminders and pipeline status. The interface supports light and dark modes and can be installed as a web app.
Relationship context stays together
Open a customer to review additional applicants, deals, reminders, tags and the activity timeline instead of searching across separate notes and files.
Account-based access
Each signed-in user sees only data associated with that account. Registration uses email verification, and password reset links are time-limited.
Questions
SimpleClient CRM FAQ
Is SimpleClient CRM free?
Yes. The application is currently available as a free CRM for small businesses at crm.agentforces.ca.
Can I manage more than one applicant for a customer?
Yes. Each main customer can have multiple additional applicants with their own name, email, phone, date of birth, address and comments.
Does it include reminders?
Yes. You can create dated reminders, separate upcoming and overdue follow-ups, acknowledge overdue reminders and add reminders to supported calendars. Birthday reminders are generated automatically for upcoming birthdays.
Can I import an existing customer list?
Yes. Import and export tools are available in Settings, including CSV and Excel workflows with preview and duplicate warnings.
Does it work on phones and tablets?
The interface is responsive and SimpleClient CRM can be installed as a progressive web app on supported browsers and devices.
Ready for a simpler customer-management workflow?
Create an account and start organizing customers, deals and follow-ups in SimpleClient CRM.