SMPL CRM

Smpl CRM keeps your team's customers in one place: every contact, every company and every deal, shared with the people you work with and always up to date on your phone. Create a group for your business or team, then add contacts and companies everyone in the group can see. Log notes after a call, keep a company's tasks and files together, and check how your email campaigns did, wherever you are. CONTACTS • Names, emails, phone numbers and the company they work for • Your own custom fields, such as role, lead source or next follow-up • Search your contacts and page through big lists quickly • Mark contacts who opted out of email campaigns COMPANIES AND DEALS • Track each company's status and opportunity, from first lead to customer • See everyone you know at a company and add new contacts in one tap • Notes the whole team can read, with who wrote them and when • The company's tasks, checked off right from your phone • Files attached to the company CAMPAIGN RESULTS • Sent, opened, clicked and unsubscribed for every campaign • Open and click rates, and which links people clicked • Each recipient's history, and every campaign a contact has received ONE SMPL ACCOUNT • Use the same account in Smpl Notes, Smpl Tasks and the Smpl web app at smpl.actieve.com • Create an account or reset your password right in the app • Stay signed in; sign out or revoke a device from your profile any time PRIVATE BY DESIGN • No ads and no tracking • Your contacts are shared only with the groups you choose • Delete your account from the app at any time Smpl CRM is part of Actieve Smpl, the simple workspace for notes, tasks, files, projects, customers and more. Simple by design. Powerful when shared.

• A mistyped password no longer clears the sign-in form • Create an account and reset your password right in the app • Delete your account from Account if you ever need to • Show-password button and smoother screen transitions