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.

Easy to use and implement. No pointless functionality.

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

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.

Ease of displaying statistics from campaign

Can't import html code and that you can't import html code, would make creating campaigns quicker especially as you can't copy a previous campaign easily

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

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

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

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

I found this really useful to keep organized all the company contacts. Being able to see when the last update was made on each of them helps me a lot.

I think it needs to improve the search function as sometimes I do not find information when I try to search with keywords

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

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.

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.

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

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.

The capture of our email traffic for each account is a must. Once you understand the basics the CRM system is easy to understand

As I've said previously REALLY SIMPLE SYSTEMS should offer set up packages and training when companies begin to start working with the system. In some business people don't have enough time to play around with the programs to investigate how it all works. They need to be able to hit the ground running.

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.