Solo & small business
Freelancers, mom-and-pop shops, one-person teams.
Contacts→Customers
Calendar→Appointments
All.systems.operationalOpen app
[ BizSimple.CRM / v1.0 ]Scroll.to.explore
One calm place
for every business.
Contacts, pipeline and invoices for every kind of business — then free add-ons that grow the app around what you actually do. Sell at a counter, take orders online, book appointments. No bloat, no lock-in, no manual required.
Add-ons are free No lock-in Live in minutes
BizSimple // workspace
LivePIPELINE.OPEN
$18,100
AR.PENDING
$10,800
Deals to move forward$6,000$1,500$4,800
Q3 sponsorship
Devon Wells
Wedding catering
The Hensley Family
Brand refresh
Priya Nair
[ 01 / Setup ]
Live in minutes, not months.
PICK01
Choose your business type
CORE02
Contacts, pipeline, invoices ready
CONNECT03
Add only the tools you use
GROW04
Turn on more as you scale
[ 02 / Registry ]
Built for every kind of business.
One product, many languages. BizSimple relabels itself to fit how your business actually works — so a restaurant sees guests and bookings, and a clinic sees patients and appointments, without either of them configuring anything.
23 kinds of business, and counting
See BizSimple for your industry
CRM for RestaurantsCRM for CreatorsCRM for Retail & productCRM for Small businessCRM for Service businessesCRM for NonprofitsCRM for Clinics & practicesCRM for Real estateCRM for Fitness & wellnessCRM for Tutors & coursesCRM for Agencies & studiosCRM for Home services & tradesCRM for Events & weddingsCRM for Legal & professionalCRM for Musicians & bandsCRM for Software & devCRM for Doctors' officesCRM for Auto shopsCRM for WholesalersCRM for VeterinaryCRM for Field serviceCRM for Pediatrics
[ 03 / Core ]
Three things every business needs.
01 / CONTACTS
Contacts
The people and businesses you deal with, in one calm list. BizSimple speaks your language, so a restaurant sees guests and a creator sees collabs.
02 / PIPELINE
Pipeline
Track work from first hello to closed and paid. Simple stages, move a card with a tap, and a small celebration when you win.
03 / INVOICES
Invoices
Send a clean invoice in seconds and get paid with a tap. Card payments run through the platform's gateway.
[ 04 / Tour ]Sent
See it work, end to end.
The whole job, from a new contact to money in the bank, in one calm flow. No tabs to juggle, no manual to read.
Find anything
One search across everything.
Start typing and BizSimple looks through your contacts, pipeline and invoices at once. Jump straight to the record you need in a keystroke.
devon
Devon WellsWells Mediacontact
Q3 sponsorship package$6,000deal
SMP-1042Wells Media - $6,000invoice
New1
Talking2
Proposal2
Drag a card to move a stage
Move the work
A pipeline you can just drag.
Grab a card and drop it in the next stage, or tap the arrows. From first hello to won and paid, with a small celebration when you close.
Get paid
A pay link your customers can trust.
Every invoice comes with a clean, secure payment page. Share the link, your customer pays by card or crypto, and BizSimple marks it settled automatically.
Invoice
SMP-1042
Amount due$6,000
Pay $6,000
Encrypted and secure
[ 05 / In practice ]
The same core, the way you work.
Six businesses, one product. Here is what a day in BizSimple looks like for each of them.
USE.01
Solo & small shops
Track every regular, quote a job, and send an invoice from your phone between customers. One list, no clutter.
Customers // Deals // Invoices
USE.02
Creators & podcasters
Keep sponsors and collabs in a simple pipeline, log every brand conversation, and invoice deals the moment they close.
Contacts // Collabs // Sponsors
USE.03
Retail & product
See your best customers, follow wholesale orders through each stage, and connect Shopify or Square when you are ready.
Customers // Orders // Stock
USE.04
Restaurants & hospitality
Hold guest details, manage private-event bookings on a clear board, and send deposits and final bills without a spreadsheet.
Guests // Bookings // Deposits
USE.05
Services & appointments
Move each job from enquiry to booked to paid, keep client notes in one place, and sync your calendar only if you want to.
Clients // Jobs // Schedule
USE.06
Nonprofits & community
Track supporters and campaigns, record pledges as they progress, and send clean receipts that keep your books honest.
Supporters // Campaigns // Pledges
[ 06 / Add-on Marketplace ]ReadyNeeds setupReadyReadyReadyNeeds setupSee the whole marketplace
Grow the app, not the bill.
BizSimple starts small on purpose. Everything a particular trade needs beyond contacts, pipeline and invoices is an add-on — free, turned on by you, and installed into your own CRM rather than bolted alongside it. Turn one on and the app grows a screen. Turn it off and it goes quiet, keeping everything you recorded through it.
AI Assistant
A copilot that knows your business.
AI Receptionist
Answer customers on your page, day and night.
Inspections
Build the checklist once, fill it out on every visit.
Automations
When something happens, do something automatically.
Help Desk
Every customer issue in one queue.
Landing Pages
Campaign pages built to convert.
Installed is not the same as workingNeeds setup
It tells you what is still missing.
Turn on a till with nothing in your catalogue and most software will happily let you walk to a counter and find out. Every BizSimple add-on declares what it needs, checks it against your workspace, and says so in plain words with a link that fixes it.
Point of Sale
Installed · not ready yet
A register
A register is the till itself — its name goes on the receipt and its takings are what you reconcile.
Optional · Card payments
Without it you can still take cash and bank transfer, but not cards.
Free, all of them
Not a tier, not a trial, not per-seat. An add-on is part of what you already pay for.
Off does not mean gone
Turning one off hides it. Yesterday's sales are still yesterday's sales, and turning it back on finds them where you left them.
A real toolbox, live today
AI assistant and receptionist, automations, help desk, inspections, landing pages, marketing, reviews, loyalty, referrals, inventory, suppliers, time tracking, forms and expenses — all here now.
[ 07 / AI ]
AI that works off your own data.
Not a chatbot bolted to the corner. Two assistants grounded in your real workspace — one for you, one for your customers — that answer from what’s actually there and never invent a number.
For you
AI Assistant
A copilot that knows your business. Ask who owes you money, what to chase today, or what a customer’s history looks like — and get an answer from your live contacts, deals and invoices, not a guess. It drafts the reminder or the follow-up, ready to paste. It reads; you stay in control of what actually sends.
Who hasn’t paid me this month?
Three invoices are open, $9,400 in total. The oldest is SMP-1042 (Wells Media, $6,000), 12 days over. Want a reminder drafted?
For your customers
AI Receptionist
On your public page, day and night, answering visitors from what you’ve published — your services, prices, hours, FAQs. It only ever states what’s really on the page, never a made-up quote, and the second a question needs a person it hands the whole conversation to your live chat inbox — or opens a help-desk ticket so nothing is lost.
Do you pump aerobic systems? What’s the cost?
Yes — aerobic (ATU) service is listed at $285. I can have someone confirm a visit; connecting you to the team now.
Grounded, not guessing
Answers come from your workspace and your published page — never invented hours, prices or policies.
Read-only by design
It drafts and answers. It never sends, charges or changes anything on its own.
Everywhere it helps
Automations, the help desk, inspections and imports all lean on the same AI — matching columns, routing tickets, drafting follow-ups.
[ 08 / Point of Sale ]
A till that runs in a browser tab.
Ring up items from the same catalogue your invoices use. Take cash or card, hand over a receipt, and see the day’s takings without counting a drawer twice. It is a till, and it is free.
bizsimple.io/dashboard/pos
Search the catalogue
Flat white$4.50
Cortado$3.80
Carrot cake$3.75
Sourdough loaf$5.20
Cold brew$4.20
Almond croissant$3.40
This sale
Flat white2$9.00
Carrot cake1$3.75
Subtotal$12.75
Discount-$1.00
Tax 8.75%$1.03
Total$12.78
Cash Card
Complete $12.78
Change $7.22
Money to the cent
A coffee is $4.50. Most CRMs store whole dollars, which is fine for a $4,500 invoice and useless at a counter. BizSimple's catalogue keeps the real price, so the till charges what the sign says.
A double tap cannot charge twice
Every cart carries a key covering what is in it. Press Complete twice, lose your connection and retry, and the same sale is recorded once. Add a muffin first and it is a different sale, charged properly.
Tax after the discount
The order every tax authority expects, and the order that stops discounted customers being overcharged. Each register carries its own rate, so two locations can differ.
Stock counted down as you sell
On anything you asked to track. Selling the last one is allowed — refusing a paying customer at the counter because a number says zero is worse than a count to fix — but you are told.
Today · Front counter
Sales
38
Taken
$412.60
Refunded
$18.50
In the drawer
$196.10
Cash counted as tendered less change, less any cash refunds paid out today. Card refunds never touch the drawer, so the number on screen is the number in the till.
End of the night
The drawer figure you can actually trust.
Refunds are counted on the day they were paid out, not the day of the original sale — putting them back on the sale’s date is how a drawer ends up short against a figure that claims to balance. Card refunds never touch the cash. Every refund is an itemised line, not a number that quietly moved.
More on Point of Sale[ 09 / Online Store ]$28.40$13.20$9.00
A page that sells, without building a website.
One link, carrying your details, your hours and everything in your catalogue. Put it in a bio, on a QR code, or in a shop window. Customers browse and order; the order arrives on your desk with the customer already saved as a contact.
cornercafe.com/shop
Corner Cafe
Order ahead, collect from the counter.
12 Market Street Mon–Sat 7–4
Drinks
Flat whiteDouble shot, silky milk$4.50Add
Cold brewSlow steeped overnight$4.20Add
Bakery
Carrot cake$3.75Sold out
3 items$13.20
Orders, not just a shopping cart
An order is a promise: somebody has asked for something and gone away, and you still have to make it, pack it and hand it over. So it arrives as a queue with one button that moves it along, and the customer is told when it is ready.
Your catalogue, already there
The same items the till and your invoices use. Sold out is worked out from the stock you already keep. Anything internal can be left off the public page in a tick.
Card payments straight to you
With a card gateway connected, customers are taken to pay when they order. Without it the store still works — the order comes through and is settled on collection, which is what most counters do anyway.
Collection, delivery or both
With a delivery charge, a minimum order, tax, and a message for when you are closed. The page stays up and explains rather than vanishing.
On your desk
Everything owed, in the order it came in.
Accept, prepare, ready, handed over. Stock moves when the goods actually leave, and cancelling puts it back — once, however many times someone clicks. The customer gets an email the moment you mark it ready.
More on Online StoreOrders to fulfil
O-1043Paid
Ada Lovelace
Delivery
Accept
O-1042Paid
Grace Hopper
Collection
Mark ready
O-1041Unpaid
Alan Turing
Collection
Handed over
[ 10 / Getting started ]
Set up once, properly.
Seven short steps that ask what your business is, what it sells and who it sells to — then set the app up around the answers. Every answer is saved as you give it, so closing the tab three steps in costs you nothing.
Step 3 of 743%
BusinessDetails3Clients4Catalogue5Add-ons6Payments7Finish
Bring your clients across
However you keep them now — a spreadsheet, another CRM, or two years of notes — there is a way in here.
Upload a file
CSV from another CRM
Paste from a sheet
Copy the cells, paste
Add a few by hand
No list to import
Let the AI read it
Notes, signatures, invoices
It speaks your trade
Pick what you do and the app follows. Contacts become guests, patients or fans. The pipeline becomes your bookings. The dashboard shows the numbers your kind of business actually watches.
A starter kit for your business
Turn on a catalogue, a contract template and booking hours built for your trade — offered and unticked, with the exact list shown first. Nothing appears you did not agree to.
Saved as you go
Every answer is kept the moment you give it. Close the tab three steps in and you pick up exactly where you left off — no lost work, no starting over.
Your data is yours
Export everything — contacts, invoices with their payment schedules, the lot — in one file, anytime. No lock-in, no hostage-taking.
[ 11 / Data migration ]
Bring your whole business over.
Switching systems is where most CRMs lose you — a wall of columns, a silent import, and a mess to clean up. BizSimple’s migration tool takes a CSV from whatever you were on and moves it in properly, one record type at a time, showing you exactly what will happen first.
Which column is which?
I have had a guess from your headers. Change anything I got wrong.
Full NameAda Lovelace · Grace HopperName
E-mailada@example.com · grace@…Email
Mobile555 0100 · 555 0101Phone
Internal refAC-114 · AC-115Skip this column
412 of 418 rows will come in
Eight kinds of record, not just names
Contacts, companies, your price book, pipeline, invoices, estimates, appointments and tasks — each mapped from a file your old system exported. Or paste anything at all — notes, an email signature, an old invoice — and let AI pick the people out of it.
AI matches the columns you can't
Odd headers from another CRM? Let AI read your columns and their values and map them to the right fields. Or download a ready-made template and start clean. Either way, the guess is shown for you to correct — never applied silently.
A preview before anything is written
Every import runs a dry-run first — the exact counts, a sample of the mapped rows, and any bad rows flagged with the reason — before a single record is created.
Never clobbers what's there — and undo in one click
Duplicates are merged, not doubled, matched on email, name, SKU or invoice number. Changed your mind? Every import is logged and rolls back in one click, removing exactly what it added.
Your columns, whatever they're called
“E-mail”, “Primary Email”, “Bill To”, “Line Total” — they all land in the right place. No headers at all? The columns are judged on what's in them.
From any system
HubSpot, Salesforce, Jobber, Housecall Pro, QuickBooks, a spreadsheet — if it exports a CSV, it comes in.
Right where you work
It lives in Settings → Data, next to a one-click export of everything. Import, review, and undo without leaving the app.
[ 12 / Connections ]
And the tools you already pay for.
Add-ons are part of BizSimple and free. Connections are links out to things you already use, and they live in the same place so the question — what else can this do? — only has to be asked once.
Authorize.NetPayPalSquareNMIValor PayTechCoinbase CommerceBitPayShopifyGoogle CalendarGmailQuickBooksXeroMailchimpInstagramYouTubeWhatsApp
[ 13 / Why BizSimple ]
Simple where the old guard is heavy.
Legacy CRMs sell you everything and let you figure out the rest. BizSimple gives you the core, then gets out of the way.
BizSimpleLegacy CRM
Setup timeMinutesWeeks of onboarding
What you seeOnly what your business needsEvery feature, whether you use it or not
IntegrationsOpt-in, on and off anytimeBundled and billed by default
LanguageRelabels to your tradeGeneric sales jargon
Your dataExport anytime, no lock-inContracts and exit fees
PriceFlat and predictablePer-seat, per-module creep
[ 14 / Protocol ]
How BizSimple thinks.
P.01
Simple by default
You see only what your business needs. Everything else stays out of the way until you ask for it.
P.02
Only what you need
No forced modules, no upsell maze. Turn integrations on when they help and off when they do not.
P.03
Speaks your language
Pick your business type and the whole app relabels itself to the words you actually use.
P.04
Yours to keep
Your data is yours. Export anytime. No lock-in, no hostage-taking, no surprises.
[ 15 / Pricing ]
Simple pricing, like everything else.
Every plan includes the full core. Pick monthly for flexibility or yearly to save two months.
Included in every plan
The simple core: contacts, pipeline, invoices Light and dark, built mobile-first Business-type relabeling Public customer pay pages Export anytime — no lock-in Free updates, forever
2 months free
PLAN.01
Starter
For getting going
$49/ month
billed monthly
- Full core CRM — contacts, pipeline, invoices
- Estimates, contracts & e-signature
- Public page, online store & booking
- Take card payments
- 1 seat
PLAN.02Most popular
Pro
For growing businesses
$129/ month
billed monthly
- Everything in Starter
- Automations, Marketing, Reviews & Referrals
- Help Desk & Landing Pages
- AI Assistant
- SMS reminders · 3 seats
PLAN.03
Team
For teams that run on it
$249/ month
billed monthly
- Everything in Pro
- AI Receptionist on your public page
- Dispatch, routing, service plans & job costing
- Roles & permissions · up to 10 seats
- Priority support
Prices in USD. Cancel anytime. Your data stays yours.
[ 16 / FAQ ]
Questions, answered.
Q1
Is BizSimple really for any kind of business?
Yes. You pick your business type during setup and the whole app relabels itself, from a restaurant's guests and bookings to a creator's contacts and collabs. The core stays the same; the words fit you.
Q2
Do I have to use every feature?
No. Everyone gets the same lean core - contacts, pipeline, invoices. Everything else, from payments to calendars to accounting, is an add-on you switch on only when it helps and off when it does not.
Q3
Can I move my existing contacts in?
You can import contacts from a spreadsheet, and connectors like Gmail and your storefront can pull people in automatically. Nothing you add is trapped: you can export everything at any time.
Q4
How do payments work?
Send a clean invoice with line items, tax, and deposits, and share a secure pay link. Take cards through the platform's gateway (NMI), Authorize.Net, Square, PayPal, or your own merchant provider — until one is connected, invoices still track what is owed and what is settled. Estimates convert to invoices, and recurring plans bill monthly, quarterly, or yearly.
Q5
Can I take payment on the spot?
Yes. Finish the job and text a secure pay link from your phone — the customer pays in a tap and the balance updates the moment it clears. Accounts on terms (say a property manager or a builder) get a statement of everything they owe across all their properties.
Q6
Do you handle multiple locations and families?
A practice or group with several offices books per location, each with its own address and hours, and the customer picks where they're coming. Households stay together too: link siblings and their guardian under one family, so you reach the right adult and bill the right account.
Q7
Is my data safe and mine?
Your data belongs to you. There is no lock-in and no hostage-taking. You can export your full workspace whenever you like, and we keep only what is needed to run your account.
Q8
What does it cost?
Plans start at $49/month for the full core, and every plan includes contacts, pipeline, and invoices. Step up to Pro for automations, marketing and the AI Assistant, or Team for the AI Receptionist, dispatch and extra seats. Choose monthly billing for flexibility, or pay yearly and get two months free. Pricing is flat and predictable, with no per-module surprises.
Still curious? Get started and see for yourself.
[ Start ]
Start simple today.
Pick your business, get the core, and grow into the rest whenever you are ready.
BizSimple.CRM // Ready.when.you.are