Spotler CRM Reviews

Only pay for the functionality you need. Some other CRM's include marketing, systems management, financials, etc. but if you don't need them don't buy them.
Its a very easy system for users to pick up, comprised of a core architecture:
Customers \ Companies = Accounts
Contacts = the customers name, email, telephone
Tasks = To Do list
Activities = records the history of what you've done with that customer
Opportunties = Won or lost sales records

Then there's the reporting, where anything you put into Really Simple Systems can be interrogated, not just the content of certain restricted fields.

We're looking to do some integration and other CRM platforms easily allow this through API services, such as IFTTT or Zapier, Really Simple Systems only provide an API. You can of course code this into whatever you want, but will require time.

Easy to use and train staff on. Support is excellent

as the company grows it is becoming an expensive CRM, so may not be cost effective for much longer

Really Simple Systems was recommended to me by one of my clients and having used Hubspot and Soffront before I found it really easy and straightforward to use. The layout is intuitive and it doesn't need much explanation to get to grips with the features of the software.

Would be great to have an extra page for the accounts that have bought, so they can leave the pipeline and it just leaves the prospects on the accounts page.

We needed a CRM to help us with telesales that we have outsourced and for them to use. Really simple to set up and really easy to talk users through it.

Nothing so far.

the tools providers a simple platform for managing contacts, pipeline and schedules.

The email marketing tool doesnt have a plain text option.

Good for capturing sales pipeline information, and keeping track of tasks

Speed, RSS can sometimes be slow between tasks

The integrated functionality + Email marketing

No in line images / attachments.
Not that great on mobile devices.

Ease of use is very important to our organisation and RSS CRM scores very high in this regard. The system is also very intuitive to setup and edit on an as neede basis. The marketing and sales funnel tools are really helpful to the entire team.

Maybe the email integration could have been designed a little better and easier to use.

Superb CRM for doing the basics really well and giving you a lot of power for your pounds/Dollars. Support is quick and efficient, I have set up, integrated and modified and added data to an account and had it up and running inside 48 hours... How's that for ease of use!!

having sat here trying to think that one out, I don't have a con... or at least I haven't found one yet!

I like how simple the formatting is. Easy to search accounts and create reports.

Quickbooks does not link to the CRM so we cannot track sales automatically. There is also not an app for RSS so can only access from a computer. Hard to use iphone broswer.

I dealt with [SENSITIVE CONTENT] who was very helpful in the initial setup phase.

I have used it to adapt the paretto 80/20 theory across my client data base and also as a
time management saver and priority task planner.

Also use for billing follow ups and rating of clients according to my paretto rating theory!

Really Simple Systems was the last package i came across as all others i viewed did not have
the user friendly style of RSS.

Need to improve on how i use the reporting section but hope that comes with ongoing use of
the site.

With out doubt one of the best software packages i have ever used and also very cost effective
to implement . It has made my business more efficient and profitable too.

Nothing to note during my initial setup.

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.

I would like more control over screen layout.

By far the best part about RSS is the team - they're very focused on helping us with what we want and looking at creative ways to get the job done. We've worked very closely with them over the years on a number of projects, and they're by far one of the best software teams I've worked with.

The system is simple (surprise!) and it's never taken long for us to train new staff on it.

The upgrade to version 5 took quite a while, however has been much needed and the new software has been regularly updated - far more regularly than previously, so the wait was worth it. There are a few times that we've needed a bit more complexity than the system offers - however the team have been good at exploring different ways to approach what we want.

I am able to contain all the relevant information about my customer in one place. I have been grateful for the prompt responses from the support team when I have had some issues.

Not being able to attach actual documents into the customer account. Not a big fan of cloud base systems. I have not worked out how to put alerts and reminders against specific customers, therefore I would like to be able to find this out alongside other applications, either by webinar or video link. Also just been advised that we have been upgraded from version 4 to 5. Layout is very different from the previous one. Not sure the change was necessary unless it substantially improves the ease of use.

Easy to learn the system and adaptive to our specific needs

For the package we on, the software is perfect!

I have hundreds of clients and with a click of the button, I may locate a name and all their information. Any time, I choose to add a data field, the response is quick. The reports help me track growth and opportunities. Really Simple Systems has chelped me manage my business.

I wish that there was a way to scroll through client names without input each time.

We use for all our customer history of service and support. We find it very easy to use and can add or take off any fields we need to fully customise to the needs of the business. Great for task management and recording field/workshop service activities.

There is nothing we don't like about it.