--- title: Simpleview CRM Reviews meta_title: 'Simpleview CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 11 reviews by the users' company size, role or industry to find out how Simpleview CRM works for a business like yours. aggregate_rating: rating_value: 3.8 review_count: 11 scale: '5' date_modified: '2026-05-05' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Simpleview CRM Reviews **Vendor:** Simpleview **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 3.8/5.0 **Total Reviews:** 11 ## About Simpleview CRM Built by the industry for the industry, Simpleview CRM lets you manage all aspects of your destinations or destination organizations in one convenient place. From partner relationships to marketing automation, from meetings and event sales management to collaborating across departments, Simpleview CRM is intuitive and easy to use. ## Simpleview CRM Reviews ### 1. Simpleview CRM Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2024 **What do you like best about Simpleview CRM?** Platform organizes data in valuable way. **What do you dislike about Simpleview CRM?** Software feels old and looks outdated, outages seem to be more frequent than in the past. **What problems is Simpleview CRM solving and how is that benefiting you?** Data storage, organization, collection, and manipulation provided by Simpleview enables most of our everyday business functions. ### 2. Still in the learning process **Rating:** 3.0/5.0 stars **Reviewed by:** Monique G. | National Sales Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** January 14, 2022 **What do you like best about Simpleview CRM?** Detailed sections when inputting information. I like that we get the chance to include as much as possible and have a selection dedicated to that specific detail rather than having one long notes page. **What do you dislike about Simpleview CRM?** It can be confusing when first starting. There needs to be more how-to and online resources to use for those using simpleview for the first time. **What problems is Simpleview CRM solving and how is that benefiting you?** For me, it comes in handy as a great organizational tool within the company. It allows multiple departments across the company to be on the same page. ### 3. Act on Best Marketing Automation software we have used for far **Rating:** 4.0/5.0 stars **Reviewed by:** Satish P. | Marketing Head, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2021 **What do you like best about Simpleview CRM?** Simpleview DMS Act-On has one of the best marketing automation systems, it has seamless Email Integration. It Helps to Create onboarding programs, loyalty programs, trigger emails and thank you pages. The best part is we get Lead Scoring to increase your ability to engage prospects, qualify leads, and identify who is sales-ready. **What do you dislike about Simpleview CRM?** The Only Flaw I found is Analytics and Reports. It doesn't match to google analytic report. So the only part is that I would them to improve **What problems is Simpleview CRM solving and how is that benefiting you?** With Simpleview DMS's Act-On ( Marketing Automation), you get email marketing, analytics, reports, DMS Integration All in One Place. The Great Part about this system is, if you are the company how does marketing of various portals, it can give you all that report. ### 4. Amazing product! I love what they have done with the service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2022 **What do you like best about Simpleview CRM?** Truly amazing team and they really go the extra mile to help you out. I like that white-glove service. Thank you for the help **What do you dislike about Simpleview CRM?** Hmm. This is a tough one. I haven't found any dislikes. I have been handled very well. **What problems is Simpleview CRM solving and how is that benefiting you?** My business is operating much more efficiently with the changes this brought us. My team is in LOVE with Simpleview DMS ### 5. Powerful yet easy-to-use platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2021 **What do you like best about Simpleview CRM?** Simpleview is exceptionally comprehensive. There are so many different ways you can utilize this program, and I think, for the most part, it is pretty user-friendly. **What do you dislike about Simpleview CRM?** Sometimes, adding new fields or figuring out formulas can be complicated. I'm not very familiar with the backend of Simpleview, so I'm not sure the exact details that go into this work. **What problems is Simpleview CRM solving and how is that benefiting you?** We can keep track of so many things. Each department has its own portal that was specifically created for us, allowing easy accesibility. This also allows us to keep things extremely organized across different departments. It's quick and simple to find what we are looking for, even if we are in another department's portal. ### 6. Simpleview **Rating:** 4.5/5.0 stars **Reviewed by:** Kelsey C. | Direct Marketing & Communications Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2021 **What do you like best about Simpleview CRM?** I loved how easy it was to use. I had a bit of training on it to help navigate, but overall it was so intuitive and user-friendly. **What do you dislike about Simpleview CRM?** There wasn't anything that I disliked about the program. It was easy to use, easy to navigate, and a time-saver for everyone involved. **Recommendations to others considering Simpleview CRM:** I highly recommend anyone to use this company. **What problems is Simpleview CRM solving and how is that benefiting you?** The biggest problem that we solve by utilizing Simpleview was the time required to manage the platform. The previous platform was clunky and hard to use. Simpleview's easy system allowed us to do everything we needed to do quickly and better time management. ### 7. Sufficient. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2021 **What do you like best about Simpleview CRM?** Simpleview has the ability to run a ton of different, in-depth reports. **What do you dislike about Simpleview CRM?** It always takes a while for new hires to differentiate between the Lead/Account/Profile level. Creating and editing reports is another obstacle that new hires often deal with. **What problems is Simpleview CRM solving and how is that benefiting you?** The Simpleview/Cvent integration has been great! ### 8. More like complicated view **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** August 25, 2021 **What do you like best about Simpleview CRM?** Easy to create parent accounts, but over all the reports are difficult to use. **What do you dislike about Simpleview CRM?** Reporting is very difficult and not very clean **Recommendations to others considering Simpleview CRM:** if its a budget issue, Simpleview is fine - if you have more budget consider other options. **What problems is Simpleview CRM solving and how is that benefiting you?** it's a cheaper CRM, so it works for the money you pay for it. ### 9. Simple View Review - DMO **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** March 09, 2020 **What do you like best about Simpleview CRM?** For us, the best attributes of Simpleview re that it provides an easy to use (for the most part) platform for account management and organization, an extranet for account participation and a place to post and organize sales leads. **What do you dislike about Simpleview CRM?** The two major things I dislike about Simpleview are: 1. Reports. When you initially purchase and implement the program, it has some set report fields that work great. But the moment you need to pull a custom report,, which is inevitable if your company values data, it can get very time consuming and frustrating due to different limitations and rules. 2. Customizations. I used Simpleview at the company I worked prior to my current role as well, and both organizations have largely customized their platform. I will say that the Simpleview team does try their best to work with every individual client to fulfill their needs, however, there are quite a few limits to what they can do, and every customization is an added cost to an already expensive program, so the costs inevitable limit what all you can do. **Recommendations to others considering Simpleview CRM:** When working with the SimpleView team on initial implementation, talk through absolutely everything you want to program to do, and ask for very clear prices and timing needed to get those done. Like I mentioned earlier, there are a ton of add-on costs after the initial payments that will be needed to plan for. **What problems is Simpleview CRM solving and how is that benefiting you?** We are solving account management and cross-organization communication through the notes and traces. We can easily see which team members have been interacting with the accounts and where they left off. We are also streamlining account participation through the extranet and allowing partners to update their listings on their own, saving our staff hours of busy work. ### 10. Simpleview DMS Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2019 **What do you like best about Simpleview CRM?** We recently switched from Simpleview for our CRM and it made me realize how many things I liked about the program. The ease of use, customize-able reporting, and inventory tracking are some of the things I appreciated most. We pull different reports daily and simpleview streamlined the process with their templates and categories. We are a partner-based company and it also made it very easy to add new partners and get them set up within our system to immediately start seeing the benefits. We also use the system to send out leads to our clients and received feedback that simpleview was much easier to use and understand than our new program. **What do you dislike about Simpleview CRM?** While simpleview excelled at some functions, there were many things we needed that the program just could not do. For example, we needed a program that would allow us to accept credit card payment without going through a third party. We also wanted a program that would allow us to set up events and take RSVPS, while tracking attendance back to the account page. The price of the program was also a factor when deciding to switch. **Recommendations to others considering Simpleview CRM:** Take the time to learn everything the software does and does not do. They have been teasing an updated program for the last two years but have had to continuously push back launching it, which ultimately made us decide to switch to a new program. However, if the new edition is everything they said it would be, it would solve the majority of problems we had with Simpleview. **What problems is Simpleview CRM solving and how is that benefiting you?** Simpleview DMS helped keep all account data in one place and made pulling reports easy. The traces kept everyone on the same page in terms of status of each report, and what they have been communicated. ### 11. Simpleview **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** September 06, 2019 **What do you like best about Simpleview CRM?** Easy to Navigate User Interface Options for customization Web based system so accessible from any device Great customer support Ability to organize tasks, reminders, Communications all on one system **What do you dislike about Simpleview CRM?** I wish the Outlook integration was more reliable but I have been told they are working on this **What problems is Simpleview CRM solving and how is that benefiting you?** We use Simpleview for many departments of our organization, Sales, Marketing, Services, Partnership Retention. All departments use SV daily as an integral part of our jobs. ## Simpleview CRM Discussions - [What is Simpleview DMS used for?](https://www.g2.com/discussions/what-is-simpleview-dms-used-for) - [View Simpleview CRM pricing details and edition comparison](https://www.g2.com/products/simpleview-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-30+23%3A14%3A44+-0500&secure%5Bsession_id%5D=d59ae7db-db9f-485c-bc6e-687d6feb0e96&secure%5Btoken%5D=8338038d7f385c1f547b33ab5920372c5d75ea4f01b8966c3f16e91f06541ab3&format=llm_user) ## Simpleview CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Simpleview CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,648 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,247 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,197 reviews)