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User review of Simply CRM

Great Software for Small & Medium Scale Businesses

- by James Stewart

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?

We are an SMB business to business company and this suits our needs very well. The CRM features allow for tracking customer data easily and we are able to trace the business inflow via spending and generating the outcome as an ROI. The visuals statistics are very much helpful to us in budgeting and spending etc so in all it works good.

What aspects are problematic or could work better?

The support is great and they have exceptional resources in terms of articles and other ways to assist their customers. The multi-language feature is really good to understand the system and hence the CRM solution.

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

The front user interface is super easy to understand, there are great features, like creating web forms and workflow automations, and the price is not as high as other CRMs. In all, they are offering all premium features for a very competitive pricing options.

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

The problem of client database management and chronological record updates have been fixed and our system looks fully functional now. Thanks Team 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?

Food Production

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 hour

How many people in your company actively use this product?

just me

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

mostly 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?

A fixed monthly $25

What is your total annual cost for using this product?

$300

How long is your contract with the vendor?

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
4
very good
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
Customization
5
amazing
File Management
5
amazing
Language Support
5
amazing
Security
5
amazing