More room to work
Move from the free 1,000-contact workspace into a small team setup with more room for customers, events, and day-to-day follow-up.
Pro Annual
Upgrade when the free CRM is already helping.
Pro is $240/year for sellers who are ready for more room, proof approvals, quote invoices, pricing tools, and follow-up help that saves real time.
Public access still starts with the beta waitlist or a guided preview. Keep checkout talk measured until the final Stripe test checkout and webhook proof is complete.
Annual access
Pro is $240/year.
Choose the one path that fits you. New sellers join the Pro waitlist first. Existing CRM owners sign in, then checkout appears on the right account.
During the beta gate, invited-account sign-in opens on retainsimply.pages.dev so the public home page can stay waitlist-first.
Join the waitlist or sign in. Checkout appears when the CRM account is ready.
Chrome clipper
Save lead, vendor, part, equipment, and sourcing notes from pages you are already viewing, then review them before they become CRM records. See the clipper overview.
Migration help
Review-first imports for HubSpot, Salesforce, Pipedrive, Monday, Zoho, Airtable, and CSV exports can stage old data into RetainSimply before records change.
Automations
Set reminders for follow-ups, reviews, quotes, and repeat buyers once manual tracking gets easy to miss.
Quote invoices
Turn an approved quote into a payment checkout flow when the seller is ready to collect online payment and the final Stripe verification is complete.
Proof approvals
Send proof approval language for jobs that need it, with approve-as-shown wording or a revision request option.
Pro pricing tools
Estimate custom work with labor, materials, job hours, machine time, overhead, marketplace fees, and target margin so a good-looking quote does not quietly lose money.
Assistant suggestions
Draft follow-ups, clean up notes, and create tasks from approved CRM context. Changes stay pending until reviewed.
API access add-on
For small approved integrations, API Starter can begin at $49/month after setup review. Keep that as a reviewed sales conversation until recurring billing behavior is intentionally opened and verified. Larger software, OEM, or high-volume API access should stay sales-led and custom quoted after volume, support, and infrastructure costs are understood.
Branding and templates
Customize colors, shape BoothSimply pages, feature live-selling links, promote online workshops, and save repeatable messages for events, repeat buyers, and quote follow-ups.
No auto-renew by default
Pro is annual access with reminders before expiration, so you can decide when to renew. The default offer stays clear and does not depend on surprise renewal.
Referral credits
Active Pro customers can earn up to 12 free Pro weeks per calendar year when another real business buys Pro from their referral. Credits are reviewed, applied after the refund window clears, and extend Pro access instead of creating cash payouts.