More room to work
Move from the free 1,000-contact workspace into a small team setup with more room for customers, events, and day-to-day follow-up.
Pro Annual
Upgrade when the free CRM starts saving you time.
Pro is $240/year ($20/month billed yearly). It gives growing sellers 3 admins, 10 users, up to 10,000 contacts, better follow-up, buyer intent scoring, quote invoices, proof approvals, pricing tools, and fewer copy-and-paste chores.
Annual access
$240/year for sellers ready for Pro.
No surprise auto-renew by default. Start from an existing workspace so the upgrade is connected to the right CRM.
Chrome clipper
Save lead, vendor, part, equipment, and sourcing notes from pages you are already viewing, then review them before they become CRM records. See the clipper overview.
Migration help
Planned import helpers for HubSpot, Salesforce, Pipedrive, Monday, Zoho, Airtable, and CSV exports will map old data into RetainSimply with review before records change.
Automations
Set reminders for follow-ups, reviews, quotes, and repeat buyers once manual tracking gets easy to miss.
Quote invoices
Turn an approved quote into a payment checkout when the seller is ready to collect online payment.
Proof approvals
Send proof approval language for jobs that need it, with approve-as-shown wording or a revision request option.
Pro pricing tools
Estimate custom work with labor, materials, job hours, machine time, overhead, marketplace fees, and target margin so a good-looking quote does not quietly lose money.
Assistant suggestions
Draft follow-ups, clean up notes, and create tasks from approved CRM context. Changes stay pending until reviewed.
Branding and templates
Customize colors, shape SpaceSimply pages, feature live-selling links, promote online workshops, and save repeatable messages for events, repeat buyers, and quote follow-ups.
No auto-renew by default
Pro is annual access with reminders before expiration, so you can decide when to renew. The default offer stays clear and does not depend on surprise renewal.
Referral credits
Active Pro customers can earn up to 12 free Pro weeks per calendar year when another real business buys Pro from their referral. Credits are reviewed, applied after the refund window clears, and extend Pro access instead of creating cash payouts.