Simple Tasks

Name

Simple Tasks

Legal name

Kvadrati, Aleksandar Hajduković s.p.

Website

https://simple-tasks.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Small Business Management Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821), Office Administrative Services (5611)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro industry

PRIMARYBPAMAMAG

Work Management & Collaboration Suites

Business & Public Services/Web, Mobile & Digital Platforms/Collaboration, Productivity & Work Platforms

SECONDARYBPAMAMAC

Email, Calendar & Scheduling

Business & Public Services/Web, Mobile & Digital Platforms/Collaboration, Productivity & Work Platforms

SECONDARYBPACAIAH

Expense Management & Reimbursements Administration

Business & Public Services/HR, Staffing & Recruitment Services/Payroll Services & Workforce Administration

Keywords

• Business management software
• Task management platform
• Cloud invoicing software
• CRM and document management
• Small business SaaS

Headquarters

HQ city

Scottsdale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Infrastructure, Operations, Personnel

Revenue model

1. Subscription Fees: Recurring subscription revenue from users who subscribe to access the platform. Users pay monthly or annually with automatic renewal until cancellation. The subscription provides access to all core features including task management, CRM, document handling, employee management, and investment tracking.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Core offering

Simple Tasks (Simple-Tasks.com) is a cloud-based SaaS platform that consolidates business management tools into one subscription. It provides modules for invoices and document management, recurring reminders, CRM, employee management, costs and investment tracking, e-contracts with electronic signing, project and task management, and OCR text recognition. The product is sold on a self-serve monthly or annual subscription basis and is offered in Slovenian, English, and Croatian.

Product overview

Simple Tasks is a unified cloud-based business management platform that consolidates multiple operational tools into a single integrated system. The core product combines CRM, project/task management, invoicing, employee management, contract management, and investment tracking into one platform. Key modules include Invoices/Documents for financial operations with tax administration integration, Reminders for recurring task management with notifications, CRM for customer data management, Employee management for HR tasks including leave tracking, E-contracts for digital document signing, Projects and Tasks for work organization, and Costs/Investments for expense and portfolio tracking. Additional utility features include OCR text recognition for document digitization, investment portfolio management, contact organization, and utility tools for VAT/IBAN verification, exchange rates, and fuel prices. The platform targets small to medium businesses seeking to digitize and centralize their operations.

Differentiator

Problem solved

Functional benefit

Products and services

• Invoices/Documents Module for entry of received and issued invoices and e-invoices with tax administration connection, production of UPN payment slips with QR codes, electronic travel orders with electronic confirmation, and calculation of incurred expenses.
• Reminders System for editing and controlling daily, weekly, and monthly reminders, scheduling them among employees, creating recurring reminders, monitoring execution, and sending automatic notifications.
• CRM Customer relationship management module for entering customer companies and contact persons, avoiding mistakes in account creation and communication, with Excel export and import.
• Managing Employees Employee information management with automatic birthday reminders, leave management (applications, approvals, remaining work days off), and holiday calendar viewing.
• Costs and Investments Financial management for entry and review of business and personal expenses, ETF/Crypto investment tracking with current portfolio value, and graphical display of investment trends and growth/decline history.
• E-contracts Electronic contract management that supports adding PDF contracts, electronic sending and signing, and tracking contract history including when it was sent and signed.
• New Companies Monitoring Service for viewing new, changed, and deleted companies in one place with reminders for new official company documents; currently available for Slovenia and Croatia.
• Projects and Tasks Project and task management for dividing company activity into projects, adding tasks, assigning employees and documents, commenting on implementation, and tracking progress.
• Text Recognition (OCR) OCR tool that processes uploaded scanned documents, images, and PDFs to detect and extract text, eliminating the need for manual retyping.
• Contact Organizer Contact and address book management with Excel import and export to avoid duplicate entries and errors.
• VAT/IBAN Verification Utility for verifying company VAT numbers and IBAN transaction accounts to ensure accuracy in financial operations.
• ROI Calculator Return on investment calculator for financial analysis and decision-making.

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability2 records

Feature13 records

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Notion: Notion is a collaborative workspace platform with tasks, documents, and lightweight CRM, broadly comparable to Simple Tasks' tasks, documents, and contact organization modules for individuals and SMBs.
• Trello (Atlassian): Trello is a widely adopted task and project management SaaS for SMBs and individuals, directly comparable to Simple Tasks' core project and task management offering and free-tier PLG motion.
• ClickUp: ClickUp is a unified work management platform bundling tasks, docs, CRM, and whiteboards for SMBs, closely comparable to Simple Tasks' all-in-one feature philosophy.
• Bitrix24: Bitrix24 is an SMB-focused collaboration suite with CRM, project management, document management, and HR tools, popular in Eastern and Central Europe and directly comparable to Simple Tasks' bundled offering.
• MeisterTask: MeisterTask is a task and project management SaaS for SMBs and teams, built on Kanban-style workflows, directly comparable to Simple Tasks' Projects and Tasks module.
• Asana: Asana is a leading work management and task collaboration SaaS platform for teams and SMBs, directly comparable to Simple Tasks' Projects and Tasks module and reminders/workflow features.
• Todoist (Doist): Todoist is a cross-platform task and reminder management SaaS for individuals and teams, directly comparable to Simple Tasks' reminders and tasks features and PLG self-serve model.
• Monday.com: Monday.com is an all-in-one work management and collaboration platform targeting SMBs, directly comparable to Simple Tasks' bundled CRM, project, and workflow modules.

Broad incumbents

• FreshBooks: FreshBooks is a leading SMB invoicing and expense management SaaS, comparable to Simple Tasks' Invoices/Documents and Costs/Investments modules from a specialist incumbent perspective.

Regional players

• Teamleader: Teamleader is a European SMB suite combining CRM, project management, and invoicing, headquartered in Belgium — a strong regional comparable for Simple Tasks given similar bundled functionality and European SMB focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/simpletaskscom
• Facebookfacebook.com/simpletaskscom

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Simple Tasks