All Spotler CRM Reviews

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Sian

11 - 50 employees

Used less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed May 2023

No more spreadsheets or notebooks!

User Profile

Lori

Verified reviewer

Entertainment, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2023

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

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.

Reason for choosing Spotler CRM

Put plainly, cost was a huge factor. We have a rather large database and I found that the pricing to accomodate marketing to all of them was just prohibitive for a small business.

Reasons for switching to Spotler CRM

The last CRM we used was Zoho, while it had great functionality and customization options many in our office found it confusing to use, especially automations and integrations.

Paul

Packaging and Containers, 1 employee

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2022

Using Really Simple Systems CRM

PROS

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

CONS

The 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

Colin

Professional Training & Coaching, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed September 2017

Simple as promised, but let down by a fixed architecture and apathetic customer service attitude.

It was adequate when we started out, but the service forced us to explore other options.

PROS

As expected it's simple to use and get the hang of - basic but functional. The latest version - 5 - is bright and clear on the screen.

CONS

The architecture is inflexible and really didn't suit our business (combined B2B and B2C) without us fudging workarounds. We would have lived with it, and even put up with the mid-term price hike they sprung on us, but it was customer service that killed it. Emails and phone responses were cold and unhelpful. I know they are British so we were prepared for the attitude, but even with that they didn't seem to care about a small business our size. This spurred us to look around, and we found solutions out there with totally superior architecture and service that were priced similarly. So, to the relief of my staff, we made the effort to migrate away.

Vendor Response

Colin, thank you for your review. I'm sorry to hear our CRM did not suit you and your business. It is designed for B2B so is not a perfect solution if your business is also B2C. Our products and services are designed specifically for small businesses and this is our key audience, with single-user systems upwards. I apologise if we gave the impression that your business was not important to us at any stage, as this is definiately not the case. I also apologise if our customer service was in any way lacking in your experience. We pride ourselves on our service and 99.9% of the time receive great feedback from our customers praising our exceptional service. I am pleased to hear you have found a CRM system that better suits your needs and I wish you and your business continued success. Kind regards Helen Armour Marketing Manager

Replied October 2017

Diana

Oil & Energy, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

PROS

The 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.

CONS

I 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.

Ronnie

Legal Services, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra

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

PROS

It is very simple and you can tailor drop downs and configure to your requirements

CONS

It 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

Stuart

Design, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra

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.

PROS

Fairly easy to use. The sales management section is not very good for leaving comments and notes. I feel this lets down the whole system.

CONS

The 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

Philip

Security and Investigations, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

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

PROS

Customisations were easy to introduce, the team helped us fully integrate these changes and they are now used daily within the business

CONS

At 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

Wendy

Translation and Localization, 2-10 employees

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

Easy to use and implement

I am currently working towards switching to Really Simple Systems CRM after a very successful trial. Switching from my current user made me look at which functions I actually use and allowed me to streamline our requirements, which I believe will make us more efficient.

PROS

This software appealed to me instantly because it is so intuitive and adaptable. The custom fields creation was very easy to pick up.

CONS

Time will tell but at the moment it looks good.

Reason for choosing Spotler CRM

Much more aligned with the way i work

Reasons for switching to Spotler CRM

Too expensive and frankly lousy customer service.

Ian

Non-Profit Organization Management, 1 employee

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2023

The best CRM for small organisation. Upgrade to full Marketing and Enterprise versions.

Before having the CRM (when i took over) we had 100's of Excel sheets and 1,000s of duplicates.

PROS

The way I can upgarde to Enterpise without having to have 20 or 50 staff.

CONS

I have never mastered Zapier, so connects with other systems (WordPress, Event Espresso, WPForms)

Reason for choosing Spotler CRM

Zoho had become complicated and Sugar left behind.

Philip

Marketing and Advertising, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2023

Does what it says on the tin

Very good, particularly the customer support which has been excellent

PROS

Good value for money and covers all the areas I need in a CRM system

CONS

Bit clunky in places but overall it's good

Reason for choosing Spotler CRM

cost to begin with, stayed because of the customer support

Ian

Information Technology and Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

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.

PROS

Accounts, 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.

CONS

I 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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

PROS

RSS.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.

CONS

Allocating 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

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

PROS

Its 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.

CONS

It'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?

Navita

Health, Wellness and Fitness, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2021

A Perfect 'Fit'!

Im very satisfied at the moment with RSS CRM. It keeps our accounts very organized which is extremely important for my organization.

PROS

Really Simple Systems has taken account management to a whole new level for my organization. Before using RSS we were using Google Sheets to manage all of our accounts, but with our accounts increasing each year, we needed something simple and easy to use. RSS not only made account management simple and easy, but the set-up is so clearly organized, there's so many options to run different reports, and the customer support is outstanding. What I love most is that each account get's their own profile and within each profile I can upload documents or add an activity such as noting a quote which for my organization is important to track.

CONS

It took some time to learn how to use the system to its full potential, or at least the potential i needed for my organization's purpose, but the customer service support was and still is amazing in helping me learn the system.

Reason for choosing Spotler CRM

RSS CRM was the best fit for my organizations needs and inexpensive.

Reasons for switching to Spotler CRM

Needed a better system for account management.

Debbie

Management Consulting, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2021

RSS support is first class

The outstanding feature of RRS is their support team, who offer an absolutely excellent service. As a team, we are not particularly tech savvy, so having a support team who you can explain any issues or problems to and who just get on and fix things is such a bonus. No long wait times and things get fixed without any drama. I can't imagine any other provider offering such a great personal service.

PROS

The account pages are a simple set up and really easy to use and easy to customise with information relevant to your individual organisation. No trendy MS type chat boxes, just simple and easy to use records. We have found the customisable fields very useful. Automated email actvity tracking is a good feature, as is the integrated marketing module.

CONS

We were not able to integrate our phone system into the CRM too easily and unable to API AdobeSign into the system.

Reason for choosing Spotler CRM

RSS Tech Support team offering.

Reasons for switching to Spotler CRM

Really Simple is just that, really simple to use. Headache free CRM.

Bradley

Supermarkets, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2018

Really Simple Systems - Really Great for a Startup

Really Simple Systems was just what we needed as a SaaS startup who was lean, but with lots of prospects and really needed a CRM that was affordable, easy to setup with the potential to scale. We definitely got that with Really Simple Systems. They've been great to work with. Strongly recommend them.

PROS

Very easy to setup, especially the CRM portion. One of my partners had never used a CRM previously and was able to start using it and be productive (really productive) almost immediately. It was very affordable for us to get started which combined with the positive reviews that we saw it made it very attractive to us. Their support is great! Really responsive. You never feel like you're talking to a black hole. Really important for us.

CONS

They have some work to do on the marketing module. There is an update coming, and it will help a lot. This module is just clunky at the moment, especially the email editor.

John

Veterinary, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

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.

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

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

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!

PROS

The 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!

CONS

I'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

Jennifer

Non-Profit Organization Management, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed November 2022

Easy to use but could be made more streamlined

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!

Reason for choosing Spotler CRM

Price

David

Aviation & Aerospace, 201-500 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed July 2017

Glad to have a straightforward system, which just about covers all my needs.

A compact place to store all my customer sales information.

PROS

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.

CONS

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.

Vendor Response

Hi David, thanks very much for posting a review. You mention not being able to attach documents to a customer account. You can attach documents - there is a specific field for this on the company account page, if you scroll to the bottom. You can drag and drop a file or click to search. If you have any difficulties do please contact our support team for help on support@reallysimplesystems.com. Best regards

Replied July 2017

Paul

Financial Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed November 2022

Easy user-friendly system

Easy user friendly system with great support when needed!

PROS

Easy to learn the system and adaptive to our specific needs

CONS

For the package we on, the software is perfect!

Leslie

Insurance, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed May 2023

All in One Place

The CRM is used in every aspect of the business - marketing, sales & data management of prospects & clients.

PROS

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.

CONS

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

Reason for choosing Spotler CRM

Business was growing so fast & we needed help organizing the data.

Byron

Apparel & Fashion, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2017

An easy to use, high quality CRM, with great features and excellent customer support.

As a company we've been able to grow considerably due to the fact that Really Simple Systems allows us to easily keep track of communications with our existing accounts and potential customers. We've been able to drip feed marketing emails and other mailshots using their fantastic email system.

PROS

Really Simple Systems is fantastic. I've never had an issue with it. It's a highly capable system with all the features you could need from a CRM. The email tool is fantastic and the dashboard gives you an at-a-glance look at your sales performance. Also, if you ever get stuck, their support team is incredible.

CONS

The only thing I haven't enjoyed is the time between version 4 and version 5. In the changeover period things became slightly clunky and it maybe wasn't as seamless a process as they might've wanted. It's all working fine now though.

Rachel

Business Supplies and Equipment, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

5

Reviewed April 2023

Excellent for our small business

Excellent, easy to use and great support if needed.

PROS

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.

CONS

There is nothing we don't like about it.

Showing 1 - 25 of 457 Reviews