Really Simple Systems CRM Erfahrungen

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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.

In Betracht gezogene Alternativen

HubSpot Marketing Hub

Warum Really Simple Systems CRM gewählt wurde

Flexibility, pricing, modern web look and feel and compler to use

Gründe für den Wechsel zu Really Simple Systems CRM

Simpler to use and a pricing model was easier to step through as my business grows

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

It is very simple and you can tailor drop downs and configure to your requirements

Nachteile

It doesn't autosave and it would be good to make more tailored changes

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Salesforce Sales Cloud

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We already had it set up, it just wasn't being used effectively

Vorteile

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

Nachteile

Time will tell but at the moment it looks good.

In Betracht gezogene Alternativen

HubSpot CRM

Warum Really Simple Systems CRM gewählt wurde

Too expensive and frankly lousy customer service.

Zuvor genutzte Software

Salesforce Sales Cloud

Gründe für den Wechsel zu Really Simple Systems CRM

Much more aligned with the way i work

Vorteile

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.

Nachteile

Nothing so far.

In Betracht gezogene Alternativen

Act!

Gründe für den Wechsel zu Really Simple Systems CRM

Cost and both of the above were not so easy to use.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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!

Vorteile

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.

Nachteile

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.

Vorteile

The system has been amazing for tracking workflows within our team, particularly where staff are working in different locations and at different times. Handover for absence has become easier to manage and has resulted in better client interactions.

Nachteile

The email sync is great, however, emails do not display in an easy-to-read format. Autosync logs emails as block text, instead of in the form they send out via Outlook. This makes reviewing previous emails incredibly difficult.

Vorteile

Affordability. Ease of use. Mobile interface. Unparalleled Customer Support.

Nachteile

None.

Vorteile

We have all our client and contact details together, we use the integrated email so it stores all incoming and outgoing mails providing a full record of conversations and data. Overall, this is a realtively inexpensive but critical part of the mangement of our business.

Nachteile

Sometimes the customisation seems a bit clunky, and whern adding in new clients and contacts there are lots of fields that we don't use. We probably could take those out but haven't because the customisation we don't find simple.

Vorteile

Easy to access all the data areas from account, lead and opportunity, all available on 1 screen view

Nachteile

Integration to email systems and other 3rd party systems

Vorteile

The product is very easy to integrate with existing systems. I log onto it every day to copy in correspondence and check on past emails/etc. It makes my life a lot easier, and is always reliable!

Nachteile

I'd like to be able to search with a reference word – appreciate this could get many results but could work in a similar way to searching in email! It would make some cases of searching for a specific issue or product (in our line of work, a manuscript name) easier.

Vorteile

Easy to set up and upload data to. Email campaigns are quick to set up and very easy to add content to. Adding your own customer fields is simple to do. Support is good and helpful.

Nachteile

Everything is too long winded. To add something to an existing contact you need to find the contact, click the contact, click edit, make your change, save. And the system isn't fast so all of that loading time to add in. It would be easier to be able to edit once you are in a contact then just save changes not start editing separately! Lists and reports being the same would also be better. You view a report for data then have to make the list separately to send email campaigns. Can't copy email campaigns easily.Everything just seems a bit complicated and not so simple!

In Betracht gezogene Alternativen

HubSpot CRM

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Price

Vorteile

Simple to learn and use on a daily basis

Nachteile

1. Inability (due to how set up) to pull a rteport with all account and contact details together.2. Delete and Edit Buttons should be the other way round - why have delete as a first option? Mostly I would be editing not deleting....3. When aditng a new account, the Vomments Box could be long and thin not short and fat - it pushes the page off the screen unnecessarily - and there is nothing else preventing this length of box...4. Recent price change has made one client want to change product...

Vorteile

Easy to learn the system and adaptive to our specific needs

Nachteile

For the package we on, the software is perfect!

In Betracht gezogene Alternativen

Zoho CRM

Vorteile

I have hundreds of clients and with a click of the button, I may locate a name and all their information. Any time, I choose to add a data field, the response is quick. The reports help me track growth and opportunities. Really Simple Systems has chelped me manage my business.

Nachteile

I wish that there was a way to scroll through client names without input each time.

Vorteile

This is software that is not designed for our business; however despite this we were able to tailor parts of the system to help us move from paper based files to managing an electronic system. The service from RSS has been outstanding and they help to provide solutions and alternatives quickly and as best as they can.

Nachteile

As it wasn't designed for Social Care use, there are functionality and data protection issues that have resulted in us moving to a specifically designed system.

Vorteile

I have experience with some of the larger CRM products and they are probably justified for very large and complicated organizations. But, they are far too complicated, often times require programming or special knowledge to customize and are very expensive for a smaller businesses. Most of us need a CRM that provides the business basics such as forecasting, maintaining customer information, document and record storage and the ability to schedule and document activities. After trying quite a few options I found Really Simple Systems to be very easy to use and adapt to my business requirements. The cost is more than reasonable for what you get. I ran my business on the free version for quite awhile until I grew to a point where I wanted to add features that had a cost associated with them. Don't buy an over engineered product. Buy what you need.

Nachteile

So far it has everything I need. Since I am paranoid about losing data and loss of internet connectivity, it would be nice if the program could provide an option to reside on my computer. If the internet or my service is down, I cannot adequately run my business without access to Really Simple.

Vorteile

How customisable the whole UI is, so easy to use. Reports are a breeze & segmentation is very easy

Nachteile

The Email marketing side - The mailshot builder could have more fonts & the creation wizard could be a little easier to use

In Betracht gezogene Alternativen

Salesforce Sales Cloud, Mailchimp und HubSpot CRM

Gründe für den Wechsel zu Really Simple Systems CRM

I was recommended by someone I trust