Best fit
Businesses already making meaningful annual revenue, managing repeat customers, handling multiple sales channels, and losing time to manual follow-up.
Advanced Automation
A separate consultative offer for businesses ready for a CRM that does more of the work.
RetainSimply stays simple for the core maker and marketplace audience. Advanced automation is a higher-touch service for established businesses that need more process design, smarter follow-up, and deeper sales operations.
Consultative setup
Map the sales process, define stages, clean the data model, decide what belongs in automation, and keep owners in control of customer-facing actions.
Order-aware workflow
When orders, quotes, service requests, or event leads arrive, the system can create tasks, suggest next steps, flag missing details, and prepare follow-up drafts.
Smart marketing
Use customer segments, purchase history, events, and interests to suggest useful campaigns without blasting everyone with the same message.
Sales-methodology foundation
The offer can draw from 25 years of sales and marketing experience, multiple CRM systems, marketplace selling, and trained sales methodologies.
Clear boundary
This stays positioned as consulting and custom automation, not as the basic free RetainSimply CRM. That keeps the main product easy to understand.