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User review of Simply CRM

Flexible and complete financial and marketing suite

- by Natalie Portman

USER SATISFACTION

RECOMMENDATION
7 out of 7
Definitely
COST EFFICENCY
7out of 7
Superb
OVERALL IMPRESSION
5out of 5
amazing
EASE OF USE
5out of 5
amazing
CUSTOMER SUPPORT
5out of 5
amazing

PROS & CONS

What are the best aspects of this product?

Simply can be customized without any coding or programming expertise. It is flexible enough to do so many tasks quite well for a small to medium scale business that does not need super specialist apps. It is obvious enough for our business users to take up without any pushback.

What aspects are problematic or could work better?

I had a thought to integrate Google suite perfectly and I was offered full assistant by team Simply. All I wish to say about them is- They are real professionals who are always aimed to help the clients. Thank you

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

We initially came to Simply as a cheaper alternative to other opted premium program. We found not only an appropriate and much more easily customizable CRM but we have developed the customized modules such as email templates etc to handle internal cases, as a PMS tool, as a simple DB to keep track of products, as a Quote & invoicing and shipping.

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

The re-engineering of records for the future use and process optimization were made realistic using Simply.

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?

Marketing and Advertising

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?

mostly B2B

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?

$300

What is your total annual cost for using this product?

$300

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
5
amazing
Customer Management
5
amazing
Task Management
5
amazing
Contract Management
5
amazing
Pricing Management
5
amazing
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
5
amazing
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
5
amazing
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