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.
★★★★★
Friday, February 13, 2026
“Nobody warned me that switching CRMs mid-growth-sprint would be painless.…”
Nobody warned me that switching CRMs mid-growth-sprint would be painless. That first week with Simply proved me wrong about everything I assumed. The setup was quick, the visual pipeline clicked immediately, and their support team walked me through the industry template for our use case in under an hour. No ticket queue, no waiting. Just a real person in a chat window who actually knew the product. I went from skeptic to advocate before Friday.
★★★★★
Thursday, February 5, 2026
“Edge cases and limitations are where most CRMs quietly fall…”
Edge cases and limitations are where most CRMs quietly fall apart. I hit a few with Simply over two years, like recurring invoices that didn't play nicely with certain non-profit grant cycles, and the Gantt view getting a bit sluggish on longer projects. Neither was a dealbreaker, and support resolved both faster than I expected.
For the price and the breadth of what you get, the rough edges are genuinely minor. The visual pipeline alone keeps my volunteer coordinators actually logging activity, which no previous tool managed.
★★★★★
Tuesday, February 3, 2026
“Running donor outreach and student engagement programs from a laptop…”
Running donor outreach and student engagement programs from a laptop on a kitchen table, a coffee shop, or a rented desk at a partner site has been my reality for over three years now. What surprised me most about Simply CRM was how little that ever mattered. The mobile experience is genuinely usable, not a stripped-down afterthought. I can pull up a contact record, log a note after a phone call while still standing in a parking lot, and check where a grant-related task sits in the project timeline before I even get back inside. That workflow fluidity is something I did not expect from a platform at this price point for a small nonprofit education org.
★★★★★
Monday, February 2, 2026
“The Visual Pipeline is the feature I end up demoing…”
The Visual Pipeline is the feature I end up demoing to every new client I onboard. Kanban-style deal management sounds basic until you see how Simply executes it. Drag and drop actually works the way you expect, stage labels are easy to customize per client, and the color-coded priority flags mean a sales rep can triage their whole week in about ninety seconds. Running this across five different client accounts, I've been able to set up distinct pipelines for each without any bleed-over between workspaces. That alone saves me a lot of explaining.
The one gripe I keep running into is the automation builder. It covers the essentials, follow-up emails, opportunity reminders, recurring invoices, but the conditional logic is pretty shallow compared to what power users expect. I've had to talk a couple of clients out of edge-case workflows because Simply just can't branch far enough. Support has been responsive and genuinely helpful when I've flagged this, so I'm hopeful it's on the roadmap. For SMEs who want clean pipeline visibility without a steep learning curve, this is a very solid pick.
★★★★★
Monday, January 26, 2026
“Solid as a rock, honestly. Running Simply on behalf of…”
Solid as a rock, honestly. Running Simply on behalf of half a dozen clients over three-plus years now, and I can count meaningful outages on one hand. That kind of reliability matters when your clients are watching, not you. The occasional bug does slip through after updates, and support can take a beat to triage the weirder edge cases. Nothing catastrophic, just mildly annoying. For an all-in-one platform at this price point, the uptime track record has made my life considerably easier to manage.
★★★★★
Wednesday, January 21, 2026
“The dashboard view is what keeps me renewing year after…”
The dashboard view is what keeps me renewing year after year. Running solo means I need a single glance to know where every deal stands, which invoices are outstanding, and whether any follow-ups have slipped through the cracks. Simply's visual pipeline and the built-in reporting panels do that well. I pull weekly snapshots on lead activity and revenue forecasting without touching a spreadsheet, which felt genuinely novel when I first set it up five years ago and still feels convenient now. The Kanban layout for opportunity tracking is clean, and the filters are flexible enough for someone who lives in this thing daily.
My one gripe is with custom report exports. The formatting that comes out of the export function is inconsistent, and I end up doing some manual cleanup in Excel more often than I'd like. It's a small friction point for a solo operator, but it adds up. Everything else, especially the helpdesk and invoicing sitting in the same place, keeps the workflow tight. For the price, this is hard to beat as a one-person shop.
★★★★★
Saturday, January 17, 2026
“The invoicing module tripped us up badly at first. Our…”
The invoicing module tripped us up badly at first. Our charity issues split-funded invoices across multiple grant codes, and Simply just doesn't handle that natively. We found a workaround, but it took two support calls and some creative use of the notes fields. Not ideal.
Outside that edge case, though, six months in and I'm genuinely impressed. The visual pipeline and the helpdesk ticket view sit together nicely for a small team juggling programme delivery and donor relations simultaneously. Support has been quick and patient with our oddball questions. Worth it for the price.
★★★★★
Sunday, January 4, 2026
“Five years in, and the thing I keep coming back…”
Five years in, and the thing I keep coming back to is how well Simply plays with the other tools my small team already depends on. Email sync, invoicing that talks to our billing workflow, the helpdesk tickets feeding into the same pipeline view, it all holds together without a lot of manual stitching. For a team of six juggling sales, support, and project delivery simultaneously, that kind of connectedness matters more than any flashy feature. The automation rules have saved me personally from about a dozen weekly copy-paste tasks I used to dread.
The one honest frustration: third-party app integrations outside their native ecosystem are limited. We hit a wall trying to connect a niche scheduling tool, and the workaround involved a lot of manual CSV exports that felt very 2015. Their support team was responsive when I raised it, but the actual solution was thin. If your stack is fairly standard, you probably won't run into this. If you rely on specialized vertical tools, worth testing the integrations before you commit.
★★★★★
Friday, December 26, 2025
“Scaling a CRM across a department that keeps adding headcount…”
Scaling a CRM across a department that keeps adding headcount is where most tools quietly fall apart. Ours didn't. Two years ago, my sales ops team was six people using Simply to manage a modest pipeline. Now we're closer to thirty users across sales, support, and project delivery, and the platform has absorbed that growth without any of the configuration chaos I've seen with other tools.
What genuinely surprised me is how little retraining is needed when someone new joins. The Kanban pipeline view clicks immediately for most people, even those coming from spreadsheet-based workflows. The industry template we started with got us set up in a single afternoon, and as the team grew, I just duplicated structures and tweaked permissions. The helpdesk and invoicing modules living inside the same platform matters more than it sounds. When I need someone from the support crew or the finance side to have visibility into certain deals, it's a few clicks rather than a cross-tool integration project. The workflow automation has been especially useful at scale, handling follow-up emails and recurring invoice triggers that would otherwise fall through the cracks as the team gets busier.
Honestly, my one gripe is that the reporting could go deeper. Custom dashboards do the job, but if you're the kind of person who wants very granular multi-variable filtering across your whole pipeline history, you'll occasionally feel the ceiling. The 24/7 support in plain English has bailed me out more than once when I've been mid-configuration late in the afternoon. For a mid-market department that needs something people will actually open every morning, Simply has earned its place.
★★★★★
Monday, December 22, 2025
“Five years deep into this platform and the thing I…”
Five years deep into this platform and the thing I still remember most vividly is week one. Rolling Simply out to a large sales org, I expected the usual chaos: confused reps, IT tickets, a helpdesk queue full of "how do I log a call" messages. None of that. The visual pipeline clicked for people almost instantly, and the industry templates got us configured faster than any previous CRM migration I had managed.
The one real gripe: user permission granularity was not where I needed it at the enterprise level, and that cost my team real time during the initial setup. They have improved it since, but it was a friction point worth knowing about upfront.
