Feature map

The Simply360 feature set covers the whole path from schema to public product.

A Simply360 solution can include internal admin tooling, public websites, embeddable interfaces, automations, branded app shells, companion tools, setup help, and transparent pricing rules.

Unlimited Team Admins and Team Users on every plan.

Free for the first 500 active people or core records.

Every paid plan includes the first published website.

Archived people or core records leave the active billing meter.

01

Your database

The records, fields, cleanup tools, and history that keep the team working from one reliable source.

Collections for every kind of record

Model people, households, organizations, events, payments, assets, and internal work without forcing them into one generic table.

See examples
  • Team Admins and Team Users can see constituents, clients, members, students, families, or other primary records with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active workflow work.
Included by planFree for the first 500 active people or core records; paid bands start at $69/mo up to 2,500.
Details
  • Public bands run up to 25,000 active people or core records.
  • Beyond 25,000 is custom-priced so larger teams do not get a fake one-size-fits-all quote.
  • Archived people or core records leave the active billing meter without being deleted.

Thirty-plus field types

Use dates, money, phone, email, files, maps, ratings, relationships, ranges, formula-ready values, and rich content where they belong.

See examples
  • Team Admins and Team Users can see constituents, clients, members, students, families, or other primary records with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active workflow work.
IncludedIncluded on every plan, including Free.

Custom lists and statuses

Create team-owned lists for stages, statuses, categories, tags, outcomes, and other values that need consistency without hard-coding.

See examples
  • Team Admins and Team Users can see constituents, clients, members, students, families, or other primary records with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active workflow work.
IncludedIncluded on every plan, including Free.

Relationships between records

Connect people to households, gifts to campaigns, attendees to events, assets to owners, and any other real-world relationship.

See examples
  • Team Admins and Team Users can see constituents, clients, members, students, families, or other primary records with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active workflow work.
IncludedIncluded on every plan, including Free.

Smart Collections

Maintain dynamic groups from live criteria so segments, work queues, and audience lists stay current without manual tagging.

See examples
  • Team Admins and Team Users can see constituents, clients, members, students, families, or other primary records with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active workflow work.
IncludedIncluded on every plan, including Free.

Imports and exports

Bring spreadsheets in, clean them up, export views, and keep migration or reporting work tied to the same schema.

See examples
  • Team Admins and Team Users can see constituents, clients, members, students, families, or other primary records with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active workflow work.
IncludedIncluded on every plan, including Free.

Duplicate and data cleanup

Find messy records, standardize fields, and clean duplicates so the database gets easier to trust instead of harder.

See examples
  • Team Admins and Team Users can see constituents, clients, members, students, families, or other primary records with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active workflow work.
IncludedIncluded on every plan, including Free.

Archive controls

Archive inactive records without deleting history, and keep archived primary records out of the active billing meter.

See examples
  • Team Admins and Team Users can see constituents, clients, members, students, families, or other primary records with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active workflow work.
Included by planFree for the first 500 active people or core records; paid bands start at $69/mo up to 2,500.
Details
  • Public bands run up to 25,000 active people or core records.
  • Beyond 25,000 is custom-priced so larger teams do not get a fake one-size-fits-all quote.
  • Archived people or core records leave the active billing meter without being deleted.

Record approvals

Route sensitive record changes through review instead of letting every update go straight to final state.

See examples
  • Team Admins and Team Users can see constituents, clients, members, students, families, or other primary records with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active workflow work.
IncludedIncluded on every plan, including Free.

Team schema designer

Team Admins can shape collections, fields, settings, forms, and views as the team learns what it really needs.

See examples
  • Team Admins and Team Users can see constituents, clients, members, students, families, or other primary records with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active workflow work.
IncludedIncluded on every plan, including Free.

Team labels

Organize records and platform objects with reusable labels that work across lists, filters, and administration.

IncludedIncluded on every plan, including Free.

Audit log

Track who changed what and when, including system and automation activity that matters for support and compliance.

See examples
  • Team Admins and Team Users can see constituents, clients, members, students, families, or other primary records with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active workflow work.
IncludedIncluded on every plan, including Free.
02

Seeing your data

The everyday surfaces people use to scan, compare, report, and act on what is happening.

List and table views

Create focused tables and lists for the exact records, fields, sorting, and actions each workflow needs.

See examples
  • Team Admins and Team Users can open a saved list for this week's workflow work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
IncludedIncluded on every plan, including Free.

Detail views

Show one record with the sections, related records, actions, and context people need before they decide what to do.

See examples
  • Team Admins and Team Users can open a saved list for this week's workflow work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
IncludedIncluded on every plan, including Free.

Calendar views

Turn date and date-range records into schedules that teams can scan by day, week, month, or operational context.

See examples
  • Team Admins and Team Users can open a saved list for this week's workflow work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
IncludedIncluded on every plan, including Free.

Map views

Use address and location fields to show records geographically for routes, service areas, venues, or regional planning.

See examples
  • Team Admins and Team Users can open a saved list for this week's workflow work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
IncludedIncluded on every plan, including Free.

Pivot views

Summarize records across dimensions so teams can compare activity by status, program, source, owner, or timeframe.

See examples
  • Team Admins and Team Users can open a saved list for this week's workflow work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
IncludedIncluded on every plan, including Free.

Charts and stat views

Turn saved views into charts, stat cards, and quick readouts that explain what is happening without a spreadsheet export.

See examples
  • Team Admins and Team Users can open a saved list for this week's workflow work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
IncludedIncluded on every plan, including Free.

Saved filters

Save repeatable views of records so important lists are one click away instead of rebuilt by hand.

See examples
  • Team Admins and Team Users can open a saved list for this week's workflow work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
IncludedIncluded on every plan, including Free.

Dashboards and dashboard cards

Put key views, stats, reports, and actions on a role-friendly home surface for daily use.

See examples
  • Team Admins and Team Users can open a saved list for this week's workflow work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
IncludedIncluded on every plan, including Free.

Reports

Build team and personal reports from live data without copying rows into a separate reporting system.

See examples
  • Team Admins and Team Users can open a saved list for this week's workflow work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
IncludedIncluded on every plan, including Free.

Scheduled report deliveries

Send recurring report snapshots to the people who need them, on the rhythm the work requires.

See examples
  • Team Admins and Team Users can open a saved list for this week's workflow work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
Included with allowanceReports on demand on Free; 5 scheduled deliveries/mo on the entry paid band.
Details
  • Larger public bands include up to 50 scheduled report deliveries/mo.

Report snapshots

Preserve the numbers as they looked at a point in time for board packets, grant files, and operational review.

See examples
  • Team Admins and Team Users can open a saved list for this week's workflow work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
IncludedIncluded on every plan, including Free.
03

Forms and workflows

Public forms, internal steps, approvals, registrations, and record updates that move work forward.

DataWizards

Create guided public or internal flows that collect, update, verify, approve, charge, and write structured records.

See examples
  • Constituents complete the flow on their phone, and Team Admins and Team Users sees the result immediately.
  • If capacity fills, the next person can move to a waitlist instead of getting lost in email.
  • Approval steps can hold sensitive submissions until the right person reviews them.
IncludedIncluded on every plan, including Free.

Public forms

Publish public forms that write into the database, respect validation, and keep source context attached.

See examples
  • Constituents complete the flow on their phone, and Team Admins and Team Users sees the result immediately.
  • If capacity fills, the next person can move to a waitlist instead of getting lost in email.
  • Approval steps can hold sensitive submissions until the right person reviews them.
IncludedIncluded on every plan, including Free.

Intake and applications

Collect structured application or intake data and move it into review, records, and follow-up without retyping.

See examples
  • Constituents complete the flow on their phone, and Team Admins and Team Users sees the result immediately.
  • If capacity fills, the next person can move to a waitlist instead of getting lost in email.
  • Approval steps can hold sensitive submissions until the right person reviews them.
IncludedIncluded on every plan, including Free.

Registrations

Run signups for events, programs, memberships, services, or any other participation workflow.

See examples
  • Constituents complete the flow on their phone, and Team Admins and Team Users sees the result immediately.
  • If capacity fills, the next person can move to a waitlist instead of getting lost in email.
  • Approval steps can hold sensitive submissions until the right person reviews them.
IncludedIncluded on every plan, including Free.

Self-service record updates

Let people update the records they are allowed to touch instead of sending changes through email.

See examples
  • Constituents complete the flow on their phone, and Team Admins and Team Users sees the result immediately.
  • If capacity fills, the next person can move to a waitlist instead of getting lost in email.
  • Approval steps can hold sensitive submissions until the right person reviews them.
IncludedIncluded on every plan, including Free.

Capacity and waitlists

Set capacity, collect waitlists, and keep signup pressure visible when a session, room, event, or service fills.

See examples
  • Constituents complete the flow on their phone, and Team Admins and Team Users sees the result immediately.
  • If capacity fills, the next person can move to a waitlist instead of getting lost in email.
  • Approval steps can hold sensitive submissions until the right person reviews them.
IncludedIncluded on every plan, including Free.

Hosted wizard pages

Give any wizard a clean hosted URL so it can stand alone, be shared, or sit behind a branded website link.

See examples
  • Constituents complete the flow on their phone, and Team Admins and Team Users sees the result immediately.
  • If capacity fills, the next person can move to a waitlist instead of getting lost in email.
  • Approval steps can hold sensitive submissions until the right person reviews them.
IncludedIncluded on every plan, including Free.

Approval workflows

Turn submissions and changes into reviewable steps before the system treats them as final.

See examples
  • Constituents complete the flow on their phone, and Team Admins and Team Users sees the result immediately.
  • If capacity fills, the next person can move to a waitlist instead of getting lost in email.
  • Approval steps can hold sensitive submissions until the right person reviews them.
IncludedIncluded on every plan, including Free.
04

Automation and communication

Messages, templates, notifications, documents, and conversations that reduce manual follow-up.

Automations

Trigger follow-up from record changes, form submissions, dates, statuses, messages, and other operational signals.

See examples
  • When a workflow status changes, Simply360 can create the next task for Team Admins and Team Users.
  • Reminder messages can go out before important dates without someone checking a spreadsheet every morning.
  • A template can fill itself from record details so the message is consistent and still personal.
IncludedIncluded on every plan, including Free.

Notifications

Notify the right people when work changes, approvals need attention, or important records reach a threshold.

See examples
  • When a workflow status changes, Simply360 can create the next task for Team Admins and Team Users.
  • Reminder messages can go out before important dates without someone checking a spreadsheet every morning.
  • A template can fill itself from record details so the message is consistent and still personal.
IncludedIncluded on every plan, including Free.

Outgoing email

Send trackable email from templates and workflows, with recipient counts tied to published allowances.

See examples
  • When a workflow status changes, Simply360 can create the next task for Team Admins and Team Users.
  • Reminder messages can go out before important dates without someone checking a spreadsheet every morning.
  • A template can fill itself from record details so the message is consistent and still personal.
Included with allowance500 recipients/mo on Free; 10,000/mo on the entry paid band.
Details
  • Larger public bands include up to 100,000 recipients/mo.
  • $1 per 1,000 recipients after allowance.

Verified email domains

Send from approved domains so public messages look professional and deliver reliably.

IncludedIncluded on every plan, including Free.

SMS messaging

Send texts where text is the appropriate channel, with prepaid caps and number fees shown plainly.

See examples
  • When a workflow status changes, Simply360 can create the next task for Team Admins and Team Users.
  • Reminder messages can go out before important dates without someone checking a spreadsheet every morning.
  • A template can fill itself from record details so the message is consistent and still personal.
Usage-based$0.02 per text segment plus $10/mo per SMS number.
Details
  • SMS is prepaid with caps you set; no surprise overage billing.

Content templates

Reuse approved message and document copy with data filled from records instead of hand-edited each time.

See examples
  • When a workflow status changes, Simply360 can create the next task for Team Admins and Team Users.
  • Reminder messages can go out before important dates without someone checking a spreadsheet every morning.
  • A template can fill itself from record details so the message is consistent and still personal.
IncludedIncluded on every plan, including Free.

Generated documents

Create PDFs, letters, confirmations, contracts, or packets from record data and approved templates.

See examples
  • When a workflow status changes, Simply360 can create the next task for Team Admins and Team Users.
  • Reminder messages can go out before important dates without someone checking a spreadsheet every morning.
  • A template can fill itself from record details so the message is consistent and still personal.
Included with allowance25 generated docs/mo on Free; 250/mo on the entry paid band.
Details
  • Larger public bands include up to 2,500 docs/mo.
  • $0.01 per generated document after allowance.

Conversations inbox

Keep public conversations, handoffs, and follow-up in one place instead of scattering them through inboxes.

See examples
  • When a workflow status changes, Simply360 can create the next task for Team Admins and Team Users.
  • Reminder messages can go out before important dates without someone checking a spreadsheet every morning.
  • A template can fill itself from record details so the message is consistent and still personal.
IncludedIncluded on every plan, including Free.
05

Websites and public presence

The website, portal, SEO, domain, and publishing pieces that make the public side feel connected.

Website Studio

Build pages, blocks, layouts, styles, and site content directly alongside the data and workflows they publish.

See examples
  • A public page can show the current workflow details without hand-editing content twice.
  • Constituents can land on the right form or portal from the site navigation.
  • Old links can redirect cleanly when the site structure changes.
Included on paid plansYour first published website with custom domain is included on every paid plan.
Details
  • Additional published websites are $39/site/mo.

Hosted websites

Publish a fast hosted site on the Simply360 website engine, with static-first rendering and branded pages.

See examples
  • A public page can show the current workflow details without hand-editing content twice.
  • Constituents can land on the right form or portal from the site navigation.
  • Old links can redirect cleanly when the site structure changes.
Included on paid plansYour first published website with custom domain is included on every paid plan.
Details
  • Additional published websites are $39/site/mo.

Custom domains and SSL

Connect a public domain with automatic SSL so the site feels owned, trusted, and production-ready.

Included on paid plansYour first published website with custom domain is included on every paid plan.
Details
  • Additional published websites are $39/site/mo.

Redirects manager

Keep old URLs, campaign links, and changed pages pointing at the right destination with explicit redirect rules.

IncludedIncluded on every plan, including Free.

Access areas and portals

Protect parts of a website for verified people, members, clients, families, staff, or other approved audiences.

See examples
  • A public page can show the current workflow details without hand-editing content twice.
  • Constituents can land on the right form or portal from the site navigation.
  • Old links can redirect cleanly when the site structure changes.
IncludedIncluded on every plan, including Free.

Dynamic pages

Render a public page from each matching record so profiles, listings, events, programs, or resources stay data-backed.

See examples
  • A public page can show the current workflow details without hand-editing content twice.
  • Constituents can land on the right form or portal from the site navigation.
  • Old links can redirect cleanly when the site structure changes.
IncludedIncluded on every plan, including Free.

SEO files, canonicals, and sitemaps

Publish clean page metadata, canonical URLs, robots rules, and sitemaps from the same site model.

IncludedIncluded on every plan, including Free.

Style kits and webfonts

Keep brand styling consistent across pages with reusable style kits, typography, colors, and layout rules.

IncludedIncluded on every plan, including Free.
06

Embeds on any website

Drop the working parts into an existing site without rebuilding the whole public presence first.

Embeddable views

Place public lists, tables, details, calendars, maps, charts, and stats into a site you already own.

See examples
  • Keep your existing website and embed the working list, form, or conversation exactly where visitors expect it.
  • A campaign page can carry one specific signup flow while the data still writes to Simply360.
  • The embedded surface can be replaced or updated without rebuilding the whole site.
IncludedIncluded on every plan, including Free.

Embeddable workflows

Drop public forms and guided workflows into an existing website with a copy-paste component.

See examples
  • Keep your existing website and embed the working list, form, or conversation exactly where visitors expect it.
  • A campaign page can carry one specific signup flow while the data still writes to Simply360.
  • The embedded surface can be replaced or updated without rebuilding the whole site.
IncludedIncluded on every plan, including Free.

Embeddable conversation widgets

Add a public conversation widget to existing pages and route handoffs back to the team.

See examples
  • Keep your existing website and embed the working list, form, or conversation exactly where visitors expect it.
  • A campaign page can carry one specific signup flow while the data still writes to Simply360.
  • The embedded surface can be replaced or updated without rebuilding the whole site.
Add-on$29/mo per live conversation widget.
07

AI and conversations

Assistance, translation, public conversation, and budget controls that keep AI useful and bounded.

Public conversation widgets

Let visitors ask questions, get guided help, and hand off to people with context attached.

See examples
  • Team Admins and Team Users can draft first-pass copy, then review it before anything goes public.
  • Ask Simply can explain what a record means and suggest the next practical action.
  • Budget caps keep AI useful without creating open-ended spend.
Add-on$29/mo per live conversation widget.

Ask Simply

Use the in-app assistant to explain records, propose actions, draft content, and help Team Admins work faster.

See examples
  • Team Admins and Team Users can draft first-pass copy, then review it before anything goes public.
  • Ask Simply can explain what a record means and suggest the next practical action.
  • Budget caps keep AI useful without creating open-ended spend.
Included with allowanceTrial credits on Free; $5 AI credit value/mo on the entry paid band.
Details
  • Larger public bands include up to $50 AI credit value/mo.
  • Budget caps stay on by default; larger prepaid AI packs are launch-gated until ratified.

AI website copy help

Draft, refine, and rework website copy while keeping human review in the publishing flow.

See examples
  • Team Admins and Team Users can draft first-pass copy, then review it before anything goes public.
  • Ask Simply can explain what a record means and suggest the next practical action.
  • Budget caps keep AI useful without creating open-ended spend.
Included with allowanceTrial credits on Free; $5 AI credit value/mo on the entry paid band.
Details
  • Larger public bands include up to $50 AI credit value/mo.
  • Budget caps stay on by default; larger prepaid AI packs are launch-gated until ratified.

AI data translations

Translate team-authored content where multilingual presentation matters, with language costs disclosed before activation.

See examples
  • Team Admins and Team Users can draft first-pass copy, then review it before anything goes public.
  • Ask Simply can explain what a record means and suggest the next practical action.
  • Budget caps keep AI useful without creating open-ended spend.
Add-on$15/mo per AI translation language.

AI credits and budget caps

Give teams useful AI help without open-ended spend by showing included value, prepaid posture, and caps.

Included with allowanceTrial credits on Free; $5 AI credit value/mo on the entry paid band.
Details
  • Larger public bands include up to $50 AI credit value/mo.
  • Budget caps stay on by default; larger prepaid AI packs are launch-gated until ratified.
08

Payments and commerce

Checkout, carts, recurring billing, platform-fee honesty, and payment methods tied to the same records.

Payment processing

Accept payments where the workflow needs them, with the 0 percent nonprofit promise and every other fee stated plainly.

See examples
  • Constituents can pay during the same flow where they register, request, or renew.
  • Line items can carry the context Team Admins and Team Users needs later.
  • Payment fees stay visible so finance questions do not become a surprise after launch.
Payment fee0% platform fee for verified tax-exempt paid teams; 1% for other paid teams; 2% on Free.
Details
  • Processor pass-through rates still apply. The platform fee is disclosed once on the page and in billing.

Carts and checkout

Collect multiple items, fees, or selections in one public checkout tied back to records and workflow steps.

See examples
  • Constituents can pay during the same flow where they register, request, or renew.
  • Line items can carry the context Team Admins and Team Users needs later.
  • Payment fees stay visible so finance questions do not become a surprise after launch.
Payment fee0% platform fee for verified tax-exempt paid teams; 1% for other paid teams; 2% on Free.
Details
  • Processor pass-through rates still apply. The platform fee is disclosed once on the page and in billing.

Line-item customization

Let teams shape the cart line items and evidence that appear in checkout and downstream payment records.

See examples
  • Constituents can pay during the same flow where they register, request, or renew.
  • Line items can carry the context Team Admins and Team Users needs later.
  • Payment fees stay visible so finance questions do not become a surprise after launch.
Payment fee0% platform fee for verified tax-exempt paid teams; 1% for other paid teams; 2% on Free.
Details
  • Processor pass-through rates still apply. The platform fee is disclosed once on the page and in billing.

Checkout cross-sells

Offer relevant add-ons or related items during checkout without hard-coding one-off commerce logic.

See examples
  • Constituents can pay during the same flow where they register, request, or renew.
  • Line items can carry the context Team Admins and Team Users needs later.
  • Payment fees stay visible so finance questions do not become a surprise after launch.
Payment fee0% platform fee for verified tax-exempt paid teams; 1% for other paid teams; 2% on Free.
Details
  • Processor pass-through rates still apply. The platform fee is disclosed once on the page and in billing.

Recurring billing module

Run recurring charges for memberships, subscriptions, retainers, plans, or other repeatable billing agreements.

See examples
  • Constituents can pay during the same flow where they register, request, or renew.
  • Line items can carry the context Team Admins and Team Users needs later.
  • Payment fees stay visible so finance questions do not become a surprise after launch.
Add-on$25/mo per team for recurring billing automation.

Saved payment methods

Store payment method references through the processor so approved billing can happen without re-entering card details.

Payment fee0% platform fee for verified tax-exempt paid teams; 1% for other paid teams; 2% on Free.
Details
  • Processor pass-through rates still apply. The platform fee is disclosed once on the page and in billing.
09

People, access, and security

Unlimited users, permission boundaries, sign-in, constituent access, and security posture.

Unlimited team users

Invite the staff, volunteers, board members, contractors, and partners who need access without per-seat math.

IncludedIncluded on every plan with no seat-based pricing.

Roles and feature permissions

Control which Team Users can see or edit each product area, feature, and administrative surface.

See examples
  • A temporary helper can get the exact access needed for one workflow project.
  • Constituents can use a portal without becoming internal staff.
  • Team Admins can audit who changed sensitive records and when.
IncludedIncluded on every plan, including Free.

Data permissions

Limit Team Users to the records and fields they should work with while Team Admins keep full oversight.

See examples
  • A temporary helper can get the exact access needed for one workflow project.
  • Constituents can use a portal without becoming internal staff.
  • Team Admins can audit who changed sensitive records and when.
IncludedIncluded on every plan, including Free.

Simply Login and MFA

Sign in through Simply Login with multi-factor authentication support and a consistent account boundary across products.

IncludedIncluded on every plan, including Free.

Constituent access policies

Give external people access to the right portal, page, or workflow without turning them into Team Users.

See examples
  • A temporary helper can get the exact access needed for one workflow project.
  • Constituents can use a portal without becoming internal staff.
  • Team Admins can audit who changed sensitive records and when.
IncludedIncluded on every plan, including Free.

AWS hosting and security posture

Run on AWS infrastructure with clear platform boundaries, audit posture, and secure deployment practices.

IncludedIncluded on every plan, including Free.
10

Integrations and extensibility

Syncs, webhooks, API access, registered apps, and agent/tool surfaces for teams that need to connect systems.

Managed deep syncs

Connect serious external systems with managed mapping, lifecycle rules, sync evidence, and support.

See examples
  • A managed sync can keep an outside system and Simply360 aligned without daily export/import rituals.
  • A webhook can notify another tool when a record changes.
  • API keys and registered apps can be scoped so integrations do not inherit broad staff access.
Add-onFrom $49/mo per managed integration.
Details
  • Provider-specific managed-sync rates are published per integration before activation.

Light connectors and webhooks

Send and receive event-driven updates where a full managed sync is more than the workflow needs.

See examples
  • A managed sync can keep an outside system and Simply360 aligned without daily export/import rituals.
  • A webhook can notify another tool when a record changes.
  • API keys and registered apps can be scoped so integrations do not inherit broad staff access.
IncludedIncluded on every plan, including Free.

Public API and API keys

Use documented endpoints and scoped API keys when a team needs controlled external access.

See examples
  • A managed sync can keep an outside system and Simply360 aligned without daily export/import rituals.
  • A webhook can notify another tool when a record changes.
  • API keys and registered apps can be scoped so integrations do not inherit broad staff access.
IncludedIncluded on every plan, including Free.

MCP tools

Let approved agents inspect and operate supported Simply360 surfaces through hosted tool contracts.

See examples
  • A managed sync can keep an outside system and Simply360 aligned without daily export/import rituals.
  • A webhook can notify another tool when a record changes.
  • API keys and registered apps can be scoped so integrations do not inherit broad staff access.
IncludedIncluded on every plan, including Free.

Registered apps

Manage OAuth-style app registrations and controlled access for approved integrations.

See examples
  • A managed sync can keep an outside system and Simply360 aligned without daily export/import rituals.
  • A webhook can notify another tool when a record changes.
  • API keys and registered apps can be scoped so integrations do not inherit broad staff access.
IncludedIncluded on every plan, including Free.

Environment sync

Move selected configuration between development and production environments with explicit review.

See examples
  • A managed sync can keep an outside system and Simply360 aligned without daily export/import rituals.
  • A webhook can notify another tool when a record changes.
  • API keys and registered apps can be scoped so integrations do not inherit broad staff access.
IncludedIncluded on every plan, including Free.
11

On the go and companion tools

Mobile, scanning, rooms, tags, and websites that bring the platform into more real-world moments.

Simply Anywhere mobile app

Use Simply360 on mobile for team work that belongs away from a desktop.

See examples
  • Team Admins and Team Users can handle the real-world moment from a phone, scan, space map, tag, or public site.
  • A physical action can write back to the same records the office already uses.
  • Companion tools can start small and still stay connected to Simply360 as the workflow grows.
IncludedIncluded on every plan, including Free.

Staff check-in scanning

Use phones and scanners for attendance, credentials, check-in, and other front-desk moments.

See examples
  • Team Admins and Team Users can handle the real-world moment from a phone, scan, space map, tag, or public site.
  • A physical action can write back to the same records the office already uses.
  • Companion tools can start small and still stay connected to Simply360 as the workflow grows.
IncludedIncluded on every plan, including Free.

Simply Spaces

Map spaces, see availability, share booking links, and connect floor plans to the data already managed in Simply360.

See examples
  • Team Admins and Team Users can handle the real-world moment from a phone, scan, space map, tag, or public site.
  • A physical action can write back to the same records the office already uses.
  • Companion tools can start small and still stay connected to Simply360 as the workflow grows.
Add-on package$69/mo includes 15 active mapped spaces.
Details
  • $5/mo per additional active mapped space.
  • Custom pricing above 100 mapped spaces.

Simply Action Tags

Turn NFC tags, QR codes, and wallet passes into trusted actions that verify, log, and update records.

See examples
  • Team Admins and Team Users can handle the real-world moment from a phone, scan, space map, tag, or public site.
  • A physical action can write back to the same records the office already uses.
  • Companion tools can start small and still stay connected to Simply360 as the workflow grows.
Physical productQuote-first hardware; final SKU pricing is confirmed before order approval.
Details
  • Action Tags software and scans are included with the platform plan; scans are never metered.

Simply Websites

Draft websites for free, publish hosted sites with custom domains, and upgrade into data-powered pages when needed.

See examples
  • Team Admins and Team Users can handle the real-world moment from a phone, scan, space map, tag, or public site.
  • A physical action can write back to the same records the office already uses.
  • Companion tools can start small and still stay connected to Simply360 as the workflow grows.
Add-on$39/mo per additional published website.
12

Setup, migration, and support

Ready-made starting points and human help for teams that want the system standing up cleanly.

Blueprints and ready-made workflows

Start from reusable schema, forms, views, reports, automations, and websites instead of a blank database.

See examples
  • Start with a platform-ready structure, then adjust it with the team instead of starting from a blank page.
  • The Simply360 team can migrate the first spreadsheet or legacy export into a cleaner working model.
  • Training can use your real workflow examples instead of a generic demo script.
IncludedIncluded on every plan, including Free.

Data conversion

Bring legacy spreadsheets and systems into a cleaner Simply360 starting point with help from the team.

See examples
  • Start with a platform-ready structure, then adjust it with the team instead of starting from a blank page.
  • The Simply360 team can migrate the first spreadsheet or legacy export into a cleaner working model.
  • Training can use your real workflow examples instead of a generic demo script.
One-time serviceFrom $500 for data conversion.

Full setup, training, and go-live

Have the Simply360 team configure the first system, train the operators, and support launch.

See examples
  • Start with a platform-ready structure, then adjust it with the team instead of starting from a blank page.
  • The Simply360 team can migrate the first spreadsheet or legacy export into a cleaner working model.
  • Training can use your real workflow examples instead of a generic demo script.
One-time serviceFrom $2,500 for full setup, training, and go-live.

Custom integrations

Scope and build integrations beyond the managed catalog when a team has a genuine custom system edge.

See examples
  • Start with a platform-ready structure, then adjust it with the team instead of starting from a blank page.
  • The Simply360 team can migrate the first spreadsheet or legacy export into a cleaner working model.
  • Training can use your real workflow examples instead of a generic demo script.
Talk to usCustom scope and quote for integrations beyond the published managed-sync catalog.

Support from the builders

Get help from the people who know the platform and the family of apps instead of a generic support queue.

IncludedIncluded on every plan, including Free.

Twenty-one language UI foundation

Core system UI supports the Simply360 language set so teams are not locked into English-only administration.

IncludedIncluded on every plan, including Free.

Payment fees are disclosed separately

0% platform fee for verified tax-exempt paid teams; 1% for other paid teams; 2% on Free.

Processor pass-through rates still apply, and payment features remain opt-in.

Ready to see Simply360 in context?

We can walk through the features that matter for platform teams and leave the rest out of the way.

The platform for good: custom software, public portals, workflows, and data systems for mission-driven teams.

Simply360 app