Bailey Herschell
CRM Consultant · 1-10
1 review written · 5.0 average
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Reviews by Bailey Herschell
★★★★★
Five years of building out Simply for clients across different industries, and the reporting side of this platform is still what I end up talking about most in every onboarding call. The dashboards are genuinely readable without any setup gymnastics. I can pull a visual pipeline overview for a real-estate client, switch tabs, and show a consultant client their deal conversion breakdown, all without reconfiguring anything from scratch. For an agency context, where every client thinks their workflow is unique, that flexibility matters enormously.
The analytics have improved meaningfully since I first picked this up. Custom report filters are now quick to build, and the at-a-glance KPI panels mean my clients actually log in and look at their data instead of waiting for me to interpret it for them. Customer support has been genuinely responsive whenever I have hit an edge case, which at five-plus years happens less often but still does happen. Solid product for SMEs, and even better when you are managing it on someone else's behalf.
