Simply CRM Reviews & Product Details

We are a team of 7 people in 3 departments and have synced Simply all around. The idea is to have access to the web for 3 different users and work accordingly. The email aid, campaign management and Kanban feature work smoothly and efficiently.

The notion is great and we are happy with the tool. For the cons side, we have to say that Simply must enhance its AWS model to only pay for the use etc,

The major issue that we fixed with the help of the Simply tool is the contact management and synching as per the need. Our team is working effortlessly to meet the goals and Simply is fulfilling them.

A cool software tool to align all your daily routine tasks and some exceptions as well. You can use Simply as a Call centre tool too. We believe it is a cool way to integrate all needed plugins and third party essentials.

Not sure about enterprise-level needs, but for small and mid-scale businesses, it works just superb. We've been testing Simply for a while and all we can say is A good to go and move on software.

We are using the Simply tool for the past many days and it's working great. We've seen many updates since we've subscribed to it and we see something new in every update. We hope to see the ongoing automation in a more refined way.

integration with other components in the ecosystem

adminstration is not easy and require good efforts on training

unified approach to access all customer data, increases efficiency

Automate process and increase efficiency with AI-powered chatbots, eKYC, BPM tools, predictive analytics and other solutions.

Nothing as of such. overall ok. needs more focus on customer requirement

imple CRM software is designed specifically for small businesses B2B. It includes everything you need to effectively manage your sales and marketing.

Simply CRM is a great system for managing your client information, accounts, and marketing activities. Their software can manage your leads and customers easily with the best reporting options.

The dashboard is simple but not so friendly to use. The help documentation is not up to the mark, and if we face any technical issues, then it is difficult to resolve them by reading the help documentation.

Keeping track of leads and clients is a difficult task. If you are into marketing and not keeping track of your leads, then you are not on the right track. Simply helped us achieve all that.

The best part about Simply CRM is its user-friendliness and ease to use. It was easy to integrate with our existing systems and have been working efficiently,

Till now we have not faced any major concerns.

Simply CRM enabled our organization in better lead generations and an enhanced customer experience. The project management has become so easy with it, we are able to keep an eye on all milestones and identify any bottlenecks beforehand.

This software provides a place where our business can store customer data and contact information, track customer interactions, and analyze this information to share with colleagues. Simply CRM is an essential service that helps us organize our business strategy.

It was not straightforward to learn how to automate processes in Simply CRM.

We are organizing contacts, from advisors to paying customers and managing these interactions to provide adequate customer support and maintain relationships.

The main thing of Simply that attracts more to us is its simple structure, cool dashboard and enhanced customer support. They have 100% efficient and working pipeline management system which further makes it premium for all. All features work without any error and there is a large scaling capability too that again makes it competitive in the segment.

We think if it could become a bit more intuitive pricing management for a fixed term basis instead of per user per month because it will help companies to scale the same.

The customer connection became easier and we don;t have to keep their meeting records in sheet or anything that increases the overhead. It's all smooth and synchronize for every process whether it's sales, account, development or anything that comes under business radar.

Our list of preferences is huge. We believe Simply has helped in targeting the right customers and hence the funnel establishment. We are interested in this tool because it allows us to integrate our sales data via email database and further filters it for the optimum results. We have integrated Google's APIs, Microsoft's outlook and more.

One should not dislike any tool as long as its profitable and easy to manage. You can have different thoughts on pricing and other reliability issue but so far we have nothing to complain about.

Our sales team has got its advantage in lead synchronization and re-targeting for the conversion. Our client base is not specific to any industry so its further easy to create a DB for the sales uses. The appointments and client meetings have never been that easier. In all, it has resolved many problems for us.

Exceptional thing about Simply tool is they offer the best in class integration opportunities whether it's email platforms or outer communication. You can interact and store a log in the event section and can avail and catch the forthcoming meetings on the new Dashboard. The cool accessing of records can lead its way and keep it ahead of the popular population.

Disliking any tool is one of the easiest things in this fast changing IT world. When you come across Simply, you find the good opportunity to tackle the business more conveniently and efficiently.

The client connection have become more easier with Simply. The lead management and re-connection have been an integral part in our business processes. We do IT dealing with offshore in house clients and Simply helps us achieve our goals via scheduling and enhanced participation.