Really Simple Systems Features

Really Simple Systems

The Powerful Small Business CRM

4.41/5 (277 reviews)

Really Simple Systems Feature Summary

  • 100% secure data
  • API
  • Chat
  • Custom Charts
  • Custom Fields
  • Easy to use CRM
  • Free customer support
  • Integrated Email Marketing
  • Integrated Marketing module
  • Listing and Forecast Reporting
  • Opportunity (sales and pipeline) Management
  • Scalable pricing structure
  • Service and Support module
  • Simple and Advanced Marketing options

Competitor Feature Comparison

API
Access Control
Accounting Integration
Accounting Management
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Application Integration
Application Sharing
Applications Management
Approval Process Control
Auto-Responders
Automated Sales
Automatic Backup
Automatic Notifications
Budgeting
Bulk Send
Business Intelligence
CRM Integration
Calendar Management
Calendar Sync with Google
Campaign Analysis
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Case Management
Client Management
Collaboration Tools
Commenting
Computer Telephony Integration
Configurable Workflow
Contact Database
Contact History
Contact Management
Conversion Rate Optimization
Conversion Tracking
Custom Charts
Custom Development
Custom Fields
Custom Forms
Customer Accounts
Customer Database
Customer History
Customer Segmentation
Customizable Reporting
Dashboard Creation
Data Capture and Transfer
Data Filtering
Data Import
Data Import/Export
Data Mapping
Data Visualization
Document Storage
Drag & Drop Interface
Drip Marketing
Email Integration
Email Marketing Management
Email Templates
Email Tracking
Engagement Analytics
Filtered Views
Follow-up Scheduling
Forecasting
Geographic Maps
Help Desk Integration
Help Desk Management
History Tracking
Inbox Management
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Scoring
Mailing List Management
Microsoft Outlook Integration
Mobile Integration
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
On-Demand Webcasting
Opportunity Management
Partner Management
Password Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
QuickBooks Integration
Quote Management
ROI Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Reminders
Reporting & Statistics
Role-Based Permissions
SLA Management
SSL Security
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Scheduled Reporting
Secure Login
Self Service Portal
Social Media Integration
Support Ticket Management
Support Ticket Tracking
Task Management
Task Scheduling
Task Tracking
Territory Management
To-Do List
Two-Factor Authentication
Unsubscribe Database
User Management
Video Support
Web Forms
Website Integration
Widgets
Workflow Management
Visit WebsiteCompare App
API
Access Control
Accounting Integration
Accounting Management
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Application Integration
Application Sharing
Applications Management
Approval Process Control
Auto-Responders
Automated Sales
Automatic Backup
Automatic Notifications
Budgeting
Bulk Send
Business Intelligence
CRM Integration
Calendar Management
Calendar Sync with Google
Campaign Analysis
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Case Management
Client Management
Collaboration Tools
Commenting
Computer Telephony Integration
Configurable Workflow
Contact Database
Contact History
Contact Management
Conversion Rate Optimization
Conversion Tracking
Custom Charts
Custom Development
Custom Fields
Custom Forms
Customer Accounts
Customer Database
Customer History
Customer Segmentation
Customizable Reporting
Dashboard Creation
Data Capture and Transfer
Data Filtering
Data Import
Data Import/Export
Data Mapping
Data Visualization
Document Storage
Drag & Drop Interface
Drip Marketing
Email Integration
Email Marketing Management
Email Templates
Email Tracking
Engagement Analytics
Filtered Views
Follow-up Scheduling
Forecasting
Geographic Maps
Help Desk Integration
Help Desk Management
History Tracking
Inbox Management
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Scoring
Mailing List Management
Microsoft Outlook Integration
Mobile Integration
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
On-Demand Webcasting
Opportunity Management
Partner Management
Password Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
QuickBooks Integration
Quote Management
ROI Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Reminders
Reporting & Statistics
Role-Based Permissions
SLA Management
SSL Security
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Scheduled Reporting
Secure Login
Self Service Portal
Social Media Integration
Support Ticket Management
Support Ticket Tracking
Task Management
Task Scheduling
Task Tracking
Territory Management
To-Do List
Two-Factor Authentication
Unsubscribe Database
User Management
Video Support
Web Forms
Website Integration
Widgets
Workflow Management
Visit WebsiteCompare App
API
Access Control
Accounting Integration
Accounting Management
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Application Integration
Application Sharing
Applications Management
Approval Process Control
Auto-Responders
Automated Sales
Automatic Backup
Automatic Notifications
Budgeting
Bulk Send
Business Intelligence
CRM Integration
Calendar Management
Calendar Sync with Google
Campaign Analysis
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Case Management
Client Management
Collaboration Tools
Commenting
Computer Telephony Integration
Configurable Workflow
Contact Database
Contact History
Contact Management
Conversion Rate Optimization
Conversion Tracking
Custom Charts
Custom Development
Custom Fields
Custom Forms
Customer Accounts
Customer Database
Customer History
Customer Segmentation
Customizable Reporting
Dashboard Creation
Data Capture and Transfer
Data Filtering
Data Import
Data Import/Export
Data Mapping
Data Visualization
Document Storage
Drag & Drop Interface
Drip Marketing
Email Integration
Email Marketing Management
Email Templates
Email Tracking
Engagement Analytics
Filtered Views
Follow-up Scheduling
Forecasting
Geographic Maps
Help Desk Integration
Help Desk Management
History Tracking
Inbox Management
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Scoring
Mailing List Management
Microsoft Outlook Integration
Mobile Integration
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
On-Demand Webcasting
Opportunity Management
Partner Management
Password Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
QuickBooks Integration
Quote Management
ROI Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Reminders
Reporting & Statistics
Role-Based Permissions
SLA Management
SSL Security
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Scheduled Reporting
Secure Login
Self Service Portal
Social Media Integration
Support Ticket Management
Support Ticket Tracking
Task Management
Task Scheduling
Task Tracking
Territory Management
To-Do List
Two-Factor Authentication
Unsubscribe Database
User Management
Video Support
Web Forms
Website Integration
Widgets
Workflow Management
Visit WebsiteCompare App

Really Simple Systems Feature Reviews

25 reviewers had the following to say about Really Simple Systems's features:

Bruce Laing

Easy to use CRM

2018-07-11

If nothing else the audibility of customer interactions, this allows us to see any \ all communications with the customer.

Pros

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.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Mike O'Sullivan

RSS - CRM gives us exactly what we need to manage our database of subscribers, prospects & customers

2017-08-18

Pros

Very effective report management module which provides flexible analysis of the database.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Information Technology and Services company, 11-50 employees)

Really Simple Systems

2019-04-10

Managing tasks, keeping records of previous activities and running prospect reports is straightforward and effective

Pros

Just as the name of the software indicates I like this package as its easy to use and gives me all the information and reports I need to progress through the sales process

Cons

trying to integrate e-mail in to the package seems cumbersome

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Really Simple Systems


Thank you for reviewing Really Simple Systems! If you have any questions, or would like some support integrating your emails, let us know on ask@reallysimplesystems.com.

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Neil Gilmartin

Excellent UK based and GDPR Compliant CRM System

2018-10-02

Brilliant email/campaign marketing module with excellent dashboard view of all email campaigns. 3.

Pros

Replaced all my old Excel worksheets built up over the last 20 years with a single web based CRM application available to access on my Laptop, iPad and iPhone and giving complete flexibility of access to data. Easy and intuitive to use with an excellent dashboard view, task management, sales pipeline and built in reports and excellent dashboard widgets.

Cons

Data import was not a simple as it looked to be and needed support team to import my CSV files, this was done quickly and efficiently by the support team.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Alan Peters

Easy to use and value for money.

2017-06-05

Pros

I know rely totally on this software for management of prospects and account management activity.

Cons

When adding new contacts, it would be good to have a copy feature from existing contacts so that addresses and phone numbers etc don't have to be input again.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
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Neil Gilmartin

Simple Effective CRM System

2019-08-22

Use it for my own software business and 3 other software clients based in New Zealand and UK and it can be used from complete sales pipeline management through to lead generation, depending what my clients need, simple customisation of database fields and screens makes it user configurable a must for different client requirements.

Pros

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

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Ailsa Williamson

Great ability to customize

2018-03-27

Easy ability to track and edit leads.

Pros

What I most like is the ability to add custom fields to really utilise the tool .

Cons

Initially, the report function didn't work perfectly for us but I contacted customer support and they really quickly solved this issue for us by adding in the requested extra fields.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Caroline Smith

Easy to use system, let down by its marketing limitations

2018-10-02

Pros

Really easy to use Great customer service with prompt response Really helpful how to guides and webinars Easy to adapt to fit business requirements

Cons

Email integration not the slickest Web integration not the easiest to set up Not the best for managing marketing activity, way behind with even the basics of automation

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
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Jay Rau

Real Simple Systems

2017-01-06

In addition to the user interface being very logical and intuitive, it also permits a fairly wide latitude for customizing the data fields for contacts, accounts, opportunities and reporting – which will be critically important for performance metrics tracking and reporting (there is an extensive menu of default reports, plus we can design our own custom versions).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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mark ss

the marketing module never should have seen the light of day. sending an eamil should be so simple.

2017-05-11

Pros

accounts and contact management is great. beyond that...it is not very intuitive. in fact its very difficult and cumbersome.

Cons

marketing module. trying to integrate with emails etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
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Aurelian Patrascu

Easy Follow your leads with Really Simple Systems

2018-10-08

Pros

The software is simple, has an intuitive interface and the support is great.

Cons

Also it lacks the possibility of tracking calls and more activities for contacts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Anonymous
A verified reviewer

Excellent for small business

2017-11-13

The greatest benefit is sharing of customer/contact information internally across team members in an easy fashion at a reasonable price.

Pros

Sharing contact information, outstanding tasks for clients, and client specific documents are all easy tasks that are quite intuitive.

Cons

There are several activities that are a bit clunky/annoying.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Really Simple Systems


Thank you for your feedback. I will report the errors you mention regarding currencies and time zones to our Development Team to take a look at. In the meantime, if you would like to contact our Support Team on support@reallysimplesystems.com we can correct these settings for you. Regards.

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Amanda Witcher

Easily transferable from Salesforce and great technical support

2015-11-18

Pros

I have a small company selling school trips so my database is large but I have only a small number of high-value sales a year.

Cons

Small point, really - Activity data which was transferred from Salesforce is displayed twice under Activities.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

10/10

Recommendations to others considering Really Simple Systems

Make sure that the data is transferred correctly from one CRM system to another. Data which is entered in one system under a certain title or field may not be transferred into the correct, or recognizable field in another CRM system. I ran both systems concurrently for several months to make sure I hadn't lost any data.

Source: Software Advice
Helpful?   Yes   No
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Gemma Dunn

Flexible system which is always evolving, with outstanding support

2019-11-20

RSS helps up keep on top of our sales pipeline, we print reports for our weekly meetings.

Pros

The system is customisable, integrates with our email and accounting software, and the support is outstanding.

Cons

It would be great if the email templates were a bit jazzier, like mailchimp.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Alastair Jones

A simple CRM system that allows you to have client and sales information in one place. Easy to use.

2017-09-13

I am more confident of not missing sales opportunities and contacting clients at the right time to gain the business.

Pros

For a simple system there is a fair amount of flexibility to change task titles, drop down menus, reports etc. to make the system work how you want it to.

Cons

I think the 500 account records is a bit restricting on the licence. 1000 would be better for small start up businesses. Its too big a jump to 5000 on the higher licence.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Geraldine Fusciardi

Excellent, greatvalue tool for managing sales and marketing activities

2015-11-18

Pros

Lives up to its name - simple to use, clear linkage between accounts/tasks/opportunities has all the functionality you need and allows you to create a wide variety of reports.

Cons

Lack of flexibility around dashboard and lack of integration with productivity tools such as Outlook.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

9/10

Recommendations to others considering Really Simple Systems

Stick with a simple system - I have used many CRM tools and often you don't use most of the functionality you have paid for and see on your screen every day. This is a tool I have recommended into several companies with no problems. And the pricing approach is excellent.

Source: Software Advice
Helpful?   Yes   No
Read more
Andy Doran

Excellent product for the entry level user (which we are)

2018-03-28

Easy to manage our contacts across multiple departments.

Pros

Dashboard shows your accounts, tasks (follow ups etc) and activities. I found it easy to upload our current prospects onto via a spreadsheet.

Cons

Haven't found any yet but I'm sure we are not using it to its full potential. System has just undergone a complete restyle and this seems much more aesthetically pleasing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Lexie Hart

Excellent CRM

2016-06-16

Really simple systems is a great CRM for our company because it is very easy to use and to setup.

Pros

*Easy to import data *Easy to set call backs using the task feature *Easy to monitor progress through report

Cons

*Display should be more bolder as sometimes I have to squint to see notes

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Troy Moser

Really Simple is really simple. Which is really ideal!

2016-11-18

I was hesitant at first to go with any software because I kept saying to myself who needs management software when you are the only employee!

Pros

Has just enough information that its not redundant. I love the pay as you go approach. Instead of bogging us down with several hundred dollars worth of software we may never use, or even worse free versions that don't cover enough services to make you want to start using their products at all! I wanted a product that tells me what happened, when and how I did something, to whom and when, what the outcome was, and will then continue to bug me if I haven't done it yet.

Cons

Would like to see more third party integrations.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Really Simple Systems

As I tell employees, friends, family, with anything you really got to give it time to decide if you like it, love it, or truly hate it. Give it two weeks. What do you got to loose?

Source: Software Advice
Helpful?   Yes   No
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Lorraine Williamson

First CRM experience from a small family business

2015-11-18

Pros

Having created databases before, I knew generally how to create what I needed.

Cons

I would like to be able to set up timed actions, ie an email is sent automatically on a certain date to a customer as a reminder etc. Would also welcome the 'additions' being part of the programme - only found out after signing up that all the extra bits are chargeable which was disappointing.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

6/10

Recommendations to others considering Really Simple Systems

Look into what's included and how this fits into your needs. Make comparison with all other CRMs to get cost comparisons and sign up to trails first to find the CRM which best suits you and your business needs.

Source: Software Advice
Helpful?   Yes   No
Read more
Laura Turner

A straightforward and self-explanatory system

2017-11-15

Able to easily monitor sales activity, record necessary information and it functions better than many other databases I have used, which charge alot more!

Pros

I have a recruitment business and its been helpful to monitor my sales activities. Quick response for customer services when I enquired about the products.

Cons

Would have liked to have been able to mass email on the free software, but I can appreciate this function is more complex.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mohammed Shamaz

Best CRM Tool

2020-02-05

This software records the entire sales data of the organization in a very systematic way.

Pros

All the sales data can be captured and recorded in a very systematic manner.

Cons

Reporting needs to be more customized. Found a bit difficult to provide user permission and ownership to various reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Smooth, seamless, fast, intuitive

2017-11-13

Keeping track of customer contacts and leads has never been easier.

Pros

It runs perfectly in a mobile browser.

Cons

The "new" site, tends to load slower than the old sometimes. I wish there was a few different color pallets to choose from ie light, dark, grey.....

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
David Watkins

Have worked with RSS for last 5 years

2015-11-10

Pros: Very simple to use Stable platform Cons: Not very sophisticated for searching Would be useful to have drag & drop concept to design your pages Doesn't allow you to have contact title in reports - contact name yes, but not contact title

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Really Simple Systems


Thank you very much for your review and feedback David. A drag and drop function for the home page should be available early 2016. In the report section you will find an option for User.Salutation or Contact.Salutation depending on what you are reporting on. This will include the title of the contact in your report. Kind regards

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Gordon Fleming

Replacement for MS Business Contact Manager

2016-11-11

Biggest down for us is the inability to add activities/notes on an opportunity basis.

Pros

Really good customer service.

Cons

Would like to be able to add notes or activities at an opportunity level.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Really Simple Systems


Hi Gordon,

Thank you for your comments. Glad to hear the CRM is working well for you.

I have raised your feature request, to be able to add notes to opportunities, with our development manager. Hopefully, this is something we can add in due course.

Kind regards
Helen Armour
Marketing Manager

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