Simply CRM Reviews & Product Details

Easy to use, all in one platform with a price that works with my budget.

I have not found anything yet that I dislike as I am new to this CRM. This works in every aspect of my business that I can see so far.

Real Estate - keeping up with clients through follow up and automations

The lead generation, the ability to keep track of leads, and track outreach.

It can be difficult to navigate but once you get the hang of it it's easy.

It's tracking leads and letting me know if they opened emails or any other outreach. I am more productive with this product.

Simply CRM is a cloud-based customer relationship management (CRM) software that offers sales, marketing, and customer support automation tools to help businesses manage their customer interactions and improve their customer relationships.

Email Marketing: As mentioned before, some users have reported limitations in the email marketing feature of Simply CRM, such as difficulty in setting up automated campaigns and limited customization options. Improving this feature could help businesses make better use of the platform and get more value from their investment.

Disjointed Information: Many businesses struggle with managing customer data across multiple systems and departments, resulting in disjointed information and a lack of visibility into customer interactions. Simply CRM provides a centralized platform for managing all customer data, including contact information, communication history, and customer feedback, which can help businesses better understand and serve their customers.

The things which I like most about this Software are that- -Easy to use Interference. -You can classify leads according to their stages. -You can add leads easily. -Easy to create a pipeline. -Easy to follow up leads. -Pop on screen for task remainder.

-some bugs are their like it will be stuck you can't add leads that time but the backin team is supportive they resolve the issues on call , also some to calls are auto dropped

-Task Remainder -Back support -Easy to use not needed much training to work on this. -You can train your junior with just one video and 3o minute training .

We’ve used Simply CRM for SF automation with the BI dashboard. Our level of satisfaction was beyond the obvious, it really helped us to achieve our business goals. Overall satisfied with the experience

Limitation in features and automation of process needs to be more consistent. Apart from these, it is oxygen for businesses as well as for the users.

It helped us to improve our business efficiency, better respond to buyer journey persona and interaction for higher trust building and improved order conversion.

A fantastic tool to integrate all your business processes at one place.You will be able to check and compare the same through provided features compared to other giants. Anyone can analyze the performance and efficiency for free in its trial.

In the beginning, we needed time to customize all the features, but after customization, it becomes easier, and we needed extra support for Simply customer services

Our experience has been great so far, and we are pleased to have this into our stack and doing great with leads, channel management, and customer data and record processing.

Lead management has never been more streamlined than with Simply CRM. It is powerful software that integrates with all the major business applications we rely on so that We leads can be managed through the entire business workflow. With Simply CRM software, We can manage our business leads, convert them to opportunities and proposals, automate our sales processes and campaigns, and get real-time insight on what’s happening in our business.

An all in one CRM Tool for small business owners. We can easily manage our sales pipeline, automate repetitive tasks. Integrate with our favorite tools and apps, Salesforce, Zendesk, MailChimp and Google Analytics to track everything.

Simply CRM is a web-based customer relationship management solution. It allows companies to manage leads, contacts, accounts and business information in a single convenient location. Simply CRM is user friendly and provides businesses with a balance of ease-of-use and powerful functionality to help automate our business processes. The eCommerce solution helps us take full control of our business data by creating, storing, updating and sharing all information for our customers in one place. It can also be used as an upsell system for managing products purchased by customers on our website or the phone.

The power of integration with third party APIs and tools is really commanding. We celebrate the APIs integration with our business exposure and marketing. Contact sharing, event management and calendar scheduling was never been that easier. We believe in order to be a successful SaaS developer, you must be familiar with the business needs and difficulties and in our opinion, Simply delivers great deal as they have understood this point nicely.

We disliked the Simply's previous layout and as they have upgraded it and made it super catchy to use, we appreciate that. The interface gives an appealing and interesting look and it's good to work with compared to earlier variant.

The main problem we resolved using Simply was collaboration and meeting. Also, the contact management was made easy using this too.

A healthy tool for your business as it allows all the essential operations without any hassle. The main interface comes with n number of integrations and that's the beauty of this masterpiece. The team behind its development is too special as they know the micro level business understanding and needs at the same time. Our focus was to operate with a company that can help us manage our leads and inward contacts for making sales need and collaboration both and we achieved the goal too.

Simply reduced efforts in clicking here and there to accomplish the task and that's truly lovely. We dislike why we tried that late but its never been too late to have it on board :)

Team management, client collaboration, and data re-engineering are a few glimpse that we love a lot.

Excellent interface, cool structure and amazing premium features for the best competitive pricing options. We have integrated the third party APIs successfully and have got contact management, event scheduling, ticketing for a decent monthly pricing tag. The best part of Simply is its super easy to manage in all sphere.

As of now, we didn’t get any negative remarks regarding this tool and for us, it’s working fine. The pricing is competitive and comparative too.

The structured team, managed resources and client database management in a decent way!

The favorable scenario is it fits and addresses all our business needs and further customization via linking and configuring the third party APIs. The simplicity of managing records and data processing by applying further call to actions 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. As of now, we are utilizing its full pace to convert and generate customer’s engagement. The order of controls and top features are managed quite in professional way and you can find them very easily. The controls and layout are also way useful as compared to other platforms. Our goal is fulfilled through the top pan of quick job options and we've got'em managed simply superb. A great manager, cool and efficient actionable piece of software program that we have ever used. The section of some efficient task orientation such as order management, invoicing , ticketing, project management, event management such as appointment with clients, integration with third party Application Programming Interfaces and more make it a great tool. We've used Simply for more than 6 months and it was a great experience to have the same. We recommend it to all small and mid scale business operators who are having issues in managing their business processes at one place. Just go and subscribe this to compare with others.

The negative part of this tool has not been yet determined and we are not interested in finding that either :) Our aim was to achieve a functional CRM system and we believe that our team is doing amazing work in the sales and marketing segment.

We are succeeded in planning and execution of role based tasks and more than that, on time and in proper budgeting.

The best part that comes along with Simply CRM is its power to collaborate with internal staff as well as the worldwide customer base. The storage of records is super easy and accessible via a single click. The lovely structure of its dashboard makes this more effective and productive at the same time. If you choose Simply as one of your online resource manager, you are offered so many features and inbuilt tools to integrate with outer world utilities such as email marketing, analytics, resource monitoring , budgeting, marketing visualization and much more. The beauty of Simply CRM is that by implementing the tool, Sales Managers as well as business managers will find that they consecutively build best practice Sales Management potential into their businesses. Simply CRM really feels like it has been built by Sales Managers, Entrepreneurs and Sales Minded Business Analyst folks , rather than by technical people, as it takes into consideration the things that disappoint Sales Teams the most. For example, simplicity and ease of use is super important to make sure that sales personnel adopt any new marketing tool. Simply has really orchestrated simplicity and ease of use. One organization I work with has a team of sales people mostly seniors with an age group above 50, who have successfully accepted it. For Sales Managers, to have a tool to help them correctly assess whether their sales people are going to miss goal, PRIOR it happens, is much needed. Simply turns it easy to manage standard sales activities. The CRM tool also comes with the most powerful data import machine that we’ve ever run. So transforming the legacy data within this tool is far easier than with any other mechanism we've worked with so far.

The ideal case for us was to work with a CRM system that can not only help us accomplish our business goals but at the same time to reduce the organizational cost and automate most of the operations. Simply has fulfilled it and delivered more than our expectations.

Simply helped us improving the business processes and collaboration with the team members. We have used it for more than 6 months and our experience with the tool was fantastic.

The best thing I liked about Simply was the ability to do sales, marketing and support all in one pack. Our sales team is able to track opportunities and view sales funnel reports, Gantt charts, sales visual insight etc. The marketing team is able to create and send email forms and tag the contacts to specific target audiences as well. Creating web forms and integrating them into third party software was also simple. The support staff is able to use a ticketing system to manage all projects and assistance log in one place. Creating an opportunity was never been that easier for us so in all we realised that it's a cool combination of sales, marketing, user and project management.

There are some places where you have to click here and there just to be sure you are on that page. Also I noticed the search tab sometimes find everything but the next time you miss it if you don’t know exactly what needs to be searched, the intelligent search feature must be there to make it like a Google search box.

it's been great experience in generaing sales and doing marketing with Simply! The biggest bang for the buck for sure. It's inexpensive too and you get what you pay for and I absolutely recommend it to all

Simply is more customer-focused, interactive, full featured and less complicated alternative. It’s easy to customize, implement and configure. Productive for all small and mid-sized enterprises. We are now able to keep records of contacts, contracts, prospects, projects, invoices and leads and filter them accordingly during the many sales processes and steps of the project life cycle. Overall, simply did the best for our business and we are incorporating the same for our users database management. Simply is a CRM that not only cares for your contacts but it's a tool that manages your marketing automation using the latest technologies such as Artificial intelligence. If you own a small or a med sized business, Simply can be your best business partner.

We have resolved the biggest challenge for our team with Simply via their multiple language support features and it actually simplified our workflow. The documentation they provided is par excellence but could have been improved further especially if they’ve embedded more detailed videos.

We are succeeded in structuring our processes and overall communication i.e. with the team as well as with customers. Simply CRM is advanced enough and is not complicated but has simplified our day to day business needs.

Simply CRM combines a group of functionalities so it further simplifies many business activities. It has improved our attention to customers on a one to one basis. In all we can say, go for Simply as it will help you to personalize your marketing efforts. We would like to thank the Simply team as its interface allows us to get the most out of productivity. They are providing support in multiple languages so, in all, there is nothing to count on negative hands. Highly recommended if you are a business with many stakeholders, employees, or anything that you can count and adheres to your business. If you don't have a big budget to build a custom CRM or can not afford a high priced CRM, Simply is your friend with tons of advanced features and processes. They have included many support articles and have managed the tutorial part both. You will easily go through them and get your queries resolved such as add products, contacts, vendors etc, manage other processes and more. So I don’t have any complaints about them.

From an end user’s perspective and the customer’s point of view, Simply is your one-stop CRM solution.

Simply CRM has provided solutions to all our existing business problems. Simply resolves and assists us to share files, powerpoint presentations, documents with the team in an efficient, safer and speedy way. Overall, It has improved productivity.

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.

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

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.

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.

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

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.

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

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

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.

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.

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.

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.

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.

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,

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.