Marketing Simplified
The CRM for financial advisors & lead-gen agencies

The all-in-one CRM built to close leads

Marketing Simplified CRM brings your contacts, pipeline, unified SMS & email inbox, booking calendars, automations, and funnels into one place — so you can capture, nurture, and book more leads without juggling a dozen tools.

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Contacts & pipeline

Organize every lead and drag deals through a visual sales pipeline.

Unified inbox

Text and email each contact from one thread — no more juggling tools.

Booking calendars

Share a booking link and sync appointments with your Google or Outlook calendar.

Automations

Follow up automatically over days and weeks — no lead falls through the cracks.

Calling & reminders

Call leads and send timed SMS/email reminders before every appointment.

Funnels & pages

Publish landing pages and funnels on your own custom domain.

Works with the tools you already use

Connect your Google or Microsoft calendar to sync availability and push booked meetings automatically, and send from your own phone number and email — all inside one simple CRM.