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 easy to navigate

Pros

The software is easy to use and navigate through. I love the fact that it can be tailored to meet your specific needs as this was very important to me and one of the factors that played an important role in me choosing RSS. Functionality is great and there are a lot of extra options that are available that I can switch on and off as and when I require them.

Cons

The customer service/support is slow at times and this becomes very frustrating. I have scheduled in calls in the past and the client service level has been poor where on occasions I have had to chase support for help. In terms of the software it is great that you add extra features but there are some extras which I feel should be included within the standard packages.

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.

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