Features

Everything you need to run CRM ops for a service business.

• CRM

  Contacts, companies, deals, and pipeline in one SimplicitySuite system of record.

• Booking

  First-party booking pages and embeds tied to CRM contacts.

• Forms & intake

  Configurable lead forms with CRM field mapping.

• Follow-up automation

  Workflows for nurture, reminders, and handoffs.

• Referrals & affiliates

  Affiliate partners as CRM contacts with tracking and payouts.

• Pipeline tracking

  Deal boards, stages, and forecasting-friendly structure.

• Contact management

  Multi-email and multi-phone contacts with identity resolution.

• Attribution & events

  First-party attribution spine plus PostHog deep integration.

• Team workflows

  Shared queues, ownership, and operational handoffs.