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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

Simply CRM Customer Reviews

Write a Review
  • Reviewer Name: Nerda C.
    Position: Business 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

    Simply CRM goes beyond a traditional CRM in many ways.

    Date: Mar 31 2020
    Summary

    Simply CRM’s dashboard offers massive support in quick job creation, fast turnaround in customer query and much more.

    Positive

    Fully integrated into Google suitel makes it easy to use - Flexible tool that goes beyond a conventional CRM, you can use it for numerous processes for example sales, hiring, customer support - Valuable pricing etc- Responsive micro level assistance that is to help and open to software upgrades.

    Negative

    Might be overwhelming for administrators. Simply CRM and flexibility works both ways. It could take some imagination to structure it to your company processes, but once you understand how it works this tool can do a lot for your business.

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  • Reviewer Name: Joe W.
    Position: Sales Pro
    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 in MSME segment

    Date: Nov 05 2020
    Summary

    Visual pipeline management , pricing, support and API resource management is superb. You can achieve the best of it for a bare minimum and competitive pricing.

    Positive

    Simply has a really simple filtering system, with various group members being able to create their own custom filters, then share them (or private). This is excellently useful, and easily converted into data that's shareable to Sheets or Excel with least efforts. If you are a marketing or a sales pro who is using a lot of tools and programs, it can often be difficult to get automation processes that can be resolved beautifully via Simply tool. Gantt chart and other visual insights are very helpful in getting timely reports on various sales parameters. Practically, it has all the features which giant providers or big names have.

    Negative

    Not too much to complain but yes, overall we are good to go with Simply.

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  • Reviewer Name: Andrea F.
    Position: Business Coach
    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

    Superb Business Task And Marketing Manager

    Date: Dec 25 2019
    Summary

    Simply is superb, cool for newbies and startups. Don't go for big names, instead, give it a FREE try to see and assess/compare how smoothly it works. Our experience with Simply is just beyond the obvious! One of the changes we have seen is we are able to structure our client data and this is because of the simplicity of managing the records such as adding a new client, managing it for future use such as marketing forms, emails, events, automation etc, So in all, we are happy with the tool.

    Positive

    Simply is a way to manage your business processes pretty easily. Our goal was to make things simple throughout the business communication and it has delivered more than that. We have used Simply in our client connection, creating email marketing and web forms to integrate them within the third party software systems. We've incorporated Mailchimp, Google APIs, Chatbot features to automate the marketing strategies. In all, we found this Simply CRM very helpful. We recommend it to all who need an honest client resource manager.

    Negative

    Well, the idea was to simplify the business and we succeeded in that. So far, it's worked well in our real estate enterprise and now we are planning to scale this in our next project. For us, Simply has upgraded our operations so we have nothing to downgrade them.

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  • Reviewer Name: Basil B.
    Position: System 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

    Cool structure, great dashboard and easy to operate.

    Date: Dec 16 2019
    Summary

    Superb and works great. You must go for Simply and try it for a one month FREE first. You will enjoy the simplicity and features all.

    Positive

    Simply CRM is highly customizable, powerful invoice and report builder tool with multiple modules including adding events to customers calendar, contract, product, project, contact, web forms, campaign and vendor management. If you have a zero technical understanding, you can simply create features using drag and drop functionality. It’s been 4 months now and we have customized all our business processes in Simply. We had an issue at the time of free trial period which was handled by their representative too quickly and extended their support to a non paying customer :) We’ve already decided to proceed and execute all our customer centric tasks using Simply CRM.

    Negative

    The CRM does not offer a quote based pricing model but it works great for per user per month basis. It's not a big issue as many businesses operate under fixed users and that's not a point.

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  • Reviewer Name: Nicole J.
    Position: Sales 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

    EXellent Dashboard- Superb platform- A+

    Date: Dec 03 2019
    Summary

    My overall experience is great with Simply. I appreciate the Simply team members for their hard work and efforts to make it the easiest, simple, affordable and complete altogether. I really love their user interface, nice end-user experience. The marketing automation and lead management are providing additional pace to it.

    Positive

    This CRM is amazing, really helped us streamline our customers and manage business processes. We are very happy with their dashboard as we can find each and every feature onboard which is important for any customer database. You can do a lot with this as it comes for a free trial and you can assess it further.

    Negative

    They have a superb dashboard with all options a successful CRM must-have. But yes, I feel they should offer some interactive layout meaning when you hover the mouse to any specific feature/option such as user management, or project section, it should pop out the text, etc so that it can look more classy and readable, not necessary though.

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  • Reviewer Name: Rob B.
    Position: Sales Manager
    Has used product for: Less than 6 months
    Uses the product: Weekly
    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

    Best tool for small teams using Google Package

    Date: Dec 09 2019
    Summary

    We use Simply for many things, but mainly to keep all the sales team on the same page. Being able to share emails with others through the CRM is a deal breaker for us, and Simply stands ahead in that. Also can’t forget to mention their customer support which is excellent.

    Positive

    The integration of Simply with email account and calendar was amazing, and it's very flexible in terms of adapting to our workflow. It's very interactive to use, and overall was easy to get a team new to using a CRM, to start using Simply fluently.

    Negative

    It allows limitless expansion and integration for all your third party API needs. Hopefully more native integrations will be made available soon.

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  • Reviewer Name: Edwin F.
    Position: Entrepreneur
    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

    Excellent platform and task manager

    Date: Nov 28 2019
    Summary

    In all, it's great to have Simply within our system and it works really great. If you are a startup or a msme business owner, try Simply.

    Positive

    User and their contact management has never been that easier and Simply solved this problem via their dynamic tool. You can create contact forms very easily and assign them to your calendar in the simplest fashion. A great information manager and processor all together.

    Negative

    The only thing that we would love to see in Simply Dashboard is the colorful icons to manage the rapid fire one click tasks and that's it. It is a decorative stuff from our part that we would love to have else there is no functional or features requirements from our side. For us, it's the master key to access the customer database. Simply manages any task within a single click and that's the beauty of their dashboard. We would like to see some basic video tutorials corresponding to each job so that instead of reading the entire text support and steps, a video can explain things in that way.

    Read More...