Owen Belcourt

Independent Sales Consultant · 1-10

1 review written · 4.0 average

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Simply CRM· Jan 21, 2026
★★★★★
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.