Simply CRM
★★★★★ 4.8 · 128 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 **support@simply-crm.com**
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Simply CRM Reviews (128)
- ★★★★★112
- ★★★★★12
- ★★★★★3
- ★★★★★0
- ★★★★★1
Review Summary
Generated using AI from real user reviews
Simply CRM earns consistent praise for its visual pipeline and all-in-one pricing, though support quality and automation depth remain inconsistent across users.
Users across departments and company sizes highlight the Kanban interface as intuitive and immediately usable by non-technical staff. The bundling of CRM, invoicing, and helpdesk in a single subscription appeals strongly to small teams and solo operators watching software costs. 24/7 support and responsive onboarding appear frequently in positive reviews, with agents typically responding in hours and speaking plain English rather than redirecting to documentation. Automation workflows handle routine follow-ups and invoicing triggers effectively for straightforward use cases, and the industry templates accelerate initial setup.
Criticism centers on three areas. First, automation and custom field logic hit a ceiling when workflows become complex or require conditional branching beyond basic triggers—several users report hitting limits that require workarounds rather than native solutions. Second, support consistency varies: some reviewers praise same-hour responses; others report two- to three-day email delays and inconsistent answer quality across agents. Third, reporting and export options feel thin compared to dedicated analytics tools; custom report filters work but formatting and multi-field filtering can feel clunky. A handful of users also flagged edge cases with recurring invoices, Gantt chart performance on large projects, and integration limits with niche third-party tools.
For SME-scale operations with straightforward workflows, the product delivers solid value. Larger deployments or complex billing scenarios should test edge cases before committing.
★★★★★
Tuesday, October 29, 2019
“If you don't have an in-house development staff or administrators…”
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.
★★★★★
Tuesday, October 22, 2019
“Simply is always great for sales activities. Simply is a…”
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.
★★★★★
Monday, October 14, 2019
“Pros: Simply is a very thoroughly designed and full-featured CRM.…”
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.
★★★★★
Thursday, October 10, 2019
“Pros: Everything is super easy and you can do sorting…”
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.
★★★★★
Tuesday, October 8, 2019
“It helped a lot in patient appointment, patient listing and…”
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.
★★★★★
Tuesday, October 1, 2019
“I have been using Simply CRM for more than 6…”
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.
★★★★★
Wednesday, September 25, 2019
“Super interactive and easy just in case if you are…”
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.
★★★★★
Monday, September 16, 2019
“Simply CRM can be customized as per your business needs.…”
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.
