Simply CRM
★★★★★ 4.8 · 128 Reviews
What is Simply CRM?
Gain more customers, optimize your business and earn more money - with Simply CRM. Simply is the CRM you will actually use: **Easy-to-use** - visual overviews, drag'n'drop, designed for humans, not PHD's in IT **All-in-one platform** - including CRM, Helpdesk, Financial & Project Management **Free support 24/7** - in your local language **Making Sales Visual:** Simply makes it easy to close more leads, manage your customers, and remember and prioritise you opportunities. Get quick overview with our Simply Visual Pipeline (KANBAN). **Support Customers:** Integrated helpdesk and ticketing to followup on customer requests and get full overview. **Invoicing:** Invoice customers directly from Simply, including products, inventory & recurring invoicing. **Projects:** Manage projects with tasks, milestones and Gantt charts. **Automation:** Get more done - automate your business with workflows. We’ve designed Simply to be easy to use for SME’s, focusing on developing a user-friendly tool that would actually be used - by you, the user. We’ve added visual overviews. You can also automate administrative tasks, such as sending followup emails, reminding sales people of important opportunities, sending out recurring invoices, etc. Do you have industry specific requirements? We can help. We have developed approx 30 different industry templates, covering doctors, lawyers, real-estate, consultants, therapists, and many more, so we can get you ready in a matter of minutes. **Try Simply for free right now, and we will help you get started!** https://simply-crm.com/try-for-free/ *Question?* Write us at **support@simply-crm.com**
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Simply CRM Reviews (128)
- ★★★★★112
- ★★★★★12
- ★★★★★3
- ★★★★★0
- ★★★★★1
Review Summary
Generated using AI from real user reviews
Simply CRM earns consistent praise for its visual pipeline and all-in-one pricing, though support quality and automation depth remain inconsistent across users.
Users across departments and company sizes highlight the Kanban interface as intuitive and immediately usable by non-technical staff. The bundling of CRM, invoicing, and helpdesk in a single subscription appeals strongly to small teams and solo operators watching software costs. 24/7 support and responsive onboarding appear frequently in positive reviews, with agents typically responding in hours and speaking plain English rather than redirecting to documentation. Automation workflows handle routine follow-ups and invoicing triggers effectively for straightforward use cases, and the industry templates accelerate initial setup.
Criticism centers on three areas. First, automation and custom field logic hit a ceiling when workflows become complex or require conditional branching beyond basic triggers—several users report hitting limits that require workarounds rather than native solutions. Second, support consistency varies: some reviewers praise same-hour responses; others report two- to three-day email delays and inconsistent answer quality across agents. Third, reporting and export options feel thin compared to dedicated analytics tools; custom report filters work but formatting and multi-field filtering can feel clunky. A handful of users also flagged edge cases with recurring invoices, Gantt chart performance on large projects, and integration limits with niche third-party tools.
For SME-scale operations with straightforward workflows, the product delivers solid value. Larger deployments or complex billing scenarios should test edge cases before committing.
★★★★★
Tuesday, April 28, 2026
“Switching from our previous CRM, a bloated enterprise platform that…”
Switching from our previous CRM, a bloated enterprise platform that required a dedicated admin just to pull a basic report, was a decision I kept delaying for almost a year. Three years on, I genuinely can't think of a single week where I've wished we hadn't made the move. The visual pipeline alone justified the switch. Drag-and-drop across stages, colour-coded by rep, and my whole sales team actually started updating their own records because the interface didn't feel like punishment. The old system had better API documentation, I'll give it that, but for day-to-day selling, Simply is in a different class entirely.
Rolling this out across a department of roughly 80 people, I expected chaos. Mostly, it was fine. The industry template we started with got us about 80% configured before we'd written a single internal guide. Customer support responded in hours, not days, and they spoke plain English rather than directing me to a knowledge base article that didn't apply. The automation workflows took some trial and error, but once they clicked, we cut a big chunk of manual follow-up out of the week entirely. Solid value for what they charge.
★★★★★
Tuesday, April 28, 2026
“Three years in with a tiny team of six, and…”
Three years in with a tiny team of six, and my feelings about Simply are genuinely split down the middle. The support side is where I have the most to say. When it's good, it's really good. I've had responses in my own language within the hour, and on two occasions a support agent actually walked me through a workflow fix via chat rather than just pointing me at a help article. That kind of thing matters when you don't have an IT person on staff.
But consistency is the problem. Some weeks I get that attentive, human response. Other times I'm waiting two days for something fairly straightforward. The product itself has quirks too, the invoicing module has needed a workaround for a recurring billing edge case I've raised more than once. The visual pipeline is genuinely useful and the project management piece keeps my small team aligned. I just wish the support quality matched the best experiences every time, not just sometimes.
★★★★★
Tuesday, April 28, 2026
“Pricing is where most CRM vendors quietly get you, and…”
Pricing is where most CRM vendors quietly get you, and for years I kept bracing for the moment Simply would do the same. It never came. Five-plus years running this across a busy sales department and the cost per seat has stayed honest, the billing is transparent, and there are no awkward conversations every renewal cycle about features being shuffled into a higher tier. The all-in-one model matters here too. We dropped separate helpdesk and invoicing tools to consolidate onto Simply, and the savings were real and immediate, not just theoretical.
The value picture holds up even when I factor in things like onboarding new starters and getting the workflow automations configured properly. Support is included, in plain English, and they actually pick up. For a mid-market department watching its software spend, that is not a small thing. Features like the Kanban pipeline and Gantt charts feel like genuine inclusions rather than upsells waiting to happen. Solid, honest product at a price that respects the customer.
★★★★★
Tuesday, April 28, 2026
“The dashboard view is genuinely what keeps me coming back.…”
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.
★★★★★
Friday, April 24, 2026
“Connecting a CRM to the rest of a client's tool…”
Connecting a CRM to the rest of a client's tool stack is usually where these things fall apart. Two years of setting Simply up for agency clients, and I keep being surprised by how well the integrations hold together. Zapier hooks, native email sync, the invoicing module talking to external billing tools without a fight, project tasks that don't live in a silo. Every time I bring a new client onboard, the connective tissue is already mostly there. That matters when you're configuring this for someone else's workflow, not your own.
The one honest caveat: a handful of clients use niche industry platforms, and a couple of those required some creative workarounds on the Zapier side rather than a direct connection. Not a dealbreaker, just something to budget time for. Outside of that, the 24/7 support has bailed me out more than once when a client integration broke at an inconvenient hour, and they actually know the product. For an all-in-one at this price point, it delivers.
★★★★★
Wednesday, April 22, 2026
“Five years of building out Simply for clients across different…”
Five years of building out Simply for clients across different industries, and the reporting side of this platform is still what I end up talking about most in every onboarding call. The dashboards are genuinely readable without any setup gymnastics. I can pull a visual pipeline overview for a real-estate client, switch tabs, and show a consultant client their deal conversion breakdown, all without reconfiguring anything from scratch. For an agency context, where every client thinks their workflow is unique, that flexibility matters enormously.
The analytics have improved meaningfully since I first picked this up. Custom report filters are now quick to build, and the at-a-glance KPI panels mean my clients actually log in and look at their data instead of waiting for me to interpret it for them. Customer support has been genuinely responsive whenever I have hit an edge case, which at five-plus years happens less often but still does happen. Solid product for SMEs, and even better when you are managing it on someone else's behalf.
★★★★★
Thursday, April 16, 2026
“Six months into rolling this out across a mid-sized sales…”
Six months into rolling this out across a mid-sized sales org, and the verdict is genuinely positive with a few asterisks. The visual pipeline is the standout. My team picked it up fast, which is rare in a company this size. Workflow automation handles the repetitive stuff well, and the invoicing module surprised me by being actually usable rather than bolted on as an afterthought. The industry templates got us to a workable baseline in days, not weeks.
Where it gets tricky is edge cases. At enterprise scale you start hitting limits around custom field logic and complex multi-team permission structures. The rules work fine for straightforward setups, but when my ops team needed conditional field visibility based on deal type, we had to find workarounds. Support was responsive and friendly, genuinely so, but the answer was often 'that's on the roadmap' rather than a live fix. For an SME this would be a non-issue. For a bigger rollout, go in with eyes open on the customization ceiling.
★★★★★
Sunday, April 12, 2026
“Automation workflows. That's the feature I keep coming back to,…”
Automation workflows. That's the feature I keep coming back to, the one I'd miss most if I had to move away from Simply. Working in a nonprofit education context means my team is small, our time is thin, and administrative follow-up has a way of falling through the cracks. Two years ago, I set up a workflow that automatically sends acknowledgment emails to new volunteers, flags overdue program applications to me, and triggers a reminder when a grant contact hasn't heard from us in 90 days. I built it myself, no IT help, in about an afternoon. It still runs without me touching it.
What I appreciate is the layered logic. You're not just setting a single trigger and a single action. You can chain conditions, so the right message goes to the right person at the right stage. For a team managing donor relations, student referrals, and partner outreach all in one CRM, that specificity matters. Some tools give you automation as a checkbox feature and then make it clunky to actually configure. Simply let me get precise, and the 24/7 support team helped me troubleshoot a conditional rule I had set up incorrectly. They fixed it with me in real time, not a ticket queue.
The one area I'd nudge them on is the reporting side of automation. I can see that workflows ran, but a richer activity log showing exactly what triggered what on which record would be genuinely useful for compliance purposes. Minor complaint for an otherwise excellent tool. If your organization runs lean and needs processes to move without constant babysitting, this platform earns its price.
★★★★★
Sunday, March 29, 2026
“Honestly, the thing that convinced me to move was pricing.…”
Honestly, the thing that convinced me to move was pricing. My old CRM was charging me enterprise rates for features I barely touched, and the invoicing lived in a completely separate tool. Simply bundles CRM, invoicing, and a helpdesk in one place, which for a solo operator is a genuinely big deal. The Kanban pipeline took me about twenty minutes to feel comfortable with, and the workflow automations handle my follow-up emails so I'm not manually chasing leads at 9pm anymore.
A year in, I won't pretend it's flawless. The project management module feels slightly less polished than the CRM side, and I did hit a moment where a recurring invoice setting confused me. But their support team (yes, actual 24/7 support in English) sorted it within the hour. Coming from a tool that felt like it was built for a sales team of fifty, Simply just fits the way I actually work. For anyone running solo, it punches well above what you'd expect at this price point.
★★★★★
Tuesday, March 24, 2026
“Five years deep into this thing, setting it up for…”
Five years deep into this thing, setting it up for client after client across a dozen different industries, and I've hit my share of walls. The automation workflows occasionally choke when you stack too many conditional branches, and the Gantt chart view inside Projects gets sluggish once a client's task list crosses a certain threshold. For clients with unusually complex recurring invoice structures, I've had to work around a few edge cases that the standard setup just doesn't anticipate. None of it has ever been a dealbreaker, but if you're evaluating this for a client with genuinely complicated billing, go in with eyes open.
Here's the thing though: every time I've flagged one of these limits to their support team, I've had a real answer in my local timezone within hours, not days. They've patched two of my reported edge cases in subsequent updates. The industry templates save my clients enormous setup time, the visual pipeline is the first CRM interface I've seen that non-technical founders actually enjoy using, and the all-in-one pricing makes the value proposition hard to argue with. Five years in, I'm still recommending it.
