Spotler CRM Reviews
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462 Reviews
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Easy to use CRM
Reviewed on 2018/07/11
If nothing else the audibility of customer interactions, this allows us to see any \ all communicati...
If nothing else the audibility of customer interactions, this allows us to see any \ all communications with the customer.
Pros
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.
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. You can of course code this into whatever you want, but will require time.
- Industry: Medical Devices
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Good software for smaller companies
Reviewed on 2022/03/28
Pros
Easy to use and train staff on. Support is excellent
Cons
as the company grows it is becoming an expensive CRM, so may not be cost effective for much longer
- Industry: Publishing
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Reliable CRM system
Reviewed on 2022/03/30
In the early days customer support in setting up was fantastic. Because it was so personal and...
In the early days customer support in setting up was fantastic. Because it was so personal and speedy and effective I've not had to check in with customer support for years. That was a great customer investment from RSS and has insured I've remained a loyal and low-maintenance customer.
Pros
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.
Cons
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.
- Industry: Education Management
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Support is Amazing
Reviewed on 2020/07/01
Really Simple Systems CRM has easy search features which I really need and I can customise these...
Really Simple Systems CRM has easy search features which I really need and I can customise these which is an added bonus. Most of all it is the customer support that is the game changer. [SENSITIVE CONTENT HIDDEN] has been so helpful. I am only a small business start up and [SENSITIVE CONTENT HIDDEN] as gone over and above with helping me set up my CRM to suit the business needs. It has really taken the stress out of it all and I cant thank him enough for all of the fantastic advise and fast response to my questions.
Pros
Being able to customise was really good feature.
Cons
I wish there was a Contacts and Accounts upload template.
Alternatives Considered
HubSpot CRMReasons for Switching to Spotler CRM
It was easier to navigate and has the customisation I was looking for. But really the number one reason was the customer service I received from [SENSITIVE CONTENT HIDDEN].Response from Spotler
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
- Industry: Professional Training & Coaching
- Company size: 2–10 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
One of the best CRM tools out there!
Reviewed on 2022/03/30
I really like it's simplicity.
I really like it's simplicity.
Pros
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.
Cons
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.
- Industry: Transportation/Trucking/Railroad
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Good For Sale Beginners
Reviewed on 2023/04/12
Really pleased with this cost effective system.
Really pleased with this cost effective system.
Pros
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.
Cons
Nothing so far.
Reasons for Switching to Spotler CRM
Cost and both of the above were not so easy to use.- Industry: Nonprofit Organization Management
- Company size: 1,001–5,000 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The clues in the name
Reviewed on 2019/11/21
I have really enjoyed using RSS for my day to day administration and for quoting purposes. It is an...
I have really enjoyed using RSS for my day to day administration and for quoting purposes. It is an effective platform with lots of good features and work arounds. The team behind the scenes spent a lot of time modifying the platform for us to cover some of our more niche products and they were always on hand with advice.
Pros
RSS is so easy to use. As soon as I got my login it didn't take me long to work my way around the system and organise the dashboard and reports to my liking. It is a really clean platform with functional modules and shortcuts that save a lot of time.
Cons
It could sometimes be a bit slow to load but the support team kept us informed of any issues and worked hard at resolving them quickly.
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Affordable with the features and functions we need
Reviewed on 2022/03/30
Pros
the tools providers a simple platform for managing contacts, pipeline and schedules.
Cons
The email marketing tool doesnt have a plain text option.
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Good CRM for small bsuiness
Reviewed on 2019/04/10
We are using RSS in sales, marketing and support, and have been for many years, at the moment it...
We are using RSS in sales, marketing and support, and have been for many years, at the moment it meets our needs
Pros
Good for capturing sales pipeline information, and keeping track of tasks
Cons
Speed, RSS can sometimes be slow between tasks
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Good integrated suite combining sales, marketing and case management
Reviewed on 2019/04/10
Pros
The integrated functionality + Email marketing
Cons
No in line images / attachments.
Not that great on mobile devices.
- Industry: Facilities Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Ideal for Our Needs with Lots of Hidden Treasures Still To Uncover
Reviewed on 2022/04/12
It has been very simple to grasp and exciting to see there is so much more which can be done with...
It has been very simple to grasp and exciting to see there is so much more which can be done with the system. It provides us with a vital reference log of all activity we undertake with, for and on behalf of our 250+ member businesses. Technical support has also been very good too - we reported a time-stamp bug and it was fixed within 24 hours.
Pros
I am new to the organisation and new to this particular software. However, in my daily use of the program, I can see how it easily solves our basic contact data-base requirements. It's straight-forward, user-friendly and logical. Its user interface is easy to follow and it has become an invaluable piece of software in my working day to ensure our smooth running of our organisation - supporting the 250+ businesses across the industrial estates we serve. There are lots of additional utilities and functions which we need to explore further to fully appreciate the wider opportunities it offers - this in itself is a further 'Pro' as it highlights the comprehensiveness of the system.
Cons
Very little to criticize. The only negative experience I have had was regarding the automatic email integration option. We thought this would be an ideal solution to avoid us having to copy/paste email correspondence as separate activity entries for the relevant contact. Unfortunately, for our specific reporting/logging needs, the automated option didn't present the emails in an appropriate manner - formatting was lost, previous messages were included and the end result was cumbersome to navigate. As a result, we switched this option off and reverted back to our manual approach which better meets our layout and quick reference needs.
Response from Spotler
Clair, thank you for your review of Really Simple Systems. I am very pleased to the CRM it is working well for you.
If you would like to investigate other features in the system, you might be interested to set up a call with our Technical Customer Success team. Do get in touch on [email protected] and we will send you a diary link to book a date.
We can also take a look the email integration problem you have described and get this working for you.
Kind regards
- Industry: Venture Capital & Private Equity
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The Best CRM System Out There!
Reviewed on 2020/12/10
Excellent!
Excellent!
Pros
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.
Cons
Maybe the email integration could have been designed a little better and easier to use.
- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
I think it is absolute quality and value for money, and easy to use
Reviewed on 2021/03/17
I think they are an impressive team with a great product.. As I said, they got all the core...
I think they are an impressive team with a great product.. As I said, they got all the core elements right to make it a fantastic choice, especially for the SME market..
Pros
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!!
Cons
having sat here trying to think that one out, I don't have a con... or at least I haven't found one yet!
- Industry: Medical Practice
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Excellent relational database
Reviewed on 2019/11/21
We have found it invaluable that we have been able to transpose information previously held on our...
We have found it invaluable that we have been able to transpose information previously held on our own systems or within our heads on to the CRM. with the information that we are now recording in one place and the subsequent reporting that this facilitates, we have been able to glean valuable insights into various areas of our business. It has also allowed us an overview of business performance
Pros
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.
Cons
We would value further fields on the accounts screen so that we can increase our use of the reporting function.
- Industry: Medical Devices
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Really Simple Systems Review
Reviewed on 2021/11/03
Overall I like the software to manage my territory and keep track of my activity. Just with the...
Overall I like the software to manage my territory and keep track of my activity. Just with the system would track with our quickbooks and there was an app for phones.
Pros
I like how simple the formatting is. Easy to search accounts and create reports.
Cons
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.
Reasons for Switching to Spotler CRM
Cheaper than other softwares.- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Their software is great for my small business
Reviewed on 2021/12/08
Pros
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.
Cons
Nothing to note during my initial setup.
- Industry: Veterinary
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Lives up to the label!
Reviewed on 2020/08/07
We've used this product for 9 years with minimal drama. It's the lynch pin of our business. The...
We've used this product for 9 years with minimal drama. It's the lynch pin of our business. The support team in Aus & the UK have been great to work with.
Pros
Simple to use, intuitive, minimal training required for new users, good support when required (not often!).
Easy access to your data, can be downloaded in seconds and analysed in excel/MS Access if the excellent report writer doesn't cover your query. Easy to create and distribute/manage EDM's. Far more flexible than Mailchimp.
Cons
I would like more control over screen layout.
- Industry: Hospital & Health Care
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Really Simple Systems CRM review 2022
Reviewed on 2022/11/17
RSS CRM has really helped me to keep track of my day to day activities and to keep all of our...
RSS CRM has really helped me to keep track of my day to day activities and to keep all of our contacts and projects in one place. I am able to get to each project quickly and to review notes to see what is going on with each client.
Pros
What I like most about this software is being able to easily have all the information for each client in one place and being able to quickly figure out what is going on with each client. I also like that I can set up task for each employee to make sure that things are being handled and I can check to see if the task was completed.
Cons
Integrating with our business was kind of difficult because our business is different and we do things different than others but RSS was very helpful in helping us set up for our needs.
- Industry: Events Services
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Fantastic, customer focused support
Reviewed on 2019/04/18
Pros
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.
Cons
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.
- Industry: Aviation & Aerospace
- Company size: 201–500 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Glad to have a straightforward system, which just about covers all my needs.
Reviewed on 2017/07/11
A compact place to store all my customer sales information.
A compact place to store all my customer sales information.
Pros
I am able to contain all the relevant information about my customer in one place. I have been grateful for the prompt responses from the support team when I have had some issues.
Cons
Not being able to attach actual documents into the customer account. Not a big fan of cloud base systems. I have not worked out how to put alerts and reminders against specific customers, therefore I would like to be able to find this out alongside other applications, either by webinar or video link. Also just been advised that we have been upgraded from version 4 to 5. Layout is very different from the previous one. Not sure the change was necessary unless it substantially improves the ease of use.
Response from Spotler
Hi David, thanks very much for posting a review.
You mention not being able to attach documents to a customer account. You can attach documents - there is a specific field for this on the company account page, if you scroll to the bottom. You can drag and drop a file or click to search. If you have any difficulties do please contact our support team for help on [email protected]. Best regards
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Easy user-friendly system
Reviewed on 2022/11/09
Easy user friendly system with great support when needed!
Easy user friendly system with great support when needed!
Pros
Easy to learn the system and adaptive to our specific needs
Cons
For the package we on, the software is perfect!
Alternatives Considered
Zoho CRM- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
All in One Place
Reviewed on 2023/05/10
The CRM is used in every aspect of the business - marketing, sales & data management of prospects &...
The CRM is used in every aspect of the business - marketing, sales & data management of prospects & clients.
Pros
I have hundreds of clients and with a click of the button, I may locate a name and all their information. Any time, I choose to add a data field, the response is quick. The reports help me track growth and opportunities. Really Simple Systems has chelped me manage my business.
Cons
I wish that there was a way to scroll through client names without input each time.
- Industry: Apparel & Fashion
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
An easy to use, high quality CRM, with great features and excellent customer support.
Reviewed on 2017/07/19
As a company we've been able to grow considerably due to the fact that Really Simple Systems allows...
As a company we've been able to grow considerably due to the fact that Really Simple Systems allows us to easily keep track of communications with our existing accounts and potential customers. We've been able to drip feed marketing emails and other mailshots using their fantastic email system.
Pros
Really Simple Systems is fantastic. I've never had an issue with it. It's a highly capable system with all the features you could need from a CRM. The email tool is fantastic and the dashboard gives you an at-a-glance look at your sales performance. Also, if you ever get stuck, their support team is incredible.
Cons
The only thing I haven't enjoyed is the time between version 4 and version 5. In the changeover period things became slightly clunky and it maybe wasn't as seamless a process as they might've wanted. It's all working fine now though.
- Industry: Business Supplies & Equipment
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 10.0 /10
Excellent for our small business
Reviewed on 2023/04/12
Excellent, easy to use and great support if needed.
Excellent, easy to use and great support if needed.
Pros
We use for all our customer history of service and support. We find it very easy to use and can add or take off any fields we need to fully customise to the needs of the business. Great for task management and recording field/workshop service activities.
Cons
There is nothing we don't like about it.
- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Excellent UK based and GDPR Compliant CRM System
Reviewed on 2018/10/02
1. Created a single CRM database for all my sales and marketing records built up over the last 20...
1. Created a single CRM database for all my sales and marketing records built up over the last 20 years.
2. Brilliant email/campaign marketing module with excellent dashboard view of all email campaigns.
3. Simple web based CRM system based on a low cost SaaS pricing model backed up by an excellent support team.
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.
Good simple annual pricing model based on users and modules required and simple and easy to use CRM system.
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.