OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

SimpleCRM review: 54 specs compared

Starting price:25 USD/user/moFree plan:noAI assistant:yesBuilt-in quotes and invoicing:yesWorkflow automation:yes

SimpleCRM Review: Compare 54 technical specifications to see how this product ranks in the CRM Software category and whether it is worth buying.

SimpleCRM
8.2/10

Overall score

Score
8.2/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 81% of models
Score components

40%

9.1

Technical score

30%

?

Reviews scoreNot enough data yet, so we use 7.6, the mark of a weaker model in this category

30%

?

List scoreNot enough data yet, so we use 7.5, the mark of a weaker model in this category

â–²Better than 81% of CRM software
9.1

Technical score

Technical score
9.1/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
★ Better than 95% of models
Score components

25%

7.3

Product & Pricing

25%

9.6

Core CRM

20%

10

Sales & Automation

15%

9.6

Integrations & Access

15%

10

Security & Deployment

★Better than 95%
?

Reviews score

Reviews score
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
Grades by review (0)
We have not found an independent test of this model yet. Until we do, its review part counts as 7.6.
User ratings collected online are not part of this score.
No expert tests yet
?

List score

List score
7.5/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (0)
Not in any best-of list yet, so this part counts as 7.5. Models in a list get 8 to 10.
Not in any best-of list yet
Pricing & Access
Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.
Loading category ranking...

CRM Software product ranking

Ranked #48 of 242 products in CRM Software (Overall score)

Technical Specifications of CRM platform SimpleCRM

Technical score
Technical score
9.1/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
★ Better than 95% of models
Score components:

25%

7.3

Product & Pricing

25%

9.6

Core CRM

20%

10

Sales & Automation

15%

9.6

Integrations & Access

15%

10

Security & Deployment

9.1
Reviews score
7.6
List score
?
Starting price
25 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 25 USD/user/mo, which is lower than that of 77.8% of CRM platforms and equal to that of 10.2% of CRM platforms.
Billing period
Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free trial
yes
This CRM platform offers a time-limited free trial.
14 days.
Minimum seats
5 seats
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 5 seats, which is higher than that of 99.7% of CRM platforms.
Show more
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Omnichannel lead capture, routing, and qualification.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Multi-pipeline sales tracking with stage conversion rules.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Show more
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
SimpleAI bots provide predictive lead scoring, chatbots, and next-best-action.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Enterprise BPMN workflow engine and automated trigger rules.
Lead scoring
yes
This CRM platform supports lead scoring. 80.4% of CRM platforms offer this feature.
Predictive lead scoring based on engagement and behavioral data.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
yes
This CRM platform supports sales forecasting. 85.2% of CRM platforms offer this feature.
Show more
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Enterprise Connector Directory with core banking and ERP integrations.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Native mobile applications for iOS and Android.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
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Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
SAML 2, Okta, and Azure AD single sign-on supported.
Security certifications
ISO 27001, SOC 2 Type II, GDPR compliant, HIPAA
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Enterprise role-based security, field-level access, and data segregation.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Comprehensive field-level audit trail and regulatory logging.
Supported operating systems
Web, iOS, Android
Show more

SimpleCRM vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    SAML 2, Okta, and Azure AD single sign-on supported.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    SimpleAI bots provide predictive lead scoring, chatbots, and next-best-action.
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom module builder and extensible enterprise data model.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Omnichannel integration with WhatsApp, SMS, email, and web chat.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Territory management and hierarchical regional distribution.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Predictive lead scoring based on engagement and behavioral data.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Multi-channel sales sequences and automated cadences.
  • 4.6% better value for money
    SimpleCRM offers better value for money than the average CRM platform (8.73 vs 8.3).
    8.73 vs 8.34
  • 14 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    SimpleCRM
    the average CRM platform
    SimpleCRM has a lower starting price than the average CRM platform (25 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    25 USD/user/mo vs 39 USD/user/mo
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (20 GB vs 10 GB).
    20 GB vs 10 GB
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom module builder and extensible enterprise data model.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Territory management and hierarchical regional distribution.
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Project and delivery tracking modules.
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Self-service customer portal for service requests and account management.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    SimpleAI bots provide predictive lead scoring, chatbots, and next-best-action.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Predictive lead scoring based on engagement and behavioral data.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Multi-channel sales sequences and automated cadences.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Omnichannel campaign management, email marketing, and lead nurturing.
  • In-quote online payments
    This CRM platform supports online payments within quotes, while the average CRM platform does not. 32% of CRM platforms support online payments within quotes.
    Payment gateway integration supporting major payment providers.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    CTI telephony integration with leading enterprise PBX and VoIP providers.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    Electronic signature integration with DocuSign and Adobe Sign.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Omnichannel integration with WhatsApp, SMS, email, and web chat.
  • Wider interface language choice
    This CRM platform offers a wider choice of interface languages than the average CRM platform (5-9 languages vs English only).
    5-9 languages vs English only
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    SAML 2, Okta, and Azure AD single sign-on supported.
  • Offers European data residency
    This CRM platform offers European data residency, while the average CRM platform does not. 21.6% of CRM platforms offer European data residency.
  • Supports self-hosting
    This CRM platform supports self-hosting, while the average CRM platform does not. 6.7% of CRM platforms support self-hosting.
    Available as cloud SaaS, dedicated private cloud, or on-premises server.
  • Supports offline use with local storage
    This CRM platform supports offline use with local data storage, while the average CRM platform does not. 7.4% of CRM platforms support this.
    Mobile apps support offline data caching and synchronization.
  • 4 seats higher minimum requirement
    This CRM platform requires more seats than the average CRM platform (5 seats vs 1 seats). The average CRM platform requires a minimum of 1 seats.
    5 seats vs 1 seats
  • 4 seats higher minimum requirement
    This CRM platform requires more seats than the average CRM platform (5 seats vs 1 seats). The average CRM platform requires a minimum of 1 seats.
    5 seats vs 1 seats

Third-party reviews

What we like about SimpleCRM

  • Full source code control and self-hosting flexibility, ensuring complete on-premise governance over customer records.
  • Built-in AI assistant for conversation summaries and draft creation, paired with multi-step workflow triggers.
  • Integrated calling dialer with one-click calling, automatic interaction logging, and voicemail drops.
  • Relational data modeling supporting custom entities and tailored associations beyond basic accounts and deals.
  • European data center residency and GDPR-aligned infrastructure safeguards catering to European commercial regulations.

What we don't like about SimpleCRM

  • Absence of a permanent free plan, requiring an ongoing recurring subscription starting around $25/user/month.
  • Minimum licensing threshold requiring at least 5 user seats, elevating the baseline financial outlay for smaller operations.
  • Built-in billable time tracking is absent, necessitating dedicated time-tracking software for professional billing.
  • Self-hosted deployment demands ongoing infrastructure administration, technical database maintenance, and hands-on software update oversight.

Verdict

SimpleCRM is a cloud-based CRM platform engineered by SimpleCRM to streamline multi-stage deal tracking, contact organization, and commercial pipelines. At its core, the software centralizes lead qualification, company dossiers, and customizable data fields within an intuitive visual interface. Integrated communication tools facilitate email synchronization, automated follow-up sequences, and activity logging with integrated telephony and smart dialing alongside AI-assisted lead scoring. Teams benefit from native mobile applications for field updates, customizable dashboards for sales forecasting, and extensive REST API connectivity. On the other hand, the platform lacks a permanent free plan, requiring an entry investment starting around $25 per user monthly, while advanced analytics require higher-tier subscriptions. Overall, it represents a dependable choice for growing B2B sales organizations seeking structured deal execution and reliable team collaboration.

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