Spotler CRMのレビュー

Cost effective CRM for small business

製品を使ってみた感想： We have grown our business with this CRM, and when we were starting out it gave us a lot of "bang for our bucks", the experience has been excellent.

良いポイント:

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.

改善してほしい点:

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

Using Really Simple Systems CRM

良いポイント:

The system is easy to use with plenty of help and education offered if needed.The onscreen look is easy on the eye, clear & concise

改善してほしい点:

The biggest drawback is the lack of a merge mail feature to enable data to be inserted into a 'live' document for mailing letters etc.To form groups of contacts is cumbersome through the report system

Simple as promised, but let down by a fixed architecture and apathetic customer service attitude.

製品を使ってみた感想： It was adequate when we started out, but the service forced us to explore other options.

良いポイント:

As expected it's simple to use and get the hang of - basic but functional. The latest version - 5 - is bright and clear on the screen.

改善してほしい点:

The architecture is inflexible and really didn't suit our business (combined B2B and B2C) without us fudging workarounds. We would have lived with it, and even put up with the mid-term price hike they sprung on us, but it was customer service that killed it. Emails and phone responses were cold and unhelpful. I know they are British so we were prepared for the attitude, but even with that they didn't seem to care about a small business our size. This spurred us to look around, and we found solutions out there with totally superior architecture and service that were priced similarly. So, to the relief of my staff, we made the effort to migrate away.

Use of CRM

製品を使ってみた感想： When I have needed help with something I have had a quick and useful response very quickly.
I find it easy to use for what I need.

良いポイント:

The most important things to me are:- tracking of emails with each customer, tracking of quotation/sales confirmations with each customer. Checking where we are up to with opportunities.

改善してほしい点:

I have not used this with any other system, but I cannot fathom out the report side of things, but neither have I asked for help using it so far either.

It does what is says on the tin, it's simple

製品を使ってみた感想： Excellent and our team thinks it is a great system to use

良いポイント:

It is very simple and you can tailor drop downs and configure to your requirements

改善してほしい点:

It doesn't autosave and it would be good to make more tailored changes

Really Simple Systems Review

製品を使ってみた感想： Over all quite good, not as good as pipedrive.

良いポイント:

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.

改善してほしい点:

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.

Oculus FM

製品を使ってみた感想： Very impressed with the service and the staff at RSS, I feel we get an excellent service from the teams

良いポイント:

Customisations were easy to introduce, the team helped us fully integrate these changes and they are now used daily within the business

改善してほしい点:

At the outset the system is quite rigid, but given it has to be used across multiple industries we understand why it has to be this way

Easy to use and implement

製品を使ってみた感想： I am currently working towards switching to Really Simple Systems CRM after a very successful trial.
Switching from my current user made me look at which functions I actually use and allowed me to streamline our requirements, which I believe will make us more efficient.

良いポイント:

This software appealed to me instantly because it is so intuitive and adaptable. The custom fields creation was very easy to pick up.

改善してほしい点:

Time will tell but at the moment it looks good.

Does what it says on the box

製品を使ってみた感想： This software has helped our company to grow from a start-up business to a medium-sized business.

良いポイント:

It's great to see everything you need to know about an account or contact at a glance. It's very helpful to have a task list that keeps your focused and on track. Our operations and sales teams enjoy using this software.

改善してほしい点:

There are limitations to very specific customisation that you might want to achieve, e.g. we weren't able to use it to track the student progress our learners. But then, it's a CRM system - not a fully featured student information system.

A good CRM for managing customer relationships, sales, and much more.

製品を使ってみた感想： It is a user-friendly, affordable, and comprehensive CRM platform that offers a range of features and functionalities for managing customer relationships, sales, and marketing. While its limited customization options and integrations may be concerns for some businesses, its ease of use and affordability make it an excellent option for companies that are looking for a simple, straightforward CRM system.

良いポイント:

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.

改善してほしい点:

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.

My Review

製品を使ってみた感想： Overall it has been a great system for me and the team and we manage to do what we need.

良いポイント:

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.

改善してほしい点:

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.

Wonderful organization for customer evidence, effective email management and sales track

製品を使ってみた感想： RSS.CRM simplifies our customer data management and communication processes. With its help, we can easily classify and respond to emails, schedule promotional offers, and gather valuable data about customers' interactions.

良いポイント:

RSS.CRM is a valuable tool for organizing and accessing all customer data and communication lists in one place. It offers excellent customer relationship management and email management features, which are essential for obtaining new opportunities. With RSS.CRM, it is easy to add detailed information to each record, including contact details and notes. Assigning tasks also helps in tracking and sharing ideas among team members, which enhances interaction with customers and creates new ways to develop customer relationship management. The integration with various email systems enables organized responses to customer requests and sending promotional offers. Additionally, RSS.CRM reports help in tracking opportunities, linking them to campaigns, identifying products to develop, and constantly consulting marketing strategy.

改善してほしい点:

Allocating certain fields when creating menus can be challenging, and I believe there is potential for further enhancements and automation in the process of tracking and sending emails to improve its effectiveness.

Great software

製品を使ってみた感想： We use primarily for the service & support to log customer instrument faults - RSS helps massively as anything related to the case or customer is in one place. Being able to attach correspondence is great.

良いポイント:

Its very easy to use and being able to tweak fields and add extra boxes is very beneficial in a small business as our needs are constantly changing. Support is great - always reply or sort within 1-2 days.

改善してほしい点:

It's a shame that the tasks aren't linked with outlook possibly to give you an active reminder instead of you looking at the task list. Also, items that have gone red in the opportunities list - if these could be visible on the front screen with the urgent tasks reminder, this would be good. As we use the service & support mainly - its good but it could be really improved if it had a planning tool for jobs i.e. Engineer site visits linked with the cases and so you could capture response times, first time fix & feedback. We use another software called Workmobile that contains our onsite engineer service reports - if it could link with this and send reports directly into the cases, this would save us time with manual attachments. As we use the opportunities fields for assets, it would be good to separate these out so the opportunities can be used for our prospects. Have you ever thought about adding a quality management section?

A Perfect 'Fit'!

製品を使ってみた感想： Im very satisfied at the moment with RSS CRM. It keeps our accounts very organized which is extremely important for my organization.

良いポイント:

Really Simple Systems has taken account management to a whole new level for my organization. Before using RSS we were using Google Sheets to manage all of our accounts, but with our accounts increasing each year, we needed something simple and easy to use. RSS not only made account management simple and easy, but the set-up is so clearly organized, there's so many options to run different reports, and the customer support is outstanding. What I love most is that each account get's their own profile and within each profile I can upload documents or add an activity such as noting a quote which for my organization is important to track.

改善してほしい点:

It took some time to learn how to use the system to its full potential, or at least the potential i needed for my organization's purpose, but the customer service support was and still is amazing in helping me learn the system.

RSS support is first class

製品を使ってみた感想： The outstanding feature of RRS is their support team, who offer an absolutely excellent service. As a team, we are not particularly tech savvy, so having a support team who you can explain any issues or problems to and who just get on and fix things is such a bonus. No long wait times and things get fixed without any drama. I can't imagine any other provider offering such a great personal service.

良いポイント:

The account pages are a simple set up and really easy to use and easy to customise with information relevant to your individual organisation. No trendy MS type chat boxes, just simple and easy to use records. We have found the customisable fields very useful. Automated email actvity tracking is a good feature, as is the integrated marketing module.

改善してほしい点:

We were not able to integrate our phone system into the CRM too easily and unable to API AdobeSign into the system.

Really Simple Systems - Really Great for a Startup

製品を使ってみた感想： Really Simple Systems was just what we needed as a SaaS startup who was lean, but with lots of prospects and really needed a CRM that was affordable, easy to setup with the potential to scale. We definitely got that with Really Simple Systems. They've been great to work with. Strongly recommend them.

良いポイント:

Very easy to setup, especially the CRM portion. One of my partners had never used a CRM previously and was able to start using it and be productive (really productive) almost immediately. It was very affordable for us to get started which combined with the positive reviews that we saw it made it very attractive to us. Their support is great! Really responsive. You never feel like you're talking to a black hole. Really important for us.

改善してほしい点:

They have some work to do on the marketing module. There is an update coming, and it will help a lot. This module is just clunky at the moment, especially the email editor.

Simple & Easy to Use Visual CRM System

製品を使ってみた感想： TMS Software as a business have the complete assurance of a visual sales pipeline and opportunities so the business in these difficult times is safe and sound with future business identified, qualified and with a good chance to close and become a client, all done in Really Simple Systems CRM

良いポイント:

Easy to access all the data areas from account, lead and opportunity, all available on 1 screen view

改善してほしい点:

Integration to email systems and other 3rd party systems

Really Simple is really simple. Which is really ideal!

製品を使ってみた感想： As the owner, the manager, the sales rep, the customer service rep, in charge of returns, customer issues, I am the definition of jack of all trades. My business is just starting, but I realized it doesn't mean its not worthy of using quality software to help me save a few minutes here and a few minutes there. I was hesitant at first to go with any software because I kept saying to myself who needs management software when you are the only employee! But after getting some serial numbers mixed up with customers names one time... That was it! I needed help running my online business. I tried several different products. Started out using Team Viewer but then about fell out of my chair at the price. Used a Live Chat program for a while. But I cant always be at a desk waiting for that customer to hit the chat button. Then other CRM's were so bloated with stuff that just didn't make sense to my business. Then I spotted Really Simple Systems. The name is what got my foot in the door. I figured heck lets give it a try. So glad I did!

良いポイント:

Has just enough information that its not redundant. I love the pay as you go approach. Instead of bogging us down with several hundred dollars worth of software we may never use, or even worse free versions that don't cover enough services to make you want to start using their products at all! I wanted a product that tells me what happened, when and how I did something, to whom and when, what the outcome was, and will then continue to bug me if I haven't done it yet.

改善してほしい点:

Would like to see more third party integrations. Now days it seems like almost every app, software, smart phone, computer, tablet, printer, etc connect to each other somehow.

Using RSS for daily logging

製品を使ってみた感想： RSS has helped us streamline communication with clients and internal employees. Really useful!

良いポイント:

The product is very easy to integrate with existing systems. I log onto it every day to copy in correspondence and check on past emails/etc. It makes my life a lot easier, and is always reliable!

改善してほしい点:

I'd like to be able to search with a reference word – appreciate this could get many results but could work in a similar way to searching in email! It would make some cases of searching for a specific issue or product (in our line of work, a manuscript name) easier.

A Good Entry Level CRM

製品を使ってみた感想： It's absolutely fine- as it is a lower priced option it functions as expected, just don't expect it to have all the bells and whistles of more advanced CRM systems!

良いポイント:

It's fairly intuitive and covers all the basic elements you'd expect from a CRM with a marketing (email campaign) addition.

改善してほしい点:

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)

Very useful tool

製品を使ってみた感想： Great for keeping track of long term clients and prospects with a good record of correspondence for the whole company.

良いポイント:

Its a really easy to use system, a great way to record information which is accessible to the whole team. Easy to track progress with opportunities and tasks. Useful to see the progress of marketing emails

改善してほしい点:

Although the reports can be very useful, creating a report is not very self explanatory and can be quite complicated. The opportunities system is confusing with reference to unit price, sale price and value. Would be nice to have a tick box option when recording a call activity to be able to easily record if the call was answered, if a message was left, if the client is returning a call etc.

Love this software!

製品を使ってみた感想： As a relatively new Company (2016) it was really helpful that RSS CRM was free until we reached 100 accounts. We passed that just recently and upgraded to a payment option.
In terms of applying for business loans it was great to be able to easily download a list of enquiries and demonstrate how many projects we had won and what was in the pipeline.

良いポイント:

Easy to use. The reports are great and easy to customise. Webinars are really helpful

改善してほしい点:

Nothing really. If I was being picky I'd like the facility to change the account name of an opportunity as sometimes our projects can be sold on to other clients and it would save uploading them all over again. I would also like the software to be compatible to other software that create dashboards

A really functional and reliable resource

製品を使ってみた感想： We have had a very positive experience with this software

良いポイント:

The ease of use made it very easy to roll out across our locations Drag and drop option makes it very easy to upload documents All Customer information is on one page and easily accessible [SENSITIVE CONTENT HIDDEN] worked with the team to customise a solution that would work for us

改善してほしい点:

We needed a very detailed Financial Area would would require a fully bespoke solution

Exactly what it says on the tin!

製品を使ってみた感想： I have been using this product for over ten years when I was introduced to it when working at Iizuka and subsequently for my own business. I have also introduced it to other small businesses and one homeless charity I worked for called Emmaus. RSS were generous enough to provide it pro bono! It was a fantastic way of keeping profiles of each resident and sharing the information should the resident move on to another establishment. It solved a complex problem very easily!

良いポイント:

The product is very easy to use. It is easy to manager clients and the interactions with me. whether it be by phone or email. With the subscription product, emails can be synced with the client details which saves having to copy and paste.

The simplest CRM out there

製品を使ってみた感想： We now have a complete solution for our business. We can keep the customer data, prospect data, email marketing results & reports all in one place, in a GDPR Compliant way

良いポイント:

How customisable the whole UI is, so easy to use. Reports are a breeze & segmentation is very easy

改善してほしい点:

The Email marketing side - The mailshot builder could have more fonts & the creation wizard could be a little easier to use