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Simply CRM

Simply CRM

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by Simply CRM·Launched CRM Software
Score · 1706 reviews9.1

What is Simply CRM?

Simply CRM is an all-in-one platform for businesses to manage their leads, sales, and marketing activities. It allows companies to capture leads, track customer communication, automate tasks, and generate customizable reports to gain insight into their performance. Furthermore, the platform integrates with various third-party applications and systems, allowing businesses to streamline operations and boost productivity. Next, the CRM is mobile-responsive, optimized for all devices and screen sizes, and provides multilingual technical support 24 hours a day, seven days a week.

The platform’s easy integration, user-friendly interface, and dedicated support make it an excellent choice for businesses looking to implement a CRM solution. Lead and deal management, communication tracking, workflow automation, real-time data reporting and analytics, and mobile app integration are among its features.

Simply CRM helps teams to manage sales, marketing, support, projects, invoicing, or all of the above. The platform’s visual dashboards and pipeline make it easy to observe your sales process. Similarly, its project management, and support ticket features help you manage your operations efficiently.

To summarize, it is a comprehensive solution that can assist businesses of all sizes to increase productivity, automate processes, and meet their objectives.

Best for
StartUpsSmall BusinessMedium Business

Pricing

Starting at $17/month · Subscription

Features

21 features that make Simply CRM stand out.

Calendar/Reminder System
Contact Management
Document Storage
Email Management
Email Marketing
Interaction Tracking
Internal Chat Integration
Lead Generation
Lead Management
Lead Qualification
Marketing Automation
Mobile Access
Quotes/Estimates
Referral Tracking
Reporting & Statistics
Sales Pipeline Management
Segmentation
Social Media Integration
Task Management
Territory Management
Workflow Management

Pros & Cons

Pros

  • User-Friendly Interface and NavigationUsers have praised Simply CRM for its intuitive and easy-to-navigate interface, which enhances the overall user experience by making it simple to manage customer relationships and sales processes​.
  • IntegrationThe CRM seamlessly integrates with various applications, such as Microsoft Outlook, Google Workspace, WordPress, and Mailchimp, facilitating a more streamlined workflow and enhancing productivity.
  • Customer SupportAvailable support options include chat and 24/7 live representatives, ensuring that users receive prompt assistance whenever needed. The support team has been highlighted for being responsive, helpful, and efficient​​​.
  • Customizable Dashboards and ReportsThe ability to customize dashboards and reports allows businesses to tailor the CRM to their specific needs, providing valuable insights into their operations​.

Cons

  • Interface StreamliningWhile the interface is generally user-friendly, some users have suggested that further streamlining could enhance ease of navigation and accessibility​.
  • Integration CapabilitiesEnhancing the CRM’s integration capabilities with external tools could give users greater flexibility and functionality.
  • Customisation OptionsMore customization options could help businesses tailor the CRM to meet their unique requirements​.

Simply CRM alternatives

Tools buyers consider alongside Simply CRM.

No alternatives listed yet.

Frequently asked questions

Is Simply CRM free to use?
Simply CRM does not include a free tier, but it offers a free trial so you can test it before committing.
How much does Simply CRM cost?
Simply CRM starts at $17/month. Higher tiers add seat capacity, automation, integrations and enterprise-grade controls.
What does Simply CRM integrate with?
Simply CRM ships with an open API for custom integrations. The vendor also publishes connectors for common business systems on request.
Who is Simply CRM best suited for?
Simply CRM is built for teams who need to standardise the workflow it covers — typically growing companies who have outgrown spreadsheets but don't yet need enterprise-grade procurement suites. The exact fit depends on company size, deal volume and compliance requirements.
How long does it take to onboard Simply CRM?
Most teams are live on Simply CRM within 2–6 weeks. Simpler implementations (small teams, default workflows) can be done in days; large enterprise rollouts with custom approval chains and ERP integration take longer.

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