--- 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: '2026-08-04' 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. 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. ### 2. Overall, Simply CRM performed well and helped us a lot! **Rating:** 5.0/5.0 stars **Reviewed by:** Ilissa B. | Manager for client acquisition and relationships, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2019 **What do you like best about Simply CRM?** If you don't have an in-house development staff or administrators that can manage your email accounts, this is probably the great choice for you. Our business has got many employees and this is what we use to manage them. It’s super easy to use and the transparency for all types of user roles makes it very simple and straight. The best features are the ability to manage the users and accounts and have all information stored to a centralized database with flexible accessibility. **What do you dislike about Simply CRM?** This CRM looks pretty reliable and we have nothing to complain about. **Recommendations to others considering Simply CRM:** I would suggest to try them at least for 1 month as a FREE trial. You will get everything about it and then decide if it offers the best you needed for your company. It will definitely a great way to assess Simply CRM. **What problems is Simply CRM solving and how is that benefiting you?** We send countless emails on a daily basis and keep contacts in MailChimp with the list and customers. It is cool to have such a profitable CRM source that structures it all into precise and meaningful info. ### 3. Truely fulfilling the purpose of a CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Dr Manish B. | Manish Kumar Bansal, MD, Interventional Cardiologist, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2019 **What do you like best about Simply CRM?** It has got everything a successful CRM should have, also you will get additional features as well so in all, it’s a great going if you subscribe to it. You can really make it the way you want it to work. **What do you dislike about Simply CRM?** As far as the Simply negatives are concerned, we did not find any as there support is always on the go and you will get language support as well. In all, they have deep learning articles depository from where you can get a solution to each business query **Recommendations to others considering Simply CRM:** I recommend Simply to everyone who truly needs a great user companion. **What problems is Simply CRM solving and how is that benefiting you?** Customer support services are excellent and we have never ever experienced any downtime since we started using it.It solved our customer management concern and listed them in place in an organised way. So in all, it's win win for our company. ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-05+20%3A31%3A21+-0500&secure%5Bsession_id%5D=e8b2ebca-bbe0-4d62-81bf-9d712812530d&secure%5Btoken%5D=4171addffdb6c0cd8e48676fdbcd9cadf09c4d783252dd7673c05ed4559bed1d&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 **** - 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 ## Top Simply CRM Alternatives - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,241 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 (2,839 reviews)