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.
★★★★★
Sunday, March 22, 2026
“The Kanban pipeline was the thing that won over my…”
The Kanban pipeline was the thing that won over my skeptical sales reps almost immediately. Drag and drop, color coding, quick filters, it all clicks fast for people who have zero patience for software onboarding. For a startup at our stage, getting the team actually logging activity instead of hoarding deals in their heads is half the battle, and Simply cleared that bar within the first couple of weeks.
That said, I have bumped into some real edges. Automation workflows break in ways that aren't obvious until you trace through a sequence manually and spot the condition that Simply just quietly ignores. Custom field logic also has limits I didn't expect, particularly around conditional visibility, which caused some awkward moments when we tried to adapt one of the industry templates to fit our setup. Support responded fast and genuinely tried to help, so I can't complain there. Still worth the price for a growing team, but go in knowing you'll hit a ceiling or two.
★★★★★
Sunday, March 22, 2026
“Support is the reason I've kept recommending Simply to every…”
Support is the reason I've kept recommending Simply to every client I onboard. Five-plus years managing this platform on behalf of small business clients, and I still get a real human response within the hour, in plain English, no ticket-queue runaround. That matters enormously when a client is panicking about a missing invoice or a broken workflow mid-month.
The one gripe: the helpdesk portal itself could use a proper knowledge base. I end up emailing support for things I could easily self-serve if the documentation were deeper. Still, the quality of those responses makes it hard to stay frustrated for long.
★★★★★
Tuesday, March 17, 2026
“Switched my agency clients off a much pricier CRM about…”
Switched my agency clients off a much pricier CRM about a year ago and haven't looked back. The visual pipeline is the thing clients notice first, and onboarding them takes a fraction of the time it used to. Honestly, the old platform had more raw configuration options, but nobody ever used half of them. Simply hits the sweet spot.
The all-in-one setup (CRM, invoicing, helpdesk in one place) is genuinely useful when managing multiple client accounts. Support has been quick and friendly every time I've needed it. Minor gripe: the reporting side could use a bit more depth. But for SME-focused work, this is exactly what it needs to be.
★★★★★
Friday, March 13, 2026
“Switching CRMs is supposed to be a nightmare. It wasn't.…”
Switching CRMs is supposed to be a nightmare. It wasn't. My old platform had me buried in sub-menus and paid add-ons for features that Simply just... includes. The Kanban pipeline alone replaced two tools I was paying for separately, and the invoicing sitting right there alongside my deals means I'm not copying data between apps anymore. That's not a small thing when you're running everything yourself.
Two years on and I still find features I hadn't noticed. The helpdesk ticketing is genuinely useful even for a solo operator because it keeps client requests from getting lost in email threads. What I miss from my old setup is honestly very little, maybe slightly more advanced reporting filters, but that's a minor gripe. The 24/7 support has bailed me out twice at odd hours without any fuss. For the price, nothing I tried before came close.
★★★★★
Monday, March 9, 2026
“Two years in, the thing that still gets me is…”
Two years in, the thing that still gets me is how much I actually look forward to opening the dashboard each morning. For a small team of six, having a single visual snapshot of where every deal sits, which invoices are pending, and how support tickets are trending felt like a luxury we couldn't afford. Turns out we could. The reporting is genuinely clear. No digging through exports, no fighting with pivot tables. I can pull a pipeline summary and share it with my director in about thirty seconds flat.
The analytics aren't deep enough to replace a dedicated BI tool, and I'll be honest about that. But for what my team needs daily, they're more than sufficient. Customer support has been surprisingly attentive whenever I've had questions about building custom report views. The Kanban pipeline paired with the dashboard overview is what I find myself showing people when they ask how I keep things from slipping. Solid product for the price.
★★★★★
Sunday, March 8, 2026
“Configuration that actually makes sense. That's the thing I keep…”
Configuration that actually makes sense. That's the thing I keep telling people about Simply after five-plus years of daily use as a solo operator. Setting up permissions, custom fields, and workflow automations is genuinely intuitive. No IT degree required, no support ticket needed just to tweak a role. I've rebuilt my whole admin structure twice as my business evolved, and each time it took an afternoon, not a week.
The depth is there too. Field-level control, automated follow-up triggers, invoice templates I've customized to match how I actually bill. For a one-person operation, this level of configurability is rare and completely worth the cost.
★★★★★
Sunday, March 8, 2026
“Solo operator here, so edge cases hit me harder than…”
Solo operator here, so edge cases hit me harder than most. A few quirks tripped me up: recurring invoice logic gets a bit unpredictable when a contact has two active contracts running simultaneously, and the workflow automation occasionally skips a trigger if I edit a record within seconds of saving it. Neither broke anything critical, just required a workaround each time.
What kept me glowing despite those bumps? Support. Every time I flagged something odd, they actually investigated rather than sending a canned reply. For the price and the breadth of features I get as one person, a couple of rough edges feel genuinely minor.
★★★★★
Saturday, February 28, 2026
“Solid uptime. That's actually what sold the rest of our…”
Solid uptime. That's actually what sold the rest of our leadership team when I was making the case to roll this out enterprise-wide. About a year in now, and I can count the outages on one hand, with fingers to spare. For a platform carrying our pipeline data, helpdesk tickets, and invoicing all at once, that kind of reliability matters far more than any flashy feature. The bug history has been genuinely clean too. A few minor UI glitches early on, but their team patched them quickly and the 24/7 support in English made escalating straightforward.
The one gripe I'll flag honestly: the workflow automation builder occasionally misfires on complex conditional logic, and diagnosing why takes longer than it should. Not a dealbreaker, but something to budget time for if you're building anything intricate. Overall though, for an all-in-one platform at this price point, the stability alone justifies the switch from the patchwork of tools we had before.
★★★★★
Thursday, February 26, 2026
“The price point is what finally tipped me over. A…”
The price point is what finally tipped me over. A year ago I was staring at renewal quotes from other CRM vendors and doing the maths on what we actually used versus what we were paying for. Simply's pricing felt almost suspiciously affordable for a small team like ours, so I spent a week poking at the free trial waiting for the catch. There wasn't one. Everything, the helpdesk, invoicing, project management, the visual pipeline, all of it sits inside one subscription without the per-feature bolt-ons I'd gotten used to dreading.
Twelve months in, the value has only gotten clearer. My five-person team runs quotes, tracks deals, and handles support tickets without switching tools, which matters a lot when nobody has a spare hour to juggle logins. The 24/7 support is genuinely quick, and they've answered billing questions at odd hours without any fuss. If you're running a tight operation and every software line item gets scrutinised, this one is hard to argue against.
★★★★★
Friday, February 20, 2026
“Getting permissions sorted for a small team is usually the…”
Getting permissions sorted for a small team is usually the dull part nobody wants to do. With Simply, I had roles configured and access levels dialed in within an afternoon. No IT degree required. The admin panel is laid out logically, and when I got confused on one setting, support answered in my timezone without any fuss.
Two months in and my team of six is actually using it daily. That alone tells you something.
