Small-business owners tracking leads and opportunities
Use Simple Sales Tracking when sales records, contacts, tasks, and notes need one shared browser workspace.
Trial with real records.
Updated June 19, 2026
Simple Sales Tracking fits small businesses that want a straightforward place to track leads, opportunities, contacts, tasks, notes, and commissions. It is useful when your team has outgrown spreadsheets but does not want Salesforce-style setup or a long menu of sales apps.
Use the no-credit-card trial with your actual lead stages and sales records. Check whether the interface feels clear, whether reports answer manager questions, and whether the Outlook/API/email pieces match your workflow. Skip it if your team expects modern automation, mobile polish, or broad integrations; HubSpot, Pipedrive, or Zoho may be easier to grow into.
Simple Sales Tracking is a web-based CRM for small teams that want leads, opportunities, accounts, tasks, appointments, notes, reports, and commission tracking without an enterprise CRM rollout.
Its appeal is the one-price full-access model, but the public review base is extremely thin, so users should test the trial carefully.
| Feature | What to test | Plan note |
|---|---|---|
| Lead and opportunity tracking | Import sample leads and move them through your real pipeline stages. | Plan note: full access plan. |
| Tasks, appointments, and notes | Check whether reps can log activity quickly and managers can see next steps. | Plan note: included. |
| Commission tracking | Test commission fields against the way your team actually pays reps. | Plan note: included. |
| Reports and charts | Run pipeline, activity, forecast, and commission reports before moving all data. | Plan note: included. |
| Outlook and API options | Confirm Outlook plugin, web-to-lead, API, and email marketing needs. | Plan note: verify during trial. |
Use Simple Sales Tracking when sales records, contacts, tasks, and notes need one shared browser workspace.
Trial with real records.
Use it when commission tracking is part of the same sales process as pipeline and activity reporting.
Test payout logic.
Use it when predictable per-user pricing matters more than a large ecosystem.
Compare annual billing.
| Plan or option | public price | Trial / free-plan detail |
|---|---|---|
| Monthly full access | Official page lists $15/user/month for full unlimited access | Free plan: no current public free plan was verified. |
| Annual full access | Official page lists $13.75/user/month billed annually and says annual billing gets one month free | Free trial: yes, no credit card required. |
| Trial limits | FAQ lists trial limits for storage, Twitter search terms, and sales-record import | Test with representative data. |
Source: Official pricing/signup page.
Free plan: no current public free plan was verified in the pricing table. Free trial: yes, the official pricing/signup page says no credit card is required for trial. Confirm trial limits, annual billing, Outlook plugin needs, API needs, and import limits before subscribing.
Check Outlook plugin requirements, Smart BCC email, web-to-lead forms, Campaign Monitor, Twitter or Hootsuite connections, REST API, document attachments, security roles, nightly backup, import limits, report exports, and whether the browser/mobile experience is enough for daily sales work.
Start with 20 to 50 real leads, your normal lead sources, and one salesperson's weekly workflow. Build pipeline stages, add tasks, attach a few notes/files, test a commission report, and try the daily reminder emails. If those basics feel natural, then add more users and import more history.
Yes. The official pricing/signup page lists monthly and annual per-user pricing.
Yes. The official page says no credit card is required for trial.
No current public free plan was verified in the official pricing table.
Small teams that need lead, opportunity, task, note, report, and commission tracking without enterprise CRM setup.