
Gerald Stanton
Head of Sales Operations Β· 201-1000
1 review written Β· 5.0 average
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Switching from our previous CRM, a bloated enterprise platform that required a dedicated admin just to pull a basic report, was a decision I kept delaying for almost a year. Three years on, I genuinely can't think of a single week where I've wished we hadn't made the move. The visual pipeline alone justified the switch. Drag-and-drop across stages, colour-coded by rep, and my whole sales team actually started updating their own records because the interface didn't feel like punishment. The old system had better API documentation, I'll give it that, but for day-to-day selling, Simply is in a different class entirely.
Rolling this out across a department of roughly 80 people, I expected chaos. Mostly, it was fine. The industry template we started with got us about 80% configured before we'd written a single internal guide. Customer support responded in hours, not days, and they spoke plain English rather than directing me to a knowledge base article that didn't apply. The automation workflows took some trial and error, but once they clicked, we cut a big chunk of manual follow-up out of the week entirely. Solid value for what they charge.