Spotler CRM – Bewertungsseite 2

Vorteile

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.

Nachteile

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

Vorteile

RSS helps me keep track of all my clients and potential clients.

Nachteile

N/A meets all my needs at this time. Thank you

Vorteile

Easy to navigate and use. Opportunities tracking is good.

Nachteile

In terms of functionality it can be relatively basic

Vorteile

Really Simple Systems CRM was very intuitive and user friendly, which I appreciated. It was simple to set up and use, and I could tailor the system to my specific requirements. Customer service was also excellent, and they were always available to answer my questions and assist me when I required it. I also liked that the system was inexpensive and could be scaled to fit my budget.

Nachteile

The user interface can be clumsy and confusing. There are no options for customizing the user interface or reports. The mobile app is also very simple and does not sync with the desktop version. Finally, no integration with third-party applications is available.

Vorteile

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

Nachteile

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

Vorteile

The software helps our work easier to manage and at the same time, tracking customers so we can improve our business effectiveness.

Nachteile

The system locked down right away once we forgot to pay on time and it affected our team members' works. It would be nice if we receive reminder email in advance in case we missed out the invoice.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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

Vorteile

Easy to access all the data areas from account, lead and opportunity, all available on 1 screen view

Nachteile

Integration to email systems and other 3rd party systems

Vorteile

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.

Nachteile

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

Vorteile

The freemium model is enough to get anyone new to CRM started quickly.
It's all "pay as you go", and you can bolt features on as needed. I wanted something that tells me what, when and how I did something, to whom and when, what the outcome was, and will then nag me to do the next thing.
And, for me, RSS does all that perfectly.

They also run free webinars which are also recorded in case you can't make it on the day. These are worth watching - I found I was missing several tricks and now get even more out of the system. I'm particularly impressed with the email integration which saves the whole endless copying and pasting debacle. It really is simple, but perfect at what it does.

Nachteile

All of that said, yes, the interface does look a little tired. However, I've seen the new version which should be launched by late summer 2016 and it's really impressive.
They've rewritten it with a responsive interface which works much better than the current version on a mobile.

Because the underlying functionality won't be changing significantly, they're going to let users initially choose whether to be "early adopters" of the new interface, which is a nice touch as change sometimes scares people!

Vorteile

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

Nachteile

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.

Vorteile

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!!

Nachteile

having sat here trying to think that one out, I don't have a con... or at least I haven't found one yet!

Vorteile

The account pages are a simple set up and really easy to use and easy to customise with information relevant to your individual organisation. No trendy MS type chat boxes, just simple and easy to use records. We have found the customisable fields very useful. Automated email actvity tracking is a good feature, as is the integrated marketing module.

Nachteile

We were not able to integrate our phone system into the CRM too easily and unable to API AdobeSign into the system.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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

Vorteile

We have all our client and contact details together, we use the integrated email so it stores all incoming and outgoing mails providing a full record of conversations and data. Overall, this is a realtively inexpensive but critical part of the mangement of our business.

Nachteile

Sometimes the customisation seems a bit clunky, and whern adding in new clients and contacts there are lots of fields that we don't use. We probably could take those out but haven't because the customisation we don't find simple.

Vorteile

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.

Nachteile

Nothing to note during my initial setup.

Vorteile

It was the simplest CRM system I have used compared to a long list of CRM systems used over the last 15 years, it is modern and I can use it on any device I like and web browser effectively.

marketing functionality built into the CRM database beats those that need to use 3rd party applications like Mailchimp, everything thats needed is in one system that is evolving and improving over time

Nachteile

The data conversion and bringing in data was a challenge trying to get it to work, but the support team simply imported the data for me when it was required, data import/export functionality has been improved.

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Vorteile

RSS was extremely easy to deploy into the business, allowing us to view and track our customer pipeline.

Nachteile

Some aspects of the reporting can be quite limiting, such as not being able to include contact information on an Opportunity report

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Vorteile

The user interface is easy to use and understand and the system is fully featured for the needs of most SMEs

Nachteile

The marketing email designer lacks detailed customisation and it has a lack of formatting features.

Vorteile

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

Nachteile

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.

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Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

- 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.

Nachteile

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

Vorteile

It literally manages our customers and ensures nothing is forgotten

Nachteile

Would be good if the email synch included the original format (bold text, images etc)

Vorteile

The ability to enter and create data is simple and efficient.

Nachteile

The mobile version isn't particularly friendly.

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Vorteile

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

Nachteile

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

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Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

Really Simple Systems really is simple to use. All client information is clearly set out and easily obtainable. Tasks are simple to set, complete and follow up on and the automated syncing of client emails saves considerable time.

Nachteile

On occasions I would like to upload documents which are too large for Really Simple Systems.

Vorteile

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

Nachteile

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

Vorteile

Really Simple Systems has taken account management to a whole new level for my organization. Before using RSS we were using Google Sheets to manage all of our accounts, but with our accounts increasing each year, we needed something simple and easy to use. RSS not only made account management simple and easy, but the set-up is so clearly organized, there's so many options to run different reports, and the customer support is outstanding. What I love most is that each account get's their own profile and within each profile I can upload documents or add an activity such as noting a quote which for my organization is important to track.

Nachteile

It took some time to learn how to use the system to its full potential, or at least the potential i needed for my organization's purpose, but the customer service support was and still is amazing in helping me learn the system.

Vorteile

intuitive software that can be customised as a user level.

Nachteile

we do not have the resource to optimise all the functions - eg quoting from RSS.

Vorteile

Its very easy to use and being able to tweak fields and add extra boxes is very beneficial in a small business as our needs are constantly changing. Support is great - always reply or sort within 1-2 days.

Nachteile

It's a shame that the tasks aren't linked with outlook possibly to give you an active reminder instead of you looking at the task list. Also, items that have gone red in the opportunities list - if these could be visible on the front screen with the urgent tasks reminder, this would be good.
As we use the service & support mainly - its good but it could be really improved if it had a planning tool for jobs i.e. Engineer site visits linked with the cases and so you could capture response times, first time fix & feedback. We use another software called Workmobile that contains our onsite engineer service reports - if it could link with this and send reports directly into the cases, this would save us time with manual attachments. As we use the opportunities fields for assets, it would be good to separate these out so the opportunities can be used for our prospects. Have you ever thought about adding a quality management section?

Vorteile

When we have ever had issues with the system and contacted customer service we have always had a response within 24hrs which has been understandable, concise and always helpful. the task setting and reminder system is accurate, amendable and 'Really Simple'.

We had an issue around sales tracking and Forecasting where we wanted to be able to see monthly potential sales if a sale was to come off. However when we questioned and asked if this was possible within about 6 hours the facility to do what we want had been added in to the system which we greatly appreciated.

Nachteile

We have no issues around the system.

Vorteile

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

Nachteile

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

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Vorteile

Easy to use. The reports are great and easy to customise.

Webinars are really helpful

Nachteile

Nothing really. If I was being picky I'd like the facility to change the account name of an opportunity as sometimes our projects can be sold on to other clients and it would save uploading them all over again.

I would also like the software to be compatible to other software that create dashboards

Vorteile

The software is easy to use and does what it says on the tin, the integration with our contact feature on our website lets use capture information easily.

Nachteile

Search feature when looking for a particular customer account could do with a refined search option to pin point and exact customer.

Vorteile

Having trialled many systems we find Really Simple to be really simple. It is straightforward and intuitive to use, and for a small business it is a very cost effective tool that really makes a difference to our operations.

Nachteile

When we are stuck the support team are always on hand and very efficient in helping us out

Vorteile

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.

Nachteile

I would like more control over screen layout.

Vorteile

It's a key to our support ticket management. With right categorisation it provides a great tool to manage, follow and identified most common issues.

Nachteile

It could be a bit more smooth. We often experience slowness.

Vorteile

Its access and scalability. It allows me to set my tasks and reminders up for each client and to keep an eye on contact strategy

Nachteile

Pricing seems to change and features sometimes difficult to get the best out of them

Vorteile

I like the reports and campaigns particularly

Nachteile

The report process to create a report can be a bit clunky.

Vorteile

It's cheap and will--theoretically--help us streamline research recruiting

Nachteile

It's very difficult to set up. Depending on which modules you opt into and what features you choose to use, you are likely to not set the tool up right. I needed support to reset my account 3 times before it was set up in a way that met our functional needs.

Vorteile

The product is very easy to integrate with existing systems. I log onto it every day to copy in correspondence and check on past emails/etc. It makes my life a lot easier, and is always reliable!

Nachteile

I'd like to be able to search with a reference word – appreciate this could get many results but could work in a similar way to searching in email! It would make some cases of searching for a specific issue or product (in our line of work, a manuscript name) easier.

Vorteile

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.

Nachteile

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.

Vorteile

Easy to use for us a business to input and track leads with multiple users and to communicate with customers. The email campaign feature is excellent with lots of options to tailor it to your business. We have also had some 1-2-1 support calls to help with questions and the support is excellent. We probably only use 50% of the capacity.

Nachteile

There is not much regarding the software that needs improvement, the look and feel is ok but is slightly basic and could be more engaging.

Vorteile

Its very easy to use, quite intuitive in set up and implementation.

Nachteile

*After using other CRM software, the lack of ability to move opportunities between accounts when the main holder is no longer the main account. I don't think this is possible without some programming by RSS team. *Having the freedom to manipulate the set up like in Salesforce, where an internal programmer will set up exactly what I require. Do RSS's team do this?
*The display dashboard could be better, to have the ability to adjust the widgets to show what I want instead of a standardised return.

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Warum Spotler CRM gewählt wurde

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Vorteile

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.

Nachteile

We would value further fields on the accounts screen so that we can increase our use of the reporting function.