What are the best aspects of this product?
Simply CRM is an unbelievable support for quite a long time. Also, it has transformed us to collaborate with customers and increase the income of the company, this product truly gives an excellent bridge to its clients when working, actually this platform is extremely creative, the dashboard helps us to communicate with clients in practically all platforms i.e. via smartphone, email, live chat and other places.
What aspects are problematic or could work better?
I recommend Simply CRM on the basis that it has demonstrated to be an exceptionally productive resource and is very simple to coordinate and collaborate, We consider this CRM solution as it's ideal for an organization, as you can see upgrades and surprising deals development in a brief timeline. I truly suggest it since it gives an incredible assurance to its clients.
What features/services would you like to see in future versions of this product?
It's upgraded and fully functional. Social media content feed is needed so that one can schedule the postings from the CRM dashboard itself.
What specific problems in your company were solved by this product?
The portfolio management was never been that easier and quick. Now we are able to create forms corresponding to each investor who has a specific portfolio assinged. So it's a good decision to opt Simply as a customer relationship manager.
Are you a current user of this product?
No
What is your role with this product?
How long have you been using this product?
Less than 1 year
What is your company size?
11-50 Employees
What is your industry?
Financial Services
How did your company implement this product?
in the cloud
How long did it take to set up this product?
less than 1 day
How many people in your company actively use this product?
just me
What is the primary use of this product in your company?
both B2B & B2C
How did using this product affect your business goals?
What was the cost of implementing this product?
$25
What is your total annual cost for using this product?
$300
Did you get any discount for this product? How much?
No
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