What are Really Simple Systems CRM users saying about the software?

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.

Pros

Having 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.

Cons

Nothing to complain about, happy. Maybe preferred the earlier version which let you know the last time a record was updated and by who.

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.

Its a Really Simple System, it really is!!

Great!! I love it! does exactly what i need and I am only using the tip of the iceberg as far as its far reaching functionality. I couldnt manage my business without it.

Pros

I use this software everyday. I love the customisable customer data fields and search functions, which allow me to record customer information with an immediate snapshot of their current holdings, needs and contacts

Cons

I have no issues with RSS at all, I have only scratched the surface of what the product can do and need to invest some time into more of the automated services, like marketing and email campaigns etc. But with everything it is getting the time to delve into to these powerful tools!!

An inexpensive alternative.

Pros

It is inexpensive compared to the competition and easy to use.

Cons

The Mail marketing tool lacksin customization options. You can drag and drop some premade sections, but can't do much more than that.

Lives up to its name

Fantastic account and support team and great product.

Pros

Love the simple, intuitiveness of the user interface and benefit greatly from all the custom configuration options available.

Cons

Would like a bit more flexibility with selections of data sources available to create custom reports.

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.

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.

Their software is great for my small business

Pros

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.

Cons

Nothing to note during my initial setup.

Exactly as the name suggsets

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 software for smaller companies

Pros

Easy to use and train staff on. Support is excellent

Cons

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

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.

Simple Effective CRM System

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.

One of the best CRM tools out there!

I really like it's simplicity.

Pros

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.

Cons

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.

Ideal for Our Needs with Lots of Hidden Treasures Still To Uncover

It has been very simple to grasp and exciting to see there is so much more which can be done with the system. It provides us with a vital reference log of all activity we undertake with, for and on behalf of our 250+ member businesses. Technical support has also been very good too - we reported a time-stamp bug and it was fixed within 24 hours.

Pros

I am new to the organisation and new to this particular software. However, in my daily use of the program, I can see how it easily solves our basic contact data-base requirements. It's straight-forward, user-friendly and logical. Its user interface is easy to follow and it has become an invaluable piece of software in my working day to ensure our smooth running of our organisation - supporting the 250+ businesses across the industrial estates we serve. There are lots of additional utilities and functions which we need to explore further to fully appreciate the wider opportunities it offers - this in itself is a further 'Pro' as it highlights the comprehensiveness of the system.

Cons

Very little to criticize. The only negative experience I have had was regarding the automatic email integration option. We thought this would be an ideal solution to avoid us having to copy/paste email correspondence as separate activity entries for the relevant contact. Unfortunately, for our specific reporting/logging needs, the automated option didn't present the emails in an appropriate manner - formatting was lost, previous messages were included and the end result was cumbersome to navigate. As a result, we switched this option off and reverted back to our manual approach which better meets our layout and quick reference needs.

A good product

Like I say we are a growing SME business so we find really simple systems is ideal to develop a system to manage our customer relations and to develop new customers. Over all it has been a rewarding experience to use then product.

Pros

It is very easy to get to grips with compared to the likes of Hubspot. We are a new company so are just starting to grow and organize our client list. We find the email advertising features for the emails really good and we have produced some good quality results using the system.

Cons

we have not used it long enough to be really critical and any issues we have had support has sorted really quickly

Moduflow CRM

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.

Really Simple Systems Review

Overall I like the software to manage my territory and keep track of my activity. Just with the system would track with our quickbooks and there was an app for phones.

Pros

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

Cons

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.

Affordable with the features and functions we need

Pros

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

Cons

The email marketing tool doesnt have a plain text option.

The Name Sums It Up

Fantastic. Easy to use and helpful support from RSS to resolve any requirements.

Pros

intuitive software that can be customised as a user level.

Cons

we do not have the resource to optimise all the functions - eg quoting from RSS.

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.

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

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!

Really Simple Systems - SIMPLES!

Fantastic Software - never had any issues with it, customer support is fantastic and I would recommend this to anyone looking for a CRM system

Pros

I use this every day, fantastic entry level customer relationship datatbase software. Allows you to manage your customers, tasks documents, emails etc etc etc - basically does everything you need it to and I have only just scratched the surface

Cons

I would like the ability to be able to multi select tasks and move them to a specified date. There may be an option to do this already, but currently I am manually moving them, which can be time consuming

The Best CRM System Out There!

Excellent!

Pros

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.

Cons

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

Excellent for small business

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.

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?

I think it is absolute quality and value for money, and easy to use

I think they are an impressive team with a great product.. As I said, they got all the core elements right to make it a fantastic choice, especially for the SME market..

Pros

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!!

Cons

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