Rachel Sommers
Programs Coordinator · 11-50
1 review written · 5.0 average
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Reviews by Rachel Sommers
★★★★★
Automation workflows. That's the feature I keep coming back to, the one I'd miss most if I had to move away from Simply. Working in a nonprofit education context means my team is small, our time is thin, and administrative follow-up has a way of falling through the cracks. Two years ago, I set up a workflow that automatically sends acknowledgment emails to new volunteers, flags overdue program applications to me, and triggers a reminder when a grant contact hasn't heard from us in 90 days. I built it myself, no IT help, in about an afternoon. It still runs without me touching it.
What I appreciate is the layered logic. You're not just setting a single trigger and a single action. You can chain conditions, so the right message goes to the right person at the right stage. For a team managing donor relations, student referrals, and partner outreach all in one CRM, that specificity matters. Some tools give you automation as a checkbox feature and then make it clunky to actually configure. Simply let me get precise, and the 24/7 support team helped me troubleshoot a conditional rule I had set up incorrectly. They fixed it with me in real time, not a ticket queue.
The one area I'd nudge them on is the reporting side of automation. I can see that workflows ran, but a richer activity log showing exactly what triggered what on which record would be genuinely useful for compliance purposes. Minor complaint for an otherwise excellent tool. If your organization runs lean and needs processes to move without constant babysitting, this platform earns its price.
