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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.
Basic Plan
Email marketing – Send campaigns, newsletters, and follow-ups to your leads and customers.
Marketing, sales, and workflow tools – Build simple automations to nurture leads and move them through your pipeline.
Lead management – Keep all contacts, deals, and opportunities organized in one place
Up to 5 individual users – Give access to you and a small team without overcomplicating things
Everything in the Basic Plan, plus
Up to 10 individual users – Add more sales reps, admins, or marketers as your team grows.
Customized features – Access additional or tailored features to better match your workflows and goals.
Prioritized support – Get faster responses and higher-priority assistance when you need help
More advanced automations & reporting – Unlock deeper reporting and more robust marketing tools to support your next level of growth
Everything in the Pro Plan, plus
Custom workflows – We’ll design bespoke automations and processes around how your organization actually operates.
Up to 20 individual users (or more) – Support larger teams and multiple departments or locations
Priority onboarding – Guided onboarding, configuration, and training to get your team up and running quickly
Tailored automations, integrations, and scaling support – Build advanced integrations, set up user permissions, and ensure your system can scale as your business grows.

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.
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