Great CRM for streamlining field service management
February 24, 2025

Great CRM for streamlining field service management

Nadia Cluttey | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Simpro

Great CRM for streamlining our entire business. We are a SME and have been using Simpro since 2018 to manage everything we do. It is easy to navigate and has amazing automation features which has helped reduce manual work and improve productivity. The integration with our accounts package is seamless making reconciliations very easy. Overall Simpro has made a significant impact on our business management and I would recommend it to any business looking for a user friendly CRM.

Pros

  • Reporting
  • Scheduling
  • Operational efficiency

Cons

  • Expand integrations with other software
  • More flexibility around report customisation
  • Better understanding of BI Reporting
As mentioned before, materials reporting could use some work as one cannot report by cost centre number, only by job number. It makes it difficult with large jobs with multiple cost centre numbers to easily extract information for reporting. Other than that the system is user friendly and easy to understand.

Do you think Simpro delivers good value for the price?

Yes

Are you happy with Simpro's feature set?

Yes

Did Simpro live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Simpro go as expected?

I wasn't involved with the implementation phase

Would you buy Simpro again?

Yes

Simpro is well suited for job and team management, tracking inventory and the workflow is very logical. The mobile app for our field technicians works very well to clock on and off and then being in a position to report to a customer based on factual information has made invoicing a breeze! Reporting can be a bit frustrating especially on materials used on different cost centre numbers as you can only specify a job number, but not a cost centre number.

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