Quick answers when you just want to get back to the work.

Getting started

Create a workspace, save one real customer or order, and adjust settings after the CRM is already holding something useful. Open the first-week guide.

First-week habit

Open RetainSimply once a day, add one new customer or order, and set the next follow-up before you close it. That small routine matters more than perfect setup.

Admin setup

Choose labels, invite helpers, and keep the first workflow simple enough that people will actually use it.

Team onboarding

Give helpers a short path to the customers, orders, event leads, notes, and follow-ups they are responsible for.

Contacts and orders

Keep customer history, order stage, addresses, notes, and follow-ups together instead of scattered through messages and spreadsheets.

Quotes

Create a quote, send it to the buyer, and move approved work into the active pipeline so it does not get buried in messages.

Proof approval

For custom work, Pro can help collect a clear approve-as-shown response or a revision request before production continues.

SpaceSimply pages

Create simple public pages for contact forms, event signups, live sales, product drops, and workshops.

Pro tools

Pro is there when the free CRM is no longer enough: more users, more contacts, support, quote help, pricing tools, and the Chrome clipper. Open clipper overview.

Privacy and AI

Your private workspace is for your customer work, not public browsing. Review what is shared on public pages and what an assistant is allowed to use.

Trust basics

Use a real business name, clear contact details, and careful public page settings. Buyers trust simple, accurate information more than a crowded page.

Buyer Intent Score

Pro can help point out which leads and quotes look ready for follow-up, with a plain reason instead of a mystery score.

AI assistant approvals

The assistant can draft messages, suggest record updates, and summarize selected CRM details. A person should still approve changes before they save.

Business setup

Business is for larger lists, custom setup, an owned/offline option, or a workflow that needs to match how your shop already runs.

Event lead capture

Use QR codes, SpaceSimply event pages, forms, and follow-up tasks so booth leads do not disappear after the show.

First-use checklist

Save one real customer, order, event lead, follow-up task, page, or vendor. That is enough for the first win. See the simple first week.

Marketplace imports

Bring in customer and order details from selling channels, then review drafts before anything becomes a CRM record.

CRM migrations

Planned migration tools will help bring records from HubSpot, Salesforce, Pipedrive, Monday, Zoho, Airtable, and CSV/spreadsheet exports into a review queue before saving.

Products without parts

A product can be as simple as a name. RetainSimply creates a product number when one is blank, so resale items, used clothes, collectibles, templates, and one-off goods do not need extra setup.

Job hours and machine time

Pro pricing tools can track labor time, machine time, materials, fees, and margin for custom jobs, 3D prints, laser work, engraving, repairs, and other priced work.

Chrome clipper

The Pro clipper saves selected leads, vendors, parts, products, equipment, or notes as review drafts. It only captures what you choose.

Verified phone

Public posting features can require a verified business or mobile number. Some VoIP numbers may need review so public spaces stay useful.

Support tickets

Free users can search public help. Pro and Business tickets make sense when a real person needs to look at account, billing, setup, or workflow details.

Support playbook

Use the internal support playbook when training a RetainSimply support person on tone, first questions, privacy, escalation, and when Pro makes sense. Open support playbook.

Owned export

Business customers can receive a reviewed workspace export for offline delivery, including records, pages, tasks, drafts, and settings.