- Contact Management : Centralize customer details such as phone numbers, emails, and addresses in one place, which helps businesses stay organized.
- Sales Pipeline and Opportunity Management : Use a clear visual pipeline to track deals, forecast sales, and manage opportunities effectively.
- Project Management : Provide tools like Gantt charts to assign tasks, monitor progress, and keep projects aligned with goals.
- Customer Support and Ticketing : Handle service requests, track issue resolution, and maintains communication history for better customer care.
- Invoicing and Financial Tools : Create invoices, manage sales orders, monitor vendors, and connects with ERP systems for financial efficiency.
- Marketing Automation : Support email campaigns, contact segmentation, templates, and automated workflows that improve customer engagement.
- Communication Tracking : Record calls, emails, and meetings while integrating with calendars and email systems for full visibility.
- Reporting and Analytics : Offer customizable dashboards and real-time reports that allow businesses to evaluate performance and plan improvements.
- Workflow Automation : Set up automated rules and processes that reduce repetitive tasks and improve consistency.
- Third-Party Integrations : Connect with popular tools such as WooCommerce, Mailchimp, and ERP platforms to extend functionality.
- Customization and Access Management : Enable custom fields, user roles, and permissions so teams can tailor the system to specific needs.
- Mobile Accessibility : Ensure access to CRM data from various devices, allowing teams to stay productive anywhere.
Simply CRM
Manage customers, sales, tasks, and growth efficiently.
Updated February 27, 2026
Simply CRM Overview
Simply CRM is a customer relationship management platform designed to support small businesses in organizing their sales, marketing, and customer service processes. It provides tools for managing contacts, tracking deals, automating tasks, and analyzing performance, which helps improve efficiency and customer engagement.
With its user-friendly interface and customizable features, Simply CRM allows businesses to streamline daily operations and focus more on building stronger customer relationships.
Key Features
Pricing
| Plan Name | Price (per user/month, billed annually) | Key Inclusions |
|---|---|---|
| Starter (for startups & small businesses) | $15 | Custom dashboards, lead & contact management, organization management, opportunity & deal tracking, visual pipeline, mobile app, 24/7 support |
| Professional (most popular, for established businesses) | $22 | All Starter features, plus invoicing & quotes, sales orders, product/service catalog, price books, service contracts, purchase orders, vendor management, campaigns, project management, webforms, helpdesk/tickets, FAQs, full reporting, advanced permissions/user profiles, email integration, automation, workflows, basic integrations |
| Enterprise (for advanced businesses) | $41 | All Professional features, plus AI-based behavior prediction, custom buttons & layouts, ERP integration, VOIP telephony, API integration |
| Custom Build | N/A | Tailored modules or integrations developed per requirements; pricing not listed—requires contacting sales |
Check Pricing details: https://simply-crm.com/price/
Pros
| Competitor | Pros of Simply CRM |
|---|---|
| HubSpot CRM | Simply CRM bundles invoicing, project management, and support tools in one. HubSpot focuses more on marketing and may lack built-in invoicing and project oversight. |
| Zoho CRM | Simply CRM offers a simpler interface and straightforward pricing. Zoho has lots of modules and AI features, and that can sometimes feel complex for new users. |
| Pipedrive | Simply CRM does more than sales pipeline work. It includes billing, projects, and support, while Pipedrive centers on sales flow only. |
| Freshsales | Simply CRM includes project and invoicing features from the start. Freshsales shines at sales productivity but may require add-ons for extra functions. |
| Less Annoying CRM | Simply CRM brings more powerful automation, financial tools, and reporting. Less Annoying CRM keeps things very basic and may miss deeper business needs. |
Cons
| Competitor | Cons of Simply CRM |
|---|---|
| HubSpot CRM | Simply CRM lacks the free tier and deep marketing automation that HubSpot offers, which can help small teams start small. |
| Zoho CRM | Simply CRM has fewer integrations and less AI-driven workflow assistance than Zoho’s more mature ecosystem. |
| Pipedrive | Simply CRM may feel bulky if only sales pipeline tracking is needed. Pipedrive stays lean and focused on deals. |
| Freshsales | Simply CRM may offer fewer smart sales assistance features and fewer AI lead scoring options than Freshsales. |
| Less Annoying CRM | Simply CRM comes with a higher learning curve. Less Annoying CRM wins for absolute simplicity and ease of setup. |
Reviews
- Trustpilot Review (Rating: 3.7/5): A sales team that switched from Salesforce called the change “night-and-day,” with deals, tasks, and notes finally in one place and clear reporting that stopped their founder from requesting custom spreadsheets. Support resolved an Outlook syncing issue in 15 minutes, yet others complained about unresponsive cancellation requests, no 1-800 phone support, and system updates that altered client record settings without warning.
- G2 Review (Rating: 4.5/5): Simply CRM earns high marks for its intuitive interface and broad feature set that simplifies sales and marketing tasks. An account manager highlighted “excellent” customer support and ease for first-time users, while some feedback points to slow loading, performance issues, and a mobile experience that needs improvement.
- Software Advice Review (Rating: 5/5): Simply CRM helped a medical practice manage patient appointments and sales activities with tools such as email campaigns, web forms, invoice & patient management, and detailed reporting. Teams valued the centralized database with flexible accessibility and customizable features, though one reviewer questioned whether it allows users to track back records and documents.
