Simply CRM software is a cloud‑based customer relationship management platform designed to help small and medium‑size businesses organize contacts, track sales pipelines, and automate routine tasks. It combines a clean interface with essential CRM functions—contact management, lead scoring, email integration, and reporting—so teams can focus on building relationships rather than juggling spreadsheets. Below, we break down its core components, pricing structure, integration options, and how it stacks up against other popular CRMs, providing a lasting reference for anyone evaluating a simple yet powerful solution.
- Key Features of Simply CRM
- Contact and Lead Management
- Sales Pipeline Visualisation
- Email & Communication Tracking
- Automation & Workflows
- Reporting & Dashboards
- Pricing Structure
- Integrations and Extensibility
- How Simply CRM Compares to Other Popular CRMs
- Implementation and Onboarding
- Security, Compliance, and Support
- When Is Simply CRM the Right Choice?
- Future Roadmap and Product Evolution
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Key Features of Simply CRM
Simply CRM focuses on delivering the most used CRM capabilities without overwhelming users with unnecessary complexity.
Contact and Lead Management
Users can store unlimited contacts, add custom fields, and segment leads using tags or lists. The platform supports bulk import from CSV files and automatic deduplication.
Sales Pipeline Visualisation
A drag‑and‑drop Kanban board lets teams move deals through stages (e.g., Prospect, Qualification, Proposal, Closed‑Won). Each stage shows real‑time value totals and win‑rate metrics.
Email & Communication Tracking
Simply CRM syncs with Gmail, Outlook, and other IMAP services, logging inbound/outbound emails, and offering one‑click email templates and sequence automation.
Automation & Workflows
Pre‑built workflow templates automate tasks such as assigning new leads to reps, sending follow‑up reminders, and updating deal stages based on activity triggers.
Reporting & Dashboards
Built‑in reports cover sales performance, activity tracking, and pipeline health. Users can customise dashboards with drag‑drop widgets and export data to Excel or PDF.
Pricing Structure
Simply CRM follows a straightforward subscription model based on the number of active users. All plans include unlimited contacts and core features; higher tiers add advanced automation and premium support.
| Plan | Monthly Price per User | Key Add‑Ons |
|---|---|---|
| Starter | $12 | Basic automation, email sync |
| Growth | $20 | Advanced workflow builder, custom reports |
| Enterprise | $35 | Dedicated account manager, API access, SLA support |
Integrations and Extensibility
Simply CRM offers native integrations with the most common business tools, plus an open API for custom connections.
- Email: Gmail, Outlook, Office 365
- Marketing: Mailchimp, SendGrid, HubSpot
- Productivity: Slack, Microsoft Teams, Trello
- Finance: QuickBooks, Xero
For niche applications, the RESTful API supports CRUD operations on contacts, deals, and tasks, enabling developers to build bespoke connectors.
How Simply CRM Compares to Other Popular CRMs
Below is a concise comparison of Simply CRM with three leading alternatives—HubSpot CRM, Zoho CRM, and Pipedrive—focusing on core criteria that matter to SMBs.
| Attribute | Simply CRM | HubSpot CRM | Zoho CRM | Pipedrive |
|---|---|---|---|---|
| Free Tier | No | Yes (unlimited users) | Yes (15 users) | No |
| Base Price (per user) | $12 | $0 (paid add‑ons) | $12 | $15 |
| Automation Limits | 10 active workflows | Unlimited with paid hub | Up to 20 | Unlimited |
| Customization | Custom fields, API | Extensive, but complex | High, with modules | Moderate |
| Ease of Use | High (minimal learning curve) | Medium (feature‑rich) | Medium (many options) | High (pipeline focus) |
Implementation and Onboarding
Getting started with Simply CRM typically follows three phases:
- Data Migration: Upload CSV contacts, map fields, and run deduplication.
- Configuration: Set up deal stages, email sync, and automation rules.
- Training: 1‑hour live onboarding webinar plus on‑demand video library.
The platform claims most teams can be fully operational within 1‑2 weeks, a timeline supported by user testimonials on the vendor's website.
Security, Compliance, and Support
Simply CRM adheres to industry‑standard security practices:
- Data encryption at rest and in transit (AES‑256, TLS 1.2).
- SOC 2 Type II compliance (available on request).
- GDPR‑ready data processing agreements for EU customers.
Support options include 24/7 email ticketing for all plans, with phone and dedicated account manager access for Enterprise customers.
When Is Simply CRM the Right Choice?
Simply CRM shines for businesses that need:
- A clear, uncluttered UI that new sales reps can adopt quickly.
- Predictable pricing without hidden tiers.
- Core CRM features plus modest automation without the overhead of enterprise‑grade platforms.
Organizations requiring extensive marketing automation, deep analytics, or a large free user base may prefer alternatives, but for most SMBs looking for a "simple" solution, Simply CRM offers a balanced mix of functionality and affordability.
Future Roadmap and Product Evolution
While the vendor does not publish a public roadmap, recent product updates (2023‑2024) indicate a focus on AI‑assisted lead scoring and expanded marketplace integrations. Users can expect incremental feature releases rather than disruptive overhauls, preserving the platform's simplicity.