Pursuit

Pursuit

Vertigraph Inc
Simply CRM

Simply CRM

Simply Consulting ApS
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About

Pursuit is the AI-powered construction CRM built for estimators, every customer, every correspondence, every bid date, every win, tracked in one place. It brings bid docs, takeoffs, and emails into one Project Brain, where every drawing, spec, soils report, email, and takeoff flows into a shared workspace, and the connections get made automatically. PDFs, specs, emails, takeoff exports, and soils reports can be dragged in, indexed, and linked to what matters, so frost depth finds its way to the spec, owner deadlines find the calendar, and scope, quantity, and deadline questions come back with the page they came from, not a guess. Built around construction bids instead of generic sales funnels, Pursuit organizes bid dates, RFQs, vendor quotes, follow-ups, hit rates, and correspondence without forcing estimators to bend their process around a CRM made for software sales.

About

The CRM you will actually use. Gain more customers, optimize your business and earn more money - with Simply CRM! Designed for humans. We make it easy, quick & simple. Sales, marketing, support, projects, invoicing - and more! We will help you get started. Free local language support, 24/7. Integrates with all popular emails and calendars. Add events to your (and customers!) calendar. Send emails from your email address inside Simply. Check who had the last dialogue – and what it was about. See related Events, Calls, Emails, Documents, etc. Actionable: What is next step on this customer. Simply has all the tools you need - from first customer to last invoice - included in the price. Manage projects with tasks, milestones & visual overview. Never miss a deadline again! Efficiently handle customer support tickets, service contracts & subscriptions. Create Vendors, Products, Sales Orders & Invoices. Also integrates to existing ERP's.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Commercial construction estimators who need an AI-powered CRM to organize bid documents, vendor follow-ups, RFQs, takeoffs, correspondence, and win/loss analytics in one place

Audience

Small to mid-sized businesses in search of a solution to manage their accounting operations

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$199 per year
Free Version Not Supported
Free Trial Supported

Pricing

$25 per user per month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 4.9 / 5
features 4.9 / 5
design 4.9 / 5
support 4.9 / 5

Pros & Cons from Real Users

Pros

  • For me, Simply worked as a base tool and it helped throughout the client communication and CX management.
  • The ticketing system is vibrant enough compared to other providers. The part where they need to work on is in getting it ready for the workflow, the rest seems a sticky & reliable business tool.
  • We’ve used Simply to automate our training lead dashboard. Our level of satisfaction was beyond the expectation, it really helped us to fulfill our business goals and hence customer customer satisfaction.
  • The positive note about Simply is it always works in sync and autosave mode. You need not to fear about data loss and integrity things. As a monthly subscriber of Simply, we will suggest and recommend it to the business community.
  • Fast and efficient processes and interfaces that work in more user friendly way. The email assistance, campaign management and Kanban feature work smoothly and efficiently.

Cons

  • Features list is massive but sometimes it seems clumsy to differentiate between them, probably due to my vision problem as the icons they’ve used are tiny to differentiate. It’s not for all, it’s me who can assess basis on my personal experience.
  • With Simply, you get started fast and their usually rapid support is extremely helpful, with FAQs and setup.
  • Software is flawless and developed for non technical users too. So you have reasons to keep it in your software stack.
  • As of now we don’t think it has some points to highlight and notice any cons. Simply is a tool to work in all verticals for the business point of view and its horizon is widened too. About its future version's feature, AI should be incorporated in contact DB to see which contact is more likely to convert for a specific campaign based on past purchase and interaction behaviors.
  • No cons reported, sometimes it feels that we have a sync issue but that too because of traffic and delayed server response.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Vertigraph Inc
Founded: 1990
United States
www.vertigraph.com/products/pursuit

Company Information

Simply Consulting ApS
Founded: 2011
Denmark
simply-crm.com

Alternatives

Alternatives

Trimble Metrics MEP

Trimble Metrics MEP

Trimble MEP UK
SWELLEnterprise

SWELLEnterprise

Swell System

Categories

Categories

CRM Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Integrations

Dinero Not Supported
Microsoft Excel Supported

Integrations

Dinero Supported
Microsoft Excel Not Supported
Claim Pursuit and update features and information
Claim Pursuit and update features and information
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Claim Simply CRM and update features and information