Simply CRM provides a unified software solution for managing sales, marketing, and customer service, helping centralize business operations. While some users report occasional system slowdowns during peak usage, its comprehensive feature set and ability to consolidate multiple business functions into one platform makes it a compelling choice for growing companies.

Simply CRM Specifications

Contact Management

Lead Management

Opportunity Management

Sales Forecasting

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What Is Simply CRM?

Simply CRM is an all-in-one customer relationship management (CRM) platform designed to help small and medium-sized businesses manage their entire customer lifecycle from a single application. It streamlines workflows by offering robust tools for sales, marketing, and customer support. Key features, such as sales automation, help teams track leads and close deals more efficiently. The integrated help desk system ensures that customer queries are resolved promptly, boosting client retention and satisfaction without the need for multiple disparate tools.

Simply CRM Pricing

Simply CRM price offers the following plans:

  • Starter: $17/user/month
  • Professional: $28/user/month
  • Enterprise: $47/user/month
Request a personalized Simply CRM pricing quote for your business today!

Disclaimer: The pricing is subject to change.

Simply CRM Integrations 

The software supports integration with multiple systems and platforms through Zapier, such as:

Watch the Simply CRM demo to learn more about its integration arrangements.

Who Is Simply CRM For? 

Simply CRM is ideal for a wide range of industries, including:

  • Retail and e-commerce
  • Financial services
  • Technology and SaaS
  • Consulting firms
  • Marketing agencies
  • Real estate
  • Non-profit organizations

Is Simply CRM Right For You?

Simply CRM is an excellent fit for small to mid-sized businesses seeking a powerful, budget-friendly platform that combines core business functions. Its standout advantage is offering sales, marketing, help desk, and project management tools within a single subscription, eliminating the cost and complexity of multiple software solutions. This unified approach provides a 360-degree view of the customer, empowering teams to make smarter, data-driven decisions and foster long-lasting relationships.

Still doubtful if Simply CRM is the right fit for you? Connect with our customer support team at (661) 384-7070 for further guidance.

Simply CRM Features

Gain full control over your sales pipeline by tracking every lead and opportunity from one place. This feature helps you monitor progress, identify bottlenecks, and focus your team's efforts on the most promising deals, ensuring a more organized and effective sales process.

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Centralize every customer interaction by automatically logging calls, emails, and contact history. This gives your team full visibility into past conversations, enabling more personalized and context-aware engagement. It ensures nothing gets lost and everyone is on the same page.

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Save time and scale your business by automating repetitive administrative and marketing tasks. Utilize workflows to streamline lead nurturing and automate responses to customer activities. This frees your team to focus on strategic initiatives and building relationships.

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Make smarter, data-driven decisions with customizable, at-a-glance reports and dashboards. This feature offers in-depth insights into your business performance, enabling you to measure key metrics, analyze sales data, and pinpoint areas for improvement to refine your overall strategy.

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Protect your sensitive business data with a fully general data protection regulation (GDPR) compliant platform. Simply CRM ensures your information is secure with robust privacy measures and secure hosting. This gives you peace of mind that your company and customer data are always kept safe.

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Frequently Asked Questions

Simply CRM is ideal for a wide range of industries, including retail and e-commerce, financial services, technology and SaaS, consulting firms, marketing agencies, real estate, and non-profit organizations.