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, July 21, 2020
“This tool has helped us to manage our client meetings,…”
This tool has helped us to manage our client meetings, contact synchronization, and database management. We have saved our time and efforts in marketing and budgeting to plan the campaigns as well.
★★★★★
Monday, July 13, 2020
“Excellent interface, cool structure, and amazing premium features for the…”
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.
★★★★★
Tuesday, June 30, 2020
“Simply CRM is an unbelievable support for quite a long…”
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. The awesome role as an admin I have experienced, is the quality of service they provide on customer support as well as on the premium features part.
★★★★★
Tuesday, June 16, 2020
“The user interface is clean and easy to use icons…”
The user interface is clean and easy to use icons not much of learning is needed The software can be customized for required status reports such as fortnightly, monthly or weekly sales closures etc. Also all activities can be traced and can reproduced when needed.
★★★★★
Monday, June 8, 2020
“We performed a trial for 1 month first to see…”
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.
★★★★★
Tuesday, May 26, 2020
“Simply can be customized without any coding or programming expertise.…”
Simply can be customized without any coding or programming expertise. It is flexible enough to do so many tasks quite well for a small to medium scale business that does not need super specialist apps. It is obvious enough for our business users to take up without any pushback.
★★★★★
Wednesday, May 13, 2020
“Synchronization for all, easy of doing marketing for all and…”
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.
★★★★★
Wednesday, May 6, 2020
“This tool is truly designed by the professionals and they…”
This tool is truly designed by the professionals 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.
★★★★★
Tuesday, April 21, 2020
“Simplicity to create flows and integration with campaigns. Connection with…”
Simplicity to create flows and integration with campaigns. Connection with google calendar. Email platforms, CMS, APIs and more.
★★★★★
Wednesday, April 8, 2020
“We are a team of 5 individuals and working on…”
We are a team of 5 individuals and working on IT services. We offer multiple services from different technology segments. Our aim is to be a one-stop-shop for all our clientele needs and in this regard, we were looking for a CRM tool that can not only manage our contacts but at the same time, our marketing needs too. We have tried Simply and got fabulous results. Now, we have our client database, events, appointment, project management, invoicing, meeting and marketing automation in one place.
