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#657

Simply CRM is ranked #657 in the CRM Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

Simply CRM Pricing

Based on our most recent analysis, Simply CRM pricing starts at $21 (Monthly).

Price
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Starting From
$21
Pricing Model
Monthly
Free Trial
Yes, Request for Free

Training Resources

Simply CRM is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Simply CRM:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Simply CRM Benefits and Insights

Why use Simply CRM?

Key differentiators & advantages of Simply CRM

  • Enhanced Customer Insights: Simply CRM provides detailed analytics and reporting tools, allowing businesses to gain a deeper understanding of customer behavior and preferences, leading to more informed decision-making.
  • Streamlined Communication: By centralizing customer interactions, Simply CRM ensures that all team members have access to the latest communication history, reducing miscommunication and improving customer service.
  • Improved Sales Efficiency: The software automates routine sales tasks, such as follow-ups and lead scoring, freeing up sales teams to focus on closing deals and nurturing relationships.
  • Customizable Workflows: Simply CRM allows businesses to tailor workflows to their specific processes, enhancing productivity by aligning the software with existing business practices.
  • Scalable Solution: As businesses grow, Simply CRM scales with them, offering flexible pricing plans and features that can be adjusted to meet evolving needs without disruption.
  • Data-Driven Decision Making: With real-time data and analytics, Simply CRM empowers businesses to make strategic decisions based on current trends and performance metrics.
  • Enhanced Collaboration: The platform facilitates team collaboration by providing shared access to customer data and project updates, ensuring everyone is on the same page.
  • Increased Customer Retention: By tracking customer interactions and feedback, Simply CRM helps businesses identify and address issues promptly, leading to higher customer satisfaction and loyalty.
  • Cost-Effective Operations: By automating repetitive tasks and reducing manual errors, Simply CRM helps businesses save time and resources, ultimately lowering operational costs.
  • Seamless Integration: Simply CRM integrates with a wide range of third-party applications, allowing businesses to create a cohesive tech ecosystem that enhances overall efficiency.
  • Enhanced Security: With robust data protection measures, Simply CRM ensures that sensitive customer information is safeguarded against unauthorized access and breaches.
  • Mobile Accessibility: The mobile-friendly interface of Simply CRM allows team members to access critical information and perform tasks on-the-go, ensuring productivity is maintained outside the office.
  • Comprehensive Support: Simply CRM offers extensive customer support and training resources, ensuring that users can maximize the software's potential and address any issues promptly.
  • Improved Lead Management: The platform's lead management tools help businesses prioritize and nurture leads effectively, increasing the likelihood of conversion.
  • Time Management Optimization: Simply CRM's task management features help teams organize and prioritize their workload, leading to better time management and increased productivity.

Industry Expertise

Simply CRM is particularly well-suited for small and mid-sized businesses, as it offers a user-friendly interface and affordable pricing. It's known for its ease of use and comprehensive features, including sales, marketing, and customer support automation tools, making it a good choice for businesses looking to streamline their customer relationship management processes.

Simply CRM Reviews

Average customer reviews & user sentiment summary for Simply CRM:

User satisfaction level icon: excellent

4 reviews

100%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Simply CRM reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • Intuitive Interface: Users praise Simply CRM for its user-friendly design, which makes it easy to learn and use, even for teams without prior CRM experience.
  • Effective Sales Pipeline Management: The software excels in helping businesses manage their sales pipelines, allowing them to track leads, monitor progress, and improve their sales processes.
  • Comprehensive Data Management: Users appreciate the ability to centrally manage customer data, including contact information, communication history, and sales interactions, all within a single platform.
  • Streamlined Marketing Tasks: Simply CRM provides tools to streamline marketing efforts, such as email campaigns and lead capture forms, enabling businesses to reach their target audience more effectively.

Cons

  • Limited Email Marketing: Users have expressed frustration with the software's email marketing features, citing difficulties with automation and a lack of customization options.
  • Occasional Performance Issues: Some users have reported encountering minor bugs and occasional slow loading times, which can disrupt workflow and productivity.

Researcher's Summary:

Is Simply CRM, simply put, a good CRM? Users generally agree that it is. They praise its intuitive design, which makes it easy to navigate and manage customer relationships, even for those new to CRM software. For example, users highlight the straightforward contact segmentation and integration with popular tools like Gmail and Outlook as major pluses. The responsive and helpful customer support also gets a thumbs up.

However, no CRM is perfect, and Simply CRM is no exception. Some users find the email marketing features a bit lacking in automation and customization options. A few have also bumped into occasional bugs, though they acknowledge the support team is quick to address them. While Simply CRM integrates with various external tools, expanding these integrations could make it even more versatile.

Overall, Simply CRM is a great fit for businesses, especially smaller ones, looking for a user-friendly and feature-rich CRM solution without breaking the bank. Its strengths lie in its intuitive design, integration capabilities, and stellar customer support.

Key Features

Notable Simply CRM features include:

  • Contact Management: Organize and manage customer information with detailed profiles, including contact details, communication history, and social media interactions.
  • Sales Pipeline: Visualize and track sales opportunities through customizable stages, helping teams prioritize and close deals efficiently.
  • Email Integration: Seamlessly connect with popular email services like Gmail and Outlook to send, receive, and track emails directly within the CRM.
  • Task Automation: Automate repetitive tasks such as follow-up emails and reminders, freeing up time for more strategic activities.
  • Reporting and Analytics: Generate detailed reports and dashboards to gain insights into sales performance, customer behavior, and team productivity.
  • Customizable Dashboards: Tailor dashboards to display key metrics and data visualizations that align with specific business needs and goals.
  • Lead Scoring: Prioritize leads based on predefined criteria and engagement levels, ensuring sales teams focus on high-potential prospects.
  • Mobile Access: Access CRM data on-the-go with mobile apps for iOS and Android, ensuring productivity outside the office.
  • Third-Party Integrations: Connect with a wide range of applications such as Zapier, Slack, and QuickBooks to streamline workflows and enhance functionality.
  • Customer Support Management: Track and manage customer support tickets, ensuring timely resolution and improved customer satisfaction.
  • Role-Based Permissions: Control access to sensitive data by assigning roles and permissions based on user responsibilities.
  • Calendar and Scheduling: Sync calendars and schedule meetings directly within the CRM, reducing the risk of double-booking and missed appointments.
  • Document Management: Store and share important documents and files within the CRM, ensuring easy access and collaboration.
  • Social Media Integration: Monitor and engage with customers on social media platforms, integrating social interactions into customer profiles.
  • Custom Fields and Modules: Adapt the CRM to specific business processes by creating custom fields and modules to capture unique data points.
  • Data Import and Export: Easily import and export data in various formats, facilitating data migration and backup processes.
  • Multi-Currency Support: Manage transactions and accounts in multiple currencies, catering to businesses with international operations.
  • Workflow Automation: Design and implement automated workflows to streamline business processes and reduce manual intervention.
  • Real-Time Notifications: Receive instant alerts and notifications for important events, ensuring timely responses and actions.
  • Collaboration Tools: Enhance team collaboration with shared notes, comments, and activity feeds within the CRM.

Customers

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