--- title: Simply CRM Reviews meta_title: 'Simply CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 53 reviews by the users' company size, role or industry to find out how Simply CRM works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 53 scale: '5' date_modified: '2026-08-07' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Simply CRM Reviews **Vendor:** Simply CRM **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 53 ## 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 **affordable pricing** of Simply CRM, appreciating its cost-effective sales and marketing optimization features. (1 reviews) - Users praise the **excellent customer support** of Simply CRM, enhancing their overall experience and ease of use. (1 reviews) - Users appreciate the **ease of use** of Simply CRM, finding it intuitive and accessible for all skill levels. (1 reviews) - Users appreciate the **cost-effective efficiency** of Simply CRM, enhancing their sales and marketing optimization significantly. (1 reviews) - Users value the **wide range of features** that Simply CRM offers, enhancing their overall experience and usability. (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 in Simply CRM restrict their ability to tailor the software to their needs. (1 reviews) - Users experience **performance issues** with Simply CRM, especially when handling large datasets and using the mobile app. (1 reviews) - Users notice the **slow loading** times of Simply CRM, suggesting it could benefit from performance improvements. (1 reviews) - Users note **slow performance** with large data sets and suggest improvements for the mobile app. (1 reviews) - Users find the **outdated user interface** and limited customization options affect their overall experience with Simply CRM. (1 reviews) ## Simply CRM Reviews ### 1. Organized, Well-Structured CRM That Keeps Work Professional **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2026 **What do you like best about Simply CRM?** It is a very organised and well structured app that allows me to complete my CRM in a orderly and professional manner **What do you dislike about Simply CRM?** Sometimes the user experience can feel a little jarring **What problems is Simply CRM solving and how is that benefiting you?** It stops me from losing leads by keeping every contact and deal stage in one place. It also cuts down on busywork by automating reminders, follow-ups, and data entry for you. I save time every day; with less admin, I can spend more time selling and serving clients. It gives me quick context too, because I can see the full customer history before I call or email. Overall, it makes my pipeline clear so I know what to focus on today, and it keeps my data clean—no more outdated spreadsheets throwing things off. ### 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. 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 ### 7. 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. ### 8. Establish better results for your sales with Simply CRM. **Rating:** 4.0/5.0 stars **Reviewed by:** Sergio B. | Telemarketer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2022 **What do you like best about Simply CRM?** This service provides us with excellent activities for sales since it is a very capable system to personalize and manage marketing tasks and clients since it offers us functions such as the creation of email campaigns, web forms, calendar system, storage of documents, integration with social networks and integration of internal chat, this leads to increased sales because it allows us to improve marketing campaigns, it also has a very adequate cost that allows you to use this service more frequently and without any problem. **What do you dislike about Simply CRM?** This application has a problem with the interface since its connectivity through the browser is usually a bit slow, which is very outdated, which I hope can add more speed and can be used a little better. More colorful because the design it contains is very boring and makes the board look unstructured. **Recommendations to others considering Simply CRM:** I recommend it as a system to help you improve relationships with users since you can interact with them through chats, calls and social networks where they can have conversations, web forms and marketing campaign events, it also contains a very fast mobile application where you can use it anywhere you are without any problem and it contains wellanalyzed information where you can learn about the service and use it for your needs. **What problems is Simply CRM solving and how is that benefiting you?** We use this service to obtain visibility of our potential clients, be it from calls, emails, repetitive tasks and the history of client conversations, this allows us to define our workflow to automate our dealings with clients, we also use it as technical support to solve any problem or doubt since the support is active 24 hours a day and always responds immediately and solves everything quickly and safely. ### 9. It's only ok... **Rating:** 3.5/5.0 stars **Reviewed by:** Jacqueline C. | Marketing/Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2022 **What do you like best about Simply CRM?** I like the fact that I can manage all my users and accounts. Everything is in one place which is good. Honestly that's about it. **What do you dislike about Simply CRM?** I don't think the UX/UI is very friendly. It's also a bit slow to load for me and this is something my other coworkers have mentioned too.. **What problems is Simply CRM solving and how is that benefiting you?** We have been using Simply CRM for the past couple weeks now, and we originally used it to help with our lead management. I think we are thinking of switching to a different solution. ### 10. SimplyCRM is your real partner, Great tool to grow &enhance your business performance simply& easyly **Rating:** 3.5/5.0 stars **Reviewed by:** Mohammed L. | Sales Specialist , Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2021 **What do you like best about Simply CRM?** * Unique and creative platform to boost perrformance for business * Make complex communication effective, easy & flexible * Minimize effort , reduce waste & improve process * Close day to day interaction and follow up with customer to gain their trust * Can be tied with many systems **What do you dislike about Simply CRM?** * The price is fair, but better prices for yearly plans will be a competitive advantage * It needs some customized features depends on type & size of the business that fits the need **What problems is Simply CRM solving and how is that benefiting you?** * No need for many employees for each department * Help in optimize and improve processes in sales, marketing , hr and many many more * Attrctive package and affordable price * Helps you solve financial and organizatioal problems * Communicate better with your team & stakeholders ### 11. Amazing, Simple and Cost effective. **Rating:** 4.0/5.0 stars **Reviewed by:** Pratik H. | IT Project Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2021 **What do you like best about Simply CRM?** Simply CRM is an easy solution, Cost-effective and excellent service for client databases, and perfect for sales activities with all the fantastic features. **What do you dislike about Simply CRM?** It is just amazing, Makes day to day life easy, According to me everything is up to the mark. **What problems is Simply CRM solving and how is that benefiting you?** As sending and receiving many emails, It is the best CRM solution to manage all the data required. ### 12. Review for Simply CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Viorel V. | .NET Software Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 30, 2021 **What do you like best about Simply CRM?** Simple UI/UX. Good charts. It's easy to use and much more straightforward like other CRM's (365). **What do you dislike about Simply CRM?** Not so popular. They are not used for large companies. **What problems is Simply CRM solving and how is that benefiting you?** Integrate with a small company. Manage employees. Create different analyses based on data. ### 13. Excellent performance with premium features **Rating:** 4.0/5.0 stars **Reviewed by:** John P. | President at Pereless Software, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2019 **What do you like best about Simply CRM?** This CRM is amazing, really helped us streamline our customers and manage business processes. We are very happy with their dashboard as we can find each and every feature onboard which is important for any customer database. You can do a lot with this as it comes for a free trial and you can assess it further. They have a superb dashboard with all options a successful CRM must-have. But yes, I feel they should offer some interactive layout meaning when you hover the mouse to any specific feature/option such as user management, or project section, it should pop out the text, etc so that it can look more classy and readable, not necessary though. My overall experience is great with Simply. I appreciate the Simply team members for their hard work and efforts to make it the easiest, simple, affordable and complete altogether. **What do you dislike about Simply CRM?** I really love their user interface, nice end-user experience. The marketing automation and lead management are providing additional pace to it. **Recommendations to others considering Simply CRM:** For us, it was an excellent platform and very easy to learn and use. They have support articles and language assistance so give it a try. **What problems is Simply CRM solving and how is that benefiting you?** The best part of choosing Simply is in its actual simplicity of managing the customer data and connecting with them through automation. The APIs, email marketing integrations, event collabortaion through Google calendar makes it handy and thorough. There are so many features which are connecting the dots to reach the business objectives. ## 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?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+08%3A35%3A33+-0500&secure%5Bsession_id%5D=e477d789-ae55-4d60-aecc-18fc53362c24&secure%5Btoken%5D=1459c2d5b17a56ea13d423f5c902378f6b89b944436b4ead377693d3765c6a0f&format=llm_user) ## Simply CRM Integrations - [Keap](https://www.g2.com/products/thryv-keap/reviews) - [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 - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **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 **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **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 **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **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 ## Top Simply CRM Alternatives - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,243 reviews) - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) - 4.9/5.0 (656 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,841 reviews)