The simple CRM for agencies & studios.
Leads, projects, and retainers in one place for marketing, design, and dev shops — with scope-protected contracts and clean invoices.
- Leads & projects
- Retainers
- Scope protection
Your workspace, relabeled
- ContactsClients
- PipelineProjects
- DealsProjects
- AppointmentsMeetings
Your pipeline
Built for how agencies & studios actually work.
Scope creep eats margin
The agency agreement makes revisions and change orders explicit, so extra work is quoted, not absorbed.
Retainers to bill
Monthly retainers run as recurring invoices, with discovery and build work quoted from a ready price list.
Projects lose momentum
Lead, discovery, proposal, won: keep every project moving and see what's next.
Your prices, ready on day one.
BizSimple loads a starter price list built for agencies & studios — edit it, don't build it from scratch. Every line becomes a quote or an invoice in a click.
Discovery workshop
Structured kickoff: goals, audience, constraints, plan.
Brand identity package
Logo, palette, type, and usage guide.
Website design & build
Design and development, up to five pages.
Monthly retainer
Reserved hours each month; unused hours do not roll over.
Additional revision round
One extra round beyond those included.
Turned on the way agencies & studios need it.
Modules, ready to go
The lean core, plus what this trade tends to need — nothing else.
A contract for your trade
A agency services agreement is built in — a starting point written for your work, not a blank page.
Professional Services Agreement
Connect what you use
Suggested integrations for this trade — add them only when you want them.
Questions, answered.
Does BizSimple handle retainers?+
Yes — monthly retainers run as recurring invoices, and project work is quoted from a pre-loaded price list.
Is there a contract for client work?+
A professional-services agreement with scope, IP, and revision terms comes built in.
Do I have to use every feature?+
No. Every business gets the same lean core — contacts, pipeline, invoices — and everything else is an add-on you switch on only when it helps.
BizSimple fits your trade too.
One product, relabeled for each kind of business. Find yours:
The CRM agencies & studios actually keep using.
Start free with the core, and switch on the rest — point of sale, online store, booking — only when you need it. Every add-on is free.