Absolutely not! Simple CRM lives up to its name by being incredibly user-friendly and straightforward to navigate. We’ve designed it with simplicity in mind, ensuring that you can start leveraging its features quickly without a steep learning curve. Additionally, we provide a comprehensive video library that covers a wide range of topics. These tutorial videos are designed to show you step-by-step how to perform nearly any action within the CRM, from basic setup to more advanced functionalities.

If you ever find yourself needing extra help or if you have specific questions, getting support is just as simple. All you need to do is fill out a support form on our website, and our tech support team will get back to you promptly with a solution. We’re committed to providing swift and effective resolutions to ensure that your experience with Simple CRM is as smooth and beneficial as possible.

There is an optional setup fee of $399 for those who prefer a hands-off approach to getting started with our CRM. This one-time fee includes a comprehensive setup package tailored to streamline your transition. The setup package covers:

• Full CRM customization to fit your business model
• Initial import of your existing contacts into the CRM
• Custom email sending subdomain
• Registered system phone number
• Setup of your custom pipelines and contact management system
• Implementation of the custom chat widget on your site
• Custom field creation
• Opt-in form build
• Two 1-hour consultations in the first month

For those looking to save on costs, we offer a detailed video library with step-by-step guides on setting up and optimizing your CRM. This library is an invaluable resource for doing it yourself, constantly updated with new content to help you make the most of our platform.

Other fees to consider include costs for bulk emailing, SMS texting, website hosting, and any custom integrations needed that are not covered under the plan overview. These are based on usage and specific needs, ensuring you only pay for what you use. Depending on the plan you register for, you will have a certain amount of monthly email allotment included. For example, the Wise Professional account gives users 10,000 emails every month without increasing cost. Going beyond this will incur additional fees. SMS and use of Ai are not included in any of our packages and have their own respective fees of $0.02 per message. 

The only other fee is if you would like us to host your website for you. A WordPress website is 100% included with any of our packages when selecting one of our in-house built templates. However, like every website on the internet, it does require hosting. We can host your website on our high speed serves for $25/mo

Although you won’t be able to take the software with you, the website and all of your leads are yours to take wherever you’d like. 

Contacts are simple to export into a CSV file. We specifically build WordPress websites instead of a website hosted within the CRM for this very reason. By having your website separate from the CRM, you are able to keep your website and take it wherever you would like to host it next. 

You won’t get any gruff from us. We are confident in the value we bring to the table, but if you feel we aren’t the right fit, we certainly will not make things difficult for you and will assist you in your transition away from our platform. 

Every month we create new content for you to download and put to use. This includes a new lead magnet (which is something of value that interested website or social media visitors can download for free in exchange for their contact information), 2x optimized blogs (these are researched, professionally written, and contain references), a newsletter template, and 8x social media posts for Instagram & Facebook. 

All content is made in Canva and will be easily editable for you to customize to your unique brand style. If you are not familiar on how to do this, don’t worry. It is simpler than you think. We have also included a tutorial video on this to walk you through how to customize our content to your brand. 

If you are too busy and don’t have a team member to help you with managing your CRM, we can step in and help!

Starting at $750/mo (this includes the price of the CRM), we can assign you your own personal VA to manage it for you. Our VAs are highly trained and adept in the software so you can be sure that all of your systems are being setup and managed with precision. 

Our VAs can help with building new custom automations, forms, managing newsletters, building pipelines, managing your custom values, manage your website, and much more. If this is something you are interested in, simply ask about it during your demo and we will get you taken care of.