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

The free trial give me the chance to look at the software and test it. I managed to send it test email Marketing campaign and you worked okay

Cons

The UI is not appealing at all it really needs a rebrand. Though there's some form of tutorial on how to use it it should be made a little bit easier hello

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

Its simple, easy, does what it says of the tin. My favourite part of the software is the ability to adapt the CRM system so that this is specific to our requirements and line of works. throughout the whole software you can change the options so that it is specific to our business needs this is the most attractive feature of RSS. i also like that you can link accounts and save documents to the accounts as well

Cons

i dont really have many cons to report,

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Spotler CRM

Out dated, archaic, very 'fixed' software, unable to adapt to our business needs

Reasons for Switching to Spotler CRM

Salesforce didn't seem as adaptable and to our needs, seems very fixed to certain business requirements and complex and convoluted

Pros

it really is simple and straight forwards to use.

Cons

few issues uploading bulk data and could do with more info

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

It's really straightforward and I like the marketing function built in

Cons

There could be more tutorials on reporting

Pros

Its interface is user-friendly. The platform is designed to be intuitive and easy to navigate, which can make it easy for businesses to get up and running quickly. Additionally, Really Simple Systems CRM offers a range of training and support resources, including video tutorials, webinars, and a knowledge base, which can help businesses get the most out of the platform.Another major benefit of Really Simple Systems CRM is its affordability. Really Simple Systems CRM offers a range of pricing plans to fit the needs and budgets of businesses of all sizes. Its entry-level plan is free, which can be a great option for small businesses that are just starting out.

Cons

One of the primary concerns that businesses may have with Really Simple Systems CRM is its limited customization options. While the platform offers a range of features and functionalities, businesses may not be able to customize the platform to suit their unique needs as much as they would like.Another potential drawback of Really Simple Systems CRM is its limited integrations. While the platform does offer integrations with a number of popular tools and platforms, it may not be compatible with all the tools and platforms that a business uses. This could make it challenging to integrate Really Simple Systems CRM into a business's existing tech stack.

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

We selected this software for the ease of use. In addition, there was little required for our employees to access immediately. After using this for half a year, it continues to meet and exceed those expectations.

Logging in is done through a browser and does not require additional software. Sharing contact information, outstanding tasks for clients, and client specific documents are all easy tasks that are quite intuitive.

Also adding new users requires very little effort since there is no software required for to install on an employees computer.

Cons

There are several activities that are a bit clunky/annoying. When adding revenue, it is treated as an opportunity instead of simply entering the revenue for a client. Several apps within the program will also mark this revenue with the British pound instead of the U.S. dollar despite the fact that our settings are on USD.

Additionally for reminders you have to use your google calendar instead of the system sending you reminders. When setting these reminders in Google calendar, it always incorrectly translates the date/time to GMT despite the fact that our calendars are on EST. So you have to be careful to reset the correct day/time when entering in to your Google Calendar. We would greatly prefer a reminder system within the program itself instead of the current clunky process.

Pros

For the pros of this software, I like its ease of use. It took little to no training to get used to the software and if ever we were unsure of anything, there is easy to follow tutorials on the dashboard.

Cons

The thing that I least like about the software is that it is not 100% reliable. From time to time, tasks and activities are not recorded. We find that a lot of the activities that are not recorded are the emails that we send. Most of the time it records them, but sometimes it doesn't. It can also be really slow sometimes and we know that it isn't an issue with our broadband as we have the fastest speeds possible. Very rare, but we have had some days where we cannot get into the system at all and keep getting an error code. We did report this at the time and it was soon fixed.

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.