Welcome to Frequently Asked Questions about Pretty Simple:
The #1 Affordable Leads Tracking App For Small Business Owners! If you don’t see an answer to the question below, fill out this form and we can add it to our list!
Yes! You automatically get a 14-day free trial when you sign up—no commitment, cancel anytime. Just create your account, download the mobile companion app (iOS or Android), and start tracking your leads from anywhere.
Yes! Since your subscription is tied to your email, one account covers both web and mobile. Download the companion app for iOS or Android, log in, and manage your business on the go.
How you cancel depends on where you originally created your account:
For most users (Signed up on our website): Simply log in to the Pretty Simple web platform, go to your Account Settings, and click cancel.
For Legacy iOS Users (Signed up via Apple): Open your iPhone’s main Settings app (not the Pretty Simple app), tap your name at the top, and select Subscriptions to cancel.
Please note for legacy users: In-app renewals are no longer supported. If you cancel your Apple subscription and want to return later, you will need to re-subscribe directly through our website.
How you update your billing information depends on where you originally subscribed:
For most users (Signed up on our website): Simply log in to the Pretty Simple web platform and navigate to your Account Settings. From there, you can easily update your credit card, change your plan, or manage your data.
For Legacy iOS Users (Signed up via Apple/iPhone): Because your billing is handled entirely by Apple, you must update your information directly through your phone. Open your iPhone’s main Settings app and tap your name at the very top. Tap Payment & Shipping to update your credit card, or tap
You can add new sources or delete old ones by going to your settings on either your phone or desktop.
Log into Pretty Simple on your computer and the you’ll need to download a spreadsheet template to add your leads to and then upload.
- Click here to download a spreadsheet to organize your leads.
- Columns must be in this order and spelled the same: Name, Value, StartDate, Source, Temperature, FollowupDate, Note
- Temperature must be: hot, warm, or cold.
- Export the spreadsheet as a .csv file (text encoding: Unicode UTF-8).
- Click to upload or drag and drop your .csv file to the box on your settings page to upload. (Maximum of 100 records)
Thank you so much for providing feedback! You can go to our contact page here and submit a form. It goes directly to Co-Founders Sharon and Monty for review!
