Opiniones de Spotler CRM

Su capacidad de gestion de contactos y su seguridad

Algun manual de uso para persnas inexpertas

The quality of customer service is outstanding, and they can assist in tailoring your reports and fields to your needs usually within a day. This is particularly beneficial for small and medium-sized businesses where staff often have to multitask.

The feature that enables linked accounts is somewhat perplexing. However, considering the benefits and support provided by the product, it surpasses this issue by a significant margin.

We needed a CRM to help us with telesales that we have outsourced and for them to use. Really simple to set up and really easy to talk users through it.

Nothing so far.

It gives me one place to store contacts and partner information

Email marketing is not streamlined and set up takes longer than it should

Easy to use and implement. No pointless functionality.

The accounts/contact distinction isn't the best. Definitely much better designed for B2B than B2C.

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

i dont really have many cons to report,

It has really helped us to organise all the information we have for our customers. As our business grows, employees know where to go to find the information they need and can easily update the system when new data needs to be added. It keeps everyone informed with up to date information.

We would have liked to have a way to alert us when contracts are coming up for renewal.

We use for all our customer history of service and support. We find it very easy to use and can add or take off any fields we need to fully customise to the needs of the business. Great for task management and recording field/workshop service activities.

There is nothing we don't like about it.

Very intuitive and easy to use. Reporting function is especially useful, as is being able to customise activity fields.

It would be great to be able to import different font styles to the marketing/newsletter functions

it really is simple and straight forwards to use.

few issues uploading bulk data and could do with more info

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

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

great system, very user friendly. email marketing is really straight forward to use

no all round good system, was impressed would recommend

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

There could be more tutorials on reporting

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

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

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.

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.

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

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.

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.

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

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.

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.

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

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.