Know everyone. Follow up with everyone.
Every enquiry, client and subscriber in one place inside WordPress, with a timeline of every form they filled in and every email they opened. Pro remembers the follow-ups for you.
No monthly fee per contact. Your data stays in your own database.
- Deal: 8 Week Kickstart moved to Proposal sent2 minutes ago
- Task: Call Sam about their enquiryDue today
- Opened “October tips” newsletterYesterday
- Filled in “Request a Consultation”Bad knee, wants to get fitter for June
The CRM you’ll actually open every day.
Just the parts small businesses use, without the price tag or the learning curve.
Contacts that fill themselves
Everyone who fills in a form or joins your newsletter is added automatically. No copying and pasting.
One timeline per person
Their form answers, the newsletters they opened and clicked, your notes and tasks, newest first.
Tasks that nag you
Follow-ups with due dates, and a dashboard that shows what needs doing today.
Tags and stages
Group people with tags and see where everyone is, from Lead to Client, at a glance.
Deals pipeline Pro
Drag sales from “New enquiry” to “Proposal sent”, see the total value, and mark them won or lost.
Automations Pro
“When this happens, do these steps”: tags, tasks, emails and newsletter hand-offs, on autopilot.
Better together.
Works on its own, and joins up with our other plugins when you have them.
Never forget a follow-up again.
Build “when this happens, do these steps” in plain English, or start from a ready-made recipe. Waiting people move on by themselves, even while you’re asleep.
- Starts when someone fills in a form, is tagged, changes stage, joins a newsletter list or a deal moves.
- Tags, stages, tasks, deals, emails, alerts to you and webhooks.
- “Only continue if” checks, so nobody gets chased after they’ve signed up.
- Hands people to Really Simple Newsletters to start an email series.
- When someone fills in “Request a Consultation”
- Then tag them “Enquiry” and make them a Lead
- Then email me, and add a task: “Call Sam today”
- Then add them to the newsletter’s welcome series
- Wait 2 days
- If they’re still a Lead…
- Then add a task: “Follow up with Sam”
Free to use. Pro when you’re ready.
The free version is a complete CRM, not a trial. Pro adds selling and automation.
| Feature | Free | Pro |
|---|---|---|
| Contacts, tags, stages and your own fields | ✓ | ✓ |
| Timeline of forms, newsletters, notes and tasks | ✓ | ✓ |
| Tasks and today’s dashboard | ✓ | ✓ |
| Import from forms, newsletters or a CSV | ✓ | ✓ |
| Deals pipeline with drag and drop | — | ✓ |
| Automations with ready-made recipes | — | ✓ |
| Newsletter steps (lists and email series) | — | ✓ |
The free version is coming to WordPress.org. Pro customers get it straight away.
Pay once. Keep it.
No charge per contact and no monthly bill. Buy directly from us and use it for as long as you run your site.
Really Simple CRM Pro
- Everything in the free version
- Deals pipeline and automations
- Newsletter steps for Really Simple Newsletters
- Future updates included
One site per licence. Running more than one? Email hello@andrewhill.org.uk and we’ll sort out extra licences.
Questions
Do I need your other plugins?
No. Really Simple CRM works on its own. With Really Simple Forms, form senders become contacts automatically; with Really Simple Newsletters, their email activity shows on their timeline.
Does it send newsletters?
No, that’s what Really Simple Newsletters is for. CRM Pro sends one-off personal emails from automations and hands people to your newsletter for anything bigger.
Can I bring my contacts from another CRM?
Yes. Export a CSV from ActiveCampaign, Mailchimp or a spreadsheet and import it. Name, email, phone, company and tags are recognised.
Where is my data?
In your own WordPress database. Nothing is sent anywhere unless you add a webhook step.
Is there a limit on contacts?
No. You don’t pay per contact, and there’s no monthly fee.
What do I need?
WordPress 6.0 or newer and PHP 7.4 or newer.