Yvonne Hartley

Independent Sales Consultant · 1-10

1 review written · 4.0 average

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Simply CRM· Apr 28, 2026
★★★★★
The dashboard view is genuinely what keeps me coming back. Running solo, I need a single glance to know where my pipeline stands, which invoices are overdue, and which follow-ups I've let slip. Simply delivers that without me having to stitch together three different reports. I've been on it for over three years now and the visual analytics have only gotten cleaner.
My one gripe: the reporting customisation hits a wall faster than I'd like. Filtering by multiple custom fields at once is clunky, and I've had to work around it more times than I can count. Not a dealbreaker, but if you rely heavily on bespoke views, expect some friction there.