Simply CRM logo

Simply CRM

by Simply Consulting ApS · Since 2015
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ActiveAvailable globallyCloud
Quick facts
VendorSimply Consulting ApS
Year launched2015
StatusActive
LocationVesterbrogade 26, 1620 Kbh V, Denmark
Countries servedGlobal
Languages8
Integrations10+
Free tierN/A
Free trialYES
Contact salesN/A

About Simply CRM

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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

Pros
  • 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
Cons
  • 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/mo
billed monthly
Professional
USD 28/mo
billed monthly
Enterprise
USD 47/mo
billed monthly

Countries & Languages

Global
Countries served
8
Interface languages
3
Billing currencies

Interface languages

EnglishDanskDeutschNorskFrançaisEspañolSvenskapolski

Billing currencies

🇺🇸USD🇪🇺EUR🇩🇰DKK

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