Simply CRM Reviews

Summary: In all, this system works great and performs as planned. We have checked Simply for third API integration, B2B needs and event scheduling etc. All features are premium and functional.

Positive: We performed a trial for 1 month first to see how it goes as compared to other providers. We have created a sheet based on various business parameters such as speed, pricing, features, third party integrations and configuration time. After performing this, we assessed to see which worked best. Our observation revealed that Simply cleared our screening and we opted for that. Our sales & marketing team is doing a great job with Simply CRM.

Negative: We've tested Simply for all those features we needed. We have got them as needed. A few things need to be tested unlike support services, configuration and their knowledge base etc.

Summary: All features are useful and nicely coded. No slowdown at all. The visual insights are truly business savior meaning you understand the business logic, opportunities for your targeted prospectus. In all, this online CRM software is capable of doing anything that you think in favor of your business.

Positive: Synchronization for all, easy of doing marketing for all and it allows every member of our team to be on the same page and seamlessly take over as an access management if someone has to be out of the office.

Negative: We are fine with the pricing option of this CRM but sometimes we think and compare it with a few in the market, they are available even below $25 per user per monthly basis but at the same time if we further compare it features wise, Simply has got our final selection because of the premium features coming along.

Summary: A platform that never lets you lose any incoming lead, provides all the resources to govern your business successfully.

Positive: This tool is designed by the pros and they have managed the structure flow pretty good. The calendar, vendor access, invoicing, appointment, opportunity, project, contract, billing etc are the sections they have made available on the quick panel top on dashboard. You will not have to browse or traverse here and there again and again for the quick job done. In all, Simply is a CRM that not only performs your tasks, but it handles it in an efficient manner.

Negative: When we tried searching for email templates, they have made available the same under the tools column and there are more than 20 different templates available. We have got trouble setting up an invoice template but soon their support representative helped us via a quick call. We integrated many templates later on and done this job our own without any help. Thank you team Simply.

Summary: More outcome, less effort. A great tool to manage and work efficiently. If you think you own a business or a team, you can do all types of tasks timely basis.

Positive: Simplicity to create flows and integration with campaigns. Connection with google calendar. Email platforms, CMS, APIs and more.

Negative: Always on, no delay time, easy integrations and cool campaign placement. In all, a very nice job done by the simply team.

Summary: Simply CRM’s dashboard offers massive support in quick job creation, fast turnaround in customer query and much more.

Positive: Fully integrated into Google suitel makes it easy to use - Flexible tool that goes beyond a conventional CRM, you can use it for numerous processes for example sales, hiring, customer support - Valuable pricing etc- Responsive micro level assistance that is to help and open to software upgrades.

Negative: Might be overwhelming for administrators. Simply CRM and flexibility works both ways. It could take some imagination to structure it to your company processes, but once you understand how it works this tool can do a lot for your business.

Summary: The performance, features, pricing, and marketing automation are a few perks from the pack of whole.

Positive: The best case scenario is it matches and addresses all our business needs and further customization via linking and configuring the third party APIs. The ease of managing records and processing them by applying further actions such as vendor or appointment/contact management, makes it more responsive and faster compared to other CRMs. 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 the customers engagement.

Negative: The worst case has not been yet discovered and we are not interested in researching that either :) Our goal has been achieved and we believe that our team is doing amazing work in sales and marketing segment. Afterall, marketing automation is the only thing we want to achieve in our processes.

Summary: The parts have been utilized in our org and streamlined for better contact management. We were searching and collaborating our data on this platform as a free one month trial and it’s almost trial period over now. Based on our experience, we have assessed and simplified our business proceedings. So far, we are feeling good about this tool and we would like to go for a premium subscription for 2 users on a monthly basis.

Positive: All the features that have been used so far are extremely time saving. When I gave it a try to use Simply a month back, I was just doing all the emailing and adding activities manually. But after a successful test, I am automating this process with just a few clicks. I used to go to the activities page and perform everything from there without going to each individual section. I am happy so far using this CRM but still I never clicked on a lot of things on the dashboard and I believe those are all going to be handy next time for me.

Negative: As mentioned above, I have been in the trial segment so I could not find the time to look into the negatives of it or any complaining things for Simply.

Summary: The CRM tool 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. Overall, it's a great experience to have Simply with us.

Positive: 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 managers, 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.

Negative: 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.

Summary: My overall experience with Simply CRM is quite satisfying.

Positive: The best part of using Simply CRM is its dashboard. We have got all tasks on a single topmost section and it has helped us to save lots of time. The compelling positive force of invoicing, order management, marketing automation, calendar-based event and appointment fix, opportunity and project management etc are only a few features from the stack of many.

Negative: As of now, the only thing Simply needs to work on is their pricing model. However, they have the coolest per user per month pricing option but we want them to work on quote based pricing as well.

Summary: We do not currently have any issues with this CRM solution.

Positive: This CRM program is easy to use. Perfect for the growing company. You can have just one user for a monthly fee and as you grow, you can add more. You can send a bulk email and it will provide an "open rate". It provides utilities such as Gantt chart, opportunity management, marketing automation and more.

Negative: The pricing model is unique and attractive. Also, helping instruments are there to offer support services, so in all, this is a CRM that works on all dimensions. We recommend it to all growing business operators and companies.

Summary: I recommend Simply CRM on the basis that it has demonstrated to be an exceptionally productive resource and is very simple to coordinate and collaborate, We consider this CRM solution as it's ideal for an organization, as you can see upgrades and surprising deals development in a brief timeline. I truly suggest it since it gives an incredible assurance to its clients.

Positive: Simply CRM is an unbelievable support for quite a long time. Also, it has transformed us to collaborate with customers and increase the income of the company, this product truly gives an excellent bridge to its clients when working, actually this platform is extremely creative, the dashboard helps us to communicate with clients in practically all platforms i.e. via smartphone, email, live chat and other places.

Negative: We have not had any bad experience working with Simply, Although, some of the earlier times its UI was typically moderate, but now they have made magical changes and transformed it that way.

Summary: Simply CRM is always great for patient appointment activities. Simply is a great customizable CRM and can manage your marketing job and customers easily. It is very simple to use and cost efficient too. It has superb features such as email campaigns, web forms, users, invoice & patient management and more with the best reporting options.

Positive: Simply CRM is our fellow member and we love it truly just not because it makes things easier for us but because it has all the needful tools which a business really needs the most. We are satisfied customers as we know we are doing great job in comparison to other like minded service providers.

Negative: Simply is undoubtly the best CRM out of the available costly ones but we are not sure if it's offering the option for its users to track back records, documents, and presentations etc.

Summary: Simply is superb, cool for newbies and startups. Don't go for big names, instead, give it a FREE try to see and assess/compare how smoothly it works. Our experience with Simply is just beyond the obvious! One of the changes we have seen is we are able to structure our client data and this is because of the simplicity of managing the records such as adding a new client, managing it for future use such as marketing forms, emails, events, automation etc, So in all, we are happy with the tool.

Positive: Simply is a way to manage your business processes pretty easily. Our goal was to make things simple throughout the business communication and it has delivered more than that. We have used Simply in our client connection, creating email marketing and web forms to integrate them within the third party software systems. We've incorporated Mailchimp, Google APIs, Chatbot features to automate the marketing strategies. In all, we found this Simply CRM very helpful. We recommend it to all who need an honest client resource manager.

Negative: Well, the idea was to simplify the business and we succeeded in that. So far, it's worked well in our real estate enterprise and now we are planning to scale this in our next project. For us, Simply has upgraded our operations so we have nothing to downgrade them.

Summary: Superb and works great. You must go for Simply and try it for a one month FREE first. You will enjoy the simplicity and features all.

Positive: Simply CRM is highly customizable, powerful invoice and report builder tool with multiple modules including adding events to customers calendar, contract, product, project, contact, web forms, campaign and vendor management. If you have a zero technical understanding, you can simply create features using drag and drop functionality. It’s been 4 months now and we have customized all our business processes in Simply. We had an issue at the time of free trial period which was handled by their representative too quickly and extended their support to a non paying customer :) We’ve already decided to proceed and execute all our customer centric tasks using Simply CRM.

Negative: The CRM does not offer a quote based pricing model but it works great for per user per month basis. It's not a big issue as many businesses operate under fixed users and that's not a point.

Summary: We use Simply for many things, but mainly to keep all the sales team on the same page. Being able to share emails with others through the CRM is a deal breaker for us, and Simply stands ahead in that. Also can’t forget to mention their customer support which is excellent.

Positive: The integration of Simply with email account and calendar was amazing, and it's very flexible in terms of adapting to our workflow. It's very interactive to use, and overall was easy to get a team new to using a CRM, to start using Simply fluently.

Negative: It allows limitless expansion and integration for all your third party API needs. Hopefully more native integrations will be made available soon.