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User review of Simply CRM

Excellent tool to reduce your business workload and enhance productivity

- by Robin Matthew

USER SATISFACTION

RECOMMENDATION
7 out of 7
Definitely
COST EFFICENCY
6out of 7
Very good
OVERALL IMPRESSION
4out of 5
very good
EASE OF USE
5out of 5
amazing
CUSTOMER SUPPORT
5out of 5
amazing

PROS & CONS

What are the best aspects of this product?

This is the only tool that we've used in filtering our client data and structuring them further for the re-purpose. We have been using Simply from the past 6 months and it's been working great in connecting, marketing, invoicing, ordering each and in every sphere. As an IT service provider, we strongly recommend this tool to all your business operations.

What aspects are problematic or could work better?

Dashboard is superb, event management is amazing and opportunity management is to the next level. We don't see any discrepancy apart from better pricing management.

What features/services would you like to see in future versions of this product?

Ideally there should be a back-end through which you can have options to dial your customer through integrated TP linked lines etc.

What specific problems in your company were solved by this product?

We have got customer data in place and we can have it utilized for all our social media campaigns etc.

Are you a current user of this product?

No

USER DETAILS

What is your role with this product?

  • I use it myself

How long have you been using this product?

Less than 1 year

COMPANY DETAILS

What is your company size?

1-10 Employees

What is your industry?

Information Technology and Services

USAGE & IMPLEMENTATION

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?

several employees

What is the primary use of this product in your company?

both B2B & B2C

EFFECT ON BUSINESS GOALS:

How did using this product affect your business goals?

  • It allows us to store and organize information about our customers in a more efficient way
  • It allows us to solve our customers problems faster and in a more efficient way
  • It allows us to synchronize customer data between departments and teams
  • It allows us to automate out sales and marketing related processes
  • It offers us detailed analytics that lets us plan our future strategies more efficiently

PRICING & COSTS

What was the cost of implementing this product?

$500

What is your total annual cost for using this product?

$900

How long is your contract with the vendor?

Less than 1 year

Did you get any discount for this product? How much?

No

FEATURE DETAILS

Sales & Marketing Automation

Sales Opportunity Management
4
very good
Customer Management
5
amazing
Task Management
4
very good
Contract Management
5
amazing
Pricing Management
4
very good
Email Marketing
5
amazing
Order Management
5
amazing
Campaign Management
5
amazing

Analytics

Reports
5
amazing
ROI Analytics
5
amazing

Integrations

API
5
amazing
Calendar & Contacts Sync
4
very good
Export & Import of Data
5
amazing
Available Integrations
5
amazing
Social Network Integration
5
amazing

Customer Service

Call Center Tools
5
amazing
Issue Tracking
5
amazing
Support Portal
5
amazing
Knowledge Base Management
5
amazing

General Features

Collaboration Features
4
very good
Dashboard
5
amazing
Overall Performance
5
amazing
Access & Role Management
5
amazing
Mobile Support
5
amazing
Customization
5
amazing
File Management
5
amazing
Language Support
5
amazing
Security
5
amazing