If nothing else the audibility of customer interactions, this allows us to see any \ all communications with the customer.

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.

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.

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

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.

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

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.

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.

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.

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.

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.

Very impressed with the service and the staff at RSS, I feel we get an excellent service from the teams

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

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

Over all quite good, not as good as pipedrive.

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.

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.

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.

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

Time will tell but at the moment it looks good.

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 pleased with this cost effective system.

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.

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.

Its 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.

One 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.

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.

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

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.

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.

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.

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.

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.

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.

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?

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

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.

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.

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.

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.

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

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.

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.

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.

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.

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.