RGS simpleCRM logo RGS simpleCRM
CRM FOR FAMILY BUSINESSES

The CRM for family businesses.
One version of the truth.

Even with three generations updating the same customer record, everyone sees the same live data — so you're finally off the spreadsheet for good.

Family businesses run on trust — but trust doesn't stop a shared spreadsheet from turning into three different versions of the truth once more than one person is updating it. RGS simpleCRM gives every family member and employee the same live view of every customer, so nobody has to ask "wait, who spoke to them last?" or worry that someone's edits just got overwritten.

Because user accounts are simple to set up — no IT department required — a family business can add a new generation, or a new member of staff, to the same shared customer records in minutes, with a full history of every activity logged against the right person.

Sound familiar?

Family businesses run on trust — spreadsheets don't return the favour.

WITHOUT RGS simpleCRM
"Which version is right?" spreadsheet chaos
One person's edits overwriting another's
No visibility into what a family member promised
Onboarding a new family member takes forever
Customers slipping through the cracks between shifts
WITH RGS simpleCRM
Everyone sees the same live customer record
Changes save instantly — no overwriting anyone
See exactly what was discussed, and by whom
Add family members and staff in minutes, no IT needed
Reminders carry the follow-up between shifts

Built for the whole family

One shared database
Every customer, company and contact lives in one place everyone in the business can trust.
Full activity history
See exactly what was discussed and by whom — no more relying on who happens to remember.
Simple user management
Add family members and staff in minutes — no IT department required.
Reminders
Nothing falls through the cracks between shifts, or between generations.

Frequently asked questions

Can multiple family members access the same account?

Yes — an administrator can invite as many family members and staff as needed into the same organisation, and everyone works from the same live customer data.

Is our customer data kept private from other businesses?

Yes. Every organisation's data is completely isolated from every other organisation on RGS simpleCRM — nobody outside your business can see it.

What happens if a family member or employee leaves the business?

An administrator can remove their account at any time. The companies, contacts and activity history they created stay with the business — nothing is lost.

Can we control who has administrator access?

Yes — administrator status can be granted or removed for any user, so you can decide who manages the organisation's settings and team.

Who runs on RGS

Micro-businesses of every stripe.