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, January 14, 2020
“I recommend Simply CRM on the basis that it has…”
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. 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.
★★★★★
Tuesday, January 7, 2020
“We are an SMB business to business company and this…”
We are an SMB business to business company and this suits our needs very well. The CRM features allow for tracking customer data easily and we are able to trace the business inflow via spending and generating the outcome as an ROI. The visuals statistics are very much helpful to us in budgeting and spending etc so in all it works good. The front user interface is super easy to understand, there are great features, like creating web forms and workflow automations, and the price is not as high as other CRMs. In all, they are offering all premium features for a very competitive pricing options.
★★★★★
Friday, December 27, 2019
“It was super easy to install and configure Simply and…”
It was super easy to install and configure Simply and synchronize it with all the client's data which I already had in my email account. Now when I open an email from my customer I have all the essential information featured right in front of the email & I don't spend much time navigating the spreadsheets. I love to use automated bulk emails, scheduled follow-ups, and many more things. Simply interface is simple-to-use, all actions take only a few seconds to manage. I really enjoy it.
★★★★★
Monday, December 16, 2019
“Simply CRM is highly customizable, powerful invoice and report builder…”
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.
★★★★★
Monday, December 9, 2019
“The main problem we were facing was to synchronized our…”
The main problem we were facing was to synchronized our contacts with email listings and we have achieved that with Simply. Now we are managing all our contacts in this CRM so all new contacts are welcomed in the email listing database and then arranged in the CRM dashboard for future connection.
★★★★★
Wednesday, December 4, 2019
“The quick task orientation feature on the dashboard and you…”
The quick task orientation feature on the dashboard and you can easily get what you need to accomplish. This top view from Dashboard reconcile each and every feature in a way that you have too many hands to control all the process flow. The ease of doing business with Simply was never been that easier. They have figured it out perfectly and met each and every basic need. User and their contact management has never been such simpler and Simply solved this problem via their dynamic tool. You can create contact forms very easily and assign them to your calendar in the simplest fashion. A great information manager and processor all together. If you own a small or mid scale business, Simply can be a way handy tool for this. You can compare its features with others and you will convince with this. Simple, organised and effective tool for businesses which are looking forward to achieve business goals. We started Simply as a free and basic user, played with the features on one of our dummy contact databases. Our Podcast creators and other team members have been using this since last 6+ months. Overall, Simply is not only a CRM that can manage your contacts, but it's your sales and marketing manager as well. Once you adopt it in your business operations, you need not to look back. A perfect package for growing business.
★★★★★
Monday, November 25, 2019
“User and their contact management has never been that easier…”
User and their contact management has never been that easier and Simply solved this problem via their dynamic tool. You can create contact forms very easily and assign them to your calendar in the simplest fashion. A great information manager and processor all together.
★★★★★
Tuesday, November 19, 2019
“Simply is super easy to use and their informative support…”
Simply is super easy to use and their informative support makes it even better. They not only tell you how to accomplish a task, they also provide the 'why' for the task. It is a tool that I use all day, everyday and the social functionality is some of the best I've ever seen. I love being able to review all of the activity in one pane and even like comments or respond in that same pane. I wish that direct or private messages to our pages were accessible here, but I do get everything else. If you are looking for a marketing tool that includes all of the digital components for your marketing plan, this is it. You won't find a single platform that is as easy to use and incorporates so many of the things we do.
★★★★★
Tuesday, November 12, 2019
“The best thing I liked about Simply was the ability…”
The best thing I liked about Simply was the ability to do sales, marketing and support all in one pack. Our sales team is able to track opportunities and view sales funnel reports, Gantt charts, sales visual insight etc. The marketing team is able to create and send email forms and tag the contacts to specific target audiences as well. Creating web forms and integrating them into third party software was also simple. The support staff is able to use a ticketing system to manage all projects and assistance log in one place. Creating an opportunity was never been that easier for us so in all we realised that it's a cool combination of sales, marketing, user and project management.
★★★★★
Monday, November 4, 2019
“If your business is event based or you do client…”
If your business is event based or you do client appointments, Simply offers great collaboration with Google calander to manage it in behalf of you. Also, third party integration is super classy as you can easily create email forms, web forms for further integrations and it works great. It does not require that level of coding expertise as so many drag and drop features for non techies. In all, SImply is superb and amazing for any business who needs a roller-coaster scaling.
