Walnut entry bench
Deposit paid, shipping address saved
For marketplace sellers, makers, collectors, and custom shops
A free CRM that keeps seller follow-up simple.
Start with the basics: who asked, what they wanted, and what needs to happen next. Add more when the CRM is already helping.
No credit card
Open today
Add details later
Open orders
28
Follow-ups
11
Address checks
Pro
Lead
9
Quote
6
In production
8
Ready
5
Why it feels easier
Simple enough to keep using.
A practical workspace for sellers who need customer history without becoming software admins.
Start with one record
Save one customer, order, lead, or follow-up. That is enough to begin.
Remember the next step
Keep the follow-up visible so good leads do not disappear in messages.
Grow when ready
Use the free CRM first. Add Pro when support, plugins, pricing tools, or more room are worth it.
Why follow-up matters
CRM habits create measurable business value.
Benchmarks are not promises. They show why customer records, repeat buyers, and light follow-up are worth tracking.
Small retention gains can create large profit lift.
Retention lift
5%
Profit impact
25-95%
Bain research connects a 5% retention increase with profit gains from 25% to 95%.
Useful records support follow-up value.
Email marketing
$36
per $1 spent
CRM studies
$8.71
per $1 spent
Email ROI is marketing context. CRM ROI shows why keeping customer and sales records can be worth the habit.
Records turn scattered activity into proof.
CRM
Customers
Quotes
Orders
Follow-ups
Repeat buyers
Clean records help show pipeline, repeat customers, open quotes, and follow-up value beyond raw sales totals.
Simple meaning
Know who bought, who asked for a quote, who needs a reply, and who may buy again. That is the first layer of CRM value.
Sources: Bain & Company loyalty research, Litmus email ROI guide, and Nucleus Research CRM ROI study.
Simple use cases
See how small sellers can turn follow-up into value.
These examples use public CRM, retention, and email marketing benchmarks with simple seller scenarios.
Capture booth leads and follow up after the show.
Turn QR signups, warm conversations, and post-event reminders into a repeatable follow-up workflow.
View use caseTrack quote requests, deposits, and project details.
Keep custom work from stalling when pricing, proof approval, materials, or follow-up gets scattered.
View use caseRemember serious buyers across messages and listings.
Track buyer interest, item notes, pickup/shipping details, and repeat-buyer opportunities.
View use casePick your starter CRM
Choose the setup that matches how you already sell.
Whether leads come from Facebook Marketplace messages, Etsy orders, craft fairs, or direct requests, RetainSimply helps you spot serious buyers, avoid dead-end quotes, and keep next steps in one place.
Quotes, deposits, materials, and repeat buyers.
Stop rebuilding the same customer story from texts, DMs, and notebooks. Track budget, timeline, details, and readiness before spending time on a quote.
Facebook Marketplace, Etsy, buyer messages, and item notes.
Buyers see ads everywhere and message fast. Track who is serious, who needs pickup/shipping details, and who is probably not worth chasing.
QR signups, booth leads, post-show follow-up.
Best hook: turn show traffic into a list you can actually follow up with after the booth is packed away.
Quick planning tool
Give sellers a useful follow-up plan before signup.
Answer a few questions and get a simple follow-up plan you can save into your CRM.
Starter plan
Collect the lead, tag the source, schedule the next touch.
Use this tool to generate a focused follow-up plan and then save the workflow into a free RetainSimply workspace.
Save into free CRMFree CRM builder
Set up the free CRM basics.
Email, workspace name, main selling place, and starter focus. That is enough to open the CRM.
Hearth & Thread Co.
Custom Orders CRM
1admin
4users
1,000contacts
Etsy
Facebook Marketplace
Later
Settings and Pro tools stay out of the way until you want them.
SpaceSimply pages
A simple page for signups at shows and online.
Use a quick link or QR code when you need people to join your list without handing them a spreadsheet.
May Market Booth 42
Hearth & Thread Co.
Stop by, join the list, and get first notice when the next custom run, event drop, or rare find is ready.
Name
Email or phone
No website required
Use a clean public page when a full website, custom plugin, or embedded form is too much work.
Free event capture
Free includes 3 saved event pages at a time for QR codes, booth details, offers, and follow-up lists.
Feeds the CRM
New signups can land in your CRM instead of getting lost after the event.
SpaceSimply network
Find other sellers and places to sell.
The community side stays practical: follow useful seller spaces, ask specific questions, and find fairs, shows, conventions, and booth spaces.
Follow seller spaces
Sellers can follow public SpaceSimply pages, save favorite shops, and see event updates without turning the CRM into noisy social media.
Seller forums
Categories can include custom makers, collectors, resale and flipping, engraving, equipment, parts, craft shows, conventions, and niche marketplaces.
Fairs & Spaces
Companies that sell booth space can list events, accept booth requests, and add Stripe payments when they are ready.
Plugin-ready CRM
Spend less time copying from marketplaces.
Pro tools can help bring order and customer details from the places you already sell.
EtsyOrders and buyers
Facebook MarketplaceLeads and messages
ShopifyStore customers
eBayMarketplace buyers
Amazon HandmadeOrder records
FaireWholesale accounts
Daily work
The daily pieces that keep the business moving.
A real seller moment
One customer, one order, one next step.
RetainSimply should feel like a calmer workbench: customer details, order status, event leads, and reminders close enough to use without turning the day into software setup.
Customer records
Contacts, marketplace source, order history, notes, billing address, and shipping address in one place.
Event lead capture
Quick-add shoppers from craft fairs, markets, and pop-ups, then follow up after the event.
SpaceSimply pages
A public shop page, contact form, newsletter signup, and event pages for simple lead capture.
Orders and jobs
Track quotes, deposits, production status, ready dates, delivery, and follow-up tasks without a bloated sales tool.
Vendor desk
Save suppliers, websites, account notes, materials, and buying details you look up often.
Settings that matter
Company name, users, color presets, pipeline labels, and simple setup choices.
Simple pricing
Start free. Move to Pro when the work grows.
Free CRM
$0
- 1 admin and 4 users
- 1,000 contacts
- SpaceSimply public page and 3 saved event pages
- Preset color themes
- Core customer, event lead, order, vendor, task, and note tracking
- Quick quote links with customer approval
Most useful upgrade
Pro Annual
$240/year
- $20/month, billed yearly
- No surprise auto-renew
- 3 admins and 10 users
- Up to 10,000 contacts
- Follow-up tools, buyer intent scoring, support, pricing tools, quote invoices, and proof approvals
Business
From $500
- For more than 10,000 contacts
- Setup around how the business sells
- Import guidance and owned/offline options
Need more than 10,000 contacts? That starts in Business so smaller sellers can keep simple pricing.
Referral credits
Share RetainSimply and earn up to 12 free Pro weeks per year.
When an active Pro customer refers another business that buys Pro, the referrer earns free Pro time after the refund period clears. Credits extend the current Pro expiration date instead of creating cash payouts or confusing billing pauses.
- Active Pro customers only
- Credit applies after the referred business becomes a paid Pro customer
- Maximum 12 free Pro weeks per calendar year
- No auto-renew required
Trust, security, and business value
A spreadsheet can track orders. A CRM can show the relationships behind them.
RetainSimply is for owners who still like simple records, but need a clearer place for customer details, repeat buyers, and follow-up history.
Built for spreadsheet-minded owners
Keep the simplicity people like about spreadsheets, but organize customers, orders, notes, follow-ups, events, and vendors around one customer record.
Customer data belongs in a safer system
CRM data lives in a secured database, not scattered through shared files, old exports, inboxes, texts, and one-off sheets.
Assistant help stays reviewable
Pro assistant tools use only the CRM content needed for the task, with changes held for review before customer records are updated.
Business value is more than sales totals
Repeat buyers, open quotes, active leads, customer history, vendor relationships, and follow-up activity help show the value of the business beyond order receipts.
How it started
Built from sales experience, marketplace selling, and too many complicated CRMs.
RetainSimply grew out of 25 years of sales and marketing work, hands-on CRM experience, marketplace selling, and the practical needs of sellers whose customer details spread across messages, notes, events, and old spreadsheets. SmitTinn Consulting is part of that background and gives RetainSimply its sales-process foundation. Larger automation work stays consultative so the free CRM can stay simple.
Read about advanced automationFree signup
Prefer a quick note instead?
The fastest path is the free CRM builder above. Use this short form if you want help choosing the right starting setup.