Ratings and Reviews 47 Ratings

Total
ease
features
design
support

Ratings and Reviews 1 Rating

Total
ease
features
design
support

Alternatives to Consider

  • Trumba Reviews & Ratings
    49 Ratings
    Company Website
  • Invoice Home Reviews & Ratings
    5,702 Ratings
    Company Website
  • Klaviyo Reviews & Ratings
    5,288 Ratings
    Company Website
  • NewOrg Reviews & Ratings
    116 Ratings
    Company Website
  • VoucherCart Reviews & Ratings
    62 Ratings
    Company Website
  • CompanyCam Reviews & Ratings
    5,581 Ratings
    Company Website
  • Viktor Reviews & Ratings
    17 Ratings
    Company Website
  • PayHOA Reviews & Ratings
    664 Ratings
    Company Website
  • Proton Mail Reviews & Ratings
    108,630 Ratings
    Company Website
  • KORONA POS Reviews & Ratings
    222 Ratings
    Company Website

What is Simply CRM?

Streamline your business processes and improve customer interactions with Simply CRM, an intuitive solution thoughtfully crafted to meet human needs. This all-inclusive platform enables you to draw in more clients, optimize your operations, and increase profitability with ease. Covering everything from sales and marketing to project management and invoicing, Simply CRM addresses every facet of your organizational requirements. We provide support to help you kick off your journey, including free assistance in your native language available 24/7. The seamless integration with key email and calendar services allows you to coordinate events for both yourself and your clients, while also enabling you to send emails directly from your own account within Simply. You can keep track of past conversations and access related events, calls, emails, and documents to remain updated on customer interactions. With practical insights on the next steps for each client, Simply CRM furnishes you with all the tools necessary to oversee your customer journey, from securing your first client to processing the final invoice—all for one transparent price. Enhance your project management skills with features such as task assignments, milestone tracking, and clear visual overviews, ensuring that you never miss a deadline again. Furthermore, effectively handle customer support tickets, service contracts, and subscriptions while also managing vendors, products, sales orders, and invoices. The system integrates smoothly with existing ERP solutions, making it a flexible option for any business focused on expansion. Expect an organized and effective approach to managing every element of your business with Simply CRM, allowing you to work smarter and grow faster than ever before.

What is Daylite for Mac?

Daylite is a business operations platform designed to help service-based businesses spend less time on administration and more time earning income. It brings together CRM, sales tracking, project management, email integration, calendars, tasks, and notes in one cohesive application. Built exclusively for Mac, iPhone, and iPad, Daylite works seamlessly within the Apple ecosystem. Every client interaction is automatically linked, creating a complete business history that’s searchable and organized. Users can manage leads, nurture relationships, and convert opportunities without juggling spreadsheets or separate apps. Email integration allows messages to become tasks, appointments, or deals in a single click. Projects are structured with connected timelines, communication history, and deliverables. Team collaboration is simplified with shared access to relevant client and project information. Daylite reduces tool clutter and eliminates redundant subscriptions. Offline capabilities ensure productivity continues even without internet access. Its customizable workflows adapt to industries like real estate, legal, consulting, and marketing. Daylite empowers professionals to run more organized, profitable businesses with less stress.

Media

Media

Integrations Supported

Axis LMS
Chat Agents
Dinero
Direct Mail
Google Calendar
HubSpot Operations Hub
Mailchimp
Memtime
Merlin Project
Quickwork
Raklet
SaveMyLeads
Stackreaction
Wufoo
Xero

Integrations Supported

Axis LMS
Chat Agents
Dinero
Direct Mail
Google Calendar
HubSpot Operations Hub
Mailchimp
Memtime
Merlin Project
Quickwork
Raklet
SaveMyLeads
Stackreaction
Wufoo
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per user per month
Free Trial Offered?
Free Version

Pricing Information

$29.00/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Simply Consulting ApS

Date Founded

2011

Company Location

Denmark

Company Website

simply-crm.com

Company Facts

Organization Name

Marketcircle

Date Founded

1999

Company Location

Canada

Company Website

www.daylite.app/

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Popular Alternatives

Popular Alternatives

SWELLEnterprise Reviews & Ratings

SWELLEnterprise

Swell System
SpinOffice CRM Reviews & Ratings

SpinOffice CRM

Mulberry Garden