All Spotler CRM Reviews
1-25 of 458 Reviews
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Sian
11 - 50 employees
Used less than 6 months
OVERALL RATING:
5
Reviewed May 2023
No more spreadsheets or notebooks!
Chris
Verified reviewer
Management Consulting, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2018
Cost effective CRM for small business
We have grown our business with this CRM, and when we were starting out it gave us a lot of "bang for our bucks", the experience has been excellent.
PROSHaving an awareness of the cost of some of the well known CRM platforms e.g. salesforce, dynamics, the thing that strikes you is that the cost of these is prohibitive for an SME with @30 light CRM users. RSS is different. The bottom line is that they offer excellent value for small businesses. I would view this as their USP. They have a responsive team and have constantly improved the CRM over the years. Key features I like are the permissions system which lets us give bespoke access to the teams in our business with everyone given the access to the client records that they require. The integration with Kashflow (accounting) is incredibly useful and reduces unnecesary duplication in our business processes. The marketing module has been a significant driver for new business, and again is very cost effective. The activity section enables us to keep good records of client contacts, as does the ability to bcc email comunications into the client record. The layout of fields is very easy to modify to your business requirements, adding extra fields with dropdowns as required. Document storage is straightforward with drag & drop functionality.
CONSNothing to complain about, happy. Maybe preferred the earlier version which let you know the last time a record was updated and by who.
Vendor Response
Thanks for the review Chris! FYI the new version CRM does still let you know the last time a record was updated and by who. At the top of your screen, next to the account name, there's a little clock symbol. Hover over this and the information will appear. Regards
Replied October 2018
Angela
Civil Engineering, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2022
Perfect for your business
Really happy, does exactly what we need with no fuss or problems. information is available instantly
PROSIts 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
CONSi dont really have many cons to report,
Reason for choosing Spotler CRM
Salesforce didn't seem as adaptable and to our needs, seems very fixed to certain business requirements and complex and convoluted
Reasons for switching to Spotler CRM
Out dated, archaic, very 'fixed' software, unable to adapt to our business needs
Dominic
Civil Engineering, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
3
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
2
Reviewed November 2019
RSS Review
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.
PROSIts 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.
Reason for choosing Spotler CRM
It wasn't my decision!
Reasons for switching to Spotler CRM
Different companies use different products.
Paul
Packaging and Containers, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2022
Using Really Simple Systems CRM
The system is easy to use with plenty of help and education offered if needed.The onscreen look is easy on the eye, clear & concise
CONSThe biggest drawback is the lack of a merge mail feature to enable data to be inserted into a 'live' document for mailing letters etc.To form groups of contacts is cumbersome through the report system
Reason for choosing Spotler CRM
Really Simple CRM appeared the most user friendly with a simple screen format and easier to adapt my working procedures
Reasons for switching to Spotler CRM
I switched from to using Apple and ACT is not compatible with Apple
Diana
Oil & Energy, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2020
Use of CRM
When I have needed help with something I have had a quick and useful response very quickly. I find it easy to use for what I need.
PROSThe most important things to me are:- tracking of emails with each customer, tracking of quotation/sales confirmations with each customer. Checking where we are up to with opportunities.
CONSI have not used this with any other system, but I cannot fathom out the report side of things, but neither have I asked for help using it so far either.
Reasons for switching to Spotler CRM
The above was very expensive and we did not make use of all the features it had, as we did not need them.
Stuart
Design, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed April 2023
Really Simple Systems Review
Over all quite good, not as good as pipedrive.
PROSFairly easy to use. The sales management section is not very good for leaving comments and notes. I feel this lets down the whole system.
CONSThe emailer, is not that straight forward, getting fonts and spacing is difficult, and not obvious if you make mistakes. Had to get all the same fonts. The sales contacts recording conversations is very weak.
Reason for choosing Spotler CRM
To give it a try as we wanted a new system
Reasons for switching to Spotler CRM
I moved companies and this was what they are using, I have the option to change, but have stuck with RSS so far.
Vendor Response
Hi Stuart, Thank you for your review. We would like to invite you to book some time in with our technical support team who can show you how to get the most of our sales management and marketing features. https://calendly.com/reallysimplesystems/45-minute-crm-customer-success-call?month=2023-05 Thanks again Stuart.
Replied May 2023
Ronnie
Legal Services, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2023
It does what is says on the tin, it's simple
Excellent and our team thinks it is a great system to use
PROSIt is very simple and you can tailor drop downs and configure to your requirements
CONSIt doesn't autosave and it would be good to make more tailored changes
Reason for choosing Spotler CRM
It is so intuitive and easy to use
Reasons for switching to Spotler CRM
We needed something straight forward to audit meetings and track activity
Philip
Security and Investigations, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2022
Oculus FM
Very impressed with the service and the staff at RSS, I feel we get an excellent service from the teams
PROSCustomisations were easy to introduce, the team helped us fully integrate these changes and they are now used daily within the business
CONSAt the outset the system is quite rigid, but given it has to be used across multiple industries we understand why it has to be this way
Reason for choosing Spotler CRM
We already had it set up, it just wasn't being used effectively
David
Verified reviewer
E-Learning, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2019
Does what it says on the box
This software has helped our company to grow from a start-up business to a medium-sized business.
PROSIt's great to see everything you need to know about an account or contact at a glance. It's very helpful to have a task list that keeps your focused and on track. Our operations and sales teams enjoy using this software.
CONSThere are limitations to very specific customisation that you might want to achieve, e.g. we weren't able to use it to track the student progress our learners. But then, it's a CRM system - not a fully featured student information system.
John
Verified reviewer
Marketing and Advertising, 1 employee
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
FUNCTIONALITY
4
Reviewed February 2023
A good CRM for managing customer relationships, sales, and much more.
It is a user-friendly, affordable, and comprehensive CRM platform that offers a range of features and functionalities for managing customer relationships, sales, and marketing. While its limited customization options and integrations may be concerns for some businesses, its ease of use and affordability make it an excellent option for companies that are looking for a simple, straightforward CRM system.
PROSIts interface is user-friendly. The platform is designed to be intuitive and easy to navigate, which can make it easy for businesses to get up and running quickly. Additionally, Really Simple Systems CRM offers a range of training and support resources, including video tutorials, webinars, and a knowledge base, which can help businesses get the most out of the platform.Another major benefit of Really Simple Systems CRM is its affordability. Really Simple Systems CRM offers a range of pricing plans to fit the needs and budgets of businesses of all sizes. Its entry-level plan is free, which can be a great option for small businesses that are just starting out.
CONSOne of the primary concerns that businesses may have with Really Simple Systems CRM is its limited customization options. While the platform offers a range of features and functionalities, businesses may not be able to customize the platform to suit their unique needs as much as they would like.Another potential drawback of Really Simple Systems CRM is its limited integrations. While the platform does offer integrations with a number of popular tools and platforms, it may not be compatible with all the tools and platforms that a business uses. This could make it challenging to integrate Really Simple Systems CRM into a business's existing tech stack.
Ian
Information Technology and Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed December 2020
My Review
Overall it has been a great system for me and the team and we manage to do what we need.
PROSAccounts, Tasks, Contacts are all fantastic. I really love the feature where within an account, there is a google API integration so you can see a sateilleite view of your customers and gauge the size of the business which is useful for us and the industry we sell to. I also think an excellent feature is being able to look at nearby accounts too, and has a range and mileage bar which you can move to your desire. Custom reporting is really good too, but it would be better if we could have more than 16-20 custom fields.
CONSI dislike the fact all support is done via email, despite the email support being very good, sometimes we require complex and bespoke functions and need help to understand how to achieve what we want, and this is difficult to explain via email at times, and would be alot easier to talk it through with someone. I also am hoping the marketing module improvements come soon, as i would love to send emails and marketing via the system, but at present we use a different external system which seems silly as we pay for it, but we have struggled to use the marketing module as we cant customise our own HTML emails as they do not display how we need them to, and i was told this would be ironed out in the next release, but this has been delayed a few times so would be great to get this ASAP so we can have it all in one place.
Reasons for switching to Spotler CRM
Cost and Poor Support
Vendor Response
Ian, thank you for your review. That's great feedback and I'm glad to hear the system is working well for you. Additional custom fields and telephone support is included in your price plan, so I apologise if we haven't been so active in picking up the phone. I have asked our support manager to get in touch and set up a call to discuss your requirements. Kind regards
Replied December 2020
Tareq
Building Materials, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2023
Wonderful organization for customer evidence, effective email management and sales track
RSS.CRM simplifies our customer data management and communication processes. With its help, we can easily classify and respond to emails, schedule promotional offers, and gather valuable data about customers' interactions.
PROSRSS.CRM is a valuable tool for organizing and accessing all customer data and communication lists in one place. It offers excellent customer relationship management and email management features, which are essential for obtaining new opportunities. With RSS.CRM, it is easy to add detailed information to each record, including contact details and notes. Assigning tasks also helps in tracking and sharing ideas among team members, which enhances interaction with customers and creates new ways to develop customer relationship management. The integration with various email systems enables organized responses to customer requests and sending promotional offers. Additionally, RSS.CRM reports help in tracking opportunities, linking them to campaigns, identifying products to develop, and constantly consulting marketing strategy.
CONSAllocating certain fields when creating menus can be challenging, and I believe there is potential for further enhancements and automation in the process of tracking and sending emails to improve its effectiveness.
Andrea
Hospital & Health Care, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2018
Great software
We use primarily for the service & support to log customer instrument faults - RSS helps massively as anything related to the case or customer is in one place. Being able to attach correspondence is great.
PROSIts very easy to use and being able to tweak fields and add extra boxes is very beneficial in a small business as our needs are constantly changing. Support is great - always reply or sort within 1-2 days.
CONSIt's a shame that the tasks aren't linked with outlook possibly to give you an active reminder instead of you looking at the task list. Also, items that have gone red in the opportunities list - if these could be visible on the front screen with the urgent tasks reminder, this would be good. As we use the service & support mainly - its good but it could be really improved if it had a planning tool for jobs i.e. Engineer site visits linked with the cases and so you could capture response times, first time fix & feedback. We use another software called Workmobile that contains our onsite engineer service reports - if it could link with this and send reports directly into the cases, this would save us time with manual attachments. As we use the opportunities fields for assets, it would be good to separate these out so the opportunities can be used for our prospects. Have you ever thought about adding a quality management section?
Helen
Publishing, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed March 2022
Reliable CRM system
In the early days customer support in setting up was fantastic. Because it was so personal and speedy and effective I've not had to check in with customer support for years. That was a great customer investment from RSS and has insured I've remained a loyal and low-maintenance customer.
PROSI've used RSS for years and it's the cornerstone of our business in terms of contacts and business management. As we're a consultancy having individual files for each client is vital so we can track their progress and writer development.
CONSThat we can't search key words to bring up a file. For instance, if I can remember a title of a book but not the author's name, or I met someone at a trade fair - so I have some context - but I can't remember who, or I've worked on book genres with some agents (so it could bring up several files) it would be a game changer if I could just type in key words and it would search through the files in activities and bring up the files rather than just being able to search source, name or email. This is the greatest limiter for me.
Reason for choosing Spotler CRM
Was recommended to me
Chris
Marketing and Advertising, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2016
A Game Changer!
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.
PROSAffordability. Ease of use. Mobile interface. Unparalleled Customer Support.
CONSNone.
Vendor Response
Hi Chris Thanks for your endorsement. I'm not sure every development request happens quite so quickly but we do try our best! Fortunately, with a simple CRM like ours there is a lot we can do to to accommodate our customers so we are pleased to hear it has been so successful for you. Best regards Helen Armour Marketing Manager
Replied August 2016
Rod
Verified reviewer
Financial Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed March 2021
Essential Software
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.
PROSWe 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.
CONSSometimes 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.
Reason for choosing Spotler CRM
We needed a straightforward and easy system to log all our cleints and contacts - RSS is it.
John
Veterinary, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2020
Lives up to the label!
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.
PROSSimple 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.
CONSI would like more control over screen layout.
Reason for choosing Spotler CRM
Simplicity! No need for IT consultants every time you want to make a change. We'd used both the afore mentioned systems in previous roles and did a thorough comparison to RSS before purchase. The decision was a "no brainer" for our business.
Kate
Publishing, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2022
Using RSS for daily logging
RSS has helped us streamline communication with clients and internal employees. Really useful!
PROSThe product is very easy to integrate with existing systems. I log onto it every day to copy in correspondence and check on past emails/etc. It makes my life a lot easier, and is always reliable!
CONSI'd like to be able to search with a reference word – appreciate this could get many results but could work in a similar way to searching in email! It would make some cases of searching for a specific issue or product (in our line of work, a manuscript name) easier.
Vendor Response
Kate, thanks for your review of Really Simple Systems. We can probably help you with your search requirements. I'll email you a link to book a call with our Technical Success Manager who will be able to advise you on your specific needs. Kind regards
Replied April 2022
Monica
Hospital & Health Care, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2022
Really Simple Systems CRM review 2022
RSS CRM has really helped me to keep track of my day to day activities and to keep all of our contacts and projects in one place. I am able to get to each project quickly and to review notes to see what is going on with each client.
PROSWhat I like most about this software is being able to easily have all the information for each client in one place and being able to quickly figure out what is going on with each client. I also like that I can set up task for each employee to make sure that things are being handled and I can check to see if the task was completed.
CONSIntegrating with our business was kind of difficult because our business is different and we do things different than others but RSS was very helpful in helping us set up for our needs.
Susie
Marketing and Advertising, 2-10 employees
Used weekly for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed April 2023
Does what it says on the tin
Generally like it and recommend it to clieents as a starter.
PROSSimple to learn and use on a daily basis
CONS1. 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...
Reason for choosing Spotler CRM
At the time, most others were either non cloud based, or too clunky (e.g. Salesforce) due to their features (many of which we didnt need). As we do telemarketing we wanted something 'quick and dirty'. You won!
Clarissa
Maritime, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2019
Very useful tool
Great for keeping track of long term clients and prospects with a good record of correspondence for the whole company.
PROSIts a really easy to use system, a great way to record information which is accessible to the whole team. Easy to track progress with opportunities and tasks. Useful to see the progress of marketing emails
CONSAlthough the reports can be very useful, creating a report is not very self explanatory and can be quite complicated. The opportunities system is confusing with reference to unit price, sale price and value. Would be nice to have a tick box option when recording a call activity to be able to easily record if the call was answered, if a message was left, if the client is returning a call etc.
Anonymous
2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2018
Love this software!
As a relatively new Company (2016) it was really helpful that RSS CRM was free until we reached 100 accounts. We passed that just recently and upgraded to a payment option. In terms of applying for business loans it was great to be able to easily download a list of enquiries and demonstrate how many projects we had won and what was in the pipeline.
PROSEasy to use. The reports are great and easy to customise. Webinars are really helpful
CONSNothing really. If I was being picky I'd like the facility to change the account name of an opportunity as sometimes our projects can be sold on to other clients and it would save uploading them all over again. I would also like the software to be compatible to other software that create dashboards
Amanda
Financial Services, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2020
A really functional and reliable resource
We have had a very positive experience with this software
PROSThe ease of use made it very easy to roll out across our locations Drag and drop option makes it very easy to upload documents All Customer information is on one page and easily accessible [SENSITIVE CONTENT HIDDEN] worked with the team to customise a solution that would work for us
CONSWe needed a very detailed Financial Area would would require a fully bespoke solution
Reason for choosing Spotler CRM
Cost and customisation options
Alex
Computer Software, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2017
Exactly what it says on the tin!
I have been using this product for over ten years when I was introduced to it when working at Iizuka and subsequently for my own business. I have also introduced it to other small businesses and one homeless charity I worked for called Emmaus. RSS were generous enough to provide it pro bono! It was a fantastic way of keeping profiles of each resident and sharing the information should the resident move on to another establishment. It solved a complex problem very easily!
PROSThe product is very easy to use. It is easy to manager clients and the interactions with me. whether it be by phone or email. With the subscription product, emails can be synced with the client details which saves having to copy and paste.