Simpleview CRM Pros and Cons

Platform organizes data in valuable way. Review collected by and hosted on G2.com.

Software feels old and looks outdated, outages seem to be more frequent than in the past. Review collected by and hosted on G2.com.

Detailed sections when inputting information. I like that we get the chance to include as much as possible and have a selection dedicated to that specific detail rather than having one long notes page. Review collected by and hosted on G2.com.

It can be confusing when first starting. There needs to be more how-to and online resources to use for those using simpleview for the first time. Review collected by and hosted on G2.com.

Simpleview DMS Act-On has one of the best marketing automation systems, it has seamless Email Integration. It Helps to Create onboarding programs, loyalty programs, trigger emails and thank you pages. The best part is we get Lead Scoring to increase your ability to engage prospects, qualify leads, and identify who is sales-ready. Review collected by and hosted on G2.com.

The Only Flaw I found is Analytics and Reports. It doesn't match to google analytic report. So the only part is that I would them to improve Review collected by and hosted on G2.com.

Truly amazing team and they really go the extra mile to help you out. I like that white-glove service. Thank you for the help Review collected by and hosted on G2.com.

Hmm. This is a tough one. I haven't found any dislikes. I have been handled very well. Review collected by and hosted on G2.com.

Simpleview is exceptionally comprehensive. There are so many different ways you can utilize this program, and I think, for the most part, it is pretty user-friendly. Review collected by and hosted on G2.com.

Sometimes, adding new fields or figuring out formulas can be complicated. I'm not very familiar with the backend of Simpleview, so I'm not sure the exact details that go into this work. Review collected by and hosted on G2.com.

I loved how easy it was to use. I had a bit of training on it to help navigate, but overall it was so intuitive and user-friendly. Review collected by and hosted on G2.com.

There wasn't anything that I disliked about the program. It was easy to use, easy to navigate, and a time-saver for everyone involved. Review collected by and hosted on G2.com.

Simpleview has the ability to run a ton of different, in-depth reports. Review collected by and hosted on G2.com.

It always takes a while for new hires to differentiate between the Lead/Account/Profile level. Creating and editing reports is another obstacle that new hires often deal with. Review collected by and hosted on G2.com.

Easy to create parent accounts, but over all the reports are difficult to use. Review collected by and hosted on G2.com.

Reporting is very difficult and not very clean Review collected by and hosted on G2.com.

For us, the best attributes of Simpleview re that it provides an easy to use (for the most part) platform for account management and organization, an extranet for account participation and a place to post and organize sales leads. Review collected by and hosted on G2.com.

The two major things I dislike about Simpleview are:

1. Reports. When you initially purchase and implement the program, it has some set report fields that work great. But the moment you need to pull a custom report,, which is inevitable if your company values data, it can get very time consuming and frustrating due to different limitations and rules.

2. Customizations. I used Simpleview at the company I worked prior to my current role as well, and both organizations have largely customized their platform. I will say that the Simpleview team does try their best to work with every individual client to fulfill their needs, however, there are quite a few limits to what they can do, and every customization is an added cost to an already expensive program, so the costs inevitable limit what all you can do. Review collected by and hosted on G2.com.

We recently switched from Simpleview for our CRM and it made me realize how many things I liked about the program. The ease of use, customize-able reporting, and inventory tracking are some of the things I appreciated most. We pull different reports daily and simpleview streamlined the process with their templates and categories. We are a partner-based company and it also made it very easy to add new partners and get them set up within our system to immediately start seeing the benefits. We also use the system to send out leads to our clients and received feedback that simpleview was much easier to use and understand than our new program. Review collected by and hosted on G2.com.

While simpleview excelled at some functions, there were many things we needed that the program just could not do. For example, we needed a program that would allow us to accept credit card payment without going through a third party. We also wanted a program that would allow us to set up events and take RSVPS, while tracking attendance back to the account page. The price of the program was also a factor when deciding to switch. Review collected by and hosted on G2.com.