Spotler CRM vs Dynamics 365

HubSpot CRM

Salesforce Sales Cloud

Zoho CRM

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Sales Executive

The quality of customer service is outstanding, and they can assist in tailoring your reports and fields to your needs usually within a day.

Director

We needed a CRM to help us with telesales that we have outsourced and for them to use.

The powerful small business CRM for B2B with everything you need to manage your sales and marketing. Find every customer, contact and communication instantly. Track your leads and automate your sales process. Keep on the ball by setting tasks and appointments so you never miss another sale.

A/B Testing

Access Controls/Permissions

Accounting Integration

Activity Dashboard

Activity/News Feed

Activity Tracking

Ad hoc Reporting

Alerts/Notifications

Appointment Scheduling

Automated Scheduling

Autoresponders

Batch Processing

Billing & Invoicing

Budgeting/Forecasting

Business Process Control

Calendar Management

Calendar/Reminder System

Calendar Sync

Call List Management

Call Logging

Campaign Analytics

Campaign Management

Campaign Personalization

Campaign Planning

Campaign Scheduling

Campaign Segmentation

CAN-SPAM Compliance

Channel Management

Click Tracking

Client Management

Client Tracking

Collaboration Tools

Commenting/Notes

Commission Management

Communication Management

Contact Database

Contact Management

Contract/License Management

Conversion Tracking

CRM Integration

Customer Database

Customer History

Customer Segmentation

Customizable Branding

Customizable CTAs

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Scoring

Customizable Templates

Customization

Dashboard

Dashboard Creation

Data Extraction

Data Import/Export

Data Management

Data Synchronization

Data Visualization

Deal Management

Document Management

Document Storage

Donor Management

Drag & Drop

Drip Campaigns

Electronic Signature

Email Campaign Management

Email Management

Email Marketing

Email Templates

Email Tracking

Engagement Tracking

Event Triggered Actions

Exception Reporting

Field Sales Management

File Sharing

For AEC Industry

Forecasting

For Financial Institutions

For Insurance Industry

For iPad Devices

For Mac Devices

Forms Management

For Nonprofits

For Real Estate

For Sales Teams/Organizations

For Small Businesses

For Startups

GDPR Compliance

Goal Setting/Tracking

Graphical Data Presentation

HIPAA Compliant

Image Library

Interaction Tracking

Landing Pages/Web Forms

Lead Capture

Lead Distribution

Lead Engagement

Lead Generation

Reviews for Spotler CRM come from a wide variety of industries, including Financial Services (6% of reviewers), Management Consulting (6%), and Marketing and Advertising (5%). The most frequent use case for Spotler CRM cited by reviewers is CRM (58% of reviewers).

Users and use cases

Most reviewers indicate Spotler CRM offers strong value for money, with affordable, flexible pricing and a generous free version. However, some reviewers feel essential features require upgrades, and costs can rise quickly with added users or extras.

Value for money

Spotler CRM is a CRM program offering key features such as contact database and contact management, among others.

Proprietary

Spotler CRM

Web-based

Linux

Windows

Chromebook

Pipedrive

Act!

Freshsales

Gold-Vision CRM

Mailchimp

Dynamics 365

Free

Starter

Professional

Enterprise

Cumbersome email integration experience

Senior HR business partner

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

43% of reviewers feel negative about Email Integration, frequently mentioning issues with setup, reliability, and usability. Some users report that syncing emails is inconsistent and manual intervention is often required, which they find time-consuming. Reviewers indicate the email editor is limited, with formatting problems and a lack of automation features. They say integrating with other platforms is difficult and managing inbound emails does not meet expectations. Users think the process is confusing, with clunky interfaces and occasional failures in sending or receiving emails, impacting workflow efficiency.

Efficient client management features

Commercial Director

Integrated into our systems with ease and gave us the perfect tool for our sales team to manage their own accounts effectively and as an administrator the ability  to manage our overall company client portfolio.

96% of reviewers feel positive about Client Management, noting the platform’s effectiveness in organizing client data and managing account activities. Users think having all client information in one place allows them to quickly understand client status and history. Some reviewers appreciate customizable permissions, which help teams access only relevant records. They indicate that features for tracking tasks, opportunities, and communications streamline client interactions and improve internal coordination. Users say reporting tools provide useful insights into client portfolios and sales activities, supporting better decision-making.

Comprehensive customer tracking tools

Sales Agent

Since using RSS my business is well organised and I never miss important notes or tasks Customer visits are recorded easily and keep me ok track and informed of my activity which in turn builds brilliant customer relations

Sales support team leader

Works perfectly for logging and tracking our customers from lead to sale.

97% of reviewers feel positive about Customer Tracking, highlighting its ability to centralize customer information, meeting notes, and documents for easy team access. Users report that tracking sales activities, communications, and follow-ups is straightforward, which helps them stay organized and never miss important tasks. Some reviewers find the audit trail of customer interactions valuable for building relationships and monitoring the sales pipeline. They say the system’s ease of use and ability to log activities, schedule reminders, and share updates with colleagues improves workflow and supports business growth.

Consultant

Keeps everything together and allows me to have contacts at my fingertips.

The CRM is used in every aspect of the business - marketing, sales & data management of prospects & clients.

Global Marketing Manager

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

Sales Engineer

With its help, we can easily classify and respond to emails, schedule promotional offers, and gather valuable data about customers' interactions.

Mortgage Adviser

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.

I have hundreds of clients and with a click of the button, I may locate a name and all their information.  

Social Media Consultant

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.

The biggest drawback is the lack of a merge mail feature to enable data to be inserted into a 'live' document for mailing letters etc.

Practice Administrator

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

I needed a CRM that I could customize for my specific requirements, where as other CRMs I tried, I had to try and fit my data in set fields and were not bespoke enough.

Administrative Assistant

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

Marketing Lead

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

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.

Head of HR Operations

The system's user-friendly interface made it easy for our team to manage customer information, track leads and opportunities, and generate reports.

President

It gives me one place to store contacts and partner information

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

Admin

RSS makes it easier to have data in one place on a simple CRM. If you have any degree of IT knowledge you will easily pick up working on it and can use webinars to increase knowledge.

Business Development

As a CRM should, it enables mt to keep track of what was said and done and to plan, see and react to future events

Technical Sales Specialist

A lot of the options for information to be included is not relevant for my job personally, so it would be nice to be able to pick and choose what options you want to see.

Building the CRM so far has been very easy in creating the information I need, and I am looking forward to once all my data is populated to then look at the reporting and marketing areas.

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

Client Relationship Support

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.

Sometimes the way the notes are shown on the screen may change and then change back another day - this can be a little frustrating.

I was sold to Spotler when Really Simple Systems changed over.  

Director Of ops

We were looking for an internal software to help manage our teams and collect data for weekly reviews

Managing Director

hard to make bulk changes to sectors/ accounts, not being able to bulk edit

MArketing

i also like that you can link accounts and save documents to the accounts as well

Owner

The custom fields are an excellent feature that are basically a deal breaker if they were not available.

Inability (due to how set up) to pull a rteport with all account and contact details together.2.

Senior Product Development Program Manager

This CRM is a good starting point for what we needed to track client relationships and new leads.

RSS.CRM simplifies our customer data management and communication processes.

Deputy Operations Manager

AdaptableEasy to UseExpandableEasy to send emails to selected types of client

If I am proactive in updating everything It is a good way to track what conversation I have had in the past.

Too many upsells, price with added users high, SEO features are expensive, too.

Being able to see when the last update was made on each of them helps me a lot.

Sales Director

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

Spotler CRM vs Dynamics 365 Comparison (2026)

Spotler CRM

Dynamics 365

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives