Simply CRM

Simply CRM

22 Reviews · Last reviewed on 17 February 2020

What is Simply CRM?

Gain more customers, optimize your business and earn more money - with Simply CRM.

Simply is the CRM you will actually use:

Easy-to-use - visual overviews, drag'n'drop, designed for humans, not PHD's in IT All-in-one platform - including CRM, Helpdesk, Financial & Project Management Free support 24/7 - in your local language

Making Sales Visual: Simply makes it easy to close more leads, manage your customers, and remember and prioritise you opportunities. Get quick overview with our Simply Visual Pipeline (KANBAN).

Support Customers: Integrated helpdesk and ticketing to followup on customer requests and get full overview.

Invoicing: Invoice customers directly from Simply, including products, inventory & recurring invoicing.

Projects: Manage projects with tasks, milestones and Gantt charts.

Automation: Get more done - automate your business with workflows.

We’ve designed Simply to be easy to use for SME’s, focusing on developing a user-friendly tool that would actually be used - by you, the user. We’ve added visual overviews.

You can also automate administrative tasks, such as sending followup emails, reminding sales people of important opportunities, sending out recurring invoices, etc. Do you have industry specific requirements? We can help. We have developed approx 30 different industry templates, covering doctors, lawyers, real-estate, consultants, therapists, and many more, so we can get you ready in a matter of minutes.

Try Simply for free right now, and we will help you get started!

https://simply-crm.com/try-for-free/

Question? Write us at [email protected]

Serchen Index

59.00
5
Employees
22
Reviews
86
Followers
759
Likes

Simply CRM Key Features

Calendar

Task Management

Vendors Management

Contacts Management

Sales

Task Management

Access Management

Automated Workflows

Reports

Personal Filters

What is Simply CRM?


Simply CRM Product Details

1. Contacts: Complete overview of all your contacts, adresses, phone numbers, websites, social media accounts and e-mail adresses.

2. Sales: Track your sales all the way through the funnel, from lead to contact and offer to the final sale and invoicing.

3. Calendar: Tasks, meetings and deadlines set up in calendar format, both private and shared.

4. Task Management: Create tasks, assign people and track the progress in milestones and kanban views.

5. Integration: Simply CRM can be integrated with Mailchimp, E-conomic, Google mail and many other systems.

6. Access Management: With Access Management you can control who sees what data, and run multiple sales teams in the same system.

7. Automated Workflows: Workflows can automate your routine tasks, freeing you up for more important work.

8. Personal Filters: Filters allow you to see only the relevant data and get an overview at a glance.

9. Reports: Connect your data in efficient reports for the complete detailed overview over even tiny details.


Simply CRM Free Trial Information

Yes, free trial available for a 30 days period without any credit card registration.


Simply CRM Pricing

We offer below mentioned plans:

  1. FREE Trial without Credit card registration for 30 days.
  2. $25 Per User Per Month

Countries Simply CRM Services Available In

Apart from English speaking client base, we offer services in local languages for the countries like:

  • Germany.
  • Norway.
  • Spain.
  • Russia.
  • Denmark

Similar to Simply CRM

Zoho

Zoho

CRM Software

5,360

53K

55K

174K
OnePageCRM

OnePageCRM

CRM Software

22

N/A

4,257

N/A
OroCRM

OroCRM

CRM Software

N/A

N/A

3,407

N/A
Insightly

Insightly

CRM Software

164

N/A

N/A

N/A
Spiro

Spiro

CRM Software

23

N/A

N/A

N/A
AddressTwo

AddressTwo

CRM Software

12

N/A

N/A

N/A

Simply CRM Reviews

5.0

Excellent!

22 Reviews

Last reviewed on
17 February 2020

What do you think?

Help other software buyers make informed decisions.

Write a review

Tuesday, February 18, 2020

from Skylift Inc. (11 - 25 Employees)

The best part of using Simply CRM is its dashboard. We have got all tasks on a single topmost section and it has helped us to save lots of time. The compelling positive force of invoicing, order management, marketing automation, calendar-based event and appointment fix, opportunity and project management etc are only a few features from the stack of many.

Overall Rating

Ease of Use

Features

Value for Money

Customer Support

Likely to Recommend

Did you find this review helpful?

Monday, February 10, 2020

from Sutherland (26 - 50 Employees)

Extremely powerful customization options available along with Integrations with third party APIs. The price is super low, especially when it's part of Simply One I really like the updated UI and dashboard, I actually prefer it to other CRMs. If you are planning to buy or subscribe for a CRM tool, I would recommend testing Simply for at least first FREE month.

Overall Rating

Ease of Use

Features

Value for Money

Customer Support

Likely to Recommend

Did you find this review helpful?

Thursday, January 30, 2020

from FeelthyHaanz (2 - 10 Employees)

The most profitable thing of Simply is that we can easily customize and use in the whole business operations for many categories like sales, marketing automation, mails and websites in a managed structure. This CRM allows us to store all kinds of information about the customer services and marketing activities at anywhere in the world. Most of the users use this efficient software for enhanced our working about the sales and marketing automation in a more convenient way. This software is very much about the operations of sales and purchase of the companies and we highly recommend it to all.

Overall Rating

Ease of Use

Features

Value for Money

Customer Support

Likely to Recommend

Did you find this review helpful?

Thursday, January 23, 2020

from BuySellInvestProp (2 - 10 Employees)

This CRM program is easy to use. It's perfect for a growing company. Initially, you can start with a single user subscription for a $25 monthly fee but as you grow, you can add more. You can have access to email insights which is a backbone of an email marketing campaign. It provides utilities such as Gantt chart, opportunity management, marketing automation and more.

Overall Rating

Ease of Use

Features

Value for Money

Customer Support

Likely to Recommend

Did you find this review helpful?

Tuesday, January 14, 2020

from BeautyAdvisor (2 - 10 Employees)

I recommend Simply CRM on the basis that it has demonstrated to be an exceptionally productive resource and is very simple to coordinate and collaborate, We consider this CRM solution as it's ideal for an organization, as you can see upgrades and surprising deals development in a brief timeline. I truly suggest it since it gives an incredible assurance to its clients.

Simply CRM is an unbelievable support for quite a long time. Also, it has transformed us to collaborate with customers and increase the income of the company, this product truly gives an excellent bridge to its clients when working, actually this platform is extremely creative, the dashboard helps us to communicate with clients in practically all platforms i.e. via smartphone, email, live chat and other places.

Overall Rating

Ease of Use

Features

Value for Money

Customer Support

Likely to Recommend

Did you find this review helpful?

Tuesday, January 7, 2020

from Leprino Foods (26 - 50 Employees)

We are an SMB business to business company and this suits our needs very well. The CRM features allow for tracking customer data easily and we are able to trace the business inflow via spending and generating the outcome as an ROI. The visuals statistics are very much helpful to us in budgeting and spending etc so in all it works good.

The front user interface is super easy to understand, there are great features, like creating web forms and workflow automations, and the price is not as high as other CRMs. In all, they are offering all premium features for a very competitive pricing options.

Overall Rating

Ease of Use

Features

Value for Money

Customer Support

Likely to Recommend

Did you find this review helpful?

Friday, December 27, 2019

Verified Review

from PricePlunges (2 - 10 Employees)

It was super easy to install and configure Simply and synchronize it with all the client's data which I already had in my email account. Now when I open an email from my customer I have all the essential information featured right in front of the email & I don't spend much time navigating the spreadsheets. I love to use automated bulk emails, scheduled follow-ups, and many more things. Simply interface is simple-to-use, all actions take only a few seconds to manage. I really enjoy it.

Overall Rating

Ease of Use

Features

Value for Money

Customer Support

Likely to Recommend

Did you find this review helpful?

Monday, December 16, 2019

from Qual Reliability LLC (11 - 25 Employees)

Simply CRM is highly customizable, powerful invoice and report builder tool with multiple modules including adding events to customers calendar, contract, product, project, contact, web forms, campaign and vendor management. If you have a zero technical understanding, you can simply create features using drag and drop functionality. It’s been 4 months now and we have customized all our business processes in Simply. We had an issue at the time of free trial period which was handled by their representative too quickly and extended their support to a non paying customer :) We’ve already decided to proceed and execute all our customer centric tasks using Simply CRM.

Overall Rating

Ease of Use

Features

Value for Money

Customer Support

Likely to Recommend

Did you find this review helpful?

Monday, December 9, 2019

from Drone U (2 - 10 Employees)


The main problem we were facing was to synchronized our contacts with email listings and we have achieved that with Simply. Now we are managing all our contacts in this CRM so all new contacts are welcomed in the email listing database and then arranged in the CRM dashboard for future connection.

Overall Rating

Ease of Use

Features

Value for Money

Customer Support

Likely to Recommend

Did you find this review helpful?

Wednesday, December 4, 2019

from Octa, Inc. (11 - 25 Employees)

The quick task orientation feature on the dashboard and you can easily get what you need to accomplish. This top view from Dashboard reconcile each and every feature in a way that you have too many hands to control all the process flow. The ease of doing business with Simply was never been that easier. They have figured it out perfectly and met each and every basic need. User and their contact management has never been such simpler and Simply solved this problem via their dynamic tool. You can create contact forms very easily and assign them to your calendar in the simplest fashion. A great information manager and processor all together. If you own a small or mid scale business, Simply can be a way handy tool for this. You can compare its features with others and you will convince with this. Simple, organised and effective tool for businesses which are looking forward to achieve business goals. We started Simply as a free and basic user, played with the features on one of our dummy contact databases. Our Podcast creators and other team members have been using this since last 6 months. Overall, Simply is not only a CRM that can manage your contacts, but it's your sales and marketing manager as well. Once you adopt it in your business operations, you need not to look back. A perfect package for growing business.

Overall Rating

Ease of Use

Features

Value for Money

Customer Support

Likely to Recommend

Did you find this review helpful?

Monday, November 25, 2019

from The Business Leadership Podcast (2 - 10 Employees)

User and their contact management has never been that easier and Simply solved this problem via their dynamic tool. You can create contact forms very easily and assign them to your calendar in the simplest fashion. A great information manager and processor all together.

Overall Rating

Ease of Use

Features

Value for Money

Customer Support

Likely to Recommend

Did you find this review helpful?

Tuesday, November 19, 2019

from Premier Choice Mortgage (2 - 10 Employees)

Simply is super easy to use and their informative support makes it even better. They not only tell you how to accomplish a task, they also provide the 'why' for the task. It is a tool that I use all day, everyday and the social functionality is some of the best I've ever seen. I love being able to review all of the activity in one pane and even like comments or respond in that same pane. I wish that direct or private messages to our pages were accessible here, but I do get everything else. If you are looking for a marketing tool that includes all of the digital components for your marketing plan, this is it. You won't find a single platform that is as easy to use and incorporates so many of the things we do.

Overall Rating

Ease of Use

Features

Value for Money

Customer Support

Likely to Recommend

Did you find this review helpful?

Tuesday, November 12, 2019

Verified Review

from Graybar (11 - 25 Employees)

The best thing I liked about Simply was the ability to do sales, marketing and support all in one pack. Our sales team is able to track opportunities and view sales funnel reports, Gantt charts, sales visual insight etc. The marketing team is able to create and send email forms and tag the contacts to specific target audiences as well. Creating web forms and integrating them into third party software was also simple. The support staff is able to use a ticketing system to manage all projects and assistance log in one place. Creating an opportunity was never been that easier for us so in all we realised that it's a cool combination of sales, marketing, user and project management.

Overall Rating

Ease of Use

Features

Value for Money

Customer Support

Likely to Recommend

Did you find this review helpful?

Monday, November 4, 2019

from Timothy Roberts Enterprises (2 - 10 Employees)

If your business is event based or you do client appointments, Simply offers great collaboration with Google calander to manage it in behalf of you. Also, third party integration is super classy as you can easily create email forms, web forms for further integrations and it works great. It does not require that level of coding expertise as so many drag and drop features for non techies. In all, SImply is superb and amazing for any business who needs a roller-coaster scaling.

Overall Rating

Ease of Use

Features

Value for Money

Customer Support

Likely to Recommend

Did you find this review helpful?

Tuesday, October 29, 2019

Verified Review

from Scrapebox Tutors (1 Employee)

If you don't have an in-house development staff or administrators that can manage your email accounts, this is probably the great choice for you. Our business has got many employees and this is what we use to manage them. It’s super easy to use and the transparency for all types of user roles makes it very simple and straight. The best features are the ability to manage the users and accounts and have all information stored to a centralized database with flexible accessibility.

Overall Rating

Ease of Use

Features

Value for Money

Customer Support

Likely to Recommend

Did you find this review helpful?

Tuesday, October 22, 2019

from BNI Alben (11 - 25 Employees)

Simply is always great for sales activities. Simply is a great customizable CRM and can manage your marketing tasks and customers easily. It is very simple to use and also affordable too. It has superb features such as email campaigns, web forms, users, invoice & project management and more with the best reporting options. You can manage vendors, users, events/calender, campaigns, forms and more very easily here.

Overall Rating

Ease of Use

Features

Value for Money

Customer Support

Likely to Recommend

Did you find this review helpful?

Monday, October 14, 2019

from TYGR Tech

Pros: Simply is a very thoroughly designed and full-featured CRM. It's easy to get started with and once you get into it, you’ll discover that it has a great depth of features. Also easy to try out, with a free trial quite a good customer support in the period.

So many things can be done in the free version to maximize its potential: a customized sales process, the email synch, web forms, adding projects, managing contracts, invoices, contacts and much more. I recommend Simply CRM to those who are having multiple processes running in their business and needs task assignments along with marketing done.

Also, Simply has got so many support articles and tutorial so it’s very easy to understand and work through.

Cons: The only complaint about them is that they have included so many things when it comes to features :) You will need to have a good understanding of how it works.

Overall Rating

Ease of Use

Features

Value for Money

Customer Support

Likely to Recommend

Did you find this review helpful?

Thursday, October 10, 2019

from Pereless Software

Pros: Everything is super easy and you can do sorting of projects, invoices, contacts, leads and much more by categories or any customized way you want. It’s a great online business tool that achieves goals for your business. Your team will be happy as it has got the potential to manage entire business processes.

Cons: Customer service is very fast and also, they have a very quick turnaround. They are providing support in multiple languages so, in all, there is nothing to count on negative hands.

Overall: We have tested Simply for a few businesses and used it for the generated leads. It was nice and helpful, tried with its free version and then upgraded for business. We were in the state of not spending too much on buying costly software but it was Simply that delivered more than our expectations.

Overall Rating

Ease of Use

Features

Value for Money

Customer Support

Likely to Recommend

Did you find this review helpful?

Tuesday, October 8, 2019

from Meridian Integrative Wellness

It helped a lot in patient appointment, patient listing and contact management. Their customer support services are excellent and we have never ever experienced any downtime since we started using it.

It has got everything a successful CRM should have, also you will get additional features as well so in all, it’s a great going if you subscribe to it. You can really make it the way you want it to work.

Overall Rating

Ease of Use

Features

Value for Money

Customer Support

Likely to Recommend

Did you find this review helpful?

Tuesday, October 1, 2019

from Kedjja AI and Blockchain Consulting

I have been using Simply CRM for more than 6 months and it’s one of the better purchases I’ve done for my business. You can manage your customers here easily including but not limited to sales teams, marketing teams, and administrators more. Simply is just making things doable and reducing the hard work and hence the manual stress and feeding the data.

Did you find this review helpful?

Wednesday, September 25, 2019

from Design Geeks

Super interactive and easy just in case if you are a beginner to this. Simply has a variety of features and tools which is, of course, great for your marketing and sales team. Your team will get all in one package with this CRM and it’s great for the team’s internal communication. Media uploads and edits such as docs/videos/pics/lists etc are all very easy.

Customer support is the backbone for any successful provider and Simply has got support in plenty of languages which I believe makes it unique and stand alone in the crowd .

Simply is a cost-effective, competitive, and useful for your customer management, sales, and marketing teams.

Did you find this review helpful?

Monday, September 16, 2019

from Nex Net Solutions

Simply CRM can be customized as per your business needs. They have options for custom widget, custom fields and integration with third party systems to keep it on top in the list. You can have email features, event to calendar, contracts and projects management, invoices, sales and customer’s data more- all in one pack.

Did you find this review helpful?

This page was last updated 17 February 2020 17:07