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.
Every call, message, and opportunity answered - automatically.
Customers feel seen, heard, and supported 24/7.
Appointments booked for you - without lifting a finger.
Your brand stays active and engaging - even when you’re offline.
Focus on strategy, vision, and your life outside the business.
Know everything is running - even when you’re not watching.
The Problem Business Owners Face
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
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
Scales As You Do
“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
Mobile App Access
Run your business from anywhere.
Unlimited Pipelines
Communicate directly from the CRM.
Welcome sequences, reactivation campaigns, review requests.
Your data is safe and always accessible
No more scattered tools. No more missed opportunities. Just clarity, automation, and control.
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