Holly Marsden
CRM Consultant · 1-10
1 review written · 4.0 average
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Reviews by Holly Marsden
★★★★★
The Visual Pipeline is the feature I end up demoing to every new client I onboard. Kanban-style deal management sounds basic until you see how Simply executes it. Drag and drop actually works the way you expect, stage labels are easy to customize per client, and the color-coded priority flags mean a sales rep can triage their whole week in about ninety seconds. Running this across five different client accounts, I've been able to set up distinct pipelines for each without any bleed-over between workspaces. That alone saves me a lot of explaining.
The one gripe I keep running into is the automation builder. It covers the essentials, follow-up emails, opportunity reminders, recurring invoices, but the conditional logic is pretty shallow compared to what power users expect. I've had to talk a couple of clients out of edge-case workflows because Simply just can't branch far enough. Support has been responsive and genuinely helpful when I've flagged this, so I'm hopeful it's on the roadmap. For SMEs who want clean pipeline visibility without a steep learning curve, this is a very solid pick.
