Simply CRM Reviews & Product Details

It helps me keep customer information, follow-ups, and daily activities organized in a more structured way. I work as a Dietician & Nutritionist, manage a homeopathy clinic, and also create health education content. Since my work involves handling consultation enquiries, follow-up communication, wellness program discussions, and health education activities, having everything organized in one place is very useful. What I love most about Simply CRM is that it keeps contacts, organizations, activities, reminders, and customer records together. This makes it easier to manage consultation enquiries, wellness program leads, and ongoing communication without spending time searching through different records. I regularly use contact management, activity tracking, tasks, reminders, and calendar scheduling to keep follow-ups organized. These features help me track enquiry progress, schedule discussions, and stay updated on pending activities. Having information connected across contacts and activities makes day-to-day CRM work easier to handle.

The system is easy to understand and getting started with the main features was straightforward. Performance has also been good during regular use, and moving between contacts, activities, and records feels smooth. It offers a practical set of CRM features without making the interface feel overly complicated. I also find it useful that communication history, customer records, and follow-up activities remain available in one place. This helps when managing multiple enquiries, consultation-related tasks, and wellness program discussions at the same time. Overall, it fits well into my daily workflow and helps me stay more organized throughout the day. Review collected by and hosted on G2.com.

The contact and activity management features work well, but when several follow-ups are planned for different contacts on the same day, I sometimes spend a little extra time reviewing priorities before starting work. The information is available, though I would like a slightly quicker overview of urgent activities. Review collected by and hosted on G2.com.

What I like most about Simply CRM is how easy it is to just pick up and use without feeling lost. Everything feels pretty straightforward, so you don’t have to spend hours figuring things out.

I also like that it keeps everything in one place contacts, tasks, follow-up so you’re not constantly switching between tools or missing things. It just makes day-to-day work feel a bit more organized and less messy. Review collected by and hosted on G2.com.

Also, some parts of the interface can feel slightly outdated or not as polished compared to newer tools. And while it’s simple to use, customization options aren’t always as flexible as you’d want for more complex workflows. Review collected by and hosted on G2.com.

It is a very organised and well structured app that allows me to complete my CRM in a orderly and professional manner Review collected by and hosted on G2.com.

Sometimes the user experience can feel a little jarring Review collected by and hosted on G2.com.

The best thing I like about Simply CRM is that it keeps all relevant information about the customer in one place, which makes it easier for the sales and marketing team to manage leads, contacts and deals. Their interface is very simple, doesn't need much of a learning curve to get started. I also like their built-in email marketing and automation features, which help in streamlining the follow-up conversations and actions with potential prospects. Review collected by and hosted on G2.com.

Some of their advanced analytics and reporting features should be more detailed when compared to other CRM in this space. Even though their interface is functional, it feels a bit unpolished; those need to be fine-tuned. Also, the third-party integrations should be made available for platform flexibility. Review collected by and hosted on G2.com.

I like jt because it makes my life a lot easier Review collected by and hosted on G2.com.

The only downside is that some features could be more customizable and intuitive. Review collected by and hosted on G2.com.

Simply CRM truly lives up to its name by providing a simple and intuitive experience, making it easy for even first-time users to get started. Their customer support is excellent, and the platform offers a wide range of features. Review collected by and hosted on G2.com.

Even though Simply CRM is easy to use, its user interface appears outdated compared to other platforms. The customization options are also quite limited. Since I use it frequently, I’ve noticed that the mobile experience is lacking and does not scale well on smaller screens. Review collected by and hosted on G2.com.

It has a simple user friendly interface. It also has email marketing and automation tools that help streamline follow-ups and daily operations. Review collected by and hosted on G2.com.

The system becomes slower when handling large volumes of data and experiences occasional loading lags. Review collected by and hosted on G2.com.

Customer management and calendar features. Review collected by and hosted on G2.com.

The layout of the dashboard is not great. It is pretty cluttered Review collected by and hosted on G2.com.

user friendly, convenient and one of best CRM solutions Review collected by and hosted on G2.com.

Performance is bit slower when working with large data set and Mobile app should be improved. Review collected by and hosted on G2.com.

The sales and marketing optimization at a cost effective and efficient manner. Review collected by and hosted on G2.com.

So far so good! Just a small observation, sometimes it takes a bit more time to load. Not a major problem but something that could be improved. Review collected by and hosted on G2.com.