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.

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!!

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.

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!

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.