Spotler CRM Pricing

I've used RSS for years and it's the cornerstone of our business in terms of contacts and business management. As we're a consultancy having individual files for each client is vital so we can track their progress and writer development.

That we can't search key words to bring up a file. For instance, if I can remember a title of a book but not the author's name, or I met someone at a trade fair - so I have some context - but I can't remember who, or I've worked on book genres with some agents (so it could bring up several files) it would be a game changer if I could just type in key words and it would search through the files in activities and bring up the files rather than just being able to search source, name or email. This is the greatest limiter for me.

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.

Nothing so far.

the tools providers a simple platform for managing contacts, pipeline and schedules.

The email marketing tool doesnt have a plain text option.

Superb CRM for doing the basics really well and giving you a lot of power for your pounds/Dollars. Support is quick and efficient, I have set up, integrated and modified and added data to an account and had it up and running inside 48 hours... How's that for ease of use!!

having sat here trying to think that one out, I don't have a con... or at least I haven't found one yet!

We have valued the ability to build our own accounts screen so that we are able to record and report on areas specifically relevant to our business. The reporting function has been game changing for us, providing new insights into our client base and referral activities. The software is so easy to use which has made embedding it into our operational practices an easy task. The ability to link accounts has proved very useful too.

We would value further fields on the accounts screen so that we can increase our use of the reporting function.

I dealt with [SENSITIVE CONTENT] who was very helpful in the initial setup phase. I have used it to adapt the paretto 80/20 theory across my client data base and also as a time management saver and priority task planner. Also use for billing follow ups and rating of clients according to my paretto rating theory! Really Simple Systems was the last package i came across as all others i viewed did not have the user friendly style of RSS. Need to improve on how i use the reporting section but hope that comes with ongoing use of the site. With out doubt one of the best software packages i have ever used and also very cost effective to implement . It has made my business more efficient and profitable too.

Nothing to note during my initial setup.

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. Good simple annual pricing model based on users and modules required and simple and easy to use CRM system.

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.

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

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.

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...

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

Thanks for the review Chris! FYI the new version CRM does still let you know the last time a record was updated and by who. At the top of your screen, next to the account name, there's a little clock symbol. Hover over this and the information will appear. Regards

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.

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.

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.

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.

Colin, thank you for your review. I'm sorry to hear our CRM did not suit you and your business. It is designed for B2B so is not a perfect solution if your business is also B2C. Our products and services are designed specifically for small businesses and this is our key audience, with single-user systems upwards. I apologise if we gave the impression that your business was not important to us at...

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RSS was extremely easy to deploy into the business, allowing us to view and track our customer pipeline.

Some aspects of the reporting can be quite limiting, such as not being able to include contact information on an Opportunity report

Very easy to setup, especially the CRM portion. One of my partners had never used a CRM previously and was able to start using it and be productive (really productive) almost immediately. It was very affordable for us to get started which combined with the positive reviews that we saw it made it very attractive to us. Their support is great! Really responsive. You never feel like you're talking to a black hole. Really important for us.

They have some work to do on the marketing module. There is an update coming, and it will help a lot. This module is just clunky at the moment, especially the email editor.

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.

Would like to see more third party integrations. Now days it seems like almost every app, software, smart phone, computer, tablet, printer, etc connect to each other somehow.

Simple to learn and use on a daily basis

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...

This software is pretty intuitive. They have decent tutorials. The custom fields are an excellent feature that are basically a deal breaker if they were not available.

We would like to be able to list only certain types of accounts. Instead, it always lists all of them. Maybe we are not seeing how to do it. It allows you to list by account alphabetically, which is helpful, but it would be nice if you were working on one set of accounts to be able to stay focused only on that one rather than having to scroll to that group each time.

Its a really easy to use system, a great way to record information which is accessible to the whole team. Easy to track progress with opportunities and tasks. Useful to see the progress of marketing emails

Although the reports can be very useful, creating a report is not very self explanatory and can be quite complicated. The opportunities system is confusing with reference to unit price, sale price and value. Would be nice to have a tick box option when recording a call activity to be able to easily record if the call was answered, if a message was left, if the client is returning a call etc.

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...

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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.

The best features was the ease of use, value for money and customer support.

Could do with a more segmented costing to allow a small start up business quickly move up the features.

Having trialled many systems we find Really Simple to be really simple. It is straightforward and intuitive to use, and for a small business it is a very cost effective tool that really makes a difference to our operations.

When we are stuck the support team are always on hand and very efficient in helping us out

Cheap. Initially it gave us a good intorductoin to CRM but now realise there are better products out there e.g. Zoho one or MS Dynamics.

Calandar sync turned off. Keep getting glitches, Can't log onto two systems on one web browser etc

Hi Will, Thank you for your review. We are sorry to hear that you have had trouble with our MailSync feature and are unable to login to two systems at the same time. Our team are always available to help with any issues you find, so please do get in touch with ask@reallysimplesystems.com and they will be happy to help.

Really easy to set-up and use - can readily access what’s been entered / saved on RSS

A little annoying doesn’t hold Company Name, Email Address and have to renter these every time access RSS

Hi Ian, thanks for leaving a review. To stop having to re-enter you details each time you can use the "keep me logged in" feature. You'll find support informationhere https://support.reallysimplesystems.com/system-timeout-settings/. Best regards

It's cheap and will--theoretically--help us streamline research recruiting

It's very difficult to set up. Depending on which modules you opt into and what features you choose to use, you are likely to not set the tool up right. I needed support to reset my account 3 times before it was set up in a way that met our functional needs.

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

Bit clunky in places but overall it's good