G2

Ishan S.

Manager and Dietician at Chaitanya Homoeo Clinic, Medical Store Owner, Content Creator

Hospital & Health Care

Small-Business (50 or fewer emp.)

6/11/2026

"Keeping Daily Customer Management Activities Much Easier"

4.5/5

What do you like best about Simply CRM?

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.

What do you dislike about Simply CRM?

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

Simply CRM is helping me keep contacts, follow-ups, activities, and communication records organized in one place. Instead of managing enquiry information through different notes or records, I can keep everything connected and easier to access. I use it to manage consultation enquiries, schedule follow-ups, track ongoing discussions, and maintain customer information in a more structured way. Having contact records, tasks, reminders, and activity history available together makes daily work easier to manage.

The platform also helps me stay updated on pending activities and ongoing communication without missing important follow-ups. This is useful when handling multiple enquiries, wellness program discussions, and health education related activities at the same time.

Keeping information organized in one system makes it easier to review previous interactions, plan next actions, and maintain better coordination throughout the day. Overall, it helps me stay more organized and manage routine CRM activities more efficiently. Review collected by and hosted on G2.com.