Simply360 features

Your database

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

What’s included

Collections for every kind of record

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

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One record can hold contact details, history, forms, payments, and notes instead of five spreadsheets.
Team Admins and Team Users can open a single record and see the whole relationship before replying.
New kinds of records can be added later without starting the database over.

Included by planBuild free with up to 500 test/sample records in the non-production sandbox; paid production plans start at $69/mo up to 2,500 actively managed records.

Pricing details

Public plans run up to 25,000 actively managed people or core records.
Beyond 25,000 continues transparently at $15 per 1,000 average records above 25,000; a custom agreement remains optional.
Archived people or core records stop counting toward your plan 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.

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A date field can drive reminders, while a money field can feed totals and reports.
File fields can keep photos, PDFs, and signed forms attached to the record they belong to.
Address fields can power maps, mailings, and arrival-day logistics.

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.

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A status list like Inquiry, Active, and Alumni can match the words already used around the platform.
Consistent choices mean reports never split across five spellings of the same thing.
Update a list once and every form, view, and report follows.

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.

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A household can connect constituents to shared addresses, emergency contacts, and history.
A payment can link back to the exact thing it paid for.
Opening one record can show everything connected to it, one click away.

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.

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A list like "active primary records with no activity in 90 days" can stay current on its own.
New records that match the rules join the list automatically; nobody re-tags anything.
Follow-up queues can empty themselves as the work gets done.

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.

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The first spreadsheet can be imported, mapped to real fields, and cleaned in one pass.
Any saved view can export exactly the columns it shows.
A migration from an old system can arrive as structured records, not a document dump.

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.

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Two records for the same person can merge without losing either history.
A messy import can be tidied with bulk fixes instead of row-by-row edits.
The database can get more trustworthy over time instead of quietly rotting.

IncludedIncluded on every plan, including Free.

Archive controls

Archive inactive records without deleting history, and keep archived primary records from counting toward your plan.

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Last season’s inactive primary records can be archived in one batch and stop counting toward billing.
Archived records stay available for history and reporting.
Anything archived by mistake can be restored instantly.

Included by planBuild free with up to 500 test/sample records in the non-production sandbox; paid production plans start at $69/mo up to 2,500 actively managed records.

Pricing details

Public plans run up to 25,000 actively managed people or core records.
Beyond 25,000 continues transparently at $15 per 1,000 average records above 25,000; a custom agreement remains optional.
Archived people or core records stop counting toward your plan without being deleted.

Record approvals

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

See how platform teams use this

A sensitive change can wait for a second set of eyes before it goes final.
Public submissions can sit in a review queue instead of writing straight to live records.
Approvers can see exactly what would change before saying yes.

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.

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A new field can be added the same day someone asks for it.
A whole new kind of record can be modeled without a consultant or a support ticket.
The setup can keep evolving as the platform changes how it works.

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.

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"Who changed this phone number?" becomes a lookup, not an investigation.
Sensitive records show a full trail of edits, imports, and merges.
Offboarding reviews can confirm what an account touched and when.

IncludedIncluded on every plan, including Free.

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.

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