Simple CRM for service businesses
Manage customers, reduce lead costs, grow revenue
One platform for lead management, email marketing, ads management and live reporting — with leads from your own channels and the Experts On Call network in the same pipeline.
No credit card required. Cancel any time.
Everything in one place
Inside the platform
Built for how service businesses actually work
Two lead sources, one pipeline
Your own leads and the Experts On Call network — side by side
Internal leads you generate yourself
Leads from your website forms, Google Ads, Meta campaigns, phone calls and referrals flow straight into your pipeline. Run your own ads, track cost-per-lead, and see exactly which channel delivers.
Leads from the Experts On Call marketplace
Consumers describe what they need on Experts On Call. Qualified leads matching your service area and category are delivered directly into your Simple CRM — no double-handling, no missed follow-ups.
This is why Simple CRM was built. Most CRMs handle one source well. Simple CRM was designed from day one to bring your internal leads and marketplace leads into a single view.
What you get
Lead management, marketing and reporting in one place
Lead management
Every enquiry in one pipeline. Auto-capture from forms, phone, ads and the EOC network. Score, assign and track every lead to close.
Email marketing
Send campaigns, follow-up sequences and quote reminders. Segment by lead source, industry or status. Track opens, clicks and conversions.
Ads management
Run Google and Meta ad campaigns from your CRM. Set budgets, target suburbs, and see cost-per-lead alongside your pipeline — no third-party tools needed.
Live reporting
Real-time dashboards for pipeline value, ad spend, conversion rates and revenue. Know which lead source gives you the best return.
Conversion tracking
Server-side conversion API connects ad platforms to real customer actions — not just form fills. Accurate attribution even as browser tracking fades.
Fast setup
Live in days, not months. No complex migrations, no consultant fees. Pre-built workflows for quoting, booking and follow-up.
Email campaigns
Send the right message at the right time
Do I need to be on the Experts On Call network?
No. Simple CRM works as a standalone CRM. But if you join the provider network, marketplace leads flow directly into your pipeline alongside your own leads.
What does the free trial include?
Full access to every feature — lead management, email marketing, ads management, reporting and EOC network integration. No credit card required to start.
Can I run my own Google and Meta ads from Simple CRM?
Yes. Set budgets, target service areas, and track cost-per-lead directly from your CRM dashboard. No third-party ad tools needed.
How is this different from HubSpot, Zoho or Salesforce?
Those platforms are built for enterprise sales teams. Simple CRM is built for service businesses — trades, home services, auto, legal, finance, medical, beauty and real estate. Faster setup, simpler workflows, and built-in marketplace lead integration you won’t find anywhere else.
Ready to try it?
Start your free trial
Full access for 14 days. No credit card required. No lock-in contracts.
- Lead management & pipeline
- Email marketing & automations
- Ads management & tracking
- EOC network lead integration
- Live dashboards & reporting
Prefer to talk first?
Call us — we’ll walk you through it
Our team can answer questions and help you get set up.