Simply CRM

Simply CRM

Serchen Index

66.88
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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 [email protected]

Simply CRM Key Features

Calendar

Task Management

Vendors Management

Contacts Management

Sales

Task Management

Access Management

Automated Workflows

Reports

Personal Filters

What is Simply CRM?


Simply CRM Product Details

1. Contacts: Complete overview of all your contacts, adresses, phone numbers, websites, social media accounts and e-mail adresses.

2. Sales: Track your sales all the way through the funnel, from lead to contact and offer to the final sale and invoicing.

3. Calendar: Tasks, meetings and deadlines set up in calendar format, both private and shared.

4. Task Management: Create tasks, assign people and track the progress in milestones and kanban views.

5. Integration: Simply CRM can be integrated with Mailchimp, E-conomic, Google mail and many other systems.

6. Access Management: With Access Management you can control who sees what data, and run multiple sales teams in the same system.

7. Automated Workflows: Workflows can automate your routine tasks, freeing you up for more important work.

8. Personal Filters: Filters allow you to see only the relevant data and get an overview at a glance.

9. Reports: Connect your data in efficient reports for the complete detailed overview over even tiny details.


Simply CRM Free Trial Information

Yes, free trial available for a 30 days period without any credit card registration.


Simply CRM Pricing

We offer below mentioned plans:

  1. FREE Trial without Credit card registration for 30 days.
  2. $25 Per User Per Month

Countries Simply CRM Services Available In

Apart from English speaking client base, we offer services in local languages for the countries like:

  • Germany.
  • Norway.
  • Spain.
  • Russia.
  • Denmark

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Simply CRM Reviews

5.0

Excellent!

88 Reviews

Last reviewed on
21 March 2024

What do you think?

Help other software buyers make informed decisions.

Thursday, March 21, 2024

Verified Review

A handy tool that can make your business go with ease. The ideal part of this tool is the automation and business connections. The price comparison is satisfying and competitive too.

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Monday, December 12, 2022

Their CRM is extremely non responsive and their support even worse. There is a chat available but no one gets back to you. When they do get back to you via email all they want is to sell their "support packages" which offer 10 hours at a discount.
The reviews here on Serchen are completely false. You can clearly see that the people "reviewing" have photos similar to stock ones you can find online. The same for their names. And the most important thing to notice is that strangely all of them have left just 1 reviews on Serchen, or have reviewed more times only Simply.
I advise Serchen to check this in detail.

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Wednesday, November 16, 2022

Simply has got the reliable 3rd party integrations. It is the hub of my workflow not because of its simplicity but because of the way it handles the contacts and scheduling of events.

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Tuesday, October 11, 2022

Verified Review

Hello Micro/Small/Mid business users! I had tried Zoho, HubSpot, Insightly and Pipedrive! I found the CRM was trying to control my way of working, instead of the against. Simply lives up to the name. Contact segmentation is straightforward and leveraged by the integrations. Tech support is super good. Definitely the best I have to work with.

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Monday, September 5, 2022

Verified Review

Not sure about the enterprise level needs, but for SMBs it works just great

Ikke sikker på behovene på virksomhedsniveau, men for små og mellemstore virksomheder fungerer det bare fantastisk

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Tuesday, July 26, 2022

Verified Review

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.

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Wednesday, July 6, 2022

Verified Review

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

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Monday, June 13, 2022

Verified Review

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.

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Thursday, May 19, 2022

Verified Review

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. The email assistance, campaign management and Kanban feature work smoothly and efficiently.

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Thursday, May 19, 2022

Verified Review

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. The email assistance, campaign management and Kanban feature work smoothly and efficiently.

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