This CRM review is written by Richard Baldwin @ mycrmblog.com
Zimplu CRM is an online contact management tool that aims to help sales improve their performance and customer support service. The idea behind it is to create a very simple application that can be easy to use and don’t need a manual in order to get started.
Zimplu Contact Manager was created by a development team from Romania, sales experts and software developers with experience in CRM systems.
Zimplu Contact InformationNexus Electronics SRL Spl Unirii 31 Bucharest, 3rd District 030124 Romania Registration code: J40/18384/2006 VAT Code: RO 19196707
- First 4 users free
- $7.99 user thereafter
Zimplu Sign-up Process
Signup was easy eight (8) field form with email verification.
Zimplu Use Cases
- Navigation – This application offers a standard left tab based navigation paradigm.
- Companies – This is a CRM object used for tracking company entities.
- Contacts – This module is used to track both leads and contacts associated to companies.
- Opportunities – This module is used to track potential revenue opportunities.
- Support Tickets – This module is used to track customer service requests.
- Tasks – This function is used to associate related tasks, notes and calendar events to appropriate records
- Reports – This function provides basic functions for reporting on the various modules.
Zimplu CRM Review – General Observations
The company screen has a very basic single column data entry form. Tab order works as expected. There is no field formatting on phone number. I tried to type in an incorrect email format. The system did catch this but the error message was cryptic (see image). On the save action you are taken to the detail view screen. The UI feels like a news feed almost Twitter or Facebook Style. The Account detail is on the right in a sub panel. This is a bit distracting for me. I like all my information right in front of me. You can also upload an image file like a company logo to assist with usability.
I created a contact from the newly created account. The first thing I notice, and this is a bit of a pet peeve of mine, is that the address information is not carried forward and there is no option to copy. This means I must re-enter it. This leads to data entry errors. It also is a disincentive to sales reps to enter in proper data. Similar to the company screen, users can add a picture to the record if desired.
Tasks can be categorized as Todo, Call, Email, Meeting, or Other. Start and End date and times are pick popups and tasks can be assigned to one or multiple people. The tasks are only associated to one record. This means if you have tasks for Account 1, Contact1 @ Account 1, Contact 2 @ Account 1, and Opportunity 1 @ Account 1. You do not get a single view of all activities at the account level. This will be confusing for users. The news feed metahphor is there in the UI. It just is not there in practice from what I can see.
Email integration is done via dropbox. Users can use any email system or client they wish and simply bcc to the dropbox account as depicted in the profile. The system will automatically associate the email to the appropriate record.
The opportunity module has basic information for Name, Amount, Description, Close Date, and Probability. Most CRMs today use sales stages and map those to probability fields to impart some consistency and ultimately do weighted average sales forecasting. I prefer to have a sales stage pick list.
The application offers basic service ticket information such as Subject, Description, and Priority. This should be sufficient for basic ticket tracking needs.
The report writer only gives you ten (10) canned reports with only variables being: owner, date range, and whether to include a graphic. Reports can be exported to Microsoft Excel.
Sales Goals – Sales goals can be set up and assigned to users across the following dimensions: Number of Opportunities, Number of Won Opportunities, Value of Opportunities. Sales goals can be bound by a date range.
Groups – Groups can be created to organize records. Records can belong to multiple groups. An example might be East Sales+ High Tech.
The system offers a basic security set up. The Zimplu does not have user roles or groups. Security settings are limited. A picture can be associated to a user.
I would first like to thank the folks at Zimplu for alerting me to this CRM application. It is always fun to take an app for quick spin! The Zimplu contact manager is a good start. It delivers on the selling message of – “a simple CRM for users.” However, there many other entry level CRMs that offer more value for free or very low pricing. The reporting module will not satisfy users with any real need to analyze their sales data. Administration is generally light. There is no workflow. The user security will not support basic things like, “I only see records I own.” If you just need a basic relational contact manager and don’t expect to grow too much, Zimplu might do the trick.