Get the right leads to the right people
Generate or import approved prospects, enrich missing details, and place them into the folders the team is assigned to work.
Built for real sales teams
The field sales CRM built for closers and setter teams.
Generate or import local business leads, call from the customer record, book directly to the closer's calendar, and track every sale—all in one system.
For setters Call, qualify, and book.For closers Manage the pipeline and close deals.
Why Simple Appointments exists
It started with one question: "Do you have a system?"
A friend and colleague offered me a job. I asked the million-dollar question: "Do you have a system?"
His answer was the same one I had heard thousands of times: "Just search Google, find some leads, call them, ask for the appointment, then call me. Super simple."
Honestly, it was a jumbled mess—not a system. He had remote callers all over the world losing hours to lead searches, manual tracking, and calendar checks.
Simple Appointments Inc. was built to solve that years-old problem. It turns wasted hours into calls being made, appointments being booked, and deals being closed.
Book a demoSee how we can take what should be a simple process and turn it into Simple Appointments.
Work one controlled process
Call the lead, read the script (it works!), schedule follow-ups, take notes, and book directly to the right calendar. No more guesswork, double-booking, or appointments on the wrong calendar.
Everything you need to close the deal
Call notes, in-house recordings searchable by phone number, follow-up history, appointment details, and the context you need to walk into the conversation ready to close.
From chaos to harmony
You and your team should work leads and close deals—not everything that comes before them.
You would think it would be simple. Now it is.
Without Simple Appointments
The team spends hours hunting for leads.
John calls Mike's Plumbing. Then Tom calls Mike's Plumbing. By the time the next setter calls, Mike is furious.
Sara finally finds an interested lead buried in a pile of notes. They want to meet at 1:30—but James already booked that time yesterday.
A hot lead is lost because the team is managing searches, notes, duplicate calls, follow-ups, and calendars instead of booking appointments.
With Simple Appointments
Import thousands of leads in minutes and give the entire team an organized folder with leads they can click to call.
Leads are separated into folders that make sense. The built-in pipeline shows who has called, who owns the follow-up, and what needs to happen next.
Meetings book directly onto the right calendar—without calling or texting to check the time first.
Mike's Plumbing finally books a meeting because he stopped receiving the same offer from ten different callers.
Chaos becomes a system.
Explore the platform
One system from lead generation, to booked appointment, to closed deal.
Explore what makes the system work for you—instead of making you work for the system.
01
Lead Generation & Import
Generate, import, enrich, and organize the leads your team is actually supposed to work.
Open feature →02Lead Pipeline & Appointment Booking
Move an approved lead from the first call to the closer's calendar without losing information between tools.
Open feature →03Closer & Setter Dashboards
Give each role a home screen built around the work they are responsible for.
Open feature →04Sales Results & Follow-Up
Connect booked appointments to closed revenue, setter credit, and the numbers that show how the team is performing.
Open feature →05Remote Team Management
Bring on remote setters, control exactly what they can see, and keep calling resources and commissions under control.
Open feature →06Manager Suite
Run a closer-setter organization from one subscription, one set of controls, and one shared view of performance.
Open feature →07Custom Solutions
When your closer-setter workflow needs something the standard platform does not cover, we can scope it with you.
Open feature →New — for sales organizations
One manager. Three closers. Nine setters. One subscription.
When you are running a floor instead of your own pipeline, stacking individual plans stops making sense. The Manager Suite puts the whole team under one subscription, one shared pool of leads, one bucket of minutes, and one bill — and gives the manager the controls to run it.
1 manager, 3 closers, 9 setters
Thirteen seats in a single $300/month package, and the manager does not burn one of the closer seats — the person running the team can still sell. Add or remove people any time without touching billing. Removing someone frees their seat immediately while every appointment, sale, and commission they produced stays on the books.
1,146 credits in one shared pool
The suite's lead generation credits belong to the team, not to individuals. The manager hands out what each closer needs, sees exactly how much of the month is still unallocated, and can reclaim what is not being used. No one can quietly burn the team's budget.
13 numbers included
Every seat can have its own line, included in the plan — nothing to buy per number. The manager assigns a line to a closer or setter, pulls it back, and reassigns it as the team changes.
One team bucket
Talk time is the only usage cost, and it comes out of a single team bucket instead of thirteen separate balances. The manager tops up one pool and the entire floor calls from it.
Targets everyone can see
Set weekly or monthly call, appointment, and revenue targets for each person or for the team as a whole. The manager gets every member in one view with live numbers against target — setters measured on appointments booked, closers on deals closed and revenue collected. Each member sees their own progress plus the team's total on their dashboard, so nobody is guessing where the floor stands.
One place the team actually reads
Post to the whole team or to specific people. It shows up on their dashboard instantly, pinned at the top if it matters, with your name on it. No email chains, no group text nobody scrolls back through.
Subscription pricing
Choose the setup that matches your team.
Start with one closer, add setters when you are ready, and save with annual billing. Cancel anytime.
Try Us Out!
A low-cost way to try the platform
$20/mo
Monthly only
- ✓ Lead generator (up to 900 leads/month)
- ✓ AI text & image lead import
- ✓ Dashboard with calendar availability
- ✓ Google Calendar sync
- ✓ Gmail sync (for sending emails)
- ✓ Folder management system
- ✓ Sales tracker
- ✓ Client results pages
- ✓ Access to 1 phone number of your choice (configured for outbound calling only, minutes sold separately)
Standard
For an individual closer
$50/mo
About $1.67 per day
- ✓ Lead generator (up to 11,460 leads/month)
- ✓ AI text & image lead import
- ✓ Dashboard with calendar availability
- ✓ Google Calendar sync
- ✓ Gmail sync (for sending emails)
- ✓ Folder management system
- ✓ Sales tracker
- ✓ Client results pages
- ✓ Access to 1 phone number of your choice (configured for outbound calling only, minutes sold separately)
Professional
Grow your team by adding appointment setters!
$100/mo
About $3.33 per day
- ✓ Everything in Standard
- ✓ Up to 22,920 leads/month
- ✓ Up to 2 appointment setter profiles
- ✓ Auto folder syncing across profiles
- ✓ Calendar syncing for booking
- ✓ Team performance tracking
- ✓ Access to up to 3 phone numbers of your choice (configured for outbound calling only, minutes sold separately)
Boss
Scale your operation with a full team!
$150/mo
About $5.00 per day
- ✓ Everything in Professional
- ✓ Up to 34,980 leads/month
- ✓ Up to 5 appointment setter profiles
- ✓ Advanced team management
- ✓ Priority support
- ✓ Access to up to 6 phone numbers of your choice (configured for outbound calling only, minutes sold separately)
Manager Suite
Manage your entire sales team under one subscription
$300/mo
About $10.00 per day
- ✓ 1 Manager seat (keeps full closer capability)
- ✓ Up to 3 Closer seats
- ✓ Up to 9 Appointment Setter seats
- ✓ 1,146 lead generation credits per month, shared across the team
- ✓ Manager-controlled credit allotments per closer
- ✓ Team-wide activity and results oversight
- ✓ Access to up to 13 phone numbers of your choice (configured for outbound calling only, minutes sold separately)
See it around your workflow
Let's look at your system and see if this will be a solution to your problems.
We'll walk through how the platform works end to end—from lead generation to lead action, appointments booked, and logging the close.