Wesley Drummond
CRM Consultant · 1-10
1 review written · 4.0 average
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Reviews by Wesley Drummond
★★★★★
Somewhere around the third time I had to onboard a new client onto a CRM platform, I stopped dreading it. That shift had everything to do with Simply. The visual pipeline is genuinely one of the clearest I've worked with, and I've set this up for clients ranging from solo therapists to small legal firms. Drag-and-drop across the Kanban view, color-coded stages, quick-edit fields without hunting through sub-menus. It's the kind of UI that earns trust from people who are not software people, which is almost everyone I work with.
Day-to-day, the thing I keep coming back to is how little friction there is between wanting to do something and actually doing it. Logging a call, attaching a note to a deal, firing off a follow-up task. My clients stay in the tool instead of avoiding it, and that alone separates Simply from the last platform I was recommending. The industry templates saved me real time early on, especially the ones for consultants and healthcare-adjacent use cases. Automation workflows are solid for the essentials, and invoicing built right into the same interface keeps my clients from juggling three tabs.
My one recurring gripe: the reporting side feels a bit thin compared to the rest of the product. Custom report building requires more workarounds than I'd like, and a few of my more data-forward clients have noticed the ceiling. Support has always come through when I've needed it, which counts for a lot at this price point. For small and mid-size teams that want something they'll actually open every morning, Simply earns the recommendation.
