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Simply CRM
The CRM you will actually use.
4.5
(41)
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Simply CRM Reviews & Product Details

Simply CRM Overview
What is Simply CRM?

Simply CRM is a customer relationship management platform designed to streamline and automate sales, marketing, and customer service processes for businesses of all sizes. It offers a comprehensive suite of tools including contact management, sales pipeline tracking, task and project management, and analytics, aimed at enhancing customer interactions and improving business outcomes.

Company Simply CRM
Year founded 2018
Company size 11-50 employees
Headquarters Copenhagen, Denmark
Social Media
Simply CRM Categories on Findstack
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What Simply CRM is best for?
How does Simply CRM compare to Act!?
What are the pros and cons of Simply CRM?
Simply CRM Product Details
Capabilities
API
Segment
Small Business
Freelancer
Ease of use
Beginner
Deployment Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone
Support Chat, Email/Help Desk, Knowledge Base
Training Documentation
Languages English
Simply CRM Features
API Access
Appointment Scheduling
Call Logging
Collaboration Tools
Contact Management
Customer Feedback Management
Customer Segmentation
Customer Support Ticketing
Customizable Dashboards
Data Import/Export
Document Management
Email Marketing
Lead Management
Live Chat
Marketing Automation
Mobile Access
Order Management
Product Catalog
Quotes/Proposals
Reporting & Analytics
Role-Based Access Control
Sales Forecasting
Sales Pipeline Management
Social Media Integration
Survey Management
Task Management
Territory Management
Third-party Integrations
User Permissions
Workflow Automation
Simply CRM Media
Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: June 30, 2024
Simply CRM Logo
41 Simply CRM Reviews
4.5 out of 5
Small Business (50 or fewer emp.)
Sep 24, 2019
 Source
Overall Rating:
5.0
Ilissa B. avatar
Ilissa B.
Manager For Client Acquisition And Relationships
Share
"Overall, Simply CRM performed well and helped us a lot! "
What do you like best about Simply CRM?

If you don't have an in-house development staff or administrators that can manage your email accounts, this is probably the great choice for you. Our business has got many employees and this is what we use to manage them. It’s super easy to use and the transparency for all types of user roles makes it very simple and straight. The best features are the ability to manage the users and accounts and have all information stored to a centralized database with flexible accessibility.

What do you dislike about Simply CRM?

This CRM looks pretty reliable and we have nothing to complain about.

What problems is Simply CRM solving and how is that benefiting you?

We send countless emails on a daily basis and keep contacts in MailChimp with the list and customers. It is cool to have such a profitable CRM source that structures it all into precise and meaningful info.

Mid Market (51-1000 emp.)
Sep 14, 2023
 Source
Overall Rating:
4.5
MP
Manoj P.
Founder
Share
"Simple Way To Improve The sales"
What do you like best about Simply CRM?

It helps to achieve our sales goals. With its excellent BI feature, it makes the sales process automated and makes our business work smoothly. Through it, our accounts are easily managed with proper privacy.

What do you dislike about Simply CRM?

Its customization option can be improved everything is perfect in it and simple.

What problems is Simply CRM solving and how is that benefiting you?

It helps to manage the lead and helps to team to sync the product and communicate with the customer. It is a really good way to communicate which improves our sales very high. Its every feature reduces work loads.

Enterprise (> 1000 emp.)
Feb 09, 2023
 Source
Overall Rating:
4.5
TS
Trisha S.
Founder
Share
"My overall experience with Simply CRM is Good."
What do you like best about Simply CRM?

It is straightforward to use. An excellent software tool to align all your daily routine tasks and some exceptions.

What do you dislike about Simply CRM?

No cons reported; sometimes it feels that we have a sync issue, but that too because of traffic and delayed server response

What problems is Simply CRM solving and how is that benefiting you?

We like Simply because we have resolved the issue of manual data processing and further re-engineering that data for an adequate purpose to gain the business process optimization.

Small Business (50 or fewer emp.)
May 25, 2022
 Source
Overall Rating:
4.5
GT
Gabby T.
Telecommunications Specialist
Share
"With Simply CRM increase your security to protect your data."
What do you like best about Simply CRM?

It is a great service to help you manage users and accounts, it allows you to have all the information stored in a centralized database with flexible and secure accessibility, this helps you to obtain all the data in one order and not have to lose no data, it offers features to integrate business processes in one place where you can check and compare the offers, packages or functions that they can offer you to improve sales, it also has an extremely well- structured interface, it's very good designed, it has very fast connectivity and is very pleasant to use.

What do you dislike about Simply CRM?

I have had a problem configuring real-time notifications about client activities since sometimes the notification sent about the activities does not usually arrive and that established information is lost, which is a nuisance because that activity has to be asked by the customer again what it was and to be able to guarantee that it was sent, in addition, its cost is a bit high and its time of use is not adequate for which they should offer better shopping packages with more accessible prices so that more users can use it with more frequency.

What problems is Simply CRM solving and how is that benefiting you?

We use this platform to store and manage our data, whether from clients, projects, campaigns or work carried out because this application allows us to have all the data organized and centralized in a very private database and with well-establishes security, which is a great use and without any data loss problems, we also use its interface as a means to inform users without knowledge about the service, its uses and what benefits it can grant them for their needs.

Small Business (50 or fewer emp.)
May 18, 2022
 Source
Overall Rating:
4.5
Henrik C. avatar
Henrik C.
Business Development Associate
Share
"Excellent tool to handle the incoming request and ticketing from the clientele"
What do you like best about Simply CRM?

We are a team of 7 people in 3 departments and have synced Simply all around. The idea is to have access to the web for 3 different users and work accordingly. The email aid, campaign management and Kanban feature work smoothly and efficiently.

What do you dislike about Simply CRM?

The notion is great and we are happy with the tool. For the cons side, we have to say that Simply must enhance its AWS model to only pay for the use etc,

What problems is Simply CRM solving and how is that benefiting you?

The major issue that we fixed with the help of the Simply tool is the contact management and synching as per the need. Our team is working effortlessly to meet the goals and Simply is fulfilling them.

Small Business (50 or fewer emp.)
Apr 04, 2022
 Source
Overall Rating:
4.5
Daniel F. avatar
Daniel F.
Product Designer
Share
"Flexible and complete suite"
What do you like best about Simply CRM?

A cool software tool to align all your daily routine tasks and some exceptions as well. You can use Simply as a Call centre tool too. We believe it is a cool way to integrate all needed plugins and third party essentials.

What do you dislike about Simply CRM?

Not sure about enterprise-level needs, but for small and mid-scale businesses, it works just superb. We've been testing Simply for a while and all we can say is A good to go and move on software.

What problems is Simply CRM solving and how is that benefiting you?

We are using the Simply tool for the past many days and it's working great. We've seen many updates since we've subscribed to it and we see something new in every update. We hope to see the ongoing automation in a more refined way.

Small Business (50 or fewer emp.)
Jan 13, 2022
 Source
Overall Rating:
4.5
Vaibhav P. avatar
Vaibhav P.
Freelance Projects
Share
"Easy to use CRM for Small business owners"
What do you like best about Simply CRM?

Simply CRM is a great system for managing your client information, accounts, and marketing activities. Their software can manage your leads and customers easily with the best reporting options.

What do you dislike about Simply CRM?

The dashboard is simple but not so friendly to use. The help documentation is not up to the mark, and if we face any technical issues, then it is difficult to resolve them by reading the help documentation.

What problems is Simply CRM solving and how is that benefiting you?

Keeping track of leads and clients is a difficult task. If you are into marketing and not keeping track of your leads, then you are not on the right track. Simply helped us achieve all that.

Enterprise (> 1000 emp.)
Oct 06, 2021
 Source
Overall Rating:
4.5
AG
Ashutosh G.
Data Analyst
Share
"Its one of the best management tool"
What do you like best about Simply CRM?

The best part about Simply CRM is its user-friendliness and ease to use. It was easy to integrate with our existing systems and have been working efficiently,

What do you dislike about Simply CRM?

Till now we have not faced any major concerns.

What problems is Simply CRM solving and how is that benefiting you?

Simply CRM enabled our organization in better lead generations and an enhanced customer experience. The project management has become so easy with it, we are able to keep an eye on all milestones and identify any bottlenecks beforehand.

Small Business (50 or fewer emp.)
Feb 22, 2021
 Source
Overall Rating:
4.5
Debleena D. avatar
Debleena D.
Product Specialist
Share
"Business Processes Simplified and Easy to Connect"
What do you like best about Simply CRM?

The main thing of Simply that attracts more to us is its simple structure, cool dashboard and enhanced customer support. They have 100% efficient and working pipeline management system which further makes it premium for all. All features work without any error and there is a large scaling capability too that again makes it competitive in the segment.

What do you dislike about Simply CRM?

We think if it could become a bit more intuitive pricing management for a fixed term basis instead of per user per month because it will help companies to scale the same.

What problems is Simply CRM solving and how is that benefiting you?

The customer connection became easier and we don;t have to keep their meeting records in sheet or anything that increases the overhead. It's all smooth and synchronize for every process whether it's sales, account, development or anything that comes under business radar.

Small Business (50 or fewer emp.)
Jan 06, 2021
 Source
Overall Rating:
4.5
Matthew B. avatar
Matthew B.
Sales Specialist
Share
"Simply is a tool that works"
What do you like best about Simply CRM?

Our list of preferences is huge. We believe Simply has helped in targeting the right customers and hence the funnel establishment. We are interested in this tool because it allows us to integrate our sales data via email database and further filters it for the optimum results. We have integrated Google's APIs, Microsoft's outlook and more.

What do you dislike about Simply CRM?

One should not dislike any tool as long as its profitable and easy to manage. You can have different thoughts on pricing and other reliability issue but so far we have nothing to complain about.

What problems is Simply CRM solving and how is that benefiting you?

Our sales team has got its advantage in lead synchronization and re-targeting for the conversion. Our client base is not specific to any industry so its further easy to create a DB for the sales uses. The appointments and client meetings have never been that easier. In all, it has resolved many problems for us.

Small Business (50 or fewer emp.)
Nov 10, 2020
 Source
Overall Rating:
4.5
Joe W. avatar
Joe W.
Quality Engineer
Share
"Cool platform to work with"
What do you like best about Simply CRM?

Exceptional thing about Simply tool is they offer the best in class integration opportunities whether it's email platforms or outer communication. You can interact and store a log in the event section and can avail and catch the forthcoming meetings on the new Dashboard. The cool accessing of records can lead its way and keep it ahead of the popular population.

What do you dislike about Simply CRM?

Disliking any tool is one of the easiest things in this fast changing IT world. When you come across Simply, you find the good opportunity to tackle the business more conveniently and efficiently.

What problems is Simply CRM solving and how is that benefiting you?

The client connection have become more easier with Simply. The lead management and re-connection have been an integral part in our business processes. We do IT dealing with offshore in house clients and Simply helps us achieve our goals via scheduling and enhanced participation.

Small Business (50 or fewer emp.)
Sep 03, 2020
 Source
Overall Rating:
4.5
Hanwey S. avatar
Hanwey S.
Marketing Manager
Share
"Low cost hassle free and effective tool"
What do you like best about Simply CRM?

We are in the promotional product service niche and we need to keep track record for all our purchases and clientele so that we can reach back to them and share our insights. Simply made an arrangement through contact database and we linked Simply CRM with lead pages too. We were always looking for a software program that can not only handle the customers' contact whilst managing and organizing the same for the re-purpose. Overall we can suggest it as a handy tool for small to mid tier business professionals/owners.

What do you dislike about Simply CRM?

Initially we thought mobile browsing or accessing through app is not available in this tool but later in their fresh version it was there. We are now on the same page for the features and functionality etc.

What problems is Simply CRM solving and how is that benefiting you?

Client database and record accessing made easy with Simply tool.

Small Business (50 or fewer emp.)
Jun 24, 2020
 Source
Overall Rating:
4.5
Victoria S. avatar
Victoria S.
Business Analyst
Share
"Simply has simplified our business operations"
What do you like best about Simply CRM?

The favorable scenario is it fits and meets all our business requirements and further customization via configuring the third party integrations. The simplicity of managing records and data processing by applying further CTAs like client or appointment/contact management, makes it more responsive and faster compared to other CRM tools. Our original goal was to simplify the record keeping and marketing with the same. For now, we are utilizing its full caliber to convert and generate customer’s engagement. The order of controls and top features are done quite in professional way and you can find them with an ease. The controls and layout are also way useful as compared to other platforms. Our goal is fulfilled through the top stack of quick job options and we've got'em managed simply superb. A superb manager, cool and efficient reasonable piece of software program that we have ever used. The section of some efficient task orientation such as order management, invoicing , ticketing, PMS, event management such as appointment with clients, integration with third party Application Programming Interfaces and more make it a handsome tool. We've used Simply for more than 9 months and it was a great experience to have it.

What do you dislike about Simply CRM?

Well, the disliking is an odd term rather we would say the slight twitches like 1. User-friendliness of the mobile app and 2. Customer portal interface could be more detailed though they have most of the visual assessment etc

What problems is Simply CRM solving and how is that benefiting you?

Contact tracing became easier for us and to locate the customer data for future communication.

Small Business (50 or fewer emp.)
Sep 17, 2019
 Source
Overall Rating:
4.5
Dr Manish B. avatar
Dr Manish B.
Manish Kumar Bansal, Md, Interventional Cardiologist
Share
"Truely fulfilling the purpose of a CRM"
What do you like best about Simply CRM?

It has got everything a successful CRM should have, also you will get additional features as well so in all, it’s a great going if you subscribe to it. You can really make it the way you want it to work.

What do you dislike about Simply CRM?

As far as the Simply negatives are concerned, we did not find any as there support is always on the go and you will get language support as well. In all, they have deep learning articles depository from where you can get a solution to each business query

What problems is Simply CRM solving and how is that benefiting you?

Customer support services are excellent and we have never ever experienced any downtime since we started using it.It solved our customer management concern and listed them in place in an organised way. So in all, it's win win for our company.

Small Business (50 or fewer emp.)
May 10, 2022
 Source
Overall Rating:
4.0
SB
Sergio B.
Telemarketer
Share
"Establish better results for your sales with Simply CRM."
What do you like best about Simply CRM?

This service provides us with excellent activities for sales since it is a very capable system to personalize and manage marketing tasks and clients since it offers us functions such as the creation of email campaigns, web forms, calendar system, storage of documents, integration with social networks and integration of internal chat, this leads to increased sales because it allows us to improve marketing campaigns, it also has a very adequate cost that allows you to use this service more frequently and without any problem.

What do you dislike about Simply CRM?

This application has a problem with the interface since its connectivity through the browser is usually a bit slow, which is very outdated, which I hope can add more speed and can be used a little better. More colorful because the design it contains is very boring and makes the board look unstructured.

What problems is Simply CRM solving and how is that benefiting you?

We use this service to obtain visibility of our potential clients, be it from calls, emails, repetitive tasks and the history of client conversations, this allows us to define our workflow to automate our dealings with clients, we also use it as technical support to solve any problem or doubt since the support is active 24 hours a day and always responds immediately and solves everything quickly and safely.