Customer, project & permit operations
One CRM for every customer, project, permit, and next step.
SimpliCloud CRM gives contractors, property teams, and service businesses one secure workspace to manage relationships and deliver the work behind them.
Role-based access Licensed organizations Secure documents
Search customers, projects, permits...
MS
Good morning, Michael
Operations overview
Priority work
View all- Submit zoning drawings1427 Ridge Avenue · due todayPermit
- Follow up with property ownerNorth Broad renovation · 2:30 PMCustomer
- Confirm final inspectionSpruce Street storefront · FridayProject
Project pipeline
This month86%on-time milestones
Built for operational work—not just a sales pipeline.
CustomersProjectsPermitsDocumentsReporting
A shared operating picture
See the relationship and the work in one place.
Generic CRMs stop at contacts and opportunities. SimpliCloud CRM connects each customer to the projects, properties, permits, files, decisions, and deadlines that determine whether the work succeeds.
Your team can move from a customer conversation to the exact project record, document, task, or inspection without losing context.
One connected workspace
Everything the team needs to keep work moving.
Start with the core workflows you need today and expand the licensed workspace as your operation grows.
Customer management
Keep contacts, conversations, properties, notes, and next steps together so every interaction starts with context.
Project operations
Track scope, ownership, milestones, blockers, costs, and status from intake through closeout.
Permit tracking
Follow submissions, reviews, inspections, corrections, approvals, and deadlines without chasing spreadsheets.
Document center
Organize plans, contracts, photos, invoices, and approvals around the customer and project they belong to.
Tasks & workflows
Standardize recurring work, assign responsibility, and keep each handoff visible from start to finish.
Reports & insights
See workload, permit status, project risk, customer activity, and performance without building reports by hand.
HP
Customer account
ActiveHartmann & Son
OverviewProjectsPermitsFiles
Inspection confirmedRidge Avenue renovation · today
Revised plans uploadedMarket Street storefront · yesterday
Customer follow-up scheduledNorth Broad project · Friday
A 360-degree business view
Every record keeps its full context.
Open a customer and immediately understand the work attached to that relationship—without asking three people, searching email, or opening five spreadsheets.
- Customer, property, and project history
- Permit stages, deadlines, and inspection status
- Documents and communication tied to the right record
- Clear ownership and next actions
Designed around real operations
A calmer way to coordinate complex work.
Contractors
Keep jobs moving from lead to final inspection.
Give estimators, office staff, project managers, and field teams one shared operating view.
Property operations
Coordinate owners, properties, vendors, and work orders.
Connect each property to its people, documents, projects, permits, and outstanding decisions.
Project-based teams
Preserve the context behind every commitment.
Keep communication, approvals, tasks, and deliverables aligned across internal and external teams.
Licensed access by design
Your workspace is for your organization—not the open internet.
The public product page explains the platform. The CRM application itself requires an authorized account, an active organization license, and the correct role for each action.
Organization separation
Users and records are scoped to the licensed company workspace.
Roles and permissions
Owners, administrators, managers, and staff receive only the access they need.
Controlled documents
Business files remain connected to authorized customer and project records.
Frequently asked questions
What to know before getting started.
Need help deciding how the CRM should fit your organization? We’ll walk through your current workflow and access needs.
Can anyone create an account?+
No. SimpliCloud CRM is an access-controlled business platform. Organizations are provisioned with an active license, and users join through an administrator or invitation.
How is customer data separated?+
Each organization operates in its own licensed workspace. Application access and records are scoped to the user’s organization and role.
Is the CRM only for sales?+
No. It combines customer management with project execution, permit tracking, documents, tasks, and operational reporting.
How is pricing structured?+
Pricing is based on the organization, number of licensed users, onboarding needs, and enabled capabilities. Contact us for a tailored quote.
Where do existing customers sign in?+
Licensed users sign in through the secure CRM application at crm.simpliholdings.io.
Bring the work together