Simply CRM

Simply CRM

42 Reviews

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
42
Reviews
81
Followers
768
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

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Simply CRM Reviews

5.0

Excellent!

42 Reviews

Last reviewed on
15 September 2020

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Tuesday, September 15, 2020

Verified Review

We were looking for a language-specific tool for handling all our incoming requests and we have achieved it using Simply like one of our essential tools. After assembling things, we have got success in managing and assisting our clientele in a better and efficient way.

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Tuesday, September 1, 2020

Verified Review

We have a retail business for all the promotional stuffs. We always need a software program that can not only handles the customers contact whilst manage and organize the same for the re-purpose. Simply is one of them

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Tuesday, August 18, 2020

Verified Review

An advanced CRM to fulfill all your sales processes & business prospectus. The feature of collaborating with other tasks in the top right dashboards area is truly commendable.

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Tuesday, August 4, 2020

Verified Review

I want to share my personal experience in using and adopting Simply CRM in our business. We have got a team of 20 pros and have grouped them for internal communication as well as task management. We have further synchronized this tool for outbound communication with our clients. In all, this tool represented & redefined our business goals successfully.

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Tuesday, July 21, 2020

This tool has helped us to manage our client meetings, contact synchronization, and database management. We have saved our time and efforts in marketing and budgeting to plan the campaigns as well.

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Monday, July 13, 2020

Excellent interface, cool structure, and amazing premium features for the best competitive pricing options. We have integrated the third party APIs successfully and have got contact management, event scheduling, ticketing for a decent monthly pricing tag.

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Tuesday, June 30, 2020

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. The awesome role as an admin I have experienced, is the quality of service they provide on customer support as well as on the premium features part.

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Tuesday, June 16, 2020

The user interface is clean and easy to use icons not much of learning is needed The software can be customized for required status reports such as fortnightly, monthly or weekly sales closures etc. Also all activities can be traced and can reproduced when needed.

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Monday, June 8, 2020

We performed a trial for 1 month first to see how it goes as compared to other providers. We have created a sheet based on various business parameters such as speed, pricing, features, third party integrations and configuration time. After performing this, we assessed to see which worked best. Our observation revealed that Simply cleared our screening and we opted for that. Our sales & marketing team is doing a great job with Simply CRM.

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Tuesday, May 26, 2020

Simply can be customized without any coding or programming expertise. It is flexible enough to do so many tasks quite well for a small to medium scale business that does not need super specialist apps. It is obvious enough for our business users to take up without any pushback.

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Wednesday, May 13, 2020

Synchronization for all, easy of doing marketing for all and it allows every member of our team to be on the same page and seamlessly take over as an access management if someone has to be out of the office.

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Wednesday, May 6, 2020

Verified Review

This tool is truly designed by the professionals and they have managed the structure flow pretty good. The calendar, vendor access, invoicing, appointment, opportunity, project, contract, billing etc are the sections they have made available on the quick panel top on dashboard. You will not have to browse or traverse here and there again and again for the quick job done. In all, Simply is a CRM that not only performs your tasks, but it handles it in an efficient manner.

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Tuesday, April 21, 2020

Simplicity to create flows and integration with campaigns. Connection with google calendar. Email platforms, CMS, APIs and more.

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Wednesday, April 8, 2020

We are a team of 5 individuals and working on IT services. We offer multiple services from different technology segments. Our aim is to be a one-stop-shop for all our clientele needs and in this regard, we were looking for a CRM tool that can not only manage our contacts but at the same time, our marketing needs too. We have tried Simply and got fabulous results. Now, we have our client database, events, appointment, project management, invoicing, meeting and marketing automation in one place.

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Thursday, April 2, 2020

Fully integrated into Google suitel makes it easy to use - Flexible tool that goes beyond a conventional CRM, you can use it for numerous processes for example sales, hiring, customer support - Valuable pricing etc- Responsive micro level assistance that is to help and open to software upgrades.

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Monday, March 23, 2020

The best case scenario is it matches and addresses all our business needs and further customization via linking and configuring the third party APIs. The ease of managing records and processing them by applying further actions such as vendor or appointment/contact management, makes it more responsive and faster compared to other CRMs. Our original goal was to simplify the record keeping and marketing with the same. As of now, we are utilizing its full pace to convert and generate the customers engagement.

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Monday, March 16, 2020

The parts have been utilized in our org and streamlined for better contact management. We were searching and collaborating our data on this platform as a free one month trial and it’s almost trial period over now. Based on our experience, we have assessed and simplified our business proceedings. So far, we are feeling good about this tool and we would like to go for a premium subscription for 2 users on a monthly basis.

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Monday, March 9, 2020

It’s not about talking all positive about Simply rather it’s about talking sense based on actual . If you go and opt it officially, you will see the best inputs yourself. It has become the top choice of our sales and marketing team and have transferred our client data to this system. Overall, Simply works amazing for us and we are very happy to have it in top shelf of our premium software programs.

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Monday, March 2, 2020

You can integrate any third party application with Simply which matters to your sales and onboarding process. It's also super easy to set up and keep in contact with your prospects, leads and clients.

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Tuesday, February 25, 2020

The best part that comes along with Simply CRM is its power to collaborate with internal staff as well as the worldwide customer base. The storage of records is super easy and accessible via a single click. The lovely structure of its dashboard makes this more effective and productive at the same time. If you choose Simply as one of your online resource managers, you are offered so many features and inbuilt tools to integrate with outer world utilities such as email marketing, analytics, resource monitoring , budgeting, marketing visualization and much more. The beauty of Simply CRM is that by implementing the tool, Sales Managers as well as business managers will find that they consecutively build best practice Sales Management potential into their businesses. Simply CRM really feels like it has been built by Sales Managers, Entrepreneurs and Sales Minded Business Analyst folks , rather than by technical people, as it takes into consideration the things that disappoint Sales Teams the most. For example, simplicity and ease of use is super important to make sure that sales personnel adopt any new marketing tool. Simply has really orchestrated simplicity and ease of use. One organization I work with has a team of sales people mostly seniors with an age group above 50, who have successfully accepted it. For Sales Managers, to have a tool to help them correctly assess whether their sales people are going to miss goal, PRIOR it happens, is much needed. Simply turns it easy to manage standard sales activities. The CRM tool also comes with the most powerful data import machine that we’ve ever run. So transforming the legacy data within this tool is far easier than with any other mechanism we've worked with so far.

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Tuesday, February 18, 2020

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.

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Monday, February 10, 2020

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.

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Thursday, January 30, 2020

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.

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Thursday, January 23, 2020

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.

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Tuesday, January 14, 2020

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.

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Tuesday, January 7, 2020

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.

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Friday, December 27, 2019

Verified Review

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.

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Monday, December 16, 2019

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.

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Monday, December 9, 2019


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.

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Wednesday, December 4, 2019

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.

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Monday, November 25, 2019

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.

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Tuesday, November 19, 2019

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.

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Tuesday, November 12, 2019

Verified Review

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.

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Monday, November 4, 2019

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.

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Tuesday, October 29, 2019

Verified Review

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.

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Tuesday, October 22, 2019

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.

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Monday, October 14, 2019

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.

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Thursday, October 10, 2019

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.

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Tuesday, October 8, 2019

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.

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Tuesday, October 1, 2019

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.

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Wednesday, September 25, 2019

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.

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Monday, September 16, 2019

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.

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