Spotler CRM Reviews

Have tried numerous CRMs - RSS knocks it out of the park for us!

Comments: We were using CRMs that were overkill for our business purpose so we were excited to finally find one that was just right. The customer service is out-of-this world good and their software development team is very responsive when you need customizations or have an issue. Being on the west coast of the US, it was a bit of a challenge with the time zone differences, but I found that they were quick to respond and never went a full 24 hours without communication from them. I also like their Help pop-outs and their Support Hub, Instruction Videos and Webinars are excellent! If you are looking for a powerful, yet simple CRM for your organization I wouldn't hesitate to recommend Really Simple Systems!

Pros:

As the name implies, it's simple to use. I like being able to add custom fields, ability to customize dashboard, integrating marketing automation with the CRM and being able to attach documents to the record.

Cons:

I would like to be able to add new job titles without having to leave contact creation and go into settings. I would also like to be able to view Documents in a pop-up window without having to download it.

Really Simple Systems, should be rebranded Incredibly Powerful Systems

Comments: I would highly recommend this software to anyone as it has a wealth of features right from the get go on the free plan and this may very well be all you need to use, but you have the ability to easily and quickly tailor the CRM for your specific needs by adding the optional extras as and when you need them. The support is very good and any issues I have encountered, have been resolved on the same day with either an online support or a call back support. On the higher tiered levels you get more direct support and also tailored extended customisation and design. The report generation is also very useful for generating a number of different default reports, but also for generating specific reports based on your own criteria

Pros:

This CRM is incredibly easy to use with a wealth of support material including video tutorials to get you started. At its basic level it can be comprehensively customised for your/your companies needs. It provides not only a fast and extremely flexible customer database but has the flexibility to include pipeline and sales functions along with automation and cloud storage options which can be added on as needed.

Cons:

The inability to bulk move customer tasks to a new date within the Task Window. If a number of tasks are not completed, it can be time consuming to move a number of similar tasks to a set date in the future, as these all have to be done individually. So having the ability to select a number of tasks over numerous customers and set a new task date for them would be a very useful feature.

RSS Review

Comments: We are tracking opportunities and following engagement. Unfortunately, I am still having to use an excel spread sheet because I can't quite get the CRM to duplicate the spread sheet but this is a lack of skill using the system on my part and not a take on the RSS system.

Pros:

Its very easy to use, quite intuitive in set up and implementation.

Cons:

*After using other CRM software, the lack of ability to move opportunities between accounts when the main holder is no longer the main account. I don't think this is possible without some programming by RSS team. *Having the freedom to manipulate the set up like in Salesforce, where an internal programmer will set up exactly what I require. Do RSS's team do this? *The display dashboard could be better, to have the ability to adjust the widgets to show what I want instead of a standardised return.

Happy overall

Comments: Generally happy with the overall product and understand that at this price point nothing is perfect but it does the majority of what we need it to do :)

Pros:

Generally happy with the overall offerings of RSC and how it assists with our day-to-day business management

Cons:

It would be great to have a little more ability to track task progress.Would be great to have a prompt when tasks are overdue/require attention now or soon.

Simple Effective CRM System

Comments: Use it for my own software business and 3 other software clients based in New Zealand and UK and it can be used from complete sales pipeline management through to lead generation, depending what my clients need, simple customisation of database fields and screens makes it user configurable a must for different client requirements.

Pros:

It was the simplest CRM system I have used compared to a long list of CRM systems used over the last 15 years, it is modern and I can use it on any device I like and web browser effectively. marketing functionality built into the CRM database beats those that need to use 3rd party applications like Mailchimp, everything thats needed is in one system that is evolving and improving over time

Cons:

The data conversion and bringing in data was a challenge trying to get it to work, but the support team simply imported the data for me when it was required, data import/export functionality has been improved.

Perfect for your business

Comments: Really happy, does exactly what we need with no fuss or problems. information is available instantly

Pros:

Its simple, easy, does what it says of the tin. My favourite part of the software is the ability to adapt the CRM system so that this is specific to our requirements and line of works. throughout the whole software you can change the options so that it is specific to our business needs this is the most attractive feature of RSS. i also like that you can link accounts and save documents to the accounts as well

Cons:

i dont really have many cons to report,

Exactly as the name suggsets

Comments: RSS has given us the ability to view and track our customer pipeline at a very reasonable cost. Something we haven't been able to do with our previous CRM system.

Pros:

RSS was extremely easy to deploy into the business, allowing us to view and track our customer pipeline.

Cons:

Some aspects of the reporting can be quite limiting, such as not being able to include contact information on an Opportunity report

Good be incredible if I had the time!

Comments: its taking too long to enter all details in and we need to spend a large amount of time tailoring it to what we need so we are not using it in the right way

Pros:

I love the company ethos and team - we have enjoyed their organized events. It is well thoughout and could be an incredible tool in our business if we had the time to customize it!

Cons:

I would like better integration with 3 party apps, i would like a paid for service that can customize our site to make it more tailored to us and i would like more customization in general

Small start up business

Pros:

The best features was the ease of use, value for money and customer support.

Cons:

Could do with a more segmented costing to allow a small start up business quickly move up the features.

Helpful and Useful tool

Comments: WJ is a small local business based in Hull. We have around 30 employees and specialise in several different areas from anti-slip decking to Timber Treatment and through to metalwork engineering. As the company salesman it is essential that I have regular and consistent contact with my customers as well as a smooth way of keeping records of these meetings. Without Really Simple Systems I would use a diary to keep track of this. This however makes it very difficult for anybody but me to understand where we are with each customer in our sales and follow up cycle. I always struggle to maintain order with this. Really Simple Systems offers not only a great way to keep and maintain a customer diary but also allows me to keep meeting notes and documents all stored in the same that everyone can also see.

Pros:

When we have ever had issues with the system and contacted customer service we have always had a response within 24hrs which has been understandable, concise and always helpful. the task setting and reminder system is accurate, amendable and 'Really Simple'. We had an issue around sales tracking and Forecasting where we wanted to be able to see monthly potential sales if a sale was to come off. However when we questioned and asked if this was possible within about 6 hours the facility to do what we want had been added in to the system which we greatly appreciated.

Cons:

We have no issues around the system.

Does just what it promises, quickly and cheaply. Very easy to learn and good training too.

Comments: As a micro business owner, I have to do everything from developing to sales and marketing, and I suspect like many geek-run businesses like mine, I love the first part and loathe the latter. I'd found a few tools that do a limited number of things very well and help my business in other ways, like Trello, Toggl, gmail and so on, but I was struggling to find a CRM equivalent.
I'd tried a few SAAS cloud solutions that would have been overpriced, and I tried installing a couple of open source solutions like SuiteCRM which proved to be way over the top and bloated for my needs. Finally I hit upon RSS CRM and we were the perfect match. I went to their first user conference earlier in 2016, and what impressed me greatly was not only how good and enthusiastic the CEO and his staff were, but also the other customers.
I'd already experienced support via both phone and email (even though I was on the free plan at the time), and it was nice to actually meet the team for real, and know that they aren't outsourced from some sweatshop in a distant place. It's a UK company with a "proper" UK phone number, although there are support offices in other countries too, to account for the timezones which is good.

Pros:

The freemium model is enough to get anyone new to CRM started quickly. It's all "pay as you go", and you can bolt features on as needed. I wanted something that tells me what, when and how I did something, to whom and when, what the outcome was, and will then nag me to do the next thing. And, for me, RSS does all that perfectly. They also run free webinars which are also recorded in case you can't make it on the day. These are worth watching - I found I was missing several tricks and now get even more out of the system. I'm particularly impressed with the email integration which saves the whole endless copying and pasting debacle. It really is simple, but perfect at what it does.

Cons:

All of that said, yes, the interface does look a little tired. However, I've seen the new version which should be launched by late summer 2016 and it's really impressive. They've rewritten it with a responsive interface which works much better than the current version on a mobile. Because the underlying functionality won't be changing significantly, they're going to let users initially choose whether to be "early adopters" of the new interface, which is a nice touch as change sometimes scares people!

Moduflow CRM

Comments: CRM package meets all of our needs. I find the technical response patchy and they try to deal with everyone at arms length, which isn't always helpful.

Pros:

The capture of our email traffic for each account is a must. Once you understand the basics the CRM system is easy to understand

Cons:

As I've said previously REALLY SIMPLE SYSTEMS should offer set up packages and training when companies begin to start working with the system. In some business people don't have enough time to play around with the programs to investigate how it all works. They need to be able to hit the ground running.

Excellent for small business

Comments: The greatest benefit is sharing of customer/contact information internally across team members in an easy fashion at a reasonable price.

Pros:

We selected this software for the ease of use. In addition, there was little required for our employees to access immediately. After using this for half a year, it continues to meet and exceed those expectations. Logging in is done through a browser and does not require additional software. Sharing contact information, outstanding tasks for clients, and client specific documents are all easy tasks that are quite intuitive. Also adding new users requires very little effort since there is no software required for to install on an employees computer.

Cons:

There are several activities that are a bit clunky/annoying. When adding revenue, it is treated as an opportunity instead of simply entering the revenue for a client. Several apps within the program will also mark this revenue with the British pound instead of the U.S. dollar despite the fact that our settings are on USD. Additionally for reminders you have to use your google calendar instead of the system sending you reminders. When setting these reminders in Google calendar, it always incorrectly translates the date/time to GMT despite the fact that our calendars are on EST. So you have to be careful to reset the correct day/time when entering in to your Google Calendar. We would greatly prefer a reminder system within the program itself instead of the current clunky process.

A straight forward system

Comments: Really simple systems has been a great addition to our organisation, as it has significantly increased trackability and improved productivity. The system's user-friendly interface made it easy for our team to manage customer information, track leads and opportunities, and generate reports. By centralising all customer interactions and activities in one place, we can quickly and easily access important data and provide better customer service.

Pros:

The system has been amazing for tracking workflows within our team, particularly where staff are working in different locations and at different times. Handover for absence has become easier to manage and has resulted in better client interactions.

Cons:

The email sync is great, however, emails do not display in an easy-to-read format. Autosync logs emails as block text, instead of in the form they send out via Outlook. This makes reviewing previous emails incredibly difficult.

A Game Changer!

Comments: After being a bit overwhelmed by a number of different CRMs out there, I was determined to find something very basic with A) a limited amount of fields (but enough to do the job), B) affordability, C) excellent support and D) ease of use on mobile. Really Simple Systems has delivered on all counts- and then some.
I sent an email to support mentioning that, although I love the software, I had two things on my "wish list" for their next update. I sent that request on a Tuesday morning. I received a reply within an hour (!) telling me they think they could accommodate me on both fronts. By Wednesday morning, BOTH of my requests had been incorporated into the software. Yes. You read that right. 24 hours later! I was blown away as these two enhancements continue to save me time and money on a daily basis. My advice for anyone is to try Really Simple Systems for a month or two to get a taste of how easy it is to use and how amazing the support team is. This is a game changer for small business owners like myself.

Pros:

Affordability. Ease of use. Mobile interface. Unparalleled Customer Support.

Cons:

None.

Essential Software

Comments: Overall we've had a reall good experience over 7 years and don't regret for a minute going with RSS. The few occasions we've used the support it's been good and the issues were resolved, and we tend not to think too much about RSS, but maybe that's the sign of a good system, it does what we need and is just there when we need it.

Pros:

We have all our client and contact details together, we use the integrated email so it stores all incoming and outgoing mails providing a full record of conversations and data. Overall, this is a realtively inexpensive but critical part of the mangement of our business.

Cons:

Sometimes the customisation seems a bit clunky, and whern adding in new clients and contacts there are lots of fields that we don't use. We probably could take those out but haven't because the customisation we don't find simple.

Lives up to the label!

Comments: We've used this product for 9 years with minimal drama. It's the lynch pin of our business. The support team in Aus & the UK have been great to work with.

Pros:

Simple to use, intuitive, minimal training required for new users, good support when required (not often!). Easy access to your data, can be downloaded in seconds and analysed in excel/MS Access if the excellent report writer doesn't cover your query. Easy to create and distribute/manage EDM's. Far more flexible than Mailchimp.

Cons:

I would like more control over screen layout.

Review of RSS

Comments: Overall a really good service; we are aware that there are more complex systems available - for a lot more money - but our needs are quite simple and this platform fulfills our needs for this point in time.

Pros:

We didn't really know what we wanted when we implemented RSS other than an easy to use database for all prospects and clients. And that is exactly what was delivered. The support guys have been fantastic at working with me to tweak the fields and make this fit for purpose for a business that sells a service rather than products. The report function is easy to use, and the marketing suite is ok but I dont use it enough to feel overly confident in my abilities. I have to relearn every time I use it.

Cons:

It would be great if we could email from within the software.

Easy to use but could be made more streamlined

Comments: RSS makes it easier to have data in one place on a simple CRM. If you have any degree of IT knowledge you will easily pick up working on it and can use webinars to increase knowledge.

Pros:

Easy to set up and upload data to. Email campaigns are quick to set up and very easy to add content to. Adding your own customer fields is simple to do. Support is good and helpful.

Cons:

Everything is too long winded. To add something to an existing contact you need to find the contact, click the contact, click edit, make your change, save. And the system isn't fast so all of that loading time to add in. It would be easier to be able to edit once you are in a contact then just save changes not start editing separately! Lists and reports being the same would also be better. You view a report for data then have to make the list separately to send email campaigns. Can't copy email campaigns easily.Everything just seems a bit complicated and not so simple!

Does what it says on the tin

Comments: Generally like it and recommend it to clieents as a starter.

Pros:

Simple to learn and use on a daily basis

Cons:

1. Inability (due to how set up) to pull a rteport with all account and contact details together.2. Delete and Edit Buttons should be the other way round - why have delete as a first option? Mostly I would be editing not deleting....3. When aditng a new account, the Vomments Box could be long and thin not short and fat - it pushes the page off the screen unnecessarily - and there is nothing else preventing this length of box...4. Recent price change has made one client want to change product...

Works Well For Us

Comments: Our overall experience has been great and we recommend the software. The pricing is acceptable. If the pricing were to go up, we might seriously consider other alternatives. But for now, at this price structure, we will be sticking with Really Simple Systems indefinitely. It’s suiting our purposes.

Pros:

This software is pretty intuitive. They have decent tutorials. The custom fields are an excellent feature that are basically a deal breaker if they were not available.

Cons:

We would like to be able to list only certain types of accounts. Instead, it always lists all of them. Maybe we are not seeing how to do it. It allows you to list by account alphabetically, which is helpful, but it would be nice if you were working on one set of accounts to be able to stay focused only on that one rather than having to scroll to that group each time.

I have used other CRM software and RSS is all you need, it is simple but useful and to the point.

Comments: Their Customer support is the best. I send an email and they respond quickly. I thought as a UK company, getting a response to a request would be the next day at best since I'm on the west coast. Some things are easy and I say Duh, but some are complex and you get the same excellent service. It is easy to do marketing campaigns, it is easy to change fields and add drop downs. You should think things out before moving forward but know that you can change a field. The flexibility is great. And there is also online help, videos, and webinars. It is simple to use and understand.

Pros:

It really is simple. Reports are easy to run. I've used other CRM's and the reporting can be very confusing. It is not over done. It is a CRM, not trying to run your inventory or production from this software. You can pick it up on your smartphone and tablet, which is helpful for on the road sales folks. Quick support answers are always helpful.

Cons:

The limit of the 20 fields.

Perfectly suited to us as a small business

Comments: We use really simple sytems CRM for managing our client accounts and tracking opportunities for new sales. It works excellently and our team are very pleased with it

Pros:

Really Simple Systems CRM works brilliantly for our business as it's quite to use and setup, but still has all the features we need. On the rare occasions when we've had to the use the support service the team have been very respoonsive

Cons:

The ability to merge duplicate organisations would be very useful; instead you have to delete one and update the other

Brilliant service and flexible system.

Comments: Managing our client database and recording enquiries into our service. Really simple to use reporting.

Pros:

This is software that is not designed for our business; however despite this we were able to tailor parts of the system to help us move from paper based files to managing an electronic system. The service from RSS has been outstanding and they help to provide solutions and alternatives quickly and as best as they can.

Cons:

As it wasn't designed for Social Care use, there are functionality and data protection issues that have resulted in us moving to a specifically designed system.

Really Simple is just that.

Pros:

I have experience with some of the larger CRM products and they are probably justified for very large and complicated organizations. But, they are far too complicated, often times require programming or special knowledge to customize and are very expensive for a smaller businesses. Most of us need a CRM that provides the business basics such as forecasting, maintaining customer information, document and record storage and the ability to schedule and document activities. After trying quite a few options I found Really Simple Systems to be very easy to use and adapt to my business requirements. The cost is more than reasonable for what you get. I ran my business on the free version for quite awhile until I grew to a point where I wanted to add features that had a cost associated with them. Don't buy an over engineered product. Buy what you need.

Cons:

So far it has everything I need. Since I am paranoid about losing data and loss of internet connectivity, it would be nice if the program could provide an option to reside on my computer. If the internet or my service is down, I cannot adequately run my business without access to Really Simple.