Spotler CRM Reviews

I love the way you can see what others have said to the students

I dislike that you can't call from the system.

People who are looking into really simple systems should know it is an easy-to-use system. Also, reaching out to students is a breeze with this system.

The problem that RRS is solving communication issues and guessing when it comes to the student.

Activities, ease of use, Easy lookup of accounts

I would like an app, Would like to go back to the exact space I am in after reviewing an account rather than it goes back to the beginning

I can quickly input my calls, tasks, and activities, hit the save button, and then go back and change if necessary. It is a very easy system to use

We have adapted the CRM system to meet our team's needs, the RSS support team has been brilliant in helping us with this. We always get a friendly and timely response.

The facility to track an opportunity, link it to a campaign and progress it to a sale has been invaluable as a sales tool. This has enabled us to evaluate our campaigns and work on improving them.

The reporting enables management to have visibility of the hard work the sales team are putting in. We can establish our best sales methods, for example outgoing calls versus email success rate to ensure we are using the sales teams time to the most benefit to the company.

We have also used the the win/loss reports to enable us to develop products to met market needs. Identifying why we have lost an opportunity has helped us identify and prioritise any product development required. It has also helped us review our pricing strategy.

We have struggled with the marketing module and found the new release not as flexible as the original. As we have an existing branding style we did struggle to transition to the RSS marketing tool, with RSS support's help we managed it with HTML. However the new release of the marketing module has removed the functionality we were using. We are working through the issues we have, however more warning on the fundamental changes to our marketing emails would have been appreciated. We offered to be part of the testing during the development of the module, but this didn't come to fruition, in hindsight it would have been really help for us if we could have had some insight in to what was being developed.

As a manager using the reporting tool, the data is only as good as what the team enter. We have had teething problems in ensuring all the team are reporting opportunities correctly. We have developed our own 'CRM Bible' as a training tool. For future development, it would be great if we could add our own specific IAG on screen, to be managed by the adminstrator. This would help ensure all users are inputting the correct data.

On the reporting tool, it is sometimes frustrating that you have to download the report in order to manipulate the data, it would be useful if the onscreen report results could be simply ordered by columns or filtered (rather than fiddling with the report set up each time, or downloading to excel).

RSS is an excellent company to work with; they are helpful and responsive to your company's needs. The sales process was a pleasure, not pushy! We have had no regrets about choosing RSS for our CRM. As a regular user my self I have recommended RSS to friends who have been exploring CRM systems for their businesses.

The CRM has been a great benefit to the sales team for keeping track of leads. As a manager, the reporting tool is vital to my role. Being able to track sales right back to the marketing email has helped us monitor successful and unsuccessful campaigns and develop our marketing emails as a result. The ability to target particular prospects has also increased our success rate.

The task reminders have made working life a lot more organised and time efficient for the team. The notes logging functionality have been helpful when members of the team have changed over. This has also been used by our account managers to develop existing client relationships.

Simple to use on any device including my laptop, iPad or iPhone and a an excellent web based solution with pricing based on a SaaS annual billing basis per user and by module, if required.

All my separate Excel worksheets brought together on a single common CRM database, also rolled it out to a number of clients who also get all the same benefits of the Really Simple System CRM application

As with all software applications there are some things that are not perfect such as the new beta data import capabilities, but the support is excellent helping me from data import, accidental deletion of one of marketing campaigns, so any identified problems are quickly dealt with or new functionality goes into the product road-map.

It is a simple CRM system and one that can be effectively rolled-out and implemented in a very short timescale giving an immediate return on investment making it a key business resource for myself and clients that also use the system

1. Centralised CRM data resource accessible on any device that I need to use depending on my location and environment.

2. Integrated marketing module gives an excellent dashboard view of my email campaigns as well included reports and simple dashboard widgets to give me very useful data views.

3. Simple and easy to use as its name suggests.

4. All my disparate data over the last 20 years brought into a single application backed up with CRM tasks, opportunity management, sales pipeline view and the ability to manage everything I need in 1 single place.

Your customer service is excellent! I appreciate that a human being answers the phone

Our time zones are very far apart. We are in California.

We need a reliable drip campaign. We have had bad luck using Zendesk Sell. I also like the email templates you offer.

RSS is intuitive and easy to use. Little training is required to get users using the system.

Sometimes I find the Settings sub-system to be a bit confusing, but not a major issue.

The best system is the one that gets used. I found RSS to be exactly simple and useful without being confusing.

It allows me to manage all my contacts and corresponding documents in an easy interface. It allows me to better manage my info.

The way can customise to suite your needs. It easy.

That you cannot add an image of your contacts. More AI components or integrations with quality approved 3rd programs. This would enable me to automate for example simple tasks like booking a business review appointment etc. It would be great to integrate with What's App like it does with email

Watch the videos, try is out for free. You will never look back,

I can manage all my clients in one place. Set tasks for the future, keep records of previous tasks and a history of email communication.

The ease of navigation and usable tools makes this suitable for small and larger users.

The ability to upload/drag and drop documents into the system is simple and swift.

Adding data is very simple with easy menus.

Customer accounts have selectable data fields so can be as little or as much as is needed.

Numerous tools available to help manage customer database.

Simple link to email navigation and document share a real plus.

Id be looking to find something to see any real down side so I feel I wont add anything significantly negative. One minor point may be to make the downloading and presentation of reports a little more user friendly and easier to navigate.

Adding forecast`s and targets and the ability to monitor the progress with this ensures you stay on track and can review at an early stage.

Printable reports and sharing via excel spreadsheets simple facility to inform colleagues

I like it because of the great support system, free webinars and ease of use! It has so many functions in one system and helps me run my business more efficiently.

I would like to have a few more features on the marketing for creating emails.

Go ahead and try it out. You will be so pleased with the service!

Creating newsletters and marketing emails is a breeze! I found it so much easier and more efficient than other systems I have used. It's so easy to keep track of clients now!

The system is really easy to navigate and tailor to our specific requirements. The support is always excellent and staff are always ready to help out and advise where they can. The customisable options have enabled us to tailor the system completely to our needs and the reporting function is great too. We researched a number of CRM's for small business and this was by far the best and great value too.

I honestly can't think of anything. It does everything we need and more. So glad we found it as much nicer to use and deal with compared to other systems out there.

W now record the time spent with our clients more accurately and more speedily. The system has literally saved us so much time in data input, and ensured we no longer miss out on billable time with our clients. We can accurately report on our activity and analyse our contacts. It virtually pays for itself!