Evan Hartley

CRM Consultant · 1-10

1 review written · 5.0 average

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Simply CRM· Mar 17, 2026
★★★★★
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.