Top Pick

Simply CRM Description

Simplify your business operations and enhance customer engagement with Simply CRM, the user-friendly solution designed with human needs in mind. This comprehensive tool empowers you to attract more clients, streamline processes, and boost profitability effortlessly. From sales and marketing to project management and invoicing, Simply CRM covers all aspects of your business needs. We offer guidance to help you get started, along with free support in your local language available around the clock. Seamless integration with major email and calendar platforms lets you schedule events for both you and your clients, while you can conveniently send emails directly from your own address within Simply. Track previous conversations and access related events, calls, emails, and documents to stay informed about customer interactions. With actionable insights on the next steps for each client, Simply CRM equips you with everything required to manage your customer journey, from acquiring your first client to finalizing the last invoice—all included in one straightforward price. Enhance your project management capabilities with task assignments, milestone tracking, and clear visual overviews, ensuring you never miss a deadline again. Additionally, efficiently manage customer support tickets, service contracts, and subscriptions while also creating vendors, products, sales orders, and invoices. The system also integrates smoothly with your existing ERP solutions, making it a versatile choice for any business aiming for growth. With Simply CRM, you can expect an efficient and organized approach to managing every aspect of your business.

Pricing

Pricing Starts At:
$25 per user per month
Free Version:
Yes
Free Trial:
Yes

Integrations

Reviews - 47 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
Simply Consulting ApS
Year Founded:
2011
Headquarters:
Denmark
Website:
simply-crm.com

Media

Simply CRM Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Customer Support
Business Hours
Live Rep (24/7)
Online Support

Simply CRM Features and Options

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
  • Name: Jasper J.
    Job Title: Finance Specialist
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Using Simply for almost 2 years and worth using it.

    Date: Dec 08 2022

    Summary: It was amazing experience to have Simply as one of our office management tools. We recommend Simply to the MSMEs. Overall, so far, our experience with Simply has been great.

    Positive: For me, Simply worked as a base tool and it helped throughout the client communication and CX management.

    Negative: Features list is massive but sometimes it seems clumsy to differentiate between them, probably due to my vision problem as the icons they’ve used are tiny to differentiate. It’s not for all, it’s me who can assess basis on my personal experience.

    Read More...
  • Name: Abel S.
    Job Title: Project Coordinator
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    With Simply, you get started fast and their usually rapid support is extremely helpful, with FAQs and setup

    Date: Nov 08 2022

    Summary: As the name itself suggests, it is a "Simple" CRM system. The parts of this tool work as they should.

    Positive: The ticketing system is vibrant enough compared to other providers. The part where they need to work on is in getting it ready for the workflow, the rest seems a sticky & reliable business tool.

    Negative: With Simply, you get started fast and their usually rapid support is extremely helpful, with FAQs and setup.

    Read More...
  • Name: Ronil A.
    Job Title: Research Analyst
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Cool tool to meet our platform needs

    Date: Jul 26 2022

    Summary: No matter what priority you have set for your customers i.e. FCFS or LIFO, it works great. Overall, for us, Simply worked great.

    Positive: We’ve used Simply to automate our training lead dashboard. Our level of satisfaction was beyond the expectation, it really helped us to fulfill our business goals and hence customer customer satisfaction.

    Negative: Software is flawless and developed for non technical users too. So you have reasons to keep it in your software stack.

    Read More...
  • Name: Saloman K.
    Job Title: Sr Account Manager
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Dived deep to learn about this CRM and seems fruitful for the business needs.

    Date: May 30 2022

    Summary: A nice way to integrate APIs for your business workflow. It will assist you in features like marketing, ROI calculation, Budget management and more! For mobile users, it allows great portability in terms of access management. Thanks.

    Positive: The positive note about Simply is it always works in sync and autosave mode. You need not to fear about data loss and integrity things. As a monthly subscriber of Simply, we will suggest and recommend it to the business community.

    Negative: As of now we don’t think it has some points to highlight and notice any cons. Simply is a tool to work in all verticals for the business point of view and its horizon is widened too. About its future version's feature, AI should be incorporated in contact DB to see which contact is more likely to convert for a specific campaign based on past purchase and interaction behaviors.

    Read More...
  • Name: Henrik C.
    Job Title: Marketing Manager
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Excellent tool to handle the incoming request and ticketing from the clientele

    Date: May 05 2022

    Summary: We have a team of 20 people in 5 departments and have synced Simply all around. The idea is to have an access from the web for 5 different users and work accordingly.

    Positive: Fast and efficient processes and interfaces that work in more user friendly way. The email assistance, campaign management and Kanban feature work smoothly and efficiently.

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

    Read More...
  • Name: Sid K.
    Job Title: Product Specialist
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Excellent CRM for all MSMEs

    Date: Mar 14 2022

    Summary: Overall, Simply is a great tool to manage the leads and business processes. It helps in business process optimization, campaign insights and work log management.

    Positive: A cool way to interact with your clients and other B2B prospectus. You can contact your leads pretty easily as it allows you to work smoothly and efficiently. We are now looking forward ways to integrate the same with our inbuilt lead generating software.

    Negative: This tool is a good fit for the micro to macro level product/service providers.

    Read More...
  • Name: Deryl P.
    Job Title: Website Admin
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    A good CRM for leads management

    Date: Dec 08 2021

    Summary: We have got an excellent solution to the problems related to the campaign and monitoring it for better performance. Overall, it works for optimum performance and efficiency. If you are new to Simply, you must go through their full features list to see if it fits nicely as per your needs. The good thing about this tool is it has a whole month trial period, and that is enough to assess any CRM for its efficacy.

    Positive: We have used Simply for almost 3 months and our experience with this tool has been great so far. Multilingual features, support availability, pipeline management, enhanced customization and insights are very helpful in tracing the workflow.

    Negative: Simply should use a click to open the tray for the needed features instead of displaying them entirely on a page. This way, more clarity will be there as the user clicks to expand his page as per his need.

    Read More...
  • Name: Anna R.
    Job Title: Design Engineer
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Nicely coded, well designed tool

    Date: Sep 10 2021

    Summary: Simply CRM is basically a single stop shop for your business needs. I use it in my office everyday, and we can customize different modules based on the growing needs and demands of our company.

    Positive: Simply CRM is not like other complicated CRMs where you have to struggle to load and act to do a specific job. They have a stunning dashboard where you can do quick tasks along with workforce management.

    Negative: Ideally we would have imagined to work it like an Alexa but in the real world things are not that much feasible :)

    Read More...
  • Name: Edward W.
    Job Title: Marketing Manager
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Cool features, excellent handling

    Date: Aug 06 2021

    Summary: We have been using Simply for months and it's really satisfying to have it. Our processes have been optimized for a better throughput.

    Positive: Simply CRM is a tool to merge all your business tasks into one board. This allows the business owners to handle their sales and marketing in a decent and sophisticated way.

    Negative: Workflow management is made easy with Simply and online chat support is always there. Due to average pricing features, Simply stands in the top 5 of CRM’s queue.

    Read More...
  • Name: Arfa M.
    Job Title: Project Manager
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    A nice tool to handle your work group

    Date: Jul 29 2021

    Summary: In all, it worked great for us and we are happy to have it. Simply is a tool that will help you in email campaigns, workforce management, and more importantly in customers service.

    Positive: 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.

    Negative: Simply offers security and access management with an ease and it's been almost 3 months now as a subscriber. Their CX support is excellent, knowledge repository is very helpful in understanding the program. We didn't encounter any cons so far.

    Read More...
  • Name: Rand P.
    Job Title: Marketing Manager
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Nicely designed and a great tool

    Date: Jul 13 2021

    Summary: Features are amazing, pricing is good and experience so far with Simply has been great! Just go for its FREE trial to see how it works!

    Positive: The massive features list can attract any business for its test and run. It's budgeting and ticketing system work great and that's what we were looking for.

    Negative: We loved its interface as well as the dashboard options for all our routine tasks. It's super easy to navigate through and its all good.

    Read More...
  • Name: Perin D.
    Job Title: Product Manager
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    A tool that helps your business endlessly

    Date: Apr 21 2021

    Summary: You should give Simply a try to see how it handles your business processes. Simply performs great and as intended, So overall, we recommend this tool to every business aspirant.

    Positive: A resource that can achieve your goal on a timely basis. Simply provides excellent throughput and up all the time. There are n number of advantages on why you should go for it in your business. The only thing you will find is an average pricing option and it's good as well.

    Negative: We are using Simply from the past a few months and as of now, for counting the cons, there is no point in our list. We are using it and fulfilling our needs to the best. Thanks

    Read More...
  • Name: Frank G.
    Job Title: Project Specialist
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Simply is a valuable and efficient CRM tool

    Date: Apr 05 2021

    Summary: As a Simply user for more than 3 months, I would like to inform the audience that it works great and efficiently too. Overall, it worked well.

    Positive: Easy to work with Simply tool as it performs really cool. The only thing that we need to work on is for its social media integration in our specific case. Overall, Simply worked well for other processes including business contact management and re connection for the marketing and event scheduling. Our sales pro is receiving good response and he can check the same via visual pipeline management and other tracking tools.

    Negative: Simply has capability to manage all your fanatical, inventory, orders, sales and more apparatus for the needs. In all- A handy tool for your healthy business. No cons to count on.

    Read More...
  • Name: Sunshine S.
    Job Title: Product manager
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    A tool to lead your business from the front

    Date: Mar 18 2021

    Summary: Overall impression is satisfactory and trustworthy. We believe in Simply's structured layout and managed services. Thanks

    Positive: Simply can be used as one of your business managers. It can handle and manage all your workload and business data. Contact sharing and management is also a great deal to have it. We think the operating cost is considerable and can be opted as compared to other providers.

    Negative: Simply works like a toolkit for managing our routine tasks and it helps in contacts management too. We are happy to have it incorporated into our processes. We don't think it has any associated cons so far.

    Read More...
  • Name: Eugne T.
    Job Title: Product Engineer
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Good layout and premium features

    Date: Mar 04 2021

    Summary: Overall, Simply works as expected and we have been using it from the past a few months, doing an excellent job. Thanks.

    Positive: The client connection became flexible and we don't have to keep their meeting records manually o.e. in a sheet or anything that increases the workload. It's all smooth and synchronized for every process whether it's sales, account, development or any which comes under business range.

    Negative: Simply CRM's look and feel is just amazing and attractive. You don't get bored or fed-up with design etc. It's a new feel every time one logs in. Earlier it was a bit messy but they have made superb changes and provided a cool layout.

    Read More...
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