Simpleview DMS

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

When working with the SimpleView team on initial implementation, talk through absolutely everything you want to program to do, and ask for very clear prices and timing needed to get those done. Like I mentioned earlier, there are a ton of add-on costs after the initial payments that will be needed to plan for.

What problems are you solving with the product? What benefits have you realized?

We are solving account management and cross-organization communication through the notes and traces. We can easily see which team members have been interacting with the accounts and where they left off. We are also streamlining account participation through the extranet and allowing partners to update their listings on their own, saving our staff hours of busy work.