Simple CRM
Connect relationships, executions, and evidence in a single repository. AI CRM since 2015.
Simple CRM is a French customer relationship management platform that centralizes contacts, relationships, sales activity and supporting documents in a single repository. It addresses the need to keep commercial activity traceable and organized, covering prospecting, shared calendars, document management and reporting alongside sales, purchasing, after-sales service and project tracking.
Core modules include contact management, a shared agenda with delegation and planning views (Gantt, Kanban), a prospecting query module, document management for quotes and contracts, and report generation. AI features include lead detection, automatic email generation, voice input, address auto-completion with geolocation, predictive analytics and an assistant named HaPPi. The platform connects with email clients, telephony, file managers and web services, and offers mobile access through Simple Pocket CRM. Additional tools cover online payment, electronic signature, newsletters, SMS, chat and API-based customization.
Simple CRM targets SMEs, mid-market companies and public administrations, with industry adaptations for sectors such as associations, B2B, industry, transport, consulting and the public sector. It is available in four editions — Starter, Classic, Business+ and Enterprise — plus an edition for visually impaired users, with optional add-ons. A free trial is offered without commitment, and training and consulting services are available separately.
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