Whether you're running a small business or freelancing/contracting
simpli.business helps you stay on top of things
so you can be effective, productive and profitable
simpli.leads helps you turn prospects into paying customers by simplifying lead management and reducing missed opportunities. Say goodbye to scattered contact details—our system brings everything together in one place.
Track each lead’s progress through your sales funnel with clear steps and detailed information at your fingertips. Stay on top of tasks, monitor time spent on lead-related activities, and manage your pipeline more effectively with an intuitive, easy-to-use interface.
Collaborate with your team through built-in discussions and file sharing, keeping everyone aligned and informed. Use powerful filtering tools to focus on the leads that matter most to your business.
Keep your leads organized, your team in sync, and your sales process running smoothly. simpli.leads gives you the structure and visibility you need to move prospects forward with confidence.
With simpli.business, managing quotes is simple and efficient. Our quoting feature helps you stay organised and create clear, professional quotes quickly. The interface makes it easy to view customer details, break down costs, and manage your list of quotes. You can also search for existing quotes or archive older ones when they’re no longer needed.
When creating a quote, you can select the appropriate terms, add and adjust items, and include descriptions as needed. Attach relevant files or start internal discussions to keep your team aligned.
Once a quote is complete, you can approve it, send it directly via email, and track its status. Customers can accept or decline quotes, keeping you informed at every stage. Accepted quotes can be easily converted into projects, helping you move smoothly from quoting to delivery.
simpli.business makes quote management more straightforward, so you can focus on getting the work done.
simpli.business Projects is designed to help small businesses and freelancers stay on top of their work without the stress. From the main view, you can easily see all your projects, recent updates, and conversations in one place—so nothing slips through the cracks.
Each project gives you the tools to assign tasks, manage billing, and keep things moving smoothly. You can upload files, write clear descriptions, and share updates with clients through our simple client portal, @simpli.business. It’s an easy way to keep everyone in the loop.
Track the time you spend on each project with the built-in timesheet, and customise your project stages to match how you like to work. Whether you’re juggling a few jobs or working with a small team, you can adapt the system to fit your style.
If questions or issues come up, the built-in ticketing feature helps you and your clients stay in touch and resolve things quickly.
simpli.business gives you the project tools you need—without the complexity—so you can focus on doing great work.
simpli.business Stages helps you keep your projects organised by letting you set up custom stages that match the way you work. It’s a simple, visual way to see where each project is at—whether it’s just getting started or nearly done.
You can create and edit stages as needed, give them different colours and priorities, and easily move projects between stages with a quick drag-and-drop. Need to check the details? Just double-click any project to dive in.
It’s a clear and flexible way to track your progress and keep everything moving—without overcomplicating your workflow.
simpli.business Todo makes it easier to keep track of what needs to be done—no more sticky notes or scattered reminders. Our simple task management tool helps you organise and prioritise your work in a way that suits you.
Create custom areas to sort your tasks, from things you'd like to get to eventually, to what’s currently in progress or already done. You can even mark tasks that need a second opinion or are on pause, so you always know where things stand.
Work on tasks solo or with your team, using drag-and-drop to move things around as needed. It’s easy to see due dates, time spent, and who’s working on what, helping you stay on top of it all without the stress.
Simpli.business Todo is built to make task management simple, so you can focus on getting things done—your way.
Keeping track of your time shouldn’t be complicated. With simpli.business, you can easily record how you spend your day. Just choose the project or task you’re working on and start the timer—simple as that.
You can go back and fill in or adjust your timesheets anytime, and it’s easy to switch between tasks during the day. A simple visual next to each task shows how your actual time compares to what you planned, helping you stay on track without the guesswork.
If you're working with a small team, you can also enter time on behalf of others when needed. Everything connects smoothly with simpli.business Todo, so your tasks and time tracking stay in sync.
And when it's time to invoice, your tracked time is ready to go—no need to copy it over. simpli.business helps you stay organised, save time, and keep your workday running smoothly.
simpli.business Tasks helps you stay organised and on top of your work, whether you’re working solo or with a small team. From the Tasks menu, you can easily create new tasks for leads, projects, or support—whatever fits your workflow.
See all your tasks at a glance, or filter them by what matters most—like due date, priority, status, or who’s working on what. The simple interface lets you manage tasks without the clutter. Just click on a task to view details, update progress, or add files and comments.
You can adjust task details as needed—change who’s responsible, set time estimates, add notes, or connect them to your timesheets. Tasks can be one-off or ongoing, and it’s easy to archive completed ones while still being able to find them later if needed.
simpli.business Tasks keeps everything in one place, so you can stay focused and keep your day running smoothly.
simpli.business Status helps you stay in the loop with what your team’s working on. At a glance, you can see who's on which task, what's waiting to be picked up, and where someone might need a hand—color-coded to keep things clear.
You can also create new tasks right from the Status screen, making it easy to keep your workflow moving without jumping between tools.
It’s a simple way to stay connected, stay organised, and keep your projects on track.
simpli.business Support makes it easy to track and manage issues as they come up and support your clients. You can create simple support tickets to document problems, add notes, set priority, and keep everything organised.
Assign tickets to yourself or team members, and they’ll show up in the Todo list so nothing gets missed. You can also attach files to help explain the issue more clearly, and track the time spent on each ticket with the built-in timesheet.
Clients can submit tickets through the @simpli.business portal, helping you stay connected and responsive to their needs. From the main Support view, you can quickly see key details like ticket number, type, priority, and status.
Use filters to sort and find tickets easily, and keep up with recent updates and conversations so you’re always in the loop.
simpli.business Support helps you stay organised and responsive—so you can solve problems quickly and keep your projects moving forward.
simpli.business Customers helps you keep all your client information in one easy-to-manage place. From the main screen, you can quickly view your list of customers, including key contact details.
Use search and tags to stay organised and find the right client fast. You can add new customers or update existing ones with just a few clicks.
Each customer record lets you store helpful details like their business name, address, billing info, and tags. You can also add individual contacts and invite them to @simpli.business to make collaboration easier.
From one screen, you’ll have access to quotes, projects, and support tickets linked to each client—keeping everything clear and connected.
simpli.business Customers makes it easier to manage your client relationships and stay organised as your business grows.
simpli.business Invoicing takes the hassle out of billing your clients. You can create invoices manually by selecting a customer and adding items line by line—or let simpli.business do the heavy lifting for you.
With just a few clicks, simpli.business can pull in all your completed tasks from a chosen date range, calculate the time spent on each one, and apply the correct billable rate. You can list tasks individually or group them by project, task type, or client—whatever makes the most sense for your workflow.
It’s a fast and flexible way to invoice for everything you’ve worked on—whether that’s the past week, fortnight, or month. Once your invoice is ready, you can approve it and send it directly to the client by email. If you use Xero, Simpli.business integrates seamlessly, sending the invoice straight through to your Xero account.
Simpli.business Invoicing helps you stay on top of billing without spending hours pulling it all together—so you can get paid faster and focus on the work that matters.
simpli.business Reports gives you a clear picture of how your business is running—without the need for complex spreadsheets or tools. Whether you're keeping an eye on productivity, checking project progress, or reviewing time for invoicing, Reports helps you find the info you need quickly.
You can choose from different report types and filter by date, team members, customers, or projects to focus on what matters most. The layout is simple to navigate, with dropdowns to easily drill down into details.
See summaries of tasks, costs, time spent, travel, and more—all in one place. When you’re ready, export your reports for sharing, record keeping, or further analysis.
simpli.business Reports helps you stay informed and make better decisions—without the fuss.
simpli.business Files makes it easy to keep all your documents in one place. Whether you're working on a task, managing a project, or sharing files with clients, everything stays organised and easy to find.
You can upload files and attach them to tasks, quotes, projects, and more—so the right files are always where you need them. Just double-click to open a file, and download it if needed. You can also share large files with clients directly, making it simple to send what they need without worrying about size limits or needing other tools to manage large file sharing.
Use the built-in search and sorting tools to quickly find what you’re looking for. You can also create folders to keep things tidy, and keep an eye on your storage with a simple file usage tracker.
simpli.business Files helps you stay organised and makes file sharing easy—so you can spend less time managing documents and more time getting work done.
simpli.business Team helps you manage your team without the complexity. You can easily add team members, group them by role or department, and set billing rates and permissions to match what each person needs to do.
Once they’re set up with an email and password, team members can log in under your company’s account and start working right away—no extra setup needed.
You’ll be able to track time with built-in timesheets, keep an eye on support tickets, and stay in touch through integrated discussions for quick, private conversations.
simpli.business Team keeps everything simple and organised, so you can stay focused on getting the work done together.
