Built for teams of one.
Priced for one, too.
You're the consultant, the salesperson, the admin, and the finance department. OneSimpleCRM runs the whole client journey — lead, quote, signature, client portal — in one simple place, for one flat price.
No per-seat charges. No tiers. No "contact sales." No card needed to start.
From first conversation to signed client — all in one place.
Pipeline
Early by design. The first 100 consultants join as founding members — their feedback shapes the roadmap, and their price is locked.
Starting over shouldn't mean starting from scratch.
A lot of professionals are being pushed into independent work. Some by choice. Some because their job changed. Some because AI changed the rules. But the day you become a solo consultant, you also become sales, admin, finance, and support — all at once. And the tools don't help. They multiply.
Too many tools
The quote is a Word doc. The signature needs a separate e-sign plan. The invoice lives in a spreadsheet. The follow-up reminder is in your head.
Too much setup
Most CRMs are built for sales teams with an ops department. You're one person — you get enterprise onboarding, per-seat pricing, and 100 features you'll never open.
Too easy to look small
Clients feel the chaos: a PDF to print, sign, scan, and email back. A portal that doesn't have your name on it.
You do senior work. Your paperwork should look like it.
One simple platform to run your consulting business.
Manage leads
Every prospect, conversation, and next step in one pipeline you can read at a glance.
Send quotes that look like the work
Professional, branded quotes in minutes — not a Word doc saved as a PDF and prayed over.
Get signed in one click
Your client opens the quote, reviews it, and clicks to accept. No printing, no scanning, no "can you re-send that?"
A client portal with your name on it
One place where clients find their quotes, documents, and updates — under your business name, not ours.
Capture leads automatically
Share your lead form, or CC your capture address on emails — new leads and conversations land in your pipeline.
Stay on top of follow-ups
See what's waiting on you and what's waiting on a client, so no quote quietly goes cold.
From lead to signed client. Simple.
- 1Capture a lead — add them in seconds, import a CSV, or let your lead form do it.
- 2Track the conversation — every note and next step attached to the deal.
- 3Send the quote — branded, priced, ready to approve.
- 4Get it signed — one-click approval, built in. No separate e-sign bill.
- 5Open the portal — your client gets their own space for quotes, documents, and updates.
- 6Follow up and close — reminders keep every deal moving until it's won.
No complicated setup. No enterprise CRM language. Just the workflow a solo consultant actually needs.
The honest comparison.
Why not just use the tools you already know?
Team CRMs
Built for departments. Per-seat pricing, plans designed around sales teams, and no client portal — so you end up paying again for add-ons and e-signature.
Freelancer platforms
Closer — until you read the fine print. Payout holds, stacking fees, price jumps, and client history that doesn't always export cleanly.
Spreadsheets + PDFs + e-sign apps
Free-ish, and it shows. Every quote is a new document, every signature a new subscription, every follow-up a thing you have to remember.
OneSimpleCRM
Leads, quotes, e-signature, and a client portal in one tool, for one flat price — with your data exportable anytime, free.
Made for independent professionals.
Solo consultants
Turn expertise into signed client projects.
Fractional leaders
Look like the executive you are — from first contact to signed proposal.
Freelancers
Run the business without living inside spreadsheets.
Professionals rebuilding
Laid off isn't the end of the story. Start simple, stay organized, and win your next chapter one client at a time.
Simple pricing, for teams of one.
No per-seat charges. No tiers. No feature hostage-taking.
or C$20/month billed annually (C$240/year)
One price. Everything included:
- Pipeline, contacts, and notes
- Branded quotes
- One-click e-signature
- Client portal under your name
- Lead form and email capture
- Follow-up reminders
- CSV import and export
Free for 6 months. For real.
The first 100 consultants get their first 6 months free. No card needed to start.
Why 6 months? Because switching tools mid-client-work is miserable. Take half a year. Run real leads, real quotes, and real signatures through it. If it hasn't earned its keep by month 7, walk away — and take your data with you, free.
Founding offer limited to the first 100 accounts. Founding members keep their rate locked while their subscription stays active.
Your data is yours. Export it anytime, free.
Download your contacts and deals as CSV in one click, whenever you want. No ransom, no "contact support," no dark patterns.
We'd rather earn your renewal than hold your data hostage.
Why we built this
OneSimpleCRM was created for people carrying a business on their own.
The "1" in our logo is the solo professional. It's also a checkmark — the quote signed, the task completed, the client won.
AI is changing work, and for a lot of people it changed their job first. We believe AI shouldn't only replace work — it should help more people create work for themselves. OneSimpleCRM exists to help experienced people package what they know, look professional from day one, and start winning project-based work.
Running a business alone is hard enough. The software should make it lighter.
Questions, answered.
Do my clients need an account to sign a quote?
No. They open the link, confirm it's them with a one-time code sent to their email, review, and accept. No password, no signup. The portal is there when they want it.
Do you take a cut of my deals?
No. We charge one flat subscription — that's the whole business model.
What happens after the 6 free months?
Your plan continues at C$25/month (or C$20/month billed annually), and founding members keep that rate locked while their subscription stays active. We don't ask for a card to start, so nothing is charged unless you choose a plan.
Can I export my data if I leave?
Yes. Your contacts and deals export to CSV in one click, free, anytime. See the pledge above.
I'm not a consultant. Is this for me?
If you're one person selling your expertise or services — coach, fractional leader, freelancer, advisor — yes. If you run a 40-person sales team, honestly, buy the big CRM.
Your business may be one-person. Your systems shouldn't feel small.
OneSimpleCRM is open — no waitlist, no demo call, no setup project. Create your account, add your first lead, and send your first quote in the next five minutes.
Start free — first 100 get 6 monthsYou're early. Your feedback directly shapes what we build next.