Simply CRM

Manage customers, sales, tasks, and growth efficiently.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

Simply CRM Overview

  • Updated December 22, 2025

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

  • 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.

Price

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.

Verified Customer Reviews

G2 Review
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GoodFirms Review
Software Advice Review
Getapp Review