Spotler CRM

Have tried numerous CRMs - RSS knocks it out of the park for us!

Comments: We were using CRMs that were overkill for our business purpose so we were excited to finally find one that was just right. The customer service is out-of-this world good and their software development team is very responsive when you need customizations or have an issue. Being on the west coast of the US, it was a bit of a challenge with the time zone differences, but I found that they were quick to respond and never went a full 24 hours without communication from them. I also like their Help pop-outs and their Support Hub, Instruction Videos and Webinars are excellent! If you are looking for a powerful, yet simple CRM for your organization I wouldn't hesitate to recommend Really Simple Systems!

Pros:

As the name implies, it's simple to use. I like being able to add custom fields, ability to customize dashboard, integrating marketing automation with the CRM and being able to attach documents to the record.

Cons:

I would like to be able to add new job titles without having to leave contact creation and go into settings. I would also like to be able to view Documents in a pop-up window without having to download it.

Using Really Simple Systems CRM

Pros:

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

Cons:

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

Simple as promised, but let down by a fixed architecture and apathetic customer service attitude.

Comments: It was adequate when we started out, but the service forced us to explore other options.

Pros:

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.

Cons:

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.

It does what is says on the tin, it's simple

Comments: Excellent and our team thinks it is a great system to use

Pros:

It is very simple and you can tailor drop downs and configure to your requirements

Cons:

It doesn't autosave and it would be good to make more tailored changes

Use of CRM

Comments: When I have needed help with something I have had a quick and useful response very quickly.
I find it easy to use for what I need.

Pros:

The most important things to me are:- tracking of emails with each customer, tracking of quotation/sales confirmations with each customer. Checking where we are up to with opportunities.

Cons:

I have not used this with any other system, but I cannot fathom out the report side of things, but neither have I asked for help using it so far either.