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User review of Simply CRM

Good Solution for any company looking to boost sales and support processes

- by Victoria Stern

USER SATISFACTION

RECOMMENDATION
7 out of 7
Definitely
COST EFFICENCY
6out of 7
Very good
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?

Here are the points through which anyone can understand this tool quite easily: 1 User-friendly CRM solution, not much effort needed to train and operate 2. Easy to set up with the help of simple and business specific customization and implementation tools 3. A lot of tasks can be automated using workflows 4. Helps track all the customer interactions at both sales and support level

What aspects are problematic or could work better?

Customer portal interface is more insightful and detailed as expected also they have most of the visual assessment tools to track budget overspending, ROI analytics and more.

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

As of now, we don't see any challenges here in using this tool.

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

The contact database was managed easily and future conversation

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?

Trial/Demo only

COMPANY DETAILS

What is your company size?

1-10 Employees

What is your industry?

Utilities

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

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
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
5
amazing
Export & Import of Data
4
very good
Available Integrations
5
amazing
Social Network Integration
5
amazing

Customer Service

Call Center Tools
4
very good
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
4
very good
Mobile Support
5
amazing
Customization
5
amazing
File Management
5
amazing
Language Support
5
amazing
Security
5
amazing