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FAQ about Simple CRM Platform

Explore Our FAQ for Quick Help and Clear Guidance.

Updated over 4 months ago

Why did you build Simple CRM when there are already so many CRMs out there?

Most CRMs are either too complex, too expensive, or both—especially when it comes to ad tracking and lead generation. We built Simple CRM because we needed something simpler, smarter, and more affordable for small businesses focused on growth, not busywork.


Can I track form submissions and send them to ad platforms automatically?

Yes! With Simple CRM, your lead data (like form submissions and lifecycle stages) is automatically sent to platforms like Google Ads, Meta, TikTok, and Microsoft Ads. This helps optimize your campaigns with real conversion data—no complex workflows or third-party tools required.


Do I need technical knowledge to use Simple CRM?

Not at all. We designed Simple CRM to be incredibly easy to use—even if you’ve never used a CRM before. Our drag-and-drop form builder, pre-set integrations, and clean interface help you focus on what matters: growing your business.


How does the Starter Package compare to other CRMs' entry plans?

Our Starter Package includes features that other CRMs charge extra for—like ad platform integrations and offline conversion tracking. It’s designed to be everything you need to get started, with room to grow when you're ready.


What happens when I outgrow the Starter Package?

Simple CRM grows with your business. When you're ready, you can upgrade to unlock advanced features—without migrating platforms or starting from scratch. It’s CRM that scales with your success.


Can I import my existing contacts and data?

Absolutely. Use our CSV import feature to bring over your leads and customer data. You can even map custom fields, so there’s no data loss or manual re-entry.


Do you offer support or onboarding help?

Yes! We're here to support you during your 14-day free trial and beyond. Plus, we’d love your feedback as we continue developing features. You can always reach out to us directly for questions, help, or to talk more about your specific needs.


What’s this Partner Program you mentioned?

Our Partner Program gives you up to 30% recurring commission for every business you refer to Simple CRM. And with our Partner’s Partner program, you can even earn from partners brought in by your referrals. It’s a win-win (win).

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