Opiniones de Really Simple Systems CRM

Su capacidad de gestion de contactos y su seguridad

Algun manual de uso para persnas inexpertas

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.

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.

Really Simple Systems was recommended to me by one of my clients and having used Hubspot and Soffront before I found it really easy and straightforward to use. The layout is intuitive and it doesn't need much explanation to get to grips with the features of the software.

Would be great to have an extra page for the accounts that have bought, so they can leave the pipeline and it just leaves the prospects on the accounts page.

Love the simple, intuitiveness of the user interface and benefit greatly from all the custom configuration options available.

Would like a bit more flexibility with selections of data sources available to create custom reports.

Simple to learn and use on a daily basis

1. Inability (due to how set up) to pull a rteport with all account and contact details together.2. Delete and Edit Buttons should be the other way round - why have delete as a first option? Mostly I would be editing not deleting....3. When aditng a new account, the Vomments Box could be long and thin not short and fat - it pushes the page off the screen unnecessarily - and there is nothing else preventing this length of box...4. Recent price change has made one client want to change product...

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

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

the tracking of communication is so easy to use

unable to use a contact in more than one account

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.

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.

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

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!!

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

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.

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.

Nothing to note during my initial setup.

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.

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.

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

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

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.

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.