A CRM That’s Actually Simple

A clean, B2B-focused CRM built for small teams who want to track customers, follow-ups, notes, and tags — without all the overwhelming features of traditional CRMs.

No Learning Curve

Track Customers Effortlessly

No Pipelines

No Funnels to Manage

Just Notes & Follow-Ups

Made for Small Teams

Stay Organized Instantly

Simple. Clean. CRM.

Why SimpleTagCRM ?

Simple by Design

Most CRMs are built for big sales teams with complicated pipelines and deal stages.

SimpleTagCRM does the opposite. It keeps everything streamlined so you can focus on your

customers, not your software.

Perfect for B2B

Manage companies and the contacts inside those companies.

Assign sales reps, track communication history, and keep your business relationships organized

in a clear and intuitive way.

Organize Everything With Tags

Create and apply unlimited tags to segment customers, filter lists, and build powerful views.

No pipelines. No clutter. Just simple tagging that works.

Never Miss a Follow-Up Again

Schedule follow-ups, see past-due tasks at a glance, and stay on top of customer communication.

Your team always knows who to call and when.

Lightning-Fast to Learn, Zero Training Required

No onboarding calls. No certification courses.
Your team can log in and be productive immediately, even if they’ve never used a CRM before.

Exclusive Early Adopter Pricing

The first 100 users get SimpleTagCRM for $19/month for life
(normally $29/month)

  • No price increases

  • No contracts

  • No upsells

  • Full access to everything

All we ask is your feedback and an honest review once you’re using it.

Companies & Contacts (Made for B2B)

Track companies, their contacts, and every interaction with them.

No confusing modules — just a clean list, simple profiles, and a unified timeline of notes and

updates.

Follow-Up Tasks

Stay organized with a built-in follow-up calendar.

See what’s due, what’s overdue, and quickly add notes after each call or meeting

Timeline & Notes

Every update, tag change, and note appears in one simple timeline.

Your whole team gets the full picture instantly.

Flexible Tag Filters

Find exactly what you’re looking for using include/exclude filters, tag combinations, and rep

filters.

It’s fast, clear, and incredibly easy to use.

AI That Helps You Stay Organized

From onboarding to daily work, AI suggests useful tags, summarizes activity, highlights important updates, and helps you stay on top of customer relationships.

Traditional CRMs vs SimpleTagCRM

Why we’re taking a completely different approach.

Most CRMs were built for large sales teams, enterprise pipelines, and complex workflows.
Small B2B companies end up paying for features they’ll never use — and fighting a system that feels more like work than help.

SimpleTagCRM was created because real businesses don’t need another overwhelming platform.
They need clarity.

❌ The Problem With Traditional CRMs

1. Too many modules

Pipelines, deals, stages, campaigns, workflows…
Most small teams only need to track customer relationships — not build a sales operations department.

2. They force you into a “pipeline mindset”

Every lead must become a contact.
Every contact must become an opportunity.
Every opportunity must move through stages.
If you skip a step, the whole CRM feels broken.

Most businesses simply don’t work that way.

3. Data ends up scattered everywhere

Notes in one area.
Tasks in another.
Emails in another.
Contacts in a separate section.
You spend more time finding the info than using it.

4. Setup takes days — sometimes weeks

Custom fields → workflows → permissions → roles → automations → integrations…
By the time you finish, no one wants to use it.

5. Users quietly stop using it

The biggest CRM problem isn’t price.
It’s non-adoption.

If your team won’t use it daily, the CRM becomes useless — no matter how powerful it is.

✅ How SimpleTagCRM Is Different

1. One clean view of your customer

Companies → Contacts → Timeline.
Everything in one place.
No separate modules.
No hidden menus.
No decisions about “where something should live.”

2. Notes and follow-ups are the heart of the CRM

Because that’s how real small B2B teams actually work:

  • Talk to customer

  • Make a note

  • Set a reminder

  • Follow up

  • Repeat

SimpleTagCRM optimizes exactly THAT.

3. Tag-based organization — simple and flexible

Instead of pipelines and stages, you tag customers however you want:

  • “New user”

  • “High potential”

  • “Needs follow-up”

  • “Onboarding”

  • “Dormant customer”

No forced structure.
No complicated funnels.

4. Zero learning curve

If you can send an email, you can use SimpleTagCRM.

Most users understand the system in minutes — not hours or days.

5. Built for small B2B teams, not enterprises

We deliberately removed:

  • Funnels

  • Pipelines

  • Opportunity stages

  • Complicated automations

  • Enterprise dashboards

  • Workflow builders

Because small teams don’t need them — and using them slows everything down.

6. A CRM your team will actually use

That’s the entire mission.

A CRM is only valuable if it becomes part of your daily workflow.
SimpleTagCRM is designed to be so intuitive and fast that your team actually enjoys using it.

⭐ In short:

Traditional CRMs try to do everything. SimpleTagCRM does exactly what small B2B teams need — and nothing they don't.

Burning Questions And Answers

Yes — on purpose. No pipelines, no automation spaghetti, no enterprise modules.

Not for early adopters. Your rate is locked in for life.

We’re currently in development. Early adopters get notified first and get priority access.

 

Yes — each organization has its own database.

© SimpleTagCRM — Simple customer management for small B2B teams.
Made for businesses that don’t want complicated CRMs.