Premium sales control

Turn every interaction into better selling decisions.

Simple CRM Business+ gives commercial teams more than pipeline visibility. It connects client and supplier relationships, qualification logic, telephony, reporting, AI prospect detection, and a new GDPR-safe coaching workflow that helps teams understand how to move each opportunity forward.

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Manage customers, suppliers, quotes, orders, invoices, margins, and follow-up from the same commercial environment.
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Use BI, data mining, complex segmentation, and personalised reporting to qualify demand and prioritise action.
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Generate an anonymised GDPR-compliant prompt for your preferred LLM and receive coaching on goals, fears, objections, psychology, arguments, and next actions.

Request a sales demo See how sales control works

AI coaching

BI reporting

Phone integration

Need qualification

Prospect detection

A sales platform that connects revenue, supply, and execution quality

The source pages show a broader commercial ambition than a classic CRM. Simple CRM does not only track prospects. It also brings customers, suppliers, quotes, orders, invoices, negotiation history, and margin logic into the same system so leaders can understand commercial reality more clearly and act with less friction.

REL

Customer and supplier relations

Manage both sides of the commercial equation, including purchases and sales, so commercial decisions can be linked to margin and profitability.

DOC

Quotes, orders, invoices

Keep the commercial paperwork connected to the relationship history and operational follow-up rather than isolated in finance-only tools.

Reports that guide action

Use reporting, dashboards, and BI to move from raw activity tracking to decisions grounded in evidence and commercial rhythm.

AI that sharpens selling

From lead detection to coaching prompts and personalised reports, AI supports sales execution instead of adding theatre.

See margins clearlyBring purchases and sales into the same reasoning space to understand margin, mark-up, profit, or loss more concretely.

Qualify betterUse segmentation, relational history, and custom qualification fields to target real demand instead of vague assumptions.

Act fasterTelephony integration, AI notes, and routed follow-up reduce lag between interaction and decision.

Coach the teamConvert good notes into intelligent guidance so every opportunity gets a more disciplined follow-up plan.

Client objective: reduce operational risk before Q4 launch.

Main fear: onboarding friction and internal resistance to change.

Priority argument: one repository, guided adoption, and premium continuity.

New Business+ differentiator

GDPR-safe AI coaching for every important opportunity

Simple CRM Business+ now includes a distinctive coaching mechanism: the system can generate an anonymised, GDPR-compliant prompt, ready to be inserted into the LLM of your choice. Once used in your preferred model, it returns a structured analysis of the interaction and practical guidance on how to manage it more effectively.

PSY

Understand the client mindsetClarify goals, fears, emotional posture, and the arguments the client is most likely to respond to.

FRI

Identify blockers and leverageSurface objections, buying frictions, and the priority arguments that should be mobilised next.

ACT

Produce a better follow-up planGet recommended actions, follow-up priorities, and coaching cues that improve the quality of your commercial execution.

The coaching principle

Good sales coaching starts with good notes

For this coaching layer to be truly useful, the interaction record has to be rich enough. That is why the note-taking experience matters so much. In your positioning, one major advantage is clear: your team can simply speak, and AI writes. Better notes create better prompts. Better prompts create better coaching.

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Premium framing

This is not generic AI summarisation. It is a method for turning high-quality field interactions into structured commercial judgment and disciplined follow-up.

Speak, then structure

Salespeople can focus on the conversation, while AI helps transform spoken notes into a usable interaction record.

Anonymise before analysis

The exported prompt is designed to stay GDPR-compliant and anonymised before it reaches any external model.

Coach without locking-in

You can use the LLM you prefer, while Simple CRM remains the trusted source of structured commercial context.

Raise team quality

Used consistently, this turns each opportunity into a learning loop that sharpens the commercial discipline of the whole team.

Need qualification and marketing intelligence

Find the real prospects inside your data, not just the loudest names

The qualification page makes an important point: successful prospecting starts with the quality of the base you work from. Simple CRM combines BI, big data mining, small data analysis, complex qualification fields, and relational history to identify who is genuinely likely to need your offer, then route the right prospects toward the right salespeople based on planning and capacity.

SEG

Advanced qualification fields

Build complex qualification logic for customer interests, supplier capabilities, and business-specific targeting criteria.

QRY

Simple complex queries

Run advanced queries without making the system feel technical, so more teams can access useful commercial insight.

HIS

Relational-history BI

Cross structured fields with relationship history to uncover patterns that ordinary filters would miss.

CMP

Campaign execution

Launch email, SMS, and phone campaigns from qualified lists and align them with the team’s real availability.

High-quality reporting

Reporting, tables, and BI that help leaders steer

The source material repeatedly positions reporting as a real strength. This page should therefore present reports, dashboards, and BI as executive tools for decision quality, not as decorative charts. Combined with AI, the platform can also produce personalised reports that focus attention on the clients, opportunities, and risks that matter most.

REP

Operational reportingTrack commercial activity, relationship quality, team follow-up, and opportunity flow with more precision.

PERS

Personalised reportsUse AI to generate report views adapted to roles, territories, or current business priorities.

DEC

Decision-oriented tablesMove from raw CRM data to readable business intelligence that supports better timing and stronger follow-through.

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The strategic benefit

Reporting matters most when it does not merely describe yesterday, but helps decide what to do next with the right accounts, the right prospects, and the right follow-up discipline.

Telephony integration

Telephone selling with the CRM where it should be: inside the workflow

Simple CRM is compatible with SIP, VOIP, and major telephony environments such as Ringover, Keyyo, Zoiper, Avaya, Cisco, Skype, and others. The positioning here is practical: faster calling, incoming-call record pop-up, delegated calling, call script publication, and live campaign monitoring when needed.

CALL

Dial and record lookupPlace calls and trigger the right customer record view as soon as the interaction starts.

SCR

Call scripts and delegationPublish scripts, organise call campaigns, and coordinate work across teams more consistently.

LIVE

Live campaign visibilityCreate an extranet when necessary so external stakeholders can follow prospecting campaign progress in real time.

Incoming call detected — open account: Horizon Industrie.

Call script published for outbound qualification campaign.

Useful arguments on recent wins and objections updated for the team.

AI prospect detection

Automatic prospect suggestions for France, Belgium, and Switzerland

One of the strongest commercial differentiators is the ability of AI to propose new potential clients directly to the sales force. In your premium English positioning, this should be framed as a selective opportunity engine focused on France, Belgium, and Switzerland, combined with personalised reporting so teams know where to invest their attention next.

France

Detect relevant potential clients and route them into a structured follow-up process with stronger commercial discipline.

Belgium

Support premium commercial development with opportunity detection adapted to a focused strategic territory.

Switzerland

Use AI-suggested prospects and personalised reports to help teams prioritise the most promising accounts first.

Why this page works

Sales, but presented as method, coaching, and control

This page should feel fully aligned with the Simple CRM brand logic. It does not shout about features. It shows how the product improves commercial quality: cleaner qualification, stronger reporting, better phone workflow, more disciplined follow-up, and a coaching layer that helps teams handle opportunities with more intelligence.

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Commercial clarity

Customers, suppliers, pricing, documents, and margins are connected so managers see the business more clearly.

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Coaching as differentiation

The anonymised LLM prompt turns Simple CRM into a companion for better judgment, not just a place to store interactions.

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AI that remains useful

Prospect detection, personalised reports, note-to-coaching workflows, and telephony integration all map to real commercial action.

The best sales systems do not just record activity. They improve judgment, follow-up, and conversion quality.

That is the Simple CRM Business+ promise for sales: one commercial control layer, premium reporting, AI-generated opportunities, telephony inside the workflow, and GDPR-safe coaching that helps your team handle every opportunity more intelligently.

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