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SIMPLE BIZ DELUXE

Simple Biz Deluxe Features

Simple Biz Deluxe gives you everything you need to attract leads, close deals, deliver services, and keep customers coming back—in one unified system. Explore the core features that help you simplify your operations and scale your business with clarity.

Simple Biz Deluxe Features

Simple Biz Deluxe gives you everything you need to attract leads, close deals, deliver services, and keep customers coming back—in one unified system. Explore the core features that help you simplify your operations and scale your business with clarity.

CRM & Contact Management

Know your customers better than ever.

Pipelines & Deals

See every deal at a glance.

Automation & Workflows

Automate the busywork.

Marketing & Campaigns

Run campaigns from your CRM.

Scheduling & Appointments

Fewer no-shows, more bookings.

Invoicing & Payments

Make it easy to get paid.

Dashboards & Reporting

Instant clarity on what’s working.

Team Collaboration & Permissions

Keep your whole team aligned.

CRM & Contact Management

Know your customers better than ever.

Pipelines & Deals

See every deal at a glance.

Automation & Workflows

Automate the busywork.

Marketing & Campaigns

Run campaigns from your CRM.

Scheduling & Appointments

Fewer no-shows, more bookings.

Invoicing & Payments

Make it easy to get paid.

Dashboards & Reporting

Instant clarity on what’s working.

Team Collaboration & Permissions

Keep your whole team aligned.

CRM & Contact Management

Know your customers better than ever.

Pipelines & Deals

See every deal at a glance.

Automation & Workflows

Automate the busywork.

Marketing & Campaigns

Run campaigns from your CRM.

Scheduling & Appointments

Fewer no-shows, more bookings.

Invoicing & Payments

Make it easy to get paid.

Dashboards & Reporting

Instant clarity on what’s working.

Team Collaboration & Permissions

Keep your whole team aligned.

Feature 1 · CRM & Contact Management

CRM & Contact Management

Know Your Customers Better Than Ever

Store and organize every contact in one place—leads, clients, partners, and vendors. Add notes, tags, and custom fields so you can slice your database any way you need. See full histories of emails, SMS messages, calls, forms, and appointments, all tied to the contact record. No more hunting through inboxes and spreadsheets to remember “where that conversation left off.”

Feature 1 · CRM & Contact Management

CRM & Contact Management

Know Your Customers Better Than Ever

Store and organize every contact in one place—leads, clients, partners, and vendors. Add notes, tags, and custom fields so you can slice your database any way you need. See full histories of emails, SMS messages, calls, forms, and appointments, all tied to the contact record. No more hunting through inboxes and spreadsheets to remember “where that conversation left off.”

Feature 2 · Pipelines & Deals

Pipelines & Deals

See Every Deal at a Glance

Build visual pipelines that match the way you work—sales, onboarding, projects, renewals, and more. Drag-and-drop deals between stages to update progress in seconds. Assign owners, set values, and forecast revenue based on what’s actually in your pipeline, not just what’s in your head.

Feature 2 · Pipelines & Deals

Pipelines & Deals

See Every Deal at a Glance

Build visual pipelines that match the way you work—sales, onboarding, projects, renewals, and more. Drag-and-drop deals between stages to update progress in seconds. Assign owners, set values, and forecast revenue based on what’s actually in your pipeline, not just what’s in your head.

Feature 3 · Automation & Workflows

Automation & Workflows

Automate the Busywork, Keep the Human Touch

Turn your best processes into automated workflows. Trigger emails, SMS messages, tasks, and stage changes when someone fills out a form, books a call, makes a purchase, or moves in your pipeline. Build simple follow-ups or more advanced nurture sequences—without needing to write code.

Feature 3 · Automation & Workflows

Automation & Workflows

Automate the Busywork, Keep the Human Touch

Turn your best processes into automated workflows. Trigger emails, SMS messages, tasks, and stage changes when someone fills out a form, books a call, makes a purchase, or moves in your pipeline. Build simple follow-ups or more advanced nurture sequences—without needing to write code.

Feature 4 · Marketing & Campaigns

Marketing & Campaigns

Marketing That Lives Inside Your CRM

Design and send email campaigns, text blasts, and nurture sequences from the same platform that stores your data and tracks your deals. Use segments, tags, and filters to send the right message to the right audience. See which campaigns generate replies, bookings, and revenue—not just opens and clicks.

Feature 4 · Marketing & Campaigns

Marketing & Campaigns

Marketing That Lives Inside Your CRM

Design and send email campaigns, text blasts, and nurture sequences from the same platform that stores your data and tracks your deals. Use segments, tags, and filters to send the right message to the right audience. See which campaigns generate replies, bookings, and revenue—not just opens and clicks.

Feature 5 · Scheduling & Appointments

Scheduling & Appointments

Fewer No-Shows, More Booked Time

Share beautiful, branded booking links that sync with your calendar and notify your team. Automate confirmations, reminders, and follow-ups so clients show up ready and on time. Perfect for consultations, coaching sessions, demos, and in-person appointments.

Feature 5 · Scheduling & Appointments

Scheduling & Appointments

Fewer No-Shows, More Booked Time

Share beautiful, branded booking links that sync with your calendar and notify your team. Automate confirmations, reminders, and follow-ups so clients show up ready and on time. Perfect for consultations, coaching sessions, demos, and in-person appointments.

Feature 6 · Invoicing & Payments

Invoicing & Payments (if you use it)

Make It Easy to Get Paid

Create and send professional invoices in a few clicks. Track who’s paid, who’s overdue, and how much revenue you’ve generated this month. Connect payments back to contacts, pipelines, and campaigns so you can see the full story from first click to final payment.

Feature 6 · Invoicing & Payments

Invoicing & Payments (if you use it)

Make It Easy to Get Paid

Create and send professional invoices in a few clicks. Track who’s paid, who’s overdue, and how much revenue you’ve generated this month. Connect payments back to contacts, pipelines, and campaigns so you can see the full story from first click to final payment.

Feature 7 · Dashboards & Reporting

Dashboards & Reporting

Instant Clarity on What’s Working

Your dashboards tell you what you need to know at a glance: new leads, active deals, conversion rates, revenue, and more. See which channels and campaigns are driving results and where leads are dropping off in your process. Use simple, visual reports to make smarter decisions weekly—not once a year.

Feature 7 · Dashboards & Reporting

Dashboards & Reporting

Instant Clarity on What’s Working

Your dashboards tell you what you need to know at a glance: new leads, active deals, conversion rates, revenue, and more. See which channels and campaigns are driving results and where leads are dropping off in your process. Use simple, visual reports to make smarter decisions weekly—not once a year.

Feature 8 · Team Collaboration & Permissions

Team Collaboration & Permissions

Keep Your Whole Team on the Same Page

Add team members with role-based permissions so everyone has access to what they need—and nothing they don’t. Assign tasks, share notes, and collaborate inside the platform instead of chasing updates across email threads and group chats.

Feature 8 · Team Collaboration & Permissions

Team Collaboration & Permissions

Keep Your Whole Team on the Same Page

Add team members with role-based permissions so everyone has access to what they need—and nothing they don’t. Assign tasks, share notes, and collaborate inside the platform instead of chasing updates across email threads and group chats.