Simply CRM Reviews in December 2024: User Ratings, Pros & Cons

Excellent operational tool

PROS & CONS What are the best aspects of this product? We have a retail business for all the promotional stuff. We always need a software program that can not only handle the customers' contact whilst managing and organizing the same for the re-purpose. Simply is one of them What aspects are problematic or could work better? Social media post scheduling and pricing management could have been better. But overall, very nice experience as of now. What features/services would you like ...

A good team manager and client connecting tool

PROS & CONS What are the best aspects of this product? An advanced CRM to fulfill all your sales processes & business prospectus. The feature of collaborating with other tasks in the top right dashboards area is truly commendable. What aspects are problematic or could work better? You can plug in any third-party application via integrating with Simply which matters to your sales and on-boarding process. It's super classy to configure and keep in touch with your prospects, leads, and ...

Beneficial tool to run your business smoothly

PROS & CONS What are the best aspects of this product? This tool has helped us to manage our client meetings, contact synchronization, and database management. We have saved our time and efforts in marketing and budgeting to plan the campaigns as well. What aspects are problematic or could work better? Simply helped us in making informed decisions based on real-time data that help us in creating multidimensional reports and forecasts. The worst case with Simply was app ...

A Simple tool - Truly built for businesses

PROS & CONS What are the best aspects of this product? Excellent interface, cool structure and amazing premium features for the best competitive pricing options. We have integrated the third party APIs successfully and have got contact management, event scheduling, ticketing for a decent monthly pricing tag. What aspects are problematic or could work better? As of now, we didn’t get any negative remarks regarding this tool and for us, it’s working fine. The pricing is competitive ...

Good Solution for any company looking to boost sales and support processes

PROS & CONS What are the best aspects of this product? Here are the points through which anyone can understand this tool quite easily: 1 User-friendly CRM solution, not much effort needed to train and operate 2. Easy to set up with the help of simple and business specific customization and implementation tools 3. A lot of tasks can be automated using workflows 4. Helps track all the customer interactions at both sales and support level What aspects are problematic or could work ...

All purpose Versatile CRM

PROS & CONS What are the best aspects of this product? 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 ...

Flexible and complete financial and marketing suite

PROS & CONS What are the best aspects of this product? Simply can be customized without any coding or programming expertise. It is flexible enough to do so many tasks quite well for a small to medium scale business that does not need super specialist apps. It is obvious enough for our business users to take up without any pushback. What aspects are problematic or could work better? I had a thought to integrate Google suite perfectly and I was offered full assistant by team Simply. ...

Simply keeps our client information in one place

PROS & CONS What are the best aspects of this product? 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. What aspects are problematic or could work better? 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 ...

Nicely programmed, thoroughly analyzed

PROS & CONS What are the best aspects of this product? This tool is truly designed by the professionals 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 ...

More outcome, less effort

PROS & CONS What are the best aspects of this product? Simplicity to create flows and integration with campaigns. Connection with google calendar. Email platforms, CMS, APIs and more What aspects are problematic or could work better? Always on, no delay time, easy integrations and cool campaign placement. In all, a very nice job done by the simply Team. What features/services would you like to see in future versions of this product? A direct social media scheduling option from ...