Really Simple Systems CRM Reviews

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.

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.

Being able to customise was really good feature.

I wish there was a Contacts and Accounts upload template.

Kelly, Thank you for your review of Really Simple Systems and I will feedback to the team. I will also look to design an upload template! Best regards Helen Armour Marketing Manager

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.

Really Simple Systems was recommended to me by one of my clients and having used Hubspot and Soffront before I found it really easy and straightforward to use. The layout is intuitive and it doesn't need much explanation to get to grips with the features of the software.

Would be great to have an extra page for the accounts that have bought, so they can leave the pipeline and it just leaves the prospects on the accounts page.

It is very easy to get to grips with compared to the likes of Hubspot. We are a new company so are just starting to grow and organize our client list. We find the email advertising features for the emails really good and we have produced some good quality results using the system.

we have not used it long enough to be really critical and any issues we have had support has sorted really quickly

Love the simple, intuitiveness of the user interface and benefit greatly from all the custom configuration options available.

Would like a bit more flexibility with selections of data sources available to create custom reports.

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...

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

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

the tracking of communication is so easy to use

unable to use a contact in more than one account

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.

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.

The capture of our email traffic for each account is a must. Once you understand the basics the CRM system is easy to understand

As I've said previously REALLY SIMPLE SYSTEMS should offer set up packages and training when companies begin to start working with the system. In some business people don't have enough time to play around with the programs to investigate how it all works. They need to be able to hit the ground running.

Andrew, thank you for your CRM review. It's great to hear that our CRM is meeting your needs. However, it's possible you have missed out on one of our customer support services. Included in your subscription is the opportunity to book a call with our Technical Customer Success team who will help you get the most from the system. This can be with training, custom settings, running reports, and any other aspects of the system that you'd like to find out more about. If you contact us on ask@reallysimplesystems.com we can set up an appointment for you, but I will also email you directly. Kind regards

Ease of use is very important to our organisation and RSS CRM scores very high in this regard. The system is also very intuitive to setup and edit on an as neede basis. The marketing and sales funnel tools are really helpful to the entire team.

Maybe the email integration could have been designed a little better and easier to use.

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 like how simple the formatting is. Easy to search accounts and create reports.

Quickbooks does not link to the CRM so we cannot track sales automatically. There is also not an app for RSS so can only access from a computer. Hard to use iphone broswer.

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.

We didn't really know what we wanted when we implemented RSS other than an easy to use database for all prospects and clients. And that is exactly what was delivered. The support guys have been fantastic at working with me to tweak the fields and make this fit for purpose for a business that sells a service rather than products. The report function is easy to use, and the marketing suite is ok but I dont use it enough to feel overly confident in my abilities. I have to relearn every time I use it.

It would be great if we could email from within the software.

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.

By far the best part about RSS is the team - they're very focused on helping us with what we want and looking at creative ways to get the job done. We've worked very closely with them over the years on a number of projects, and they're by far one of the best software teams I've worked with. The system is simple (surprise!) and it's never taken long for us to train new staff on it.

The upgrade to version 5 took quite a while, however has been much needed and the new software has been regularly updated - far more regularly than previously, so the wait was worth it. There are a few times that we've needed a bit more complexity than the system offers - however the team have been good at exploring different ways to approach what we want.

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.

It really is simple. Reports are easy to run. I've used other CRM's and the reporting can be very confusing. It is not over done. It is a CRM, not trying to run your inventory or production from this software. You can pick it up on your smartphone and tablet, which is helpful for on the road sales folks. Quick support answers are always helpful.

The limit of the 20 fields.

Really Simple Systems CRM works brilliantly for our business as it's quite to use and setup, but still has all the features we need. On the rare occasions when we've had to the use the support service the team have been very respoonsive

The ability to merge duplicate organisations would be very useful; instead you have to delete one and update the other

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.

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.

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.

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

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