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The all-in-one CRM platform specialized in automating and growing service-based businesses.

Keep contacts, conversations, appointments, invoices, and projects in one clean dashboard instead of scattered across apps.
Build automated email and SMS sequences that nurture leads, confirm appointments, and re-engage past clients—without you manually hitting send.
Visual pipelines show exactly where every lead and client sits in your process, who owns it, and what happens next.
See which campaigns generate revenue, which services perform best, and where leads are getting stuck—so you can make decisions with data, not guesses.
From automated workflows to advanced analytics, Simple Biz Deluxe gives you everything you need to work smarter. Save time, reduce manual tasks, and keep your team focused on what matters most — building lasting customer relationships.
Centralized customer data management
Real-time interaction tracking
Automated workflows & reminders
Advanced analytics & reporting
Seamless team collaboration

Simple Biz Deluxe is designed for service-driven businesses that need a serious system—without enterprise-level headaches.
Coaches, consultants, creatives, and specialists who need a professional CRM without hiring an IT team.

Marketing, media, design, and professional service agencies managing multiple clients, projects, and campaigns.

Boutiques, spas, estheticians, salons, fitness studios, and local service providers who book, serve, and rebook clients.

Larger organizations that need consistent workflows, clear reporting, and user permissions across teams and locations.


Import your contacts, connect your calendar and communication channels, and choose a pipeline template that matches your business model.

Map out your stages—from lead to loyal customer. Turn your manual processes into automated workflows for follow-up, onboarding, and retention.

Turn on campaigns, booking links, and pipelines. Watch your dashboard to see where leads are converting and where tweaks are needed.

Add team members, new products or services, and additional pipelines as you grow—without rebuilding your tech stack from scratch.
Discover the powerful features that help you manage customer data effortlessly, track interactions in real time, and create personalized experiences. With intuitive tools and smart automation, you can strengthen relationships, improve satisfaction, and drive lasting growth.

Leverage AI for Predictive Insights and Sales Opportunities.

Analyze & track customer experiences at every touchpoint.

Actionable insights from customer interactions through it.

Boost sales team motivation and performance with it.

Effortlessly handle and optimize subscriptions with it.

Simplify user interactions & enhance usability with it.
Choose the plan that fits where you are today—with room to grow tomorrow.
Perfect for solo pros and small teams getting started with a real CRM
Email marketing
Marketing, sales, workflow
Up to 5 Individual Users
Lead management
Manage your contacts, pipelines, and core automations in one place. Run campaigns, track activity, and bring clarity to your sales process without overwhelming your team.
Built for growing teams that need more power and structure.
Everything in Basic Plan plus...
Up to 10 Individual Users
Customized Features
Proritized Support
Unlock additional users, advanced automations, deeper reporting, and more robust marketing tools to support your next level of growth.
For organizations that need a fully tailored system.
Everything in Pro Plan
Custom Workflows
Up to 20 Individual Users
Priority Onboarding
Tailored automations, integrations, and scaling support
We’ll work with you to design custom workflows, advanced reporting, user permissions, and onboarding for multi-location or higher-volume teams.

Our customers value the clarity and honesty we bring, knowing they’ll never face hidden fees or surprises — just reliable service they can count on.
“We went from tracking leads in three different spreadsheets to running everything inside Simple Biz Deluxe. Our follow-up improved overnight, we stopped missing opportunities, and our monthly revenue has grown consistently ever since.”
“As a coach, I needed a system that felt professional but didn’t require a full-time tech team. Simple Biz Deluxe gave me pipelines, automations, and clean dashboards that I can actually understand. My clients feel the difference.”
“Our agency uses Simple Biz Deluxe to manage campaigns, client communication, and reporting. Everything is in one place, so my team stays aligned and clients get clearer results.”
With advanced analytics and reporting, you can track customer behavior, sales trends, & many more to make
If you have any further questions or need assistance, our team is ready to help.
Simple Biz Deluxe is an all-in-one CRM and workflow platform that helps you manage contacts, pipelines, marketing, automations, bookings, and reporting from a single dashboard.
We serve service-based businesses of all sizes—including solo professionals, boutique agencies, brick-and-mortar shops, and multi-location teams—that want to get organized, automate more of their work, and grow without losing the personal touch.
Not at all. We built Simple Biz Deluxe to be powerful behind the scenes and simple on the front end. Our templates, guided setup, and support make it easy to get started—without a tech background.
Yes. You can add multiple users, assign roles and permissions, and share pipelines so everyone knows what’s happening with your leads and customers.
Simple Biz Deluxe runs on secure, enterprise-grade infrastructure with regular backups and encryption, so your customer data is protected and available whenever you need it.
No long-term contracts are required. You can start with a free trial, choose the plan that fits you best, and upgrade as you grow.
Simple Biz Deluxe brings your systems, your data, and your team into one place
—so you can focus on serving your customers and growing your revenue.

Discover the features that will transform your customer relationships
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