Simplr Essentials
A clear home for your clients, tasks and creative work
- Client records, projects and tasks
- Project and retainer workflows
- Creative versions and internal review
- Manual meeting notes
Room for every team
Start with the essentials, connect more of your agency with Plus, or build a plan around a larger team. The more people you bring, the less each seat costs.
A clear home for your clients, tasks and creative work
Connect the work, your people and the business behind it
For teams of more than 500 and more complex agency structures
A plan shaped around your agency
Plan prices exclude applicable taxes. Don’t see the plan for you? Contact us to discuss your agency’s needs.
Compare plans
See exactly what each plan includes.
| Feature | Simplr Essentials | Simplr Plus | Enterprise |
|---|---|---|---|
| Clients and projects | |||
| Active clients | 5 | 25 | Tailored |
| Active projects | 10 | 100 | Tailored |
| Client records, projects and tasks | Included | Included | Included |
| Project and retainer workflows | Included | Included | Included |
| Briefs, scope and change decisions | Included | Included | Included |
| Creative work and clients | |||
| Creative versions and internal review | Included | Included | Included |
| Client portal for feedback, requests and approvals | Included | Included | Included |
| Email, meetings and assistant | |||
| Manual meeting notes | Included | Included | Included |
| Gmail inbox and reply drafts | Not included | Included | Included |
| Meeting bot and calendar sync | Not included | Included | Included |
| Outlook and Microsoft 365 | Not included | Included | Included |
| Simplr Assistant | Included | Included | Included |
| Planning and time | |||
| Resource planning and availability | Not included | Included | Included |
| Time tracking | Not included | Included | Included |
| Project budgets | Not included | Included | Included |
| Billing | |||
| Client invoices and payment recording | Not included | Included | Included |
| Scheduled retainer invoices | Not included | Included | Included |
| Online payments Coming soon | Not included | Included | Included |
| Files | |||
| Shared file library | Included | Included | Included |
| Storage included | 10 GB per person | 50 GB per person | Tailored |
| Pay-as-you-go extra storage | Included | Included | Tailored |
| Team and security | |||
| Agency roles and financial access | Not included | Included | Included |
| Agency and sub-agency structure | Not included | Not included | Included |
| SSO and SCIM provisioning | Not included | Not included | Included |
FAQ
Essentials covers everyday client, project and task management, creative versions, internal review and manual meeting notes, for up to five active clients and ten active projects. Plus raises those limits to 25 clients and 100 projects and adds email and meeting assistance, resource planning, time tracking, project budgets, client invoicing and agency roles.
Annual billing is our standard price: per person / month for Essentials and for Plus, paid 12 months upfront. Monthly billing costs 10% more, in exchange for the flexibility. Team discounts apply either way. Enterprise terms are agreed separately.
Every seat is billed at the rate for your team size: . For example, . Teams of more than 500 work with us on an Enterprise plan.
A seat is one person with their own user account. Client and project limits apply to the whole workspace, not per seat, and include active project and retainer work. Adding seats does not increase those limits. If you need more capacity, Plus or Enterprise may suit you better, and we can talk it through in your walkthrough.
Plus and Enterprise include client invoicing: create invoices from approved time, milestones or retainer schedules, issue numbered PDF invoices and record payments as they arrive. Online payment collection is coming soon. Essentials does not include client invoicing.
Explore the plans on this page, then book a walkthrough. A member of our team will show you Simplr around your own workflow and help you get set up on the plan that fits. For now, new accounts are set up with our team rather than through online sign-up.
Your next step
Tell us how many clients each account manager runs today, and we’ll show you where Simplr gives the time back.