Spotler CRM

Vorteile

It's fairly intuitive and covers all the basic elements you'd expect from a CRM with a marketing (email campaign) addition.

Nachteile

It can be quite difficult to integrate other platforms and perform more advanced marketing functions, it feels still very manual in the way you can use the functions (import/export contacts and setting up emails)

Vorteile

This CRM is incredibly easy to use with a wealth of support material including video tutorials to get you started. At its basic level it can be comprehensively customised for your/your companies needs. It provides not only a fast and extremely flexible customer database but has the flexibility to include pipeline and sales functions along with automation and cloud storage options which can be added on as needed.

Nachteile

The inability to bulk move customer tasks to a new date within the Task Window. If a number of tasks are not completed, it can be time consuming to move a number of similar tasks to a set date in the future, as these all have to be done individually. So having the ability to select a number of tasks over numerous customers and set a new task date for them would be a very useful feature.

Vorteile

Generally happy with the overall offerings of RSC and how it assists with our day-to-day business management

Nachteile

It would be great to have a little more ability to track task progress.Would be great to have a prompt when tasks are overdue/require attention now or soon.

In Betracht gezogene Alternativen

Warum Spotler CRM gewählt wurde

Gründe für den Wechsel zu Spotler CRM

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

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

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

The way I can upgarde to Enterpise without having to have 20 or 50 staff.

Nachteile

I have never mastered Zapier, so connects with other systems (WordPress, Event Espresso, WPForms)

Vorteile

The free trial give me the chance to look at the software and test it. I managed to send it test email Marketing campaign and you worked okay

Nachteile

The UI is not appealing at all it really needs a rebrand. Though there's some form of tutorial on how to use it it should be made a little bit easier hello

Vorteile

the tracking of communication is so easy to use

Nachteile

unable to use a contact in more than one account

Vorteile

I was sold to Spotler when Really Simple Systems changed over. They seemingly kept things pretty much the same from a user standpoint.

Nachteile

I kept asking for customer service to get in touch with me, since I couldn't reach them, and no one would call me.

Vorteile

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

Nachteile

i dont really have many cons to report,

In Betracht gezogene Alternativen

Warum Spotler CRM gewählt wurde

Gründe für den Wechsel zu Spotler CRM

Vorteile

it really is simple and straight forwards to use.

Nachteile

few issues uploading bulk data and could do with more info

Vorteile

Starting out we needed a system that was simple to use and inexpensive. As we've grown, we have had greater needs from the system and it is as easy as clicking a button to enable additional parts of the platform. Really great tool.

Nachteile

It is a little simplistic, but that was using the base level of the account. There are so many more options that we are just beginning to explore.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Spotler CRM

Vorteile

It's really straightforward and I like the marketing function built in

Nachteile

There could be more tutorials on reporting

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

Ease of use, quality of design and customer care

Nachteile

Like all crms, it takes a little while to get used to the programme

Vorteile

Customer relationships has been a vital key in this era, where management of customers data has become a crucial part in any organization.

Nachteile

UI/UX plays a crucial role in understanding clients response to the system and usage of the tool. So improving on that factor will play a crucial role.

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Warum Spotler CRM gewählt wurde

Zuvor genutzte Software

Vorteile

Really Simple Systems CRM is the most user-friendly CRM on the market. We looked at a lot of different CRMs, and Really Simple Systems CRM was the obvious choice for me because it is so easy to use. It was very easy to integrate with my existing business processes, and the most impactful features are the ones that I use every day. I highly recommend it!

Nachteile

Really Simple Systems CRM is really simple! The product is very easy to use and integrates well with our existing business processes. I haven't found any features that are missing or could be improved. Overall, I'm very happy with the product!

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

For the pros of this software, I like its ease of use. It took little to no training to get used to the software and if ever we were unsure of anything, there is easy to follow tutorials on the dashboard.

Nachteile

The thing that I least like about the software is that it is not 100% reliable. From time to time, tasks and activities are not recorded. We find that a lot of the activities that are not recorded are the emails that we send. Most of the time it records them, but sometimes it doesn't. It can also be really slow sometimes and we know that it isn't an issue with our broadband as we have the fastest speeds possible. Very rare, but we have had some days where we cannot get into the system at all and keep getting an error code. We did report this at the time and it was soon fixed.

Vorteile

The ease of use and speed with which we were able to get our database up and running was incredible. The support offered throughout the process was personal, professional and most importnatly supportive!

Nachteile

Elements relating to integration with other software have proven challenging - however the support team work with us and the other software providers where they can to find solutions.

Vorteile

The most impactful features are the customisation of the fields so that we are able to capture all the data needed on one system

Nachteile

It would be really helpful if there was an opportunity to add more fields to the Accounts page and if you were able to customise all the fields in the Opportunities page

Vorteile

Using the CRM for our small business has been extremely helpful as we are a new SME company, we are hoping to get more us as we progress as a business.

Nachteile

I don't think we have used enough of the system in order to say what we least like about the CRM

Vorteile

The software is really easy to navigate and use. It's user friendly in its layout and can be changed/adjusted to what is required from the business. I have used the system for generating reports and even if I have been unsure of how to do them, I always seem to be able to play around and figure out what is needed quite easily.

Nachteile

Sometimes the display changes for no reason. Sometimes the way the notes are shown on the screen may change and then change back another day - this can be a little frustrating.

Vorteile

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.

Nachteile

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.

Vorteile

Sin duda alguna, las enormes posibilidades de personalización de la herramienta, así como su enorme facilidad de uso

Nachteile

La versión gratuita es quizás excesivamente limitada, se intuye todo su potencial, pero sería interesante poder probar más cosas de la herramienta

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

easy to use and tracks my workload well

Nachteile

nothing, it is extremely effective and efficient to use

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

Good value for money and covers all the areas I need in a CRM system

Nachteile

Bit clunky in places but overall it's good

Vorteile

The simple organization and access to client files / reports

Nachteile

The language. Some metrics and reports seem to be categorized with more European terms; not all reports or metrics are easy to understand at first.

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

Good support Literally grows in ability and function with your business

Nachteile

Would be helpful to be able to format fonts in system (bold, italic, highlight etc)The server can be a bit slow

Vorteile

It has really helped us to organise all the information we have for our customers. As our business grows, employees know where to go to find the information they need and can easily update the system when new data needs to be added. It keeps everyone informed with up to date information.

Nachteile

We would have liked to have a way to alert us when contracts are coming up for renewal.

Vorteile

Ease of displaying statistics from campaign

Nachteile

Can't import html code and that you can't import html code, would make creating campaigns quicker especially as you can't copy a previous campaign easily

Vorteile

We use for all our customer history of service and support. We find it very easy to use and can add or take off any fields we need to fully customise to the needs of the business. Great for task management and recording field/workshop service activities.

Nachteile

There is nothing we don't like about it.

Vorteile

Very intuitive and easy to use. Reporting function is especially useful, as is being able to customise activity fields.

Nachteile

It would be great to be able to import different font styles to the marketing/newsletter functions

Vorteile

I like how easy it is to log and collate emails to clients with the codes

Nachteile

the CRM sometimes stops syncing the emails but you are not alerted to this so have to go back and add emails manually which is frustrating and sometimes time consuming

Vorteile

This is an easy to use, easy to implement CRM product. It is cloud based, and a great value product!

Nachteile

There's no initial integration to any of our other systems. We leave it on an island for our sales folks to focus on their pipelines and contacts.

Vorteile

great system, very user friendly. email marketing is really straight forward to use

Nachteile

no all round good system, was impressed would recommend

Vorteile

I found this really useful to keep organized all the company contacts. Being able to see when the last update was made on each of them helps me a lot.

Nachteile

I think it needs to improve the search function as sometimes I do not find information when I try to search with keywords

Vorteile

Easy to import contacts and keep updated

Nachteile

Doesn't manage inbound e-mail as i hoped it would

Vorteile

Very easy to use on the road to keep track of visits.

Nachteile

It may be an option that I haven't figured out - but I would like a report to print out of the last visit for each account.

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

Gründe für den Wechsel zu Spotler CRM

Vorteile

I've applied RSS CRM to hold performer details for my events. So easy to set up, manipulate and use. I've recommended it to fellow promoters who are now starting to see the benefits.

Nachteile

Not sure just yet. Everything takes time to iron out the glitches - but so far so good.

Vorteile

It gives me one place to store contacts and partner information

Nachteile

Email marketing is not streamlined and set up takes longer than it should

Vorteile

The quality of customer service is outstanding, and they can assist in tailoring your reports and fields to your needs usually within a day. This is particularly beneficial for small and medium-sized businesses where staff often have to multitask.

Nachteile

The feature that enables linked accounts is somewhat perplexing. However, considering the benefits and support provided by the product, it surpasses this issue by a significant margin.

Vorteile

Easy to use and implement. No pointless functionality.

Nachteile

The accounts/contact distinction isn't the best. Definitely much better designed for B2B than B2C.

Vorteile

RSS CRM is an excellent choice for small and medium-sized businesses in need of a simple and user-friendly CRM solution. It's user-friendliness and customization options make it a popular choice.

Nachteile

The setting sub-system can be a little confusing at times, but It's not an issue for me.