Symple Systems

Revenue progress

Total earned

Projected

Under contract

Closed deals

Remaining

Expenses

Net profit

Team status today

Recent deals

Hot tasks today

View all tasks →

Activity feed

Buyer outreach tracker

Track which buyers have seen each deal, their response, and terms discussed.

Total earned

Projected

Remaining

Deals closed

Annual goal ($)

Goal hit. Time to raise the bar.

Monthly

Weekly

Yearly

Closed deals

Total revenue $0

Log numbers

Caller

Date

Calls made

Connections

Leads generated

Hot leads

Daily reflection

What went well today?

What do you need help with?

What can we do to help you succeed?

Notes

Rate your day (1-10)

Daily targets per caller

Set individual daily goals. Weekly = ×5, Monthly = ×22.

Daily

Weekly

Monthly

Yearly

Full history

Add to pipeline

Property address

Seller name

Seller phone

Assigned to

Stage

Offer price ($)

Projected profit ($)

Actual profit ($)

Exit strategy

Expected close

Closed date

Notes

Active deals

Under contract

Closed (30d)

Projected rev.

Under contract

Active pipeline

Lead source ROI

Which sources generate the most leads, deals, and revenue.

Match a deal to buyers

Select a pipeline deal

Add a buyer

Buyer name

Phone

Company

Min price ($)

Max price ($)

Strategy

Preferred areas

Notes

Buyers list

Add a task

Task

Assigned to

Due date

Priority

Linked deal

Open tasks

Completed

Rep performance goals

Monthly targets per rep — resets on the 1st of each month

This week

This month

This year

All time

Team totals

Streak tracker

Total expenses

Revenue

Net profit

6-month overview

Log an expense

Date

Amount ($)

Category

Paid to

Description

Expense history

Total shown $0

By category

Lead map

🔥 Hot ⚡ Short 📋 Long

🔥 Hot leads

⚡ Short term

📋 Long term

Add a lead

First name

Last name

Street address

City

State

Zip

Phone number

Motivation

Property condition

Asking price ($)

Offer price ($)

List source

Marketing channel *

Cold caller

Lead type

Date

Agent

Notes

Lead sheet

All leads

All

🔥 Hot

⚡ Short Term

📋 Long Term

Select all visible

📋 Tasks

Subject property

Property address

Beds

Baths

Sq ft

Condition adjustment

Estimated repairs ($)

Comparable sales

Saved analyses

Under contract

Title ordered

Buyer found

EMD due soon

Active closing pipeline

Overdue

Today

This week

Upcoming

Appointments

Total spend

Leads generated

Cost per lead

—

Deals from marketing

Log a campaign

Campaign name

Channel

Date launched

List size / impressions

Spend ($)

Assigned callers

Notes

By channel

All campaigns

📞 Call Script

Deal analyzer

Enter your deal numbers and see the full profit breakdown across all three exit strategies side by side.

Property address

ARV ($)

List price ($) for novation

Your offer / purchase price ($)

Rehab estimate ($)

Assignment fee ($)

Novation fee — ideal ($)

Novation fee — MAO ($)

Holding period (months)

Monthly holding cost ($)

Buy-side closing costs ($)

Sell-side closing costs ($)

Agent commission % if listing

Settings

Customize the CRM for your operation.

Business info

Company name

Buyer entity

Your name

Partner name

Monthly revenue goal ($)

Average assignment fee ($)

Team members

Appear in caller dropdowns and rep tracking.

Pipeline stages

Stages in the pipeline board and deal modals.

Lead sources

Sources in lead forms and marketing ROI.

Marketing channels

Cold Calling, Text Blast, Direct Mail, etc.

Lead types

Hot, Short Term, Long Term, etc.

Property conditions

Cosmetic, Full Gut, Teardown, etc.

Task priorities

High, Medium, Low, etc.

Notifications

Task reminders

Banner + chime when a task is due soon

Sound alerts

Play chime with notifications

Reminder lead time

Minutes before a task to notify

Follow-up defaults

Default interval (days)

Default assigned to

Performance targets

Default daily targets apply to all team members. Override per-member below.

Default daily targets

Calls / day

Connections

Leads / day

Document templates

Customize your offer letter and contract using {{VARIABLE}} placeholders. Available: {{BUYER}} {{SELLERS}} {{ADDRESS}} {{CITY}} {{STATE}} {{COUNTY}} {{APN}} {{PRICE}} {{PRICE_WORDS}} {{EMD}} {{DATE}} {{CLOSE_DATE}} {{DAYS}} {{EXPIRES}} {{SELLERS_FIRST}} {{MESSAGE}}

Offer letter body

Contract / PSA

Upload a .txt file or paste your contract. If blank, the built-in PSA is used.

📄 Upload .txt contract

Data management

Export, restore, or clear your CRM data.

Contacts

Cold data — imported lists, skip traced records, unworked contacts.

Select all on page

Per page:

Vault

Your documents, lists, and purchased materials — all in one place.

Import leads

Upload a CSV or Excel file, map your columns to lead fields, and bulk import.

📂

Drop your file here or click to browse

Supports CSV and Excel (.xlsx) files

Choose file

Bulk action log

All bulk operations performed across the CRM.