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.
★★★★★
Thursday, April 2, 2020
“Fully integrated into Google suitel makes it easy to use…”
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.
★★★★★
Monday, March 23, 2020
“The best case scenario is it matches and addresses all…”
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.
★★★★★
Monday, March 16, 2020
“The parts have been utilized in our org and streamlined…”
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.
★★★★★
Monday, March 9, 2020
“It’s not about talking all positive about Simply rather it’s…”
It’s not about talking all positive about Simply rather it’s about talking sense based on actual . If you go and opt it officially, you will see the best inputs yourself. It has become the top choice of our sales and marketing team and have transferred our client data to this system. Overall, Simply works amazing for us and we are very happy to have it in top shelf of our premium software programs.
★★★★★
Monday, March 2, 2020
“You can integrate any third party application with Simply which…”
You can integrate any third party application with Simply which matters to your sales and onboarding process. It's also super easy to set up and keep in contact with your prospects, leads and clients.
★★★★★
Tuesday, February 25, 2020
“The best part that comes along with Simply CRM is…”
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. The CRM tool also 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.
★★★★★
Tuesday, February 18, 2020
“The best part of using Simply CRM is its dashboard.…”
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.
★★★★★
Monday, February 10, 2020
“Extremely powerful customization options available along with Integrations with third…”
Extremely powerful customization options available along with Integrations with third party APIs. The price is super low, especially when it's part of Simply One I really like the updated UI and dashboard, I actually prefer it to other CRMs. If you are planning to buy or subscribe for a CRM tool, I would recommend testing Simply for at least first FREE month.
★★★★★
Thursday, January 30, 2020
“The most profitable thing of Simply is that we can…”
The most profitable thing of Simply is that we can easily customize and use in the whole business operations for many categories like sales, marketing automation, mails and websites in a managed structure. This CRM allows us to store all kinds of information about the customer services and marketing activities at anywhere in the world. Most of the users use this efficient software for enhanced our working about the sales and marketing automation in a more convenient way. This software is very much about the operations of sales and purchase of the companies and we highly recommend it to all.
★★★★★
Thursday, January 23, 2020
“This CRM program is easy to use. It's perfect for…”
This CRM program is easy to use. It's perfect for a growing company. Initially, you can start with a single user subscription for a $25 monthly fee but as you grow, you can add more. You can have access to email insights which is a backbone of an email marketing campaign. It provides utilities such as Gantt chart, opportunity management, marketing automation and more.
