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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.

Pricing

Price Starts At:
$25 per user per month
Free Version:
Free Version available.
Free Trial Offered?:
Yes

Screenshots and Video

Simply CRM Screenshot 1

Company Facts

Company Name:
Simply Consulting ApS
Date Founded:
2011
Company Location:
Denmark
Company Website:
simply-crm.com

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Simply CRM Categories and Features

CRM Software

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
  • Reviewer Name: Eugne T.
    Position: Product Engineer
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Good layout and premium features

    Date: Mar 04 2021
    Summary

    Overall, Simply works as expected and we have been using it from the past a few months, doing an excellent job. Thanks.

    Positive

    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.

    Negative

    Simply CRM's look and feel is just amazing and attractive. You don't get bored or fed-up with design etc. It's a new feel every time one logs in. Earlier it was a bit messy but they have made superb changes and provided a cool layout.

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  • Reviewer Name: Christopher N.
    Position: Account Specialist
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    A tool to accomplish your business goals

    Date: Oct 01 2020
    Summary

    In all, we would recommend to like-minded MSME business owners as it comprises all the essential features which are necessary to run any business conveniently.

    Positive

    Nice tool that not only lets you connect the open business dots but also helps in generating traffic and leads for company. It can be utilized in real estate leads conversion, record keeping and re-marketing the contact database.

    Negative

    Opportunities could be managed in the most decent and preferred way. You can have meeting scheduled timely and of course no hurry in record re-engineering whenever and wherever you want.

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  • Reviewer Name: Norma S.
    Position: VA Realtor
    Has used product for: 1-2 Years
    Uses the product: Yearly
    Org Size (# of Employees): 20,000 or More
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    User friendly CRM

    Updated: Jan 21 2020
    Summary

    We do not currently have any issues with this CRM solution.

    Positive

    This CRM program is easy to use. Perfect for the growing company. You can have just one user for a monthly fee and as you grow, you can add more. You can send a bulk email and it will provide an "open rate". It provides utilities such as Gantt chart, opportunity management, marketing automation and more.

    Negative

    The pricing model is unique and attractive. Also, helping instruments are there to offer support services, so in all, this is a CRM that works on all dimensions. We recommend it to all growing business operators and companies.

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  • Reviewer Name: Rosemarie S.
    Position: Marketing Manager
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Best tool for business owners who are using Google suite and related APIs

    Date: Mar 23 2020
    Summary

    The performance, features, pricing, and marketing automation are a few perks from the pack of whole.

    Positive

    The best case scenario is it matches and addresses all our business needs and further customization via linking and configuring the third party APIs. The ease of managing records and processing them by applying further actions such as vendor or appointment/contact management, makes it more responsive and faster compared to other CRMs. Our original goal was to simplify the record keeping and marketing with the same. As of now, we are utilizing its full pace to convert and generate the customers engagement.

    Negative

    The worst case has not been yet discovered and we are not interested in researching that either :) Our goal has been achieved and we believe that our team is doing amazing work in sales and marketing segment. Afterall, marketing automation is the only thing we want to achieve in our processes.

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  • Reviewer Name: Manish Kumar B.
    Position: Cardiologist
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Managed my Patient Appointments Successfully

    Date: Jan 06 2020
    Summary

    Simply CRM is always great for patient appointment activities. Simply is a great customizable CRM and can manage your marketing job and customers easily. It is very simple to use and cost efficient too. It has superb features such as email campaigns, web forms, users, invoice & patient management and more with the best reporting options.

    Positive

    Simply CRM is our fellow member and we love it truly just not because it makes things easier for us but because it has all the needful tools which a business really needs the most. We are satisfied customers as we know we are doing great job in comparison to other like minded service providers.

    Negative

    Simply is undoubtly the best CRM out of the available costly ones but we are not sure if it's offering the option for its users to track back records, documents, and presentations etc.

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  • Reviewer Name: Sandra D.
    Position: Business Analyst
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Nicely programmed, thoroughly analyzed

    Date: May 05 2020
    Summary

    A platform that never lets you lose any incoming lead, provides all the resources to govern your business successfully.

    Positive

    This tool is designed by the pros and they have managed the structure flow pretty good. The calendar, vendor access, invoicing, appointment, opportunity, project, contract, billing etc are the sections they have made available on the quick panel top on dashboard. You will not have to browse or traverse here and there again and again for the quick job done. In all, Simply is a CRM that not only performs your tasks, but it handles it in an efficient manner.

    Negative

    When we tried searching for email templates, they have made available the same under the tools column and there are more than 20 different templates available. We have got trouble setting up an invoice template but soon their support representative helped us via a quick call. We integrated many templates later on and done this job our own without any help. Thank you team Simply.

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  • Reviewer Name: Michelle R.
    Position: Project Engineer
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Simply keeps our client information in one place

    Date: May 14 2020
    Summary

    All features are useful and nicely coded. No slowdown at all. The visual insights are truly business savior meaning you understand the business logic, opportunities for your targeted prospectus. In all, this online CRM software is capable of doing anything that you think in favor of your business.

    Positive

    Synchronization for all, easy of doing marketing for all and it allows every member of our team to be on the same page and seamlessly take over as an access management if someone has to be out of the office.

    Negative

    We are fine with the pricing option of this CRM but sometimes we think and compare it with a few in the market, they are available even below $25 per user per monthly basis but at the same time if we further compare it features wise, Simply has got our final selection because of the premium features coming along.

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  • Reviewer Name: Catherine A.
    Position: Business Development Manager
    Has used product for: Free Trial
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    All purpose Versatile CRM

    Date: Jun 11 2020
    Summary

    In all, this system works great and performs as planned. We have checked Simply for third API integration, B2B needs and event scheduling etc. All features are premium and functional.

    Positive

    We performed a trial for 1 month first to see how it goes as compared to other providers. We have created a sheet based on various business parameters such as speed, pricing, features, third party integrations and configuration time. After performing this, we assessed to see which worked best. Our observation revealed that Simply cleared our screening and we opted for that. Our sales & marketing team is doing a great job with Simply CRM.

    Negative

    We've tested Simply for all those features we needed. We have got them as needed. A few things need to be tested unlike support services, configuration and their knowledge base etc.

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  • Reviewer Name: Maria D.
    Position: Sales Manager
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Amazing work done by Simply

    Date: Dec 09 2020
    Summary

    In all, this is a tool that helps any growing business to achieve the business milestones smoothly.

    Positive

    I work in a sales department where I need to support proactively to the clients. This tool helps a lot in scheduling and fixing the appointment, moreover in the leads capturing and closing them via premium connection methodologies.

    Negative

    A tool that takes responsibility for managing an ongoing business contacts and leads. However, the pricing is average and best in competition so nothing to complain about.

    Read More...
  • Reviewer Name: Karl N.
    Position: Sales manager
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Excellent tool to run the business operations

    Date: Nov 24 2020
    Summary

    Manageable, flexible and functional tool to run the business smoothly. You can turn the engine on to link the database for making new connections.

    Positive

    There are many utilities and APIs which can be integrated to take out its 100%. Also, it can perform the job very well and in the quickest way. It's a nice tool to perform the seamless business operations. Just get in touch with their support and get all your problems resolved lightning fast.

    Negative

    Cool tool to manage the business processes, however we believe pricing can be more reasonable and in decent offerings.

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  • Reviewer Name: Mario A.
    Position: Entrepreneur
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    The New Age of CRM - Simply CRM

    Date: Jan 13 2020
    Summary

    I recommend Simply CRM on the basis that it has demonstrated to be an exceptionally productive resource and is very simple to coordinate and collaborate, We consider this CRM solution as it's ideal for an organization, as you can see upgrades and surprising deals development in a brief timeline. I truly suggest it since it gives an incredible assurance to its clients.

    Positive

    Simply CRM is an unbelievable support for quite a long time. Also, it has transformed us to collaborate with customers and increase the income of the company, this product truly gives an excellent bridge to its clients when working, actually this platform is extremely creative, the dashboard helps us to communicate with clients in practically all platforms i.e. via smartphone, email, live chat and other places.

    Negative

    We have not had any bad experience working with Simply, Although, some of the earlier times its UI was typically moderate, but now they have made magical changes and transformed it that way.

    Read More...
  • Reviewer Name: Jessica M.
    Position: Marketing Manager
    Has used product for: Free Trial
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Still evaluating Simply

    Date: Jul 27 2020
    Summary

    Features are amazing, pricing is good and experience so far with Simply has been great! Just go for its FREE trial to see how it works!

    Positive

    The massive features list can attract any business for its test and run. It's budgeting and ticketing system work great and that's what we were looking for. It's been almost 1 month and now we are planning for a 2 users/monthly subscription plan.

    Negative

    We loved its interface as well as the dashboard options for all our routine tasks. It's super easy to navigate through and its all good.

    Read More...
  • Reviewer Name: Benjamin L.
    Position: Marketing Manager
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Fabulous tool for sales managers and team

    Date: Feb 25 2020
    Summary

    The CRM tool comes with the most powerful data import machine that we’ve ever run. So transforming the legacy data within this tool is far easier than with any other mechanism we've worked with so far. Overall, it's a great experience to have Simply with us.

    Positive

    The best part that comes along with Simply CRM is its power to collaborate with internal staff as well as the worldwide customer base. The storage of records is super easy and accessible via a single click. The lovely structure of its dashboard makes this more effective and productive at the same time. If you choose Simply as one of your online resource managers, you are offered so many features and inbuilt tools to integrate with outer world utilities such as email marketing, analytics, resource monitoring , budgeting, marketing visualization and much more. The beauty of Simply CRM is that by implementing the tool, Sales Managers as well as business managers will find that they consecutively build best practice Sales Management potential into their businesses. Simply CRM really feels like it has been built by Sales Managers, Entrepreneurs and Sales Minded Business Analyst folks , rather than by technical people, as it takes into consideration the things that disappoint Sales Teams the most. For example, simplicity and ease of use is super important to make sure that sales personnel adopt any new marketing tool. Simply has really orchestrated simplicity and ease of use. One organization I work with has a team of sales people mostly seniors with an age group above 50, who have successfully accepted it. For Sales Managers, to have a tool to help them correctly assess whether their sales people are going to miss goal, PRIOR it happens, is much needed. Simply turns it easy to manage standard sales activities.

    Negative

    The ideal case for us was to work with a CRM system that can not only help us accomplish our business goals but at the same time to reduce the organizational cost and automate most of the operations. Simply has fulfilled it and delivered more than our expectations.

    Read More...
  • Reviewer Name: Robin M.
    Position: Project Manager
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Nice tool to reduce your business workload and enhance productivity

    Date: Sep 14 2020
    Summary

    It helped a lot in maintaining worksheet and team's management. Simply is good to go for all entrepreneurial and management tasks.

    Positive

    We were looking for a language-specific tool for handling all our incoming requests and we have achieved the same using Simply like one of our essential tools. After assembling things, we have got success in managing and assisting our clientele in a better and efficient way.

    Negative

    It would be great if they would have managed the project management essentials along with this fancy suite.

    Read More...
  • Reviewer Name: Runi M.
    Position: Project Cordinator
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Process Management Is Superb

    Date: Dec 22 2020
    Summary

    Overall our aim was to do business with a company that can help us manage our leads and connections for making sales and interaction and we achieved the goal too.

    Positive

    A productive tool for your organization as it permits all the needful operations without any hassle. The tool comes with multiple integrations and that's the beauty of this online CRM. The team involved in its development is genius as they have micro to macro level business understanding.

    Negative

    Pricing is good, maintenance and support is amazing and of course the features list is too large. In all, good to go with.

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  • Reviewer Name: Wyatt L.
    Position: Team Leader
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    A practical tool that achieves your organizational goals

    Date: Apr 20 2020
    Summary

    More outcome, less effort. A great tool to manage and work efficiently. If you think you own a business or a team, you can do all types of tasks timely basis.

    Positive

    Simplicity to create flows and integration with campaigns. Connection with google calendar. Email platforms, CMS, APIs and more.

    Negative

    Always on, no delay time, easy integrations and cool campaign placement. In all, a very nice job done by the simply team.

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  • Reviewer Name: Leena M.
    Position: Lead Tech
    Has used product for: Free Trial
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Still assessing Simply CRM, so far so good

    Date: Mar 17 2020
    Summary

    The parts have been utilized in our org and streamlined for better contact management. We were searching and collaborating our data on this platform as a free one month trial and it’s almost trial period over now. Based on our experience, we have assessed and simplified our business proceedings. So far, we are feeling good about this tool and we would like to go for a premium subscription for 2 users on a monthly basis.

    Positive

    All the features that have been used so far are extremely time saving. When I gave it a try to use Simply a month back, I was just doing all the emailing and adding activities manually. But after a successful test, I am automating this process with just a few clicks. I used to go to the activities page and perform everything from there without going to each individual section. I am happy so far using this CRM but still I never clicked on a lot of things on the dashboard and I believe those are all going to be handy next time for me.

    Negative

    As mentioned above, I have been in the trial segment so I could not find the time to look into the negatives of it or any complaining things for Simply.

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  • Reviewer Name: Jeff C.
    Position: System Analyst
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Easy to work, great for sales people

    Date: Oct 21 2020
    Summary

    Premium level security and ongoing support through live chat, articles repository and through call are gateway to help you grow.

    Positive

    Want to manage your sales pipeline and speed up your deal closing period? Simply CRM can help you. Customer interactions tracked in the Simply give you a pin point view, and deals are displayed on the dashboard for full visibility to assess the business growth cycle.

    Negative

    You can track the calls, emails and contact history and have a full visibility and control of your schedule so for marketing ROI, it’s one of the best resources that we have at the moment. As far as the pricing is concerned, we would rate Simply as 4 stars. Thanks

    Read More...
  • Reviewer Name: Leslie F.
    Position: Project Engineer
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Amazing product helped me to organize my daily tasks

    Date: Feb 18 2020
    Summary

    My overall experience with Simply CRM is quite satisfying.

    Positive

    The best part of using Simply CRM is its dashboard. We have got all tasks on a single topmost section and it has helped us to save lots of time. The compelling positive force of invoicing, order management, marketing automation, calendar-based event and appointment fix, opportunity and project management etc are only a few features from the stack of many.

    Negative

    As of now, the only thing Simply needs to work on is their pricing model. However, they have the coolest per user per month pricing option but we want them to work on quote based pricing as well.

    Read More...
  • Reviewer Name: Hanwey S.
    Position: Marketing Manager
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Nicely developed, cool interface

    Date: Sep 01 2020
    Summary

    In all, Simply delivered the best in managing our business processes and inventory to assess the incoming business needs.

    Positive

    The software is a hope to control the business inflow and outflow. It helped us a lot during this Pandemic to manage and maintain the database of our clientele .

    Negative

    As of now, Simply fulfilled and helped us achieve the business goals. We celebrate this tool with success and business integrity all the way along!

    Read More...