Simply CRM

About Simply CRM

Simply CRM is an all-in-one CRM, sales and marketing platform that helps businesses to gain more customers, optimize their proceedings and earn more. The platform helps users to stay connected with their customers 24/7. They can communicate with their customers through email, live chat, social media or smartphone. The solution brings all the communication data to a single dashboard. It also makes it easier to follow leads, sales calls and email marketing campaigns. Simply CRM generates real-time data reports and analytics for businesses. Further, it also helps to measure and manage individual business-related operations and make informed decisions based on real-time data. By automating repetitive tasks in businesses, it saves a lot of time for users. Simply CRM also streamlines the lead nurturing and marketing activities. Users can get 24/7 technical help from a team of experts in a variety of languages through phone, email, chat, text and social media.

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Pricing

Free Trial Available
Starts at $15.0. Offers Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

95%
Reviews

83%
Momentum

63%
Popularity

70%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

24/7 (Live rep), Online

Simply CRM Awards

# 15 Highly Rated CRM Software
Q1 2022

Simply CRM Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

95%

Unique Features

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Referral Tracking

Track and manage your referred customers.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Document Management

Ability to store and manage various information and documents in electronic format.

Simply CRM Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription / Quotation Based )

Pricing Plans

MONTHLY YEARLY

Starter $15.00 $17.00 per user / month

All you need for a perfect start with CRM

Startups & small businesses

Features

Dashboards
Lead management
Contact management
Organisation management
Opportunities & deals
Visual pipeline
Mobile app
24/7 support

Professional $22.00 $28.00 per user / month

Established businesses

Full sales management, teams, financials & reporting

Features

Includes features of Starter plan, plus
Invoices & quotes
Sales orders
Products & services
Price books
Service contracts
Purchase orders
Vendor management
Campaigns
Projects
Webforms
Helpdesk & support tickets
FAQ's
Full reporting
Advanced permissions & user profiles
Email integration
Automation
Workflows
Basic integrations

Enterprise $41.00 $47.00 per user / month

Advanced businesses

Deep integration, customized processes & automation

Features

Includes features of Professional plan, plus
Behavior prediction (AI)
Custom buttons & layouts
ERP integrations
VOIP telephony
API integrations

Custom Custom

The software offers tools to solve most business requirements, even the more complicated ones on basis of request.

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 02/02/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Simply CRM Pricing.

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Simply CRM Reviews

User Rating

4.9/5 (Based on 241 Ratings)

Ratings Distribution

Excellent
87.6%
Very Good
11.2%
Average
0.8%
Poor
0.4%
Terrible
0%

Do You Use Simply CRM?

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Review Summary

Overall, users find Simply CRM to be a user-friendly and affordable CRM solution with robust features for managing customer relationships. Reviewers praise its intuitive interface, customizable fields and reports, and ease of use. The platform's integration capabilities with various third-party applications further enhance its functionality. However, some users have reported occasional glitches and issues with customer support. Additionally, some reviewers have expressed concerns regarding the system's reporting capabilities and the need for more advanced customization options.