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, December 21, 2025
“Somewhere around the third time I had to onboard a…”
Somewhere around the third time I had to onboard a new client onto a CRM platform, I stopped dreading it. That shift had everything to do with Simply. The visual pipeline is genuinely one of the clearest I've worked with, and I've set this up for clients ranging from solo therapists to small legal firms. Drag-and-drop across the Kanban view, color-coded stages, quick-edit fields without hunting through sub-menus. It's the kind of UI that earns trust from people who are not software people, which is almost everyone I work with.
Day-to-day, the thing I keep coming back to is how little friction there is between wanting to do something and actually doing it. Logging a call, attaching a note to a deal, firing off a follow-up task. My clients stay in the tool instead of avoiding it, and that alone separates Simply from the last platform I was recommending. The industry templates saved me real time early on, especially the ones for consultants and healthcare-adjacent use cases. Automation workflows are solid for the essentials, and invoicing built right into the same interface keeps my clients from juggling three tabs.
My one recurring gripe: the reporting side feels a bit thin compared to the rest of the product. Custom report building requires more workarounds than I'd like, and a few of my more data-forward clients have noticed the ceiling. Support has always come through when I've needed it, which counts for a lot at this price point. For small and mid-size teams that want something they'll actually open every morning, Simply earns the recommendation.
★★★★★
Thursday, December 18, 2025
“Running my client pipeline from a bullet train, a hotel…”
Running my client pipeline from a bullet train, a hotel lobby, or a cramped airport gate is just my normal. That's why mobile usability isn't a nice-to-have for me. It's everything. Simply CRM holds up remarkably well on a phone screen. The Kanban pipeline is easy to scroll and update with a thumb, logging a call note or nudging a deal to the next stage takes seconds, and I've never lost data mid-session the way I used to with my previous tool.
Six months in as a solo operator, the thing that still surprises me is how little I need a desktop to stay on top of things. The helpdesk and follow-up automations run quietly in the background while I'm on the road, so nothing slips. Support replied to one of my questions in under an hour, in clear English, which I genuinely didn't expect at this price point. If you work untethered most of the week, this is worth a serious look.
★★★★★
Wednesday, December 17, 2025
“Clean, intuitive, and genuinely pleasant to open every morning. That's…”
Clean, intuitive, and genuinely pleasant to open every morning. That's the short version. I manage Simply CRM setups on behalf of several clients across different industries, and the UI is honestly the first thing they all comment on. The Kanban pipeline is drag-and-drop and colour-coded in a way that non-technical people just get immediately. No hand-holding required. Six months in, I'm still not getting support emails from clients asking how to find basic things, which has never happened with any previous platform I've onboarded people to. That alone tells you something real about how the interface was designed.
★★★★★
Monday, December 8, 2025
“The visual pipeline just makes sense. Everything is drag-and-drop, colour-coded,…”
The visual pipeline just makes sense. Everything is drag-and-drop, colour-coded, obvious at a glance, and I genuinely look forward to opening it each morning. No hunting through menus, no cryptic icons. For a small team like ours, that frictionless daily experience matters more than any fancy feature list.
About a year in now, and I still haven't needed to watch a tutorial or pester support to figure something out. The invoicing tab and the helpdesk live right alongside the CRM, which keeps context-switching to a minimum. If clean, usable software matters to you, this one earns its place.
★★★★★
Saturday, November 15, 2025
“My whole team is remote, spread across three time zones,…”
My whole team is remote, spread across three time zones, and I spent the first half of this year watching deals fall through the cracks because our old spreadsheet setup just couldn't keep up with everyone working from different locations. Six weeks into Simply and that problem is basically gone. The mobile experience is genuinely good. I'm checking the Kanban pipeline from my phone between calls, my reps are logging notes right after client meetings instead of waiting to get back to a desk, and nothing gets lost. Drag-and-drop on a touchscreen actually works the way you'd hope.
★★★★★
Thursday, November 13, 2025
“Nonprofit budgets don't have much room for error, so pricing…”
Nonprofit budgets don't have much room for error, so pricing matters a lot to me. Simply CRM looks affordable upfront, but once you start needing more users or extra features, the cost climbs faster than I expected for an organization our size. The invoicing and helpdesk being bundled together is genuinely useful. I don't need three separate tools.
That said, six months in and I still feel like I'm paying for features I can't fully access without upgrading. Support has been responsive, which I appreciate. The value just isn't quite there yet for a small nonprofit running lean.
★★★★★
Friday, November 7, 2025
“Support is the part I have the most complicated feelings…”
Support is the part I have the most complicated feelings about after five-plus years with Simply. When it works, it genuinely works. I have had late-evening conversations with their support team in Danish, which sounds like a small thing but matters more than I expected when you are troubleshooting a broken workflow before a Monday morning push. Response times on chat are quick. Most issues get resolved in one session. That part I will defend.
The frustration creeps in elsewhere. Email tickets can sit for two or three days with no meaningful update, and the quality of answers varies a lot depending on who picks up the case. Complex questions about automation rules or custom field logic sometimes get bounced around before landing with someone who actually knows the answer. The platform itself has solid bones, the Kanban pipeline and invoicing module do what I need, but after this many years I would expect support to feel more consistent. It is good, but not reliably good.
★★★★★
Tuesday, November 4, 2025
“Reporting clarity is what keeps me renewing this for my…”
Reporting clarity is what keeps me renewing this for my agency clients. Every dashboard I build inside Simply tells a clean story, and my clients can actually read them without a tutorial. Pipeline health, open tickets, outstanding invoices, all in one place. No hunting through five tabs.
A year in, the analytics have only gotten better. A few more export options would be nice, but the 24/7 support team has been genuinely helpful whenever I push the limits. For SME clients who need visibility without complexity, nothing I've tried comes close.
★★★★★
Sunday, November 2, 2025
“Five-plus years running my entire client pipeline solo through Simply,…”
Five-plus years running my entire client pipeline solo through Simply, and I know where every crack in the wall is. Recurring invoices occasionally misfire if the billing cycle falls on a month-end weekend, and the Gantt chart view gets sluggish when a project has more than forty or fifty tasks stacked up. Automation workflows, too, have a quirk: if you chain more than three or four triggers in sequence, the logic sometimes skips a step without throwing any visible error. Annoying when you first hit it. Not a dealbreaker once you know to keep sequences short and test them manually.
Here's the thing, though. I've surfaced every one of those edge cases to their support team, and they've actually logged them, followed up, and fixed two of the three in subsequent updates. That responsiveness over five years is why I'm still here. For a freelancer who can't afford to babysit complicated enterprise tools, Simply stays out of my way ninety-five percent of the time, and the other five percent they actually listen.
★★★★★
Saturday, November 1, 2025
“The dashboards are what won me over. A year into…”
The dashboards are what won me over. A year into rolling Simply CRM out across a large sales org, I was honestly bracing for the usual mess: numbers that don't reconcile, pipeline views nobody trusts, reports that require a data analyst to interpret. None of that happened. The Visual Pipeline gives every rep and manager an immediate, honest snapshot of where deals actually stand, and the reporting filters are flexible enough that I can slice by territory, stage, or rep without touching a spreadsheet. That alone made the rollout feel like a success.
What I didn't expect was how quickly non-technical stakeholders started pulling their own reports. No tickets to me, no 'can you build this view' messages. The 24/7 support team deserves credit too. They answered two configuration questions at 11pm on a Friday, in plain English, no runaround. If you care about reporting visibility across a distributed team, Simply is genuinely hard to argue with.
