Spotler CRM Reviews

Pros

It's fairly intuitive and covers all the basic elements you'd expect from a CRM with a marketing (email campaign) addition.

Cons

It can be quite difficult to integrate other platforms and perform more advanced marketing functions, it feels still very manual in the way you can use the functions (import/export contacts and setting up emails)

Pros

This CRM is incredibly easy to use with a wealth of support material including video tutorials to get you started. At its basic level it can be comprehensively customised for your/your companies needs. It provides not only a fast and extremely flexible customer database but has the flexibility to include pipeline and sales functions along with automation and cloud storage options which can be added on as needed.

Cons

The inability to bulk move customer tasks to a new date within the Task Window. If a number of tasks are not completed, it can be time consuming to move a number of similar tasks to a set date in the future, as these all have to be done individually. So having the ability to select a number of tasks over numerous customers and set a new task date for them would be a very useful feature.

Pros

Generally happy with the overall offerings of RSC and how it assists with our day-to-day business management

Cons

It would be great to have a little more ability to track task progress.Would be great to have a prompt when tasks are overdue/require attention now or soon.

Alternatives Considered

Zoho CRM, Pipedrive, Freshsales and HubSpot CRM

Reasons for Choosing Spotler CRM

The customer information wasn't laid out in a friendly way and it was too sales focuses. We primarily use our CRM for customer keep in touch and for task management.

Switched From

Zendesk Sell

Reasons for Switching to Spotler CRM

Price point & functionality

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

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.

Pros

Fairly easy to use. The sales management section is not very good for leaving comments and notes. I feel this lets down the whole system.

Cons

The emailer, is not that straight forward, getting fonts and spacing is difficult, and not obvious if you make mistakes. Had to get all the same fonts. The sales contacts recording conversations is very weak.

Pros

The way I can upgarde to Enterpise without having to have 20 or 50 staff.

Cons

I have never mastered Zapier, so connects with other systems (WordPress, Event Espresso, WPForms)

Pros

RSS.CRM is a valuable tool for organizing and accessing all customer data and communication lists in one place. It offers excellent customer relationship management and email management features, which are essential for obtaining new opportunities. With RSS.CRM, it is easy to add detailed information to each record, including contact details and notes. Assigning tasks also helps in tracking and sharing ideas among team members, which enhances interaction with customers and creates new ways to develop customer relationship management. The integration with various email systems enables organized responses to customer requests and sending promotional offers. Additionally, RSS.CRM reports help in tracking opportunities, linking them to campaigns, identifying products to develop, and constantly consulting marketing strategy.

Cons

Allocating certain fields when creating menus can be challenging, and I believe there is potential for further enhancements and automation in the process of tracking and sending emails to improve its effectiveness.

Pros

the tracking of communication is so easy to use

Cons

unable to use a contact in more than one account

Pros

I was sold to Spotler when Really Simple Systems changed over. They seemingly kept things pretty much the same from a user standpoint.

Cons

I kept asking for customer service to get in touch with me, since I couldn't reach them, and no one would call me.

Pros

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

Cons

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

Pros

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.

Cons

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.

Alternatives Considered

Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Spotler CRM

Honestly price and simplicity.

Pros

Very easy to use on the road to keep track of visits.

Cons

It may be an option that I haven't figured out - but I would like a report to print out of the last visit for each account.

Pros

RSS CRM is an excellent choice for small and medium-sized businesses in need of a simple and user-friendly CRM solution. It's user-friendliness and customization options make it a popular choice.

Cons

The setting sub-system can be a little confusing at times, but It's not an issue for me.

Pros

Ease of use, quality of design and customer care

Cons

Like all crms, it takes a little while to get used to the programme

Pros

Customer relationships has been a vital key in this era, where management of customers data has become a crucial part in any organization.

Cons

UI/UX plays a crucial role in understanding clients response to the system and usage of the tool. So improving on that factor will play a crucial role.

Pros

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.

Cons

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.

Alternatives Considered

Pipedrive and HubSpot CRM

Reasons for Choosing Spotler CRM

Cost and Poor Support

Switched From

Salesforce Sales Cloud

Pros

Really Simple Systems CRM is the most user-friendly CRM on the market. We looked at a lot of different CRMs, and Really Simple Systems CRM was the obvious choice for me because it is so easy to use. It was very easy to integrate with my existing business processes, and the most impactful features are the ones that I use every day. I highly recommend it!

Cons

Really Simple Systems CRM is really simple! The product is very easy to use and integrates well with our existing business processes. I haven't found any features that are missing or could be improved. Overall, I'm very happy with the product!

Pros

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.

Cons

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!

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!

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.

Pros

The ease of use and speed with which we were able to get our database up and running was incredible. The support offered throughout the process was personal, professional and most importnatly supportive!

Cons

Elements relating to integration with other software have proven challenging - however the support team work with us and the other software providers where they can to find solutions.

Pros

The most impactful features are the customisation of the fields so that we are able to capture all the data needed on one system

Cons

It would be really helpful if there was an opportunity to add more fields to the Accounts page and if you were able to customise all the fields in the Opportunities page

Pros

Using the CRM for our small business has been extremely helpful as we are a new SME company, we are hoping to get more us as we progress as a business.

Cons

I don't think we have used enough of the system in order to say what we least like about the CRM

Pros

The software is really easy to navigate and use. It's user friendly in its layout and can be changed/adjusted to what is required from the business. I have used the system for generating reports and even if I have been unsure of how to do them, I always seem to be able to play around and figure out what is needed quite easily.

Cons

Sometimes the display changes for no reason. Sometimes the way the notes are shown on the screen may change and then change back another day - this can be a little frustrating.