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.
★★★★★
Monday, May 24, 2021
“Aspects like contact DB management, contact tracing, contact meeting scheduling,…”
Aspects like contact DB management, contact tracing, contact meeting scheduling, a few API integrations such as email, outlook, Google, Mailchimp, and others, which went cool. We then have shared the user's role and it works well in that too. Social media scheduling, CRM through Apps management, and easy configuration make it [our preferred selection. We as a trial user suggest you to have a test 3-4 tools before making a final decision as it will help you to understand the differences and pros and cons as well.
★★★★★
Thursday, April 22, 2021
“A resource that can achieve your goal on a timely…”
A resource that can achieve your goal on a timely basis. Simply provides excellent throughput and up all the time. There are n number of advantages on why you should go for it in your business. The only thing you will find is an average pricing option and it's good as well. Overall, you should give Simply a try to see how it handles your business processes.
★★★★★
Friday, April 2, 2021
“Easy to work with Simply tool as it performs really…”
Easy to work with Simply tool as it performs really cool. The only thing that we need to work on is for it's social media integration in our specific case. Overall, Simply worked well for other processes including business contact management and re connection for the marketing and event scheduling. Our sales pro is receiving good response and he can check the same via visual pipeline management and other tracking tools.
★★★★★
Tuesday, March 16, 2021
“Simply can be used as one of your business managers.…”
Simply can be used as one of your business managers. It can handle and manage all your workload and business data. Contact sharing and management is also a great deal to have it. We think the operating cost is considerable and can be opted as compared to other providers.
★★★★★
Wednesday, March 3, 2021
“The client connection became flexible and we don't have to…”
The client connection became flexible and we don't have to keep their meeting records manually o.e. in a sheet or anything that increases the workload. It's all smooth and synchronized for every process whether it's sales, account, development or any which comes under business range.
★★★★★
Thursday, February 18, 2021
“Featured toolkit for business operations and client collaboration. You get…”
Featured toolkit for business operations and client collaboration. You get everything that a costly CRM provides for the best competitive pricing options. We recommend this to all medium small and micro level organizations to go and check as if it fulfills your business needs.
★★★★★
Wednesday, February 3, 2021
“The cool thing about Simply is their pricing and premium…”
The cool thing about Simply is their pricing and premium features per user basis. We like it for language and API integration purposes too.
★★★★★
Tuesday, January 19, 2021
“As a technologist and project coordinator, the beauty of using…”
As a technologist and project coordinator, the beauty of using Simply is in its structure and easy to assess design where you can check in for any task smoothly. The phenomenon of team collaboration has became super easy via using Simply CRM and that's the one main cause for us to have it in shelf. The branding, integration and management altogether make Simply an innovative mechanism to perform.
★★★★★
Tuesday, January 5, 2021
“Simply CRM integrates with so many systems easily so you…”
Simply CRM integrates with so many systems easily so you have not to worry about expandability so you get most out of your least investment. This tool comes with built in artificial intelligence so you have to monitor things accordingly. I can't really say about its cons as this is my first experience with CRM platforms as a whole.
★★★★★
Thursday, December 24, 2020
“Interface is cool and work flow is very easy. You…”
Interface is cool and work flow is very easy. You can just perform your job by clicking on dashboard top pan itself. A few things such as bulk list import through your mailing list for re-marketing is also enabled so in all it's a virtual assistant for your business.
