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User review of Simply CRM

Our experience with Simply was good and we were happy with automation

- by Kirsten Pederson

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
4out of 5
very good

PROS & CONS

What are the best aspects of this product?

it's a great little CRM that is perfect for our requirements at the small firm that I work at. We typically use it for leads and contacts management for our various clients and campaign.

What aspects are problematic or could work better?

The cost can be customized on a AWS model such as Pay-As-You-Go so that we only pay for what we use.

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

It helped us to improve our business agility, better respond to buyer journey persona and interaction for higher trust building and improving order conversion.

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

The orientation of records and other integrations work made our job easy to synch the processes.

Are you a current user of this product?

No

USER DETAILS

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?

just me

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?

$1500

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
4
very good
Task Management
5
amazing
Contract Management
4
very good
Pricing Management
5
amazing
Email Marketing
5
amazing
Campaign Management
4
very good

Analytics

Reports
5
amazing
ROI Analytics
4
very good

Integrations

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

Customer Service

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