One Dashboard to Manage Leads, Clients & Growth

Simplify Pro’s All-In-One Customizable Customer Relationship Management Hub keeps your entire business organized

- from first contact to paid client - so you can scale without chaos or missed opportunities.

Imagine This

No Missed Leads

Every call, message, and opportunity answered - automatically.

Instant, Professional Responses

Customers feel seen, heard, and supported 24/7.

Full Calendar

Appointments booked for you - without lifting a finger.

Social Growth on Autopilot

Your brand stays active and engaging - even when you’re offline.

More Time for What Matters

Focus on strategy, vision, and your life outside the business.

Peace of Mind and Control

Know everything is running - even when you’re not watching.

The Problem Business Owners Face

Growing shouldn’t mean juggling spreadsheets and a dozen apps

Running a growing business shouldn’t feel like juggling dozens of tools and notes.

  • Leads scattered across spreadsheets, emails, and sticky notes.

  • Missed follow-ups because reminders get buried.

  • Multiple apps for messaging, payments, scheduling, and tasks - none of them talking to each other.

  • Time wasted switching platforms instead of serving customers.

Disorganization = lost deals, frustrated team, and stalled growth.

The SOLUTION

Your All-In-One Customizable Customer Relationship Management Hub

Simplify Pro brings everything into one powerful, easy-to-use platform:

  • Lead Capture & Pipeline Tracking - Know exactly where every prospect is in your sales process.

  • Automated Reminders & Follow-Ups - Never forget to call, email, or text a lead again.

  • Text & Email Campaigns Built In - Engage prospects and customers without buying extra tools.

  • Payments & Invoicing - Send invoices, collect payments, and track revenue inside the CRM.

  • Task & Calendar Management - Assign work, set due dates, and stay on top of deadlines.

  • Reporting & Analytics - See real-time stats on leads, sales, and marketing ROI.

  • AI-Ready Integrations - Seamlessly connect with your AI Phone Receptionist & Chat Assistant.

  • Fully Customizable - Tailor pipelines, tags, dashboards, and automations to match your exact business flow.

All without the cost or complexity of hiring extra staff.

how it works

1. We Set It Up for You - Customized to your sales process & services.

2. Your Team Gets Onboarded Fast - No steep learning curve, we train and support you.

3. You Start Closing More Deals - Leads organized, follow-ups automated, and revenue tracked.

Why Business Owners Love It

Total Clarity

Every lead, deal, and client interaction in one place.

Speed & Efficiency

Automated follow-ups = faster response, higher close rate.

Less Admin, More Growth

Reduce busywork so you and your team can focus on revenue.

Scales As You Do

Add users, locations, and features - no need to switch systems later.

“The Customer Relationship Management Hub keeps our team organized and has boosted our close rate by 30%. It’s so much easier to track leads and never miss a follow-up.”

— Sophia K., Event Company Owner

“Before Simplify Pro, we used 5 different tools. Now everything - leads, messages, billing - lives in one dashboard. Game changer.”

— Mike R., Fitness Studio Owner

Bonus Benefits

Mobile App Access

Run your business from anywhere.

Unlimited Pipelines

Organize sales, onboarding, and internal workflows.

2-Way Text & Email Conversations

Communicate directly from the CRM.

Pre-Built Automations

Welcome sequences, reactivation campaigns, review requests.

Team Collaboration

Assign tasks, track activity, and keep everyone in sync.

Secure & Cloud-Based

Your data is safe and always accessible

Explore the High-Converting Websites We’ve Built

Finally - a Customer Relationship Management Hub that’s simple, powerful, and built for growth.

No more scattered tools. No more missed opportunities. Just clarity, automation, and control.

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