Simply CRM logo

Simply CRM

by Simply Consulting ApS · Since 2015
No reviews yet
ActiveAvailable globallyCloud
Quick facts
VendorSimply Consulting ApS
Year launched2015
StatusActive
LocationVesterbrogade 26, 1620 Kbh V, Denmark
Countries servedGlobal
Languages8
Integrations10+
Free tier
Free trialYES
Contact sales

About Simply CRM

[API Error: HTTPSConnectionPool(host='api.openai.com', port=44]

Simply CRM offers a user-friendly, all-in-one platform tailored to small and medium enterprises seeking to streamline their sales, marketing, and support operations. Its intuitive interface features visual dashboards, Kanban sales pipelines, and Gantt charts, providing comprehensive oversight of customer interactions and project timelines. The platform’s mobile responsiveness ensures teams can work efficiently from any device, supporting remote and in-the-field activity seamlessly. The software emphasizes connectivity with a broad range of integrations, including email services like Outlook and Google, e-commerce platforms such as Magento and WooCommerce, and marketing tools like Mailchimp. This flexibility allows businesses to align Simply CRM with their existing workflows and systems. Its automation engine reduces manual effort and enhances productivity by automating repetitive tasks, nurturing leads, and managing customer communication automatically. Functionality-wise, Simply CRM covers contact management, sales tracking, project oversight, invoicing, and support ticketing within a single environment. Features like real-time communication tracking, customizable reports, and performance analytics empower decision-makers with actionable insights. The platform’s GDPR compliance and robust security measures ensure data privacy and security are maintained at all times.

Pros & Cons

What users like
  • +Easy to use and user-friendly interface
  • +Centralized data storage with flexible access
  • +Great for email campaigns, contact management, and marketing tasks
  • +Supports user and account management with role transparency
  • +Useful for managing appointments, invoices, and patient/customer data
  • +Customizable CRM with strong reporting features
  • +Simplifies business operations for various industries
What users flag
  • Unclear if it supports tracking of historical records, documents, and presentations
  • Some advanced features may require further clarification or exploration
  • Limited feedback from long-term users (mostly early usage reviews)

Features

Key features

Customer Overview Dashboards
Centralized customer data with interaction history, related documents, and next step actions.
Visual Sales Pipeline
Managed visually via Kanban charts that depict deal stages and progress.
Project Management
Manage tasks, milestones, Gantt charts, and track deadlines effortlessly.
Support Ticketing
Handle customer service requests efficiently, with tracking and subscription capabilities.
Invoicing & Financials
Create and manage vendors, products, sales orders, and invoices integrated with existing ERP solutions.
Automation & Workflows
Automate marketing, sales, and support activities to increase productivity.
Communication Tracking
All calls, emails, and messages stored centrally for full visibility.

Additional features

Contacts Management
Store and organize customer and prospect information.
Sales Management
Track leads, opportunities, and manage customer journeys.
Calendar & Events
Schedule and sync meetings and follow-ups across platforms.
Task Management
Assign and track activities within projects and sales pipelines.
Email Integration
Send and receive emails directly from the CRM using existing email accounts.
Reports & Analytics
Generate customizable reports to monitor performance.
Mobile App Access
Use from smartphones and tablets, ensuring mobility.
Third-party Integrations
Connect tools like Mailchimp, WordPress, and more.
GDPR Compliance
Ensures data privacy and security standards.
Customer Support & Resources
24/7 multilingual support, onboarding, knowledge base, and training.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Starter

USD 17

Professional

USD 28

Enterprise

USD 47

Countries & Languages

Global
Countries served
8
Interface languages
3
Billing currencies

Interface languages

EnglishDanskDeutschNorskFrançaisEspañolSvenskapolski

Billing currencies

🇺🇸USD🇪🇺EUR🇩🇰DKK

No reviews yet

Be the first to drop a review

Alternatives to Simply CRM

Unleashified logo

Unleashified

Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…

Trembi logo

Trembi

Trembi is a project management software from Trembi that supports teams in planning and executing…

Skynamo logo

Skynamo

Skynamo is a sales management software from Skynamo that supports field sales teams in managing…

Sense Talent Engagement Platform logo

Sense Talent Engagement Platform

Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Salesforce Sales Cloud is a sales force automation software from Salesforce that enables sales teams…

Salesforce logo

Salesforce

Salesforce is a CRM software platform from Salesforce that helps companies become Agentic Enterprises where…

Often compared with Simply CRM

Compare any two tools →
Unleashified logo
Unleashified
CRM
0.0
Trembi logo
Trembi
CRM
0.0
Skynamo logo
Skynamo
CRM
0.0
Sense Talent Engagement Platform logo
Sense Talent Engagement Platform
CRM
0.0