Simple CRM
A lightweight, no-frills CRM solution for managing customers and contacts. Essential relationship management features that grow with your business—providing a seamless upgrade path when you’re ready for advanced CRM capabilities.
- Customer Management
- Contact Tracking
- Relationship Mapping
- Interaction History
- Seamless Migration Path
- Customer Directory
- Contact Manager
- CRM Dashboard
- Customer Summary Widget
- Recent Contacts Widget
The Simple CRM app provides essential customer relationship management capabilities for organizations that don’t currently use a dedicated CRM solution. Built as a lightweight, no-frills implementation of core CRM functionality, it delivers the fundamental features needed to organize and track customer relationships without overwhelming complexity.
Perfect for growing businesses or teams just beginning their CRM journey, Simple CRM focuses on the essentials: customer records, contact management, and relationship tracking. The app maintains clean separation of CRM functionality within your MakeIt workspace, ensuring that when your needs evolve or you’re ready to upgrade to a more sophisticated CRM solution, your data and workflows can seamlessly transition.
While intentionally streamlined, Simple CRM is constantly enhanced with new functionality, making it a fully capable mini-CRM solution that grows with your business. The app integrates naturally with other MakeIt applications, allowing customer data to flow seamlessly across your entire workspace ecosystem without vendor lock-in or complex integrations.
At no additional cost, Simple CRM removes the barrier to implementing proper customer relationship management, providing immediate value while preserving your flexibility to evolve your CRM strategy as your organization grows.
Features & Capabilities
What Simple CRM can do for you
Customer Management
Organize and track your customer entities with essential fields for company information, industry categorization, and relationship status. Maintain clean, structured customer data that integrates seamlessly with other MakeIt applications across your workspace.
Contact Tracking
Manage individual contacts within customer organizations, tracking roles, communication preferences, and contact details. Build comprehensive relationship maps that help you understand who to reach and how best to engage with each contact.
Relationship Mapping
Visualize and manage relationships between customers, contacts, and your organization. Track connection types, relationship strength, and interaction patterns to better understand your customer ecosystem and identify growth opportunities.
Interaction History
Automatically capture and manually log interactions with customers and contacts. Maintain a comprehensive timeline of communications, meetings, and touchpoints to ensure continuity and improve relationship management across your team.
Seamless Migration Path
Designed with future growth in mind, Simple CRM maintains data structures and workflows that seamlessly transition to advanced CRM solutions. When you’re ready to upgrade, your investment in data organization and relationship building transfers without disruption.
Requirements
Simple CRM requires capabilities offered by the following apps:
Cognito Identity
Secure sign-up, sign-in, and user management for every MakeIt workspace — powered by AWS Cognito’s battle-tested backbone, delivered with MakeIt’s signature “all the benefits, none of the hassle” approach.
S3 Attachments
Add secure file upload, storage, and management to any entity in your MakeIt applications. Production-grade S3-powered attachments with zero extra plumbing—just plug and play wherever you need file capabilities.
Pricing
Simple CRM is available as follows:
Simple CRM is included with every MakeIt workspace at no additional cost. The base configuration provides all essential customer relationship management features you need to get started. While advanced data retention policies may incur charges, the core CRM functionality—customer records, contact management, and relationship tracking—remains completely free, making it accessible for organizations of any size.
App Pricing Models
MakeIt apps use flexible pricing based on how you use them.Apps with free base tiers can be added and used at no cost in their default configuration. You only pay when you enable premium features or exceed usage limits. Many apps stay free forever if you remain within the base setup.
These apps are free to install but charge based on actual usage—such as API calls, AI queries, file storage, or compute resources. Perfect for variable workloads where you want to pay only for what you use.
Pricing scales with the number of active users each month. Ideal for team-based apps and collaborative tools. Some apps include a limited number of free users before billing starts.
Pay a fixed monthly or annual fee for full access to the app, regardless of usage or team size. Great for predictable budgeting and scenarios where you need unlimited access.
Some apps require custom pricing plans for complex integrations, bundled solutions, or specialized configurations. Our team will work with you to create a tailored quote.
Pricing shown is indicative only. Actual fees depend on your configuration, usage and other factors, and will be confirmed in a formal offer. Detailed spend controls and real-time cost tracking are available in your Workspace Admin once you’re onboarded.