Find and organize prospects
Generate local business leads with Google Places or import leads you already have. Review the results and organize contacts into folders.
Explore this step →Sales outreach software
Manage sales outreach from the first lead to the booked appointment.
Simple Appointments is a sales outreach CRM for field sales teams. It connects local business lead generation and import, contact management, outbound calling, follow-up activity, appointment scheduling, and sales and commission tracking.
Who it is for
A connected workflow for closers and appointment setters.
Built for individual closers, closer-setter teams, and sales managers who sell through conversations and booked appointments. The workflow keeps the lead record, next action, calendar and sales outcome connected.
From prospect to outcome
How to manage your sales outreach.
Work the next conversation
Open the lead record, call the prospect, add notes and schedule a follow-up. Keep the context available for the next person working the lead.
Explore this step →Book the right calendar
Turn an interested prospect into an appointment on the closer's calendar. Keep appointment setters and closers working from connected records.
Explore this step →Track the outcome
Review booked appointments, closed sales, revenue and setter commissions. Managers can follow team activity and results.
Explore this step →Inside the platform
Lead generation, CRM and scheduling tools.
Local Business Lead Generation Tools
Generate, import, enrich, and organize the leads your team is actually supposed to work.
Explore Local Business Lead Generation Tools →CRM & Appointment Scheduling
Move an approved lead from the first call to the closer's calendar without losing information between tools.
Explore CRM & Appointment Scheduling →Sales Calendars & Team Dashboards
Give each role a home screen built around the work they are responsible for.
Explore Sales Calendars & Team Dashboards →Sales Results & Follow-Up
Connect booked appointments to closed revenue, setter credit, and the numbers that show how the team is performing.
Explore Sales Results & Follow-Up →CRM for Remote Sales Teams
Bring on remote setters, control exactly what they can see, and keep calling resources and commissions under control.
Explore CRM for Remote Sales Teams →Manager Suite
Run a closer-setter organization from one subscription, one set of controls, and one shared view of performance.
Explore Manager Suite →Custom CRM & Sales Workflow Solutions
When your closer-setter workflow needs something the standard platform does not cover, we can scope it with you.
Explore Custom CRM & Sales Workflow Solutions →Compare the plans
Start with the setup your team needs.
| Plan | Monthly billing | Annual billing | Designed for |
|---|---|---|---|
| Try Us Out! | $20/month | Monthly only | A low-cost way to try the platform |
| Standard | $50/month | $500/year | For an individual closer |
| Professional | $100/month | $1000/year | Grow your team by adding appointment setters! |
| Boss | $150/month | $1500/year | Scale your operation with a full team! |
| Manager Suite | $300/month | $3000/year | Manage your entire sales team under one subscription |
Calling minutes are sold separately. Seats, lead allowances and outbound calling numbers vary by plan. Annual prices are billed annually. See full plan inclusions and start a subscription.
Product questions
Choosing sales outreach software.
What does Simple Appointments do?
Simple Appointments combines lead generation, CRM contact management, outbound calling, follow-up tracking, appointment scheduling and sales tracking. It is designed around how closers, appointment setters and sales managers work together.
Who is Simple Appointments built for?
Individual field sales closers, teams that pair appointment setters with closers, and sales managers overseeing those teams. Plans differ in seats, lead allowances and team controls.
How does it help manage sales outreach?
Your team can organize leads into folders, call from a lead record, record notes and follow-ups, book an interested prospect onto the closer's calendar, and track the resulting sale and commission.
Can I generate leads and use my existing contacts?
Yes. The platform supports Google Places local business lead generation and lead import, including AI-assisted text and image import. Selected prospects can be organized into the folders your team works.
Does it connect to Google Calendar and Gmail?
Google Calendar sync and Gmail sync for sending email are listed in the public plans. Account connections and configuration are required; review your workflow during a demo.
Are calling minutes included?
Calling minutes are sold separately. Public plans list access to outbound calling numbers, with the number of available lines depending on the plan. Check current pricing for plan allowances and usage costs.
How do I choose the best sales outreach tool for my team?
Compare the tools against your actual sales process: lead sources, contact ownership, calling and follow-up needs, calendar handoff, team permissions, reporting and total cost. Ask for a demo using a real example of how your setters and closers work.
Bring your real sales process.
We'll walk through your lead sources, setter-to-closer handoff, follow-ups and reporting needs so you can decide whether Simple Appointments fits your team.
Request a demo