Built for teams of one.

OneSimpleCRM helps solo consultants manage leads, send quotes, get approvals, and give clients a simple self-serve portal — without juggling five different tools.

Lead
Quote
Signed
Portal
Paid

From first conversation to signed client — all in one place.

onesimplecrm.com/deals

Pipeline

Drag a deal between stages to update it. Everything stays in sync.
Lead$0
LinkedIn intro — Riley K.
$0 · Riley Kim
Referral — Brightside
$0
Qualified$4,800
Northstar — pipeline coaching engagement
$4,800 · Devon Park
Proposal$11,400
Brand refresh + website rebuild
$11,400 · Maya Chen
Won$6,200
Q3 fractional CFO retainer
$6,200 · Sara Kim
Lost$0
No deals here.

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 when you become a solo consultant, you suddenly have to be sales, admin, finance, and customer support at the same time. OneSimpleCRM was created to remove that friction.

Too many tools

Spreadsheets, email, PDFs, invoice folders, and follow-up reminders everywhere.

Too much setup

Most CRMs are built for sales teams, not independent consultants.

Too easy to look unprofessional

When quoting, signing, and billing are scattered, clients feel the chaos.

One simple platform to run your consulting business.

Manage leads

Keep track of prospects, conversations, and next steps.

Send quotes

Create professional quotes without messy documents.

Get quotes signed

Let clients approve and move forward faster.

Client portal

Give clients one place to retrieve invoices, documents, and updates.

Stay organized

See what happened, what's next, and what needs attention.

Use AI without depending on it

Let AI reduce admin work so you can focus on winning and delivering projects.

AI is changing work. It can also help people rebuild.

Losing a job is never easy. It affects confidence, routine, and identity.

But many people have valuable experience that companies still need. OneSimpleCRM exists to help those people package their skills, look professional, and start winning project-based work.

We believe AI should not only replace work. It should help more people create work for themselves.

From lead to paid client. Simple.

  1. 1Capture a new lead
  2. 2Track the conversation
  3. 3Send a quote
  4. 4Get it signed
  5. 5Give the client portal access
  6. 6Let them retrieve invoices and updates anytime

No complicated setup. No enterprise CRM language. Just the workflow a solo consultant actually needs.

Made for independent professionals.

Solo consultants

Turn expertise into client projects.

Freelancers

Manage work without living inside spreadsheets.

Fractional leaders

Look professional from first contact to signed proposal.

Laid-off professionals rebuilding

Start simple, stay organized, and move forward one client at a time.

Why we built this

OneSimpleCRM was created for people who are carrying the business on their own.

The "1" in our logo represents the solo professional. It is also a checkmark — the quote signed, the task completed, the client won.

We built OneSimpleCRM because running a business alone is already hard enough. The software should make it lighter.

Join as a founding member.

We're opening OneSimpleCRM to our first group of early users. Founding members get early access, direct input into the roadmap, and simple pricing while we continue building.

No spam. We'll reach out as we open early access.

Built with solo consultants in mind. No bloated setup. No enterprise complexity.

Your business may be one-person. Your systems shouldn't feel small.

Request Early Access

OneSimpleCRM helps teams of one look organized, professional, and ready for the next client.