---
title: Simplicate Reviews
meta_title: 'Simplicate Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Simplicate works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 5
  scale: '5'
date_modified: '2026-07-17'
parent_category:
  name: ERP
  url: https://www.g2.com/categories/erp
---


# Simplicate Reviews
**Vendor:** Simplicate Software B.V.  
**Category:** [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 5
## About Simplicate
At Simplicate, we help professional services firms thrive—by keeping things simple. Our unique approach strips away the unnecessary complexity from everyday processes, giving you a clear view of your projects and real-time insight into your financial performance. By combining powerful business software with hands-on advice, we make a real impact for over 1,600 clients across seven different industries. We are Simplicate. Your flow to success.



## Simplicate Pros & Cons
**What users like:**

- Users value the **all-in-one solutions** of Simplicate, enhancing organization and minimizing stress in their daily workflow. (1 reviews)
- Users appreciate the **collaborative efforts** of Simplicate, enhancing teamwork and reducing email clutter for better organization. (1 reviews)
- Users appreciate the **ease of learning** with Simplicate, enhancing organization and reducing stress in their workflow. (1 reviews)
- Users appreciate the **ease of use** of Simplicate, which enhances organization and reduces stress in their workflow. (1 reviews)
- Users appreciate the **easy tracking** in Simplicate, allowing for organized workflows and reduced stress. (1 reviews)
- Efficiency (1 reviews)
- Experience (1 reviews)
- Helpful (1 reviews)
- Intuitive (1 reviews)
- Organization (1 reviews)

**What users dislike:**

- Users often experience **slow loading** times when switching between tasks, impacting their overall efficiency. (1 reviews)
- Users often experience **slow performance** while loading or switching tasks in Simplicate, impacting their efficiency. (1 reviews)

## Simplicate Reviews
  ### 1. My experience with simplicate

**Rating:** 4.0/5.0 stars

**Reviewed by:** Patricia V. | HR Coordinator / Recruitment, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 28, 2025

**What do you like best about Simplicate?**

Ease of Use and Clear Overview, All in one platform (centralized functionality) and Valuable Time Savings and Efficiency

**What do you dislike about Simplicate?**

Limited Mobile App functionality and weak CRM Capabilities

**What problems is Simplicate solving and how is that benefiting you?**

Everything in one platform — CRM, sales pipeline, project tracking, HRM, time registration, and invoicing.

Saves time switching tools and reduces data duplication.

  ### 2. Simplicate easy to use CRM for small business

**Rating:** 4.0/5.0 stars

**Reviewed by:** Marcin A. | IT Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 18, 2025

**What do you like best about Simplicate?**

Ease of Use and Accessibility, Streamlined Sales-to-Invoice Flow

**What do you dislike about Simplicate?**

Dashboarding & Capacity Insights Could Improve, Reporting at Year-End Remains Manual

**What problems is Simplicate solving and how is that benefiting you?**

Testting this software for potential customer



- [View Simplicate pricing details and edition comparison](https://www.g2.com/products/simplicate/reviews?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-08+20%3A55%3A20+-0500&secure%5Bsession_id%5D=01f3a0b1-e38d-4cdc-a828-0ed591368b57&secure%5Btoken%5D=f98b23bccfedd05f21a2e5fbcdeb7510a552cd79a596b6744801b2fed4210a5c&format=llm_user)

## Simplicate 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
- Contract/License Management

**Additional Functionality**
- Calendar Sync
- CRM
- Conversation Intelligence
- Lead Qualification
- Strategic Planning
- Customizable Reports
- Visual Analytics
- Customer Profiles
- Activity Tracking
- Alerts/Notifications
- Contact Database
- Lead Scoring
- Data Import/Export
- Data Cleansing
- Prospecting Tools
- Sentiment Analysis
- Multi-Channel Data Collection
- AI Copilot
- Dashboard Creation
- Engagement Tracking
- Generative AI
- Lead Generation
- Interaction Tracking
- Predictive Analytics
- Customizable Templates
- Collaboration Tools
- For Sales Teams/Organizations

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Data Availability**
- Contact Data Availability
- Company Data Availability
- Industry Research Availability
- Technographic Data Availability

**Tasks**
- Creation & Assignment
- Due Dates
- Task Prioritization
- To-Do Lists
- Dependencies
- Mass Updates
- Drag & Drop
- Recurring Tasks
- Real-Time Updates

**Invoice Generation**
- Templates
- Digital Invoices
- Recurring Invoices

**Customer Management**
- Customer Profiles
- Sales
- Marketing
- Client Portal

**Bill Generation**
- Templates
- Digital Billing
- Recurring Billing
- Hourly Billing
- Contingency Billing
- Project Billing
- Multi-Period Recurring Billing
- Recurring/Subscription Billing
- Deferred Billing

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Data Accuracy**
- Contact Data Accuracy
- Company Data Accuracy
- Technographic Data Accuracy

**Projects**
- Planning
- Project Map
- GANTT
- Calendar View
- Views
- Project Budgeting
- Issue Tracking
- Templates
- Critical Path
- Time & Expense
- Methodologies
- Project Time Tracking
- Bug Tracking
- Milestone Tracking
- Task Progress Tracking
- Activity Tracking
- Project Tracking
- Status Tracking
- Progress Tracking
- Agile Methodologies
- Sprint Planning
- Project Planning
- Release Planning
- Multiple Projects
- Multi-Department/Project
- Customizable Templates
- Project Templates
- Gantt/Timeline View
- Percent-Complete Tracking
- Reporting/Project Tracking
- Goal Setting/Tracking
- Time Tracking
- Traditional Methodologies
- Task Planning
- Traditional Methodologies

**Invoice Processing**
- Approvals
- Batch Processing
- Consolidation
- Match Invoices

**Project Management**
- Project Planning
- Project Tracking
- Resource Definition
- Resource Management
- Resource Allocation & Planning
- Progress Tracking
- Project Time Tracking
- Project Management

**Bill Processing**
- Consolidation
- Batch Invoicing
- Management
- Compliance Management
- Purchase Order Management
- Document Management
- Email Management
- Client Management
- Dunning Management
- Master Data Management
- Refund Management
- Discount Management
- Sales Tax Management
- Subscription Management
- Recurring Invoicing
- Billing & Invoicing

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Resource Management**
- Resource Definiton
- Capacity
- Scheduling
- Task Scheduling
- Project Planning/Scheduling

**Analytics**
- Due Dates
- Cashflow
- KPIs
- Payment Tracking

**Accounting**
- Revenue Recognition
- Invoice Management
- Payments
- Project Accounting
- Budget Tracking
- Time & Expense Tracking
- Activity Tracking
- Billable Items Tracking
- Document Management
- Multiple Projects

**Integration**
- Accounting
- Payments
- ERP
- Mobile Payments
- CRM

**Agentic AI - Sales Intelligence**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- AI/Machine Learning
- Third-Party Integrations
- Calendar/Reminder System

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Platform**
- Internationalization
- User, Role, and Access Management
- Performance and Reliability
- Reporting/Dashboards
- Mobile User Support
- APIs
- Deal Management
- Sales Pipeline Management
- Lead Management
- Contact Management
- Workflow Management
- Territory Management
- Sales Activity Management

**Project Monitoring**
- Baselining / KPIs
- Resource Allocation
- Activity Dashboard
- Activity Dashboard

**Integration**
- Accounting
- Payments
- ERP
- Account Sync

**Portfolio Management**
- Portfolio Definition
- Portfolio Performance
- Risk
- Portfolio Mix

**Agentic AI - Billing**
- Autonomous Task Execution

**Additional Functionality**
- File Encryption
- Reporting & Statistics
- Alerts/Notifications
- Contact Database
- Third-Party Integrations
- AI Copilot
- File Sharing
- Purchasing & Receiving
- Multi-Language
- Activity Dashboard
- Customizable Invoices
- Real-Time Reporting
- Credit Card Processing
- Quotes/Estimates
- Fraud Detection
- Real-Time Data
- Generative AI
- Dynamic Pricing
- Credit Note
- Duplicate Detection
- Invoice History
- Reminders
- Billing Portal
- Accounting Integration
- Backup and Recovery
- Customizable Branding
- Bulk Send
- Invoice Creation
- Time & Expense Tracking
- API
- Customizable Reports
- Projections
- Multi-Currency
- Event Logs
- Invoice Processing
- Automated Receipt Matching
- Tax Calculation
- Payment Processing
- Data Import/Export
- Real-Time Analytics
- Client Portal
- Email Reminders
- Mobile Access
- Bank Reconciliation
- Transaction History
- Customer Accounts
- Customizable Fields
- PCI Compliance
- Audit Trail
- Multiple Payment Options
- Self Service Portal
- ACH Payment Processing
- Third-Party Integration
- Payment Tracking
- Batch Processing
- Approval Workflow
- For Small Businesses
- Tax Compliance
- Workflow Automation

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Analytics**
- Forecasting
- Reporting
- KPIs
- Real-Time Reporting

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Agentic AI - Invoice Management**
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Administration**
- Standard Integrations
- Workflow
- Access Management
- Email Management
- Workflow Management
- Task Management
- Portfolio Management
- Calendar Management
- Timesheet Management
- Accounting Integration
- Third-Party Integrations

**Agentic AI - Project Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- File Transfer

**Additional Functionality**
- Backlog Management
- API
- Retrospectives Management
- Task Management
- Access Controls/Permissions
- Supports Scrum
- Team Management
- Kanban Board
- Request Management
- Commenting/Notes
- Charting
- @mentions
- Planning Tools
- Projections
- Collaboration Tools
- Calendar Management
- Email Management
- Project Workflow
- Deadline Management
- Role-Based Permissions
- Alerts/Notifications
- Reporting & Statistics
- Customizable Fields
- AI Copilot
- Resource Management
- Workflow Management
- Template Management
- Negative Feedback Management
- Data Import/Export
- File Management
- Assignment Management
- Progress Reports
- Budget Management
- Real-Time Reporting
- Real-Time Notifications
- Requirements Management
- Search/Filter
- Issue Management
- Document Management
- Release Management
- For IT Project Management
- Product Roadmapping
- Change Management
- Mobile App
- Portfolio Management
- Testing/QA Management
- Billing & Invoicing
- Risk Management
- Web-based Deployment
- Idea Management
- Client Portal
- File Sharing
- Version Control
- Availability Management
- Productivity Analysis
- Multi-Channel Communication
- Forecasting
- Key Performance Indicators
- Remote Support
- Predictive Analytics
- Tagging
- Feedback Management
- User Management
- Network Diagram
- Project Management
- Document Storage
- Visualization
- Customizable Reports
- Time Clock
- Reminders
- Daily Reports
- Configurable Workflow
- Roadmapping
- Iteration Management
- Timeline Management
- KPI Monitoring
- For Small Businesses
- Chat/Messaging
- Messaging

**Platform**
- APIs
- Internationalization
- Performance and Reliability
- Mobile
- Offline Access

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Proposal Generation
- Generative AI

**Artificial Intelligence - Professional Services Automation**
- Predictive Forecasting
- Smart task suggestions
- Automated workflows

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Agentic AI - Professional Services Automation**
- Adaptive Learning
- Proactive Assistance

**Additional Functionality**
- Activity Dashboard
- Gantt/Timeline View
- Quotes/Estimates
- Collaboration Tools
- Customizable Fields
- CRM
- AI Copilot
- Customizable Reports
- Performance Metrics
- Access Controls/Permissions
- Billing & Invoicing
- Approval Process Control
- Reporting & Statistics
- Project Templates
- Task Scheduling
- Real-Time Data
- Document Storage
- Drag & Drop

**Features**
- Lead Builder
- Integration to CRM/Marketing Automation
- Data Cleaning/Enrichment
- Data Segmentation/Filtering
- Search
- News/People Alerts
- Connections
- Reporting
- Messaging
- Real-Time Data
- Intent Data
- Sales Automation
- Email Marketing
- Real-Time Reporting

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

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