Spotler CRM Reviews

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 years.

Key features I like are the permissions system which lets us give bespoke access to the teams in our business with everyone given the access to the client records that they require.

The integration with Kashflow (accounting) is incredibly useful and reduces unnecesary duplication in our business processes.

The marketing module has been a significant driver for new business, and again is very cost effective.

The activity section enables us to keep good records of client contacts, as does the ability to bcc email comunications into the client record.

The layout of fields is very easy to modify to your business requirements, adding extra fields with dropdowns as required.

Document storage is straightforward with drag & drop functionality.

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

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.

Easy to use and implement. No pointless functionality.

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

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

i dont really have many cons to report,

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

Customisations were easy to introduce, the team helped us fully integrate these changes and they are now used daily within the business

At the outset the system is quite rigid, but given it has to be used across multiple industries we understand why it has to be this way

Ease of displaying statistics from campaign

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

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

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

The system is easy to use with plenty of help and education offered if needed.The onscreen look is easy on the eye, clear & concise

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.To form groups of contacts is cumbersome through the report system

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

no all round good system, was impressed would recommend

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.

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

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.

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.

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.

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.

This CRM is a good starting point for what we needed to track client relationships and new leads. It's not complex and easy to learn.

The CRM system is fairly customizable, though I wish I could customize a few more main screen metrics.

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!

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.

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.

Relevantly easy to use. I missed the training sessions so it would be beneficial if you invite me to them again please.

It can take time to load sometimes, however, please add me to the webinars as I am keen to learn more.

Generally most things are easy to use. But as we have grown the task to keep it all ship shape is not easy... probable a revamp needed.

Could be better for making lists, and more integrations. Not sure if connects to LinkedIn or Twitter, that would be useful. Be good if could intergrate with Outlook better so there is just one system.

- Definitely the most straight forward and easy to use CRM I've had experience with.
- makes tracking a ticket queue and related accounts a breeze
- Friendly UI
- Integrates well with email, billing, phone system, marketing and sales tools.

- it doesn't have certain advanced features of other crms, but then that is the point

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.