CRM
Accounts, contacts and deals
Companies, the people inside them, and the opportunities you are working. Every email, call and note lands on the record, so the history survives the person who made it.
The whole product
Everything a growing business runs on, in one place.
Pipeline, quotations, support, automation and reporting — designed together rather than assembled from acquisitions, and all of it aware that you sell in India.
- Ten modules
- One REST API
- Per-branch permissions
In short
SimplCRM covers the full commercial cycle: leads and accounts, a deal pipeline with per-stage checklists, GST quotations with PDFs, support cases with SLA clocks, a knowledge base, automation rules, reports and dashboards, email and calendar sync, webhooks and a REST API. Permissions are set per branch and per person.
The modules
Each is a real part of the product, not a roadmap item.
Quotes
GST quotations and PDFs
Line items with HSN or SAC codes, tax by place of supply, your logo on the document, and a PDF that looks like your company rather than like a database.
Pipeline
Stages with checklists
Each stage has its own screen and its own requirements. A deal cannot reach Negotiation without the thing Negotiation needs, so the forecast means something.
Support
Cases with SLA clocks
Response and resolution clocks derived from priority, pausing when you are waiting on the customer. Internal notes stay internal.
Knowledge
A knowledge base
Articles your team writes once and points at forever, so the same question is not answered from scratch by four different people.
Automation
Rules in a sentence
When a deal is updated and the value is above ₹1,00,000, create a task and flag the forecast. Written in plain terms, tested before it goes live.
Reports
Dashboards without SQL
Group, filter and chart the records you already have. Money is exact, so the report and the quotation agree to the paisa.
Mail
Email and calendar sync
IMAP in from any provider, SMTP out from your own address. A reply reaches the person who wrote the original, not a shared inbox nobody reads.
Platform
Webhooks and a REST API
Per-workspace API keys, outbound webhooks on record changes, and audit export. Your website form can create a lead without anyone copying it in.
The parts people ask about
How do permissions work across branches?
Per person, decided when you add them. A branch manager sees their branch and nothing else; a regional head sees several; a director sees everything. Because a branch is a real object rather than a filter, the boundary holds in reports and exports too, not only on screen.
Can I add my own fields?
Yes. Custom fields can be added to the standard records and appear in forms, reports and the API alongside the built-in ones. A field you invented is not a second-class citizen that only shows up on the detail screen.
What happens to email replies?
They thread back onto the record. SimplCRM reads mail over IMAP from any server, matches the reply to the conversation it belongs to, and files it against the account, deal or case. A reply goes back to the person who wrote the message, not to a generic address.
Is there an audit trail?
Yes, and it can be exported. Who changed what, when, and from where, for the records that matter. On plans that include audit export it leaves the system in a form you can hand to an auditor without a screenshot.
Go deeper
GST billing and tax
Place-of-supply rules, HSN codes and one GSTIN per branch.
The sales pipeline
Stages, checklists, forecasting and the automation that keeps it honest.
Quotations
From line items to a sent PDF, and what happens to the deal afterwards.
The assistant
Ask your own data in plain English. It reads and only reads.
Accounting and banking
Ledgers, bank reconciliation, GST and TDS in the same workspace.
Attendance and payroll
Geo-tagged punches, shifts and leave, and a register that feeds pay.
Employee monitoring
Consent-based activity that follows the person, not the machine.
Document scanning
Photograph a bill and keep the figures as a draft entry.
Reports and dashboards
Group, filter and chart without SQL, a dashboard per app.
Lead capture
A field inbox, business-card reading and native Meta lead ads.
The mobile app
The pipeline, calls, capture and a punch in your pocket.
Security
A separate database per customer, encryption, and where data lives.
Pricing
Which modules are in which plan, and what each costs per month.
Questions
Migration, imports, offline access, contracts and support.
FAQ
Questions people ask
What modules does SimplCRM include?
Accounts, contacts and deals; GST quotations; reports and dashboards; sales automation; support cases with SLAs; a knowledge base; email and calendar sync; webhooks; a full REST API; and audit export. Which of these a workspace gets depends on its plan.
Does SimplCRM have an API?
Yes. SimplCRM exposes a REST API over the same data the application uses, with API keys issued per workspace, plus outbound webhooks that fire when records change. Both are how you connect it to a website form, an ERP or an accounting package.
Can SimplCRM sync email and calendar?
Yes. SimplCRM reads mail over IMAP from any provider — Gmail and Microsoft 365 included, but not only those — and sends over SMTP, so staff can send from their own address. Replies are threaded back onto the record they belong to.
Get started
Start in about a minute
Your workspace is created with its own database, a head office branch and the GST engine already configured.