Use Cases
Built for people like you
Simplio works for anyone who needs to keep track of client relationships without the overhead of traditional tools.
Solo Agency Owner
You wear all the hats
The problem
You handle sales, delivery, and admin. Clients slip through the cracks because you are busy doing the actual work. You have tried fancy tools, but they take more time to maintain than they save.
The solution
Simplio gives you one place to see all clients and what needs attention. Add a client in seconds, set the next action, and get reminded when it is time to follow up. No maintenance, no complexity.
The results
Today's Focus
0/3 completed
Send proposal
Sarah C. • 9:00 AM
Follow up call
Marcus J. • 11:00 AM
Review contract
Emily T. • 2:00 PM
B2B Consultant
Relationships are your business
The problem
Your pipeline is relationships, not deals. You need to stay in touch with dozens of people - past clients, prospects, referral partners. A full CRM is overkill, but a spreadsheet is chaos.
The solution
Simplio is built for relationship maintenance. Track everyone you need to stay in touch with. Set follow-up reminders based on how often you want to connect. Never go too long without reaching out.
The results
Alex Rivera
CEO, TechCorp
Jordan Lee
VP Sales, Acme
Casey Kim
Director, StartupX
Small Service Team
1-5 people, lots of clients
The problem
Your team shares clients but not information. You use chat, email, and scattered notes. Things get dropped because no one knows who is handling what. You need visibility without bureaucracy.
The solution
Simplio gives your team a shared view of all clients. See who is handling what, what the next action is, and when follow-ups are due. Everyone stays aligned with minimal overhead.
The results
Team workload
Sarah
3 clients
Marcus
3 clients
Emily
2 clients
Active clients
TechStart Inc
Design Co
Startup XYZ
Bootstrapped Founder
Doing it all yourself
The problem
You are building a product and talking to customers at the same time. You do not have time to set up a real CRM, but you cannot afford to lose track of interested prospects or early customers.
The solution
Simplio takes 2 minutes to start using. Add prospects as you talk to them. Track what each person needs. Never miss a follow-up with someone who could become a customer or give you crucial feedback.
The results
47
Users
12
Feedback
3
Calls
Customer conversations
Lisa Park
2m agoLove the new feature!
Which one sounds like you?
No matter your situation, if you want to stay on top of client relationships without complexity, Simplio is for you.