Simply CRM Reviews & Product Details

Simply CRM is an integrated, all-in-one platform designed to streamline customer relationship management, sales, and marketing processes for businesses of all sizes. It offers a user-friendly interface that simplifies complex tasks, enabling organizations to manage leads, track communications, automate workflows, and generate insightful reports efficiently. With robust integration capabilities, Simply CRM connects seamlessly with popular tools like Google Gmail, Microsoft Outlook, Mailchimp, WordPress, and WooCommerce, ensuring a cohesive operational environment. Key Features and Functionality: - Lead and Deal Management: Capture and nurture leads through the sales pipeline, enhancing conversion rates. - Communication Tracking: Monitor calls, emails, and contact history to maintain comprehensive visibility and control over client interactions. - Automation: Design and implement workflows to automate repetitive tasks, increasing operational efficiency. - Reporting and Analytics: Generate customizable reports and dashboards to gain real-time insights into business performance. - Privacy and Security: Ensure data protection and compliance with privacy regulations. - Mobile Accessibility: Access the platform via mobile devices, allowing work from anywhere. Primary Value and Solutions Provided: Simply CRM addresses the need for a comprehensive yet straightforward CRM solution that integrates seamlessly with existing tools, reducing the learning curve and implementation time. By automating routine tasks and providing real-time data insights, it empowers businesses to focus on strategic growth initiatives. The platform's extensive integration options and customizable features make it adaptable to various industries, ensuring that organizations can tailor it to their specific requirements. Ultimately, Simply CRM enhances customer relationships, boosts sales, and supports sustainable business growth by centralizing data, automating processes, and offering valuable insights.

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Pricing

Pricing provided by Simply CRM.

Enterprise

$47.00

1 User Month

Custom build

Free Trial

0 Custom Custom

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Simply CRM Integrations

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Integration information sourced from real user reviews.

Simply CRM Media

Simply CRM Demo - Online CRM for all kinds of business.

Pipeline management, automated workflows, and full integration support.

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Diya M.

Applied ai intern

Mid-Market (51-1000 emp.)

4/21/2026

"Easy setup and use CRM"

4.5/5

What do you like best about Simply CRM?

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.

What do you dislike about Simply CRM?

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.

What problems is Simply CRM solving and how is that benefiting you?

Before using something like this, things are usually scattered—some data in emails, some in Excel, and some just in your head. Simply CRM fixes that by putting everything in one place, so you can see the full picture of a customer or deal without having to dig around. That alone saves a lot of time and helps you avoid missing important follow-ups. Review collected by and hosted on G2.com.

Verified User in Oil & Energy

Mid-Market (51-1000 emp.)

3/5/2026

"Simply CRM Keeps Customer Info Organized with Easy Automation"

4/5

What do you like best about Simply CRM?

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.

What do you dislike about Simply CRM?

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.

What problems is Simply CRM solving and how is that benefiting you?

Simply CRM solves the problem of organising our sales pipelines, from tracking customer interactions to automating communications with prospects. It also reduces the manual work for our sales team by retaining all the contacts and lead activity in a centralised location. This platform overall helps in improving the sales and marketing activities, such as follow-ups, lead tracking and overall visibility. Review collected by and hosted on G2.com.

Swathi S.

account manager

Small-Business (50 or fewer emp.)

10/25/2025

"Simply CRM: Intuitive, Feature-Rich, and Backed by Excellent Support"

4/5

What do you like best about Simply CRM?

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.

What do you dislike about Simply CRM?

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.

What problems is Simply CRM solving and how is that benefiting you?

With other CRM systems, we often struggled to understand how to use them and found it challenging to explain their purpose to others. In contrast, Simply CRM made things much simpler for us. The user interface is clean and intuitive, without any confusing or complex structures to navigate. Setting up workflows and automation is straightforward, and the API documentation is clear, which has made integration much easier for us. Review collected by and hosted on G2.com.

Verified User in Renewables & Environment

Small-Business (50 or fewer emp.)

4/18/2026

"Simple, User-Friendly Interface with Powerful Email Automation"

4/5

What do you like best about Simply CRM?

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.

What do you dislike about Simply CRM?

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

Verified User in Consulting

Mid-Market (51-1000 emp.)

8/19/2025

"user friendly, convenient and one of best CRM solutions"

4.5/5

What do you like best about Simply CRM?

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

What do you dislike about Simply CRM?

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

Pratik B.

Decision Analytics Associate

Enterprise (> 1000 emp.)

11/6/2024

"Simply Sales Master!"

5/5

What do you like best about Simply CRM?

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

What do you dislike about Simply CRM?

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.

Verified User in Research

Enterprise (> 1000 emp.)

11/8/2024

"How Simply CRM Benefited Me"

4/5

What do you like best about Simply CRM?

The seamless integration is the keyhighlight that makes it very useful in everyday tasks Review collected by and hosted on G2.com.

What do you dislike about Simply CRM?

Nothing that I have encountered as of now Review collected by and hosted on G2.com.

Abhishek G.

Relationship Manager

Mid-Market (51-1000 emp.)

6/21/2024

"Simply CRM is Simply great"

4/5

What do you like best about Simply CRM?

The ease of access, the user-interface and management of marketing tasks are some of the features that make me choose Simply CRM above all. Review collected by and hosted on G2.com.

What do you dislike about Simply CRM?

Initially I faced the issue of lagging while using the app, other than that this app serves its purpose wonderfully. Review collected by and hosted on G2.com.

Lakshender S A.

Senior Account Associate

Mid-Market (51-1000 emp.)

2/21/2024

"User Friendly and and Manage your sales"

5/5

What do you like best about Simply CRM?

Simply CRM is a user friendly software that helps improve your sales and marketing in an efficient manner. It is great for even small enterprises. Review collected by and hosted on G2.com.

What do you dislike about Simply CRM?

It sometimes becomes difficult to get real time notification about the client activities. Review collected by and hosted on G2.com.

Manoj P.

Mid-Market (51-1000 emp.)

9/14/2023

"Simple Way To Improve The sales"

4.5/5

What do you like best about Simply CRM?

It helps to achieve our sales goals. With its excellent BI feature, it makes the sales process automated and makes our business work smoothly. Through it, our accounts are easily managed with proper privacy. Review collected by and hosted on G2.com.

What do you dislike about Simply CRM?

Its customization option can be improved everything is perfect in it and simple. Review collected by and hosted on G2.com.