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User review of Simply CRM

Just simple, straight and one click task manager.

- by Dr Manish Bansal MD Jacksonville FL

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
4out of 5
very good

PROS & CONS

What are the best aspects of this product?

Simply is super easy to use and their informative support makes it even better. They not only tell you how to accomplish a task, they also provide the 'why' for the task. It is a tool that I use all day, everyday and the social functionality is some of the best I've ever seen. I love being able to review all of the activity in one pane and even like comments or respond in that same pane. I wish that direct or private messages to our pages were accessible here, but I do get everything else. If you are looking for a tool that includes all of the digital components for your organizational plan, this is it. You won't find a single platform that is as easy to use and incorporates so many of the things we do.

What aspects are problematic or could work better?

As of now, things are super obvious and we did not see anything escaped from the scope of our needs so nothing problamatic and stressful. Good job by the team.

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

Simply manages any task within a single click and that's the beauty of their dashboard. We would like to see some basic video tutorials corresponding to each job so that instead of reading the entire text support and steps, a video can explain things in that way.

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

User and their contact management has never been that easier and Simply solved this problem via their dynamic tool. You can create contact forms very easily and assign them to your calendar in the simplest fashion. A great information manager and processor all together.

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?

Medical Practice

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?

$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
4
very good
Customer Management
5
amazing
Task Management
5
amazing
Contract Management
5
amazing
Pricing Management
5
amazing
Email Marketing
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

Customer Service

Call Center Tools
4
very good
Issue Tracking
5
amazing
Support Portal
4
very good
Knowledge Base Management
4
very good

General Features

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