# Simply CRM Reviews **Vendor:** Simply CRM **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 51 ## About Simply CRM 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. ## Simply CRM Pros & Cons **What users like:** - Users value the **affordability** of Simply CRM, noting its effectiveness in optimizing sales and marketing. (1 reviews) - Users value the **excellent customer support** from Simply CRM, aiding them in utilizing its extensive features effectively. (1 reviews) - Users find Simply CRM to provide a **simple and intuitive experience** , making it accessible for everyone. (1 reviews) - Users value the **cost-effective efficiency** of Simply CRM in optimizing sales and marketing processes. (1 reviews) - Users value the **wide range of features** in Simply CRM, enhancing ease of use and overall experience. (1 reviews) - Intuitive (1 reviews) - Users value the **seamless integration** of Simply CRM, enhancing their productivity in daily operations. (1 reviews) - User-Friendly (1 reviews) **What users dislike:** - Users find the **limited customization** options of Simply CRM restrict their ability to tailor the system to their needs. (1 reviews) - Users experience **performance issues** with Simply CRM when handling large data sets and using the mobile app. (1 reviews) - Users notice that the **slow loading times** can hinder their experience, though it's not a major concern. (1 reviews) - Users experience **slow performance** with Simply CRM when handling large data sets and suggest improvements for the mobile app. (1 reviews) - Users find the **user interface outdated** and mobile experience lacking in Simply CRM, impacting usability. (1 reviews) ## Simply CRM Reviews ### 1. Easy setup and use CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Diya M. | Applied ai intern, Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **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. **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. **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. ### 2. Simply CRM Keeps Customer Info Organized with Easy Automation **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2026 **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. **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. **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. ### 3. Simply CRM: Intuitive, Feature-Rich, and Backed by Excellent Support **Rating:** 4.0/5.0 stars **Reviewed by:** Swathi S. | account manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2025 **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. **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. **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. ### 4. Simple, User-Friendly Interface with Powerful Email Automation **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Renewables & Environment | Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2026 **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. **What do you dislike about Simply CRM?** The system becomes slower when handling large volumes of data and experiences occasional loading lags. **What problems is Simply CRM solving and how is that benefiting you?** It eliminates messy, scattered information by acting as a single, centralized repository for all contact and lead activity. ### 5. Great Customer Management and Calendar, but a Cluttered Dashboard **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Simply CRM?** Customer management and calendar features. **What do you dislike about Simply CRM?** The layout of the dashboard is not great. It is pretty cluttered **What problems is Simply CRM solving and how is that benefiting you?** Task management ### 6. user friendly, convenient and one of best CRM solutions **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Simply CRM?** user friendly, convenient and one of best CRM solutions **What do you dislike about Simply CRM?** Performance is bit slower when working with large data set and Mobile app should be improved. **What problems is Simply CRM solving and how is that benefiting you?** CRM addresses fundamental pain points that plague businesses relying on disconnected tools like spreadsheets, email inboxes, and paper notes. ### 7. Simply Sales Master! **Rating:** 5.0/5.0 stars **Reviewed by:** Pratik B. | Decision Analytics Associate , Enterprise (> 1000 emp.) **Reviewed Date:** November 06, 2024 **What do you like best about Simply CRM?** The sales and marketing optimization at a cost effective and efficient manner. **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. **What problems is Simply CRM solving and how is that benefiting you?** To optimize sampling to reach the highest optimizing efficiency. ### 8. How Simply CRM Benefited Me **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Research | Enterprise (> 1000 emp.) **Reviewed Date:** November 08, 2024 **What do you like best about Simply CRM?** The seamless integration is the keyhighlight that makes it very useful in everyday tasks **What do you dislike about Simply CRM?** Nothing that I have encountered as of now **What problems is Simply CRM solving and how is that benefiting you?** Simply CRM is helping us to make sure that all our representative are able to avail the benefit of generate insightful impact from analyzing the data ### 9. Simply CRM is Simply great **Rating:** 4.0/5.0 stars **Reviewed by:** Abhishek G. | Relationship Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 21, 2024 **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. **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. **What problems is Simply CRM solving and how is that benefiting you?** Eases the job of Marketing project management to a great level. All in one platforms by covering finance management, Automation, helpdesk and cost- efficiency. Quite Affordable. ### 10. User Friendly and and Manage your sales **Rating:** 5.0/5.0 stars **Reviewed by:** Lakshender S A. | Senior Account Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2024 **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. **What do you dislike about Simply CRM?** It sometimes becomes difficult to get real time notification about the client activities. **What problems is Simply CRM solving and how is that benefiting you?** It helps to achieve your sales goals and is cost effective as well. It makes your work easier and help you perform duties in an efficient manner ## Simply CRM Discussions - [Have anyone customized it?](https://www.g2.com/discussions/35524-have-anyone-customized-it) - 1 comment, 1 upvote - [What is the main function of a CRM system?](https://www.g2.com/discussions/simply-crm-what-is-the-main-function-of-a-crm-system) - 1 comment - [View Simply CRM pricing details and edition comparison](https://www.g2.com/products/simply-crm/reviews/simply-crm-review-3213347?section=pricing&secure%5Bexpires_at%5D=2026-05-24+17%3A10%3A50+-0500&secure%5Bsession_id%5D=105ffde9-0638-4149-9a67-c3001af08106&secure%5Btoken%5D=26f9432ec5c05f31087945536dee07e2d8887daab2766e7cc0b08c786c4a607d&format=llm_user) ## Simply CRM Integrations - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) ## Simply 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 Simply CRM Alternatives - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,147 reviews) - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) - 4.9/5.0 (651 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,821 reviews)