Spotler CRM – Bewertungsseite 3

Vorteile

love the versatility of the product to use with our industry and what we do.

Nachteile

The lists and reports terminology could be simplified, it doesnt really make sense and we end up guessing or asking for help.Also could do with a spell check.Facility to put our brand on the reports, and perhaps our clients logo as well

Vorteile

It's great to see everything you need to know about an account or contact at a glance. It's very helpful to have a task list that keeps your focused and on track. Our operations and sales teams enjoy using this software.

Nachteile

There are limitations to very specific customisation that you might want to achieve, e.g. we weren't able to use it to track the student progress our learners. But then, it's a CRM system - not a fully featured student information system.

Vorteile

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.

Nachteile

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.

Vorteile

This software appealed to me instantly because it is so intuitive and adaptable. The custom fields creation was very easy to pick up.

Nachteile

Time will tell but at the moment it looks good.

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Warum Spotler CRM gewählt wurde

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Vorteile

the tools providers a simple platform for managing contacts, pipeline and schedules.

Nachteile

The email marketing tool doesnt have a plain text option.

Vorteile

Easy to learn the system and adaptive to our specific needs

Nachteile

For the package we on, the software is perfect!

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Vorteile

It is relatively easy to grasp the way RSS works and most of the functionalities are intuitive. What I like the most about RSS is their supreme customer support service.

Nachteile

The marketing and reporting sections are not as intuitive when it comes to making the most of their functionalities.

Vorteile

It is intuitive to use, easy to navigate around and so training our team was quick and they felt confident using it. The layout is simple and clean. You can tailor you to suit your own way of working, so individuals can work with the CRM in different ways.

Nachteile

If you were able to include images within the body of an email that would be helpful.

Vorteile

The RSS com is so easy to use and adapt to my own personal requirements Organising my database and using data import/export couldn’t be easier

Nachteile

I have yet to find anything I do not like My use is fairly straightforward in the sense of customer management

Vorteile

The support is very personal, if there is an issue, you have one main person (not every time another) that will resolve it or forward to a colleague. But this main person knows your story and your mindset. The answers to questions or issues are​ really quick.
Then the software is easy to use and there are many links that bring you quickly where you want.
It is just what I need and for a very reasonable price.

Nachteile

There are no real issues. Some features are new for me as it is the first CRM that I use, but I note that with a bit of curiosity from my side and a lot of goodwill from the company, I learn quickly.

Vorteile

Customer service is excellent and will help customize your reports and and fields and typically within 24 hours.Great for SMB when many hats are worn.

Nachteile

Linked account feature is a little bit confusing. But overall the value and customer support outweigh it by a ton.

Vorteile

I really like how you can customise the details to suit your specific business. Alos the fields are then easily searchable. The tie in with Sage Accounting is also really useful.

Nachteile

I actually cannot think of anything negative!

Vorteile

I love the company ethos and team - we have enjoyed their organized events. It is well thoughout and could be an incredible tool in our business if we had the time to customize it!

Nachteile

I would like better integration with 3 party apps, i would like a paid for service that can customize our site to make it more tailored to us and i would like more customization in general

Vorteile

Simple, clear layout and quick for basic tasks.

Nachteile

Sometimes too basic. Slow for data entry as most entries require a refreshed page. Everything should be on one account page.

Vorteile

We like the fact it is based online so our staff can use it wherever they are without having to worry about VPNs, deploying software, maintenance of servers etc.

Nachteile

No cons really. Features are constantly being added. We wanted Google Maps integration which wasn't readily available but after speaking with customer support, they have now added this important feature.

Vorteile

This software is pretty intuitive. They have decent tutorials. The custom fields are an excellent feature that are basically a deal breaker if they were not available.

Nachteile

We would like to be able to list only certain types of accounts. Instead, it always lists all of them. Maybe we are not seeing how to do it. It allows you to list by account alphabetically, which is helpful, but it would be nice if you were working on one set of accounts to be able to stay focused only on that one rather than having to scroll to that group each time.

Vorteile

Easy to load new clients and keep track of contact frequencies

Nachteile

The contact section, for us is quite wordy however you don't have to fill in all the sections

Vorteile

I'd have to say it's more like a diary/calendar for me. I use it to follow up on tasks and things I need to make sure that I can get done. You can also integrate it with your outlook, which is very helpful for someone like me who forgets often! Very easy to use and it's in the name really, it's a simple system.

Nachteile

Can't fault it! I've never had any issues.

Vorteile

Affordability. Ease of use. Mobile interface. Unparalleled Customer Support.

Nachteile

None.

Vorteile

Customisable fields. We use these a lot. And link to Xero.

Nachteile

The opportunities - can split the options in terms of offers made but can't then only accept some but not others

Vorteile

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.

Nachteile

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.

Vorteile

Really Simple Systems CRM works brilliantly for our business as it's quite to use and setup, but still has all the features we need. On the rare occasions when we've had to the use the support service the team have been very respoonsive

Nachteile

The ability to merge duplicate organisations would be very useful; instead you have to delete one and update the other

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Gründe für den Wechsel zu Spotler CRM

Vorteile

The support has been fantastic - real people who are UK based. Nothing is too much trouble. I particularly like how easy it is (for a not IT expert) to customise it, particularly the pipeline so it makes sense for my business.

Nachteile

Nothing! I really am not able to fault it

Vorteile

Simple features and lead management. Creation and following of task flow is easy to use

Nachteile

May just be out priced package, but some functionality doesn't work

Vorteile

The ease of use. The amount of detail captured. The fact that it is cloud-based. Sharing information with colleagues.

Nachteile

Nothing so far. Everything that I need to do is possible and easy to do.

Vorteile

Easy to use and train staff on. Support is excellent

Nachteile

as the company grows it is becoming an expensive CRM, so may not be cost effective for much longer

Vorteile

Great adaptable CRM system for a small business. Allows us to track and report customer sales, engagement and service levels.

Nachteile

Integration of different currencies works, but could be adapted slightly more efficiently.

Vorteile

This is software that is not designed for our business; however despite this we were able to tailor parts of the system to help us move from paper based files to managing an electronic system. The service from RSS has been outstanding and they help to provide solutions and alternatives quickly and as best as they can.

Nachteile

As it wasn't designed for Social Care use, there are functionality and data protection issues that have resulted in us moving to a specifically designed system.

Vorteile

Easy to set up and upload data to. Email campaigns are quick to set up and very easy to add content to. Adding your own customer fields is simple to do. Support is good and helpful.

Nachteile

Everything is too long winded. To add something to an existing contact you need to find the contact, click the contact, click edit, make your change, save. And the system isn't fast so all of that loading time to add in. It would be easier to be able to edit once you are in a contact then just save changes not start editing separately! Lists and reports being the same would also be better. You view a report for data then have to make the list separately to send email campaigns. Can't copy email campaigns easily.Everything just seems a bit complicated and not so simple!

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Gründe für den Wechsel zu Spotler CRM

Vorteile

I like that RSS does exactly what it says on the tin, it easy to navigate, easy to introduce to new staff members. Works perfectly for logging and tracking our customers from lead to sale.

We particularly like the tasks and activities function which allows us to set tasks / notifications for other members of the team and set custom dates for these too. I like that it is easy to upload excel, word and other docs to a customers profile.

Nachteile

The layout of documents saved to a customer could do with being more compressed so its easy to view the full list.

Vorteile

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.

Nachteile

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.

Vorteile

Simple easy to navigate, update and keep on track of tasks.

Nachteile

Can be abit slow at times, but apart from that i dont have any issues

Vorteile

Its a really easy to use system, a great way to record information which is accessible to the whole team.
Easy to track progress with opportunities and tasks.
Useful to see the progress of marketing emails

Nachteile

Although the reports can be very useful, creating a report is not very self explanatory and can be quite complicated.
The opportunities system is confusing with reference to unit price, sale price and value.
Would be nice to have a tick box option when recording a call activity to be able to easily record if the call was answered, if a message was left, if the client is returning a call etc.

Vorteile

Cheap. Initially it gave us a good intorductoin to CRM but now realise there are better products out there e.g. Zoho one or MS Dynamics.

Nachteile

Calandar sync turned off. Keep getting glitches, Can't log onto two systems on one web browser etc

Vorteile

I really like the ease of use, it has simple clear functionality and can be easily customised. Top class product and great value for money.

Nachteile

Mobile version could be better - a dedicated app would be good with quick updates available when out in the field.

Vorteile

easy to use product which my team can keep our sales progress up to date

Nachteile

time out feature where is goes offline after 30 minutes without use

Vorteile

This CRM is extremely easy to use, their are tutorial videos linked within the product which where most useful. A lot of information can be stored making customer relations management very easy!

Nachteile

There is quite a lot to learn when first loading the software, some parts where not needed within our business, but there is the option to customise the software to suit your needs.

Vorteile

Integration was easy. Once we have set up contact details, all emails are captured on the system. As we are a team of 4 people, it is very useful to be able to access colleagues client details / emails.

Nachteile

Nothing springs to mind, other than having to remember to manually input contact details, or delete them when they move to another company

Vorteile

Very easy to setup, especially the CRM portion. One of my partners had never used a CRM previously and was able to start using it and be productive (really productive) almost immediately.

It was very affordable for us to get started which combined with the positive reviews that we saw it made it very attractive to us.

Their support is great! Really responsive. You never feel like you're talking to a black hole. Really important for us.

Nachteile

They have some work to do on the marketing module. There is an update coming, and it will help a lot. This module is just clunky at the moment, especially the email editor.

Vorteile

The fact that its a really simple system

Nachteile

Not really any cons and they appear to be developing all the time. The only real improvement woudl be to have more flexible licensing and the ability to speak to somebody more readily

Vorteile

The best features was the ease of use, value for money and customer support.

Nachteile

Could do with a more segmented costing to allow a small start up business quickly move up the features.

Vorteile

Easy to use, great sales tool, helps to keep a track of calls etc

Nachteile

First software I’ve used, can’t think of anything

Vorteile

It is easy to use, gives clear reports and has a good degree of flexibility

Nachteile

I would like to see a facility where data can be edited "in list" rather than having to open each particular record

Vorteile

Ease of use, tracking and document storage

Nachteile

The overall face sheet for reporting needs some improvement.

Vorteile

I am still using the free version and it suites me very well, I will update it in a very near future as I need some features that are not available in the free version.
The software is very comprehensive and cover all the main topics of a CRM system.
I search for other solutions and this is the best that I found.
I highly recommend it.

Nachteile

The part that I had more difficulties were in the reporting section.
I tried to add some fields but could not do it.Maybe because I use the free version.

Vorteile

Simple to use. excellent customer support and help pages. easy to configure. Wide range of functionality. Marketing module has generated significant business. Compared to "big" name CRMs, similar capability at a much better cost. Excellent

Vorteile

Simple to use, easy to train new users - as with all systems it's about putting the right information in, in a consistant way

Nachteile

Not enough automation available, email module is cumbersome.

Vorteile

I have experience with some of the larger CRM products and they are probably justified for very large and complicated organizations. But, they are far too complicated, often times require programming or special knowledge to customize and are very expensive for a smaller businesses. Most of us need a CRM that provides the business basics such as forecasting, maintaining customer information, document and record storage and the ability to schedule and document activities. After trying quite a few options I found Really Simple Systems to be very easy to use and adapt to my business requirements. The cost is more than reasonable for what you get. I ran my business on the free version for quite awhile until I grew to a point where I wanted to add features that had a cost associated with them. Don't buy an over engineered product. Buy what you need.

Nachteile

So far it has everything I need. Since I am paranoid about losing data and loss of internet connectivity, it would be nice if the program could provide an option to reside on my computer. If the internet or my service is down, I cannot adequately run my business without access to Really Simple.

Vorteile

Has just enough information that its not redundant. I love the pay as you go approach. Instead of bogging us down with several hundred dollars worth of software we may never use, or even worse free versions that don't cover enough services to make you want to start using their products at all! I wanted a product that tells me what happened, when and how I did something, to whom and when, what the outcome was, and will then continue to bug me if I haven't done it yet.

Nachteile

Would like to see more third party integrations. Now days it seems like almost every app, software, smart phone, computer, tablet, printer, etc connect to each other somehow.

Vorteile

Good system to keep all contact details and email correspondence for our team.

Nachteile

Having to remember to manually update the system