Simply CRM

5.0 (44 Reviews)|Write a Review|Claimed profile
📍 Denmark HQFounded 2011

Deployment

Web-basediPhone/iPadAndroidWindowsMac

Best for

SmallMediumLarge

Overview

About Simply CRM

Our mission is to make it simple for you to run your business. At Simply we have a hand picked team of professional individuals. We are all dedicated to develop and provide the most easy-to-use software – which makes your day to day business easier. We all work with great motivation, and with a focus on realizing our vision which is to be the most simple and efficient CRM software.

At a glance

Software information

Industries served, licensing and the support Simply CRM provides.

Industries

  • Education-management
  • Hospital-health-care
  • Human-resources
  • Nonprofit-organization-management
  • Retail

Licensing

  • Proprietary
  • Monthly Payment
  • Annual Subscription
  • Free trial

Support

  • Email
  • Live Chat
  • Phone

Training

  • Help Guides
  • Video Guides
  • Blogs

Knowledge Base

  • Help Guides
  • Video
  • Blog
Languages (1)
English

Review analytics

What customers report

5.0
Based on 44 verified reviews

What users like the most

  • Contact and contract management become easy with Simply.

What users like the least

  • NA

Verified reviews

Simply CRM reviews

5.0 · 44
Dave Cornblum
Dave Cornblum
Posted on Oct 18, 2019

Simply is Super Easy and Well Managed CRM!

Overall rating
5.0

Earlier we had a subscription plan for Salesforce; it was undoubtedly a more mature and costly product altogether compared to this CRM. Simply is more customer-focused, interactive, full featured and less complicated alternative. It’s easy to customize, implement and configure. Productive for all small and mid-sized enterprises. We are now able to keep records of contacts, contracts, prospects, projects, invoices and leads and filter them accordingly during the many sales processes and steps of the project life cycle.

Ilissa Burdick
Ilissa Burdick
Posted on Sep 30, 2019

Overall, Simply CRM performed well and helped us a lot!

Overall rating
5.0

If you don't have an in-house development staff or administrators that can manage your email accounts, this is probably the great choice for you. Our business has got many employees and this is what we use to manage them. It’s super easy to use and the transparency for all types of user roles makes it very simple and straight. The best features are the ability to manage the users and accounts and have all information stored to a centralized database with flexible accessibility. I would suggest to try them at least for 1 month as a FREE trial. You will get everything about it and then decide if it offers the best you needed for your company. It will definitely a great way to assess Simply CRM. We send countless emails on a daily basis and keep contacts in MailChimp with the list and customers. It is cool to have such a profitable CRM source that structures it all into precise and meaningful info.

Dr Manish Bansal MD Jacksonville FL
Dr Manish Bansal MD Jacksonville FL
Posted on Sep 23, 2019

Managed Patient Appointments Successfully

Overall rating
5.0

Simply CRM is our fellow partner and we love it just not because it makes things easier for us but because it has all the essential tools which a business really needs the most. We are satisfied customers as we know we are doing good in comparison to other like minded business providers. Simply CRM is always great for sales activities. Simply is a great customizable CRM and can manage your marketing tasks and customers easily. It is very simple to use and also affordable too. It has superb features such as email campaigns, web forms, users, invoice & patient management and more with the best reporting options. Simply is no doubt the best CRM out of the available costly ones but we are not sure if it's providing the option for its users to track back records, documents, and presentations etc.

John Pereless
John Pereless
Posted on Sep 17, 2019

Excellent platform and Easiest CRM

Overall rating
5.0

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. 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. 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.

Capabilities

Simply CRM features

The full feature set, grouped by module.

CRM Software

  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Custom Dashboard
  • Forecasting & Analytics
  • Lead Management
  • Pipeline Management
  • Reporting
  • Sales Automation

Project Management Software

  • Alerts/Notifications
  • Collaboration
  • Document Management
  • Dashboard
  • Project Tracking
  • Project Planning
  • Reporting and Forecasting
  • Task Management
  • Workflow Management

Lead Management Software

  • Contact Management
  • Lead Capture
  • Lead Nurturing
  • Lead Segmentation
  • Pipeline Management
  • Sales Tracking

Plans

Simply CRM pricing

Price Type
Month
Free Version
No
Payment Frequency
Monthly Payment, Annual Subscription
Preferred Currency
USD ($)
Free Trial
14 Days
Standard$15 / month

Works with

Integrations

Simply CRM connects with the tools your team already uses.

Media

Screenshots & video