Who is RetainSimply for?
Hobby sellers, side-hustle makers, collectors, flippers, niche sellers, custom shops, service sellers, and marketplace businesses that need a simpler way to remember customers, orders, notes, events, and follow-ups.
FAQ
Simple answers before you start.
RetainSimply helps sellers keep customers, orders, and follow-ups organized without turning the business into a software project.
Is the free CRM really free?
Yes. The free workspace includes 1 admin, 4 users, 1,000 contacts, core CRM tracking, a BoothSimply public page, and 3 saved event pages.
How do I start when access opens?
Join the beta waitlist first, then start with one real piece of work when you receive preview access: add a customer, create an order or job, capture an event lead, publish a BoothSimply page, or set a follow-up task. Adjust labels and settings after the CRM already remembers something useful. The first-week guide keeps it simple.
What is the difference between admins and regular users?
Admins manage setup, labels, users, permissions, billing, and plan choices. Regular users see the customers, orders, notes, event leads, and tasks they need for their work.
Will team members get training for their role?
Yes. Help is organized around what each person does, so a helper who updates orders or event leads does not have to sort through admin and billing instructions.
What is Pro for?
Pro is for sellers who have outgrown the free workspace. It is $240/year ($20/month billed yearly) with 3 admins, 10 users, up to 10,000 contacts, support, quote help, pricing tools, and more room to grow.
When do I need Business?
Business starts when a workspace needs more than 10,000 contacts or wants RetainSimply configured around a specific workflow. Setup starts at $500, and an owned/offline option is available.
Will my customer data train AI?
The Pro assistant should use only the CRM context needed for the task you ask it to help with. Suggestions stay pending until reviewed, and private CRM data is not used to train AI models.
What is Buyer Intent Score?
It is a Pro helper in progress that points out which leads or quotes look ready for follow-up. It should explain why and suggest a next step, not reject buyers or send messages without approval.
Why use a CRM instead of spreadsheets?
Spreadsheets can track orders, but a CRM can show customer history, repeat buyers, open quotes, event leads, vendor relationships, and follow-up activity. That helps show the value of the business beyond sales totals.