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!

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.

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.

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.

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.

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

Really happy, does exactly what we need with no fuss or problems. information is available instantly

Its 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

i dont really have many cons to report,

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.

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

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

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.

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.

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

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

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.

Overall it has been a great system for me and the team and we manage to do what we need.

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.

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.

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.