Simply CRM Reviews in May 2025: User Ratings, Pros & Cons

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 ...

Great Sales Booster and Contact Manager

PROS & CONS What are the best aspects of this product? We are a team of 5 individuals and working on IT services. We offer multiple services from different technology segments. Our aim is to be a one-stop-shop for all our clientele needs and in this regard, we were looking for a CRM tool that can not only manage our contacts but at the same time, our marketing needs too. We have tried Simply and got fabulous results. Now, we have our client database, events, appointment, project ...

Simply CRM goes beyond a traditional CRM in many ways

PROS & CONS What are the best aspects of this product? Fully integrated into Google suite 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. What aspects are problematic or could work better? Might be overwhelming for administrators. Simply CRM and flexibility works both ways. ...

Best tool for business owners who are using Google suite and related APIs

PROS & CONS What are the best aspects of this product? The best case scenario is it matches and addresses all our business needs and further customization via linking and configuring the third party APIs. The ease of managing records and processing them by applying further actions such as vendor or appointment/contact management, makes it more responsive and faster compared to other CRMs. Our original goal was to simplify the record keeping and marketing with the same. As of now, we are ...

So far so good- Great tool

PROS & CONS What are the best aspects of this product? All the features that have been used so far are extremely time saving. When I gave it a try to use Simply a month back, I was just doing all the emailing and adding activities manually. But after a successful test, I am automating this process with just a few clicks. I used to go to the activities page and perform everything from there without going to each individual section. I am happy so far using this CRM but still I never ...