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User review of Simply CRM

Superb Performance, Amazing features and great CRM

- by Andreana Feinberg

USER SATISFACTION

RECOMMENDATION
7 out of 7
Definitely
COST EFFICENCY
4out of 7
Acceptable
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 CRM is a highly customizable, powerful invoice and report builder softwarel with multiple packages including adding events to customers calendar, contract, product, project, contact, web forms, campaign and vendor management. If you have a zero technical understanding, you can simply create features using drag and drop functionality. It’s been 4 months now and we have customized all our business processes in Simply. We had an issue at the time of the free trial period which was handled by their representative too quickly and extended their support to a non-paying customer :) We’ve already decided to proceed and execute all our customer-centric tasks using Simply CRM.

What aspects are problematic or could work better?

The only thing they can work in their software system is to create more informative videos for helping new comers.

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

We've achieved whatever we needed so as of now we are not sure to count any specific feature that they need to have in. However, if they include a quick Landing page creator, it will be great for all.

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

We've resolved the customer management and database targeting as per specific list or groups.

Are you a current user of this product?

No

USER DETAILS

What is your role with this product?

  • I made the decision to purchase it

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?

E-Learning

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?

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?

$25

What is your total annual cost for using this product?

Less than $500

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