Really Simple Systems 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.

Really Simple Systems, should be rebranded Incredibly Powerful Systems

製品を使ってみた感想： I would highly recommend this software to anyone as it has a wealth of features right from the get go on the free plan and this may very well be all you need to use, but you have the ability to easily and quickly tailor the CRM for your specific needs by adding the optional extras as and when you need them. The support is very good and any issues I have encountered, have been resolved on the same day with either an online support or a call back support. On the higher tiered levels you get more direct support and also tailored extended customisation and design. The report generation is also very useful for generating a number of different default reports, but also for generating specific reports based on your own criteria

良いポイント:

This CRM is incredibly easy to use with a wealth of support material including video tutorials to get you started. At its basic level it can be comprehensively customised for your/your companies needs. It provides not only a fast and extremely flexible customer database but has the flexibility to include pipeline and sales functions along with automation and cloud storage options which can be added on as needed.

改善してほしい点:

The inability to bulk move customer tasks to a new date within the Task Window. If a number of tasks are not completed, it can be time consuming to move a number of similar tasks to a set date in the future, as these all have to be done individually. So having the ability to select a number of tasks over numerous customers and set a new task date for them would be a very useful feature.

RSS Review

製品を使ってみた感想： We are tracking opportunities and following engagement. Unfortunately, I am still having to use an excel spread sheet because I can't quite get the CRM to duplicate the spread sheet but this is a lack of skill using the system on my part and not a take on the RSS system.

良いポイント:

Its very easy to use, quite intuitive in set up and implementation.

改善してほしい点:

*After using other CRM software, the lack of ability to move opportunities between accounts when the main holder is no longer the main account. I don't think this is possible without some programming by RSS team. *Having the freedom to manipulate the set up like in Salesforce, where an internal programmer will set up exactly what I require. Do RSS's team do this? *The display dashboard could be better, to have the ability to adjust the widgets to show what I want instead of a standardised return.

Happy overall

製品を使ってみた感想： Generally happy with the overall product and understand that at this price point nothing is perfect but it does the majority of what we need it to do :)

良いポイント:

Generally happy with the overall offerings of RSC and how it assists with our day-to-day business management

改善してほしい点:

It would be great to have a little more ability to track task progress.Would be great to have a prompt when tasks are overdue/require attention now or soon.

Perfect for your business

製品を使ってみた感想： Really happy, does exactly what we need with no fuss or problems. information is available instantly

良いポイント:

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

改善してほしい点:

i dont really have many cons to report,

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

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

Exactly as the name suggsets

製品を使ってみた感想： RSS has given us the ability to view and track our customer pipeline at a very reasonable cost. Something we haven't been able to do with our previous CRM system.

良いポイント:

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

改善してほしい点:

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

Good be incredible if I had the time!

製品を使ってみた感想： its taking too long to enter all details in and we need to spend a large amount of time tailoring it to what we need so we are not using it in the right way

良いポイント:

I love the company ethos and team - we have enjoyed their organized events. It is well thoughout and could be an incredible tool in our business if we had the time to customize it!

改善してほしい点:

I would like better integration with 3 party apps, i would like a paid for service that can customize our site to make it more tailored to us and i would like more customization in general

Small start up business

良いポイント:

The best features was the ease of use, value for money and customer support.

改善してほしい点:

Could do with a more segmented costing to allow a small start up business quickly move up the features.

Ideal for Our Needs with Lots of Hidden Treasures Still To Uncover

製品を使ってみた感想： It has been very simple to grasp and exciting to see there is so much more which can be done with the system. It provides us with a vital reference log of all activity we undertake with, for and on behalf of our 250+ member businesses. Technical support has also been very good too - we reported a time-stamp bug and it was fixed within 24 hours.

良いポイント:

I am new to the organisation and new to this particular software. However, in my daily use of the program, I can see how it easily solves our basic contact data-base requirements. It's straight-forward, user-friendly and logical. Its user interface is easy to follow and it has become an invaluable piece of software in my working day to ensure our smooth running of our organisation - supporting the 250+ businesses across the industrial estates we serve. There are lots of additional utilities and functions which we need to explore further to fully appreciate the wider opportunities it offers - this in itself is a further 'Pro' as it highlights the comprehensiveness of the system.

改善してほしい点:

Very little to criticize. The only negative experience I have had was regarding the automatic email integration option. We thought this would be an ideal solution to avoid us having to copy/paste email correspondence as separate activity entries for the relevant contact. Unfortunately, for our specific reporting/logging needs, the automated option didn't present the emails in an appropriate manner - formatting was lost, previous messages were included and the end result was cumbersome to navigate. As a result, we switched this option off and reverted back to our manual approach which better meets our layout and quick reference needs.

Does just what it promises, quickly and cheaply. Very easy to learn and good training too.

製品を使ってみた感想： As a micro business owner, I have to do everything from developing to sales and marketing, and I suspect like many geek-run businesses like mine, I love the first part and loathe the latter. I'd found a few tools that do a limited number of things very well and help my business in other ways, like Trello, Toggl, gmail and so on, but I was struggling to find a CRM equivalent.
I'd tried a few SAAS cloud solutions that would have been overpriced, and I tried installing a couple of open source solutions like SuiteCRM which proved to be way over the top and bloated for my needs. Finally I hit upon RSS CRM and we were the perfect match. I went to their first user conference earlier in 2016, and what impressed me greatly was not only how good and enthusiastic the CEO and his staff were, but also the other customers.
I'd already experienced support via both phone and email (even though I was on the free plan at the time), and it was nice to actually meet the team for real, and know that they aren't outsourced from some sweatshop in a distant place. It's a UK company with a "proper" UK phone number, although there are support offices in other countries too, to account for the timezones which is good.

良いポイント:

The freemium model is enough to get anyone new to CRM started quickly. It's all "pay as you go", and you can bolt features on as needed. I wanted something that tells me what, when and how I did something, to whom and when, what the outcome was, and will then nag me to do the next thing. And, for me, RSS does all that perfectly. They also run free webinars which are also recorded in case you can't make it on the day. These are worth watching - I found I was missing several tricks and now get even more out of the system. I'm particularly impressed with the email integration which saves the whole endless copying and pasting debacle. It really is simple, but perfect at what it does.

改善してほしい点:

All of that said, yes, the interface does look a little tired. However, I've seen the new version which should be launched by late summer 2016 and it's really impressive. They've rewritten it with a responsive interface which works much better than the current version on a mobile. Because the underlying functionality won't be changing significantly, they're going to let users initially choose whether to be "early adopters" of the new interface, which is a nice touch as change sometimes scares people!

Excellent for small business

製品を使ってみた感想： The greatest benefit is sharing of customer/contact information internally across team members in an easy fashion at a reasonable price.

良いポイント:

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.

改善してほしい点:

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.

A straight forward system

製品を使ってみた感想： Really simple systems has been a great addition to our organisation, as it has significantly increased trackability and improved productivity. The system's user-friendly interface made it easy for our team to manage customer information, track leads and opportunities, and generate reports. By centralising all customer interactions and activities in one place, we can quickly and easily access important data and provide better customer service.

良いポイント:

The system has been amazing for tracking workflows within our team, particularly where staff are working in different locations and at different times. Handover for absence has become easier to manage and has resulted in better client interactions.

改善してほしい点:

The email sync is great, however, emails do not display in an easy-to-read format. Autosync logs emails as block text, instead of in the form they send out via Outlook. This makes reviewing previous emails incredibly difficult.

A Game Changer!

製品を使ってみた感想： After being a bit overwhelmed by a number of different CRMs out there, I was determined to find something very basic with A) a limited amount of fields (but enough to do the job), B) affordability, C) excellent support and D) ease of use on mobile. Really Simple Systems has delivered on all counts- and then some.
I sent an email to support mentioning that, although I love the software, I had two things on my "wish list" for their next update. I sent that request on a Tuesday morning. I received a reply within an hour (!) telling me they think they could accommodate me on both fronts. By Wednesday morning, BOTH of my requests had been incorporated into the software. Yes. You read that right. 24 hours later! I was blown away as these two enhancements continue to save me time and money on a daily basis. My advice for anyone is to try Really Simple Systems for a month or two to get a taste of how easy it is to use and how amazing the support team is. This is a game changer for small business owners like myself.

良いポイント:

Affordability. Ease of use. Mobile interface. Unparalleled Customer Support.

改善してほしい点:

None.

Essential Software

製品を使ってみた感想： Overall we've had a reall good experience over 7 years and don't regret for a minute going with RSS. The few occasions we've used the support it's been good and the issues were resolved, and we tend not to think too much about RSS, but maybe that's the sign of a good system, it does what we need and is just there when we need it.

良いポイント:

We have all our client and contact details together, we use the integrated email so it stores all incoming and outgoing mails providing a full record of conversations and data. Overall, this is a realtively inexpensive but critical part of the mangement of our business.

改善してほしい点:

Sometimes the customisation seems a bit clunky, and whern adding in new clients and contacts there are lots of fields that we don't use. We probably could take those out but haven't because the customisation we don't find simple.

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

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.

Easy to use but could be made more streamlined

製品を使ってみた感想： RSS makes it easier to have data in one place on a simple CRM. If you have any degree of IT knowledge you will easily pick up working on it and can use webinars to increase knowledge.

良いポイント:

Easy to set up and upload data to. Email campaigns are quick to set up and very easy to add content to. Adding your own customer fields is simple to do. Support is good and helpful.

改善してほしい点:

Everything is too long winded. To add something to an existing contact you need to find the contact, click the contact, click edit, make your change, save. And the system isn't fast so all of that loading time to add in. It would be easier to be able to edit once you are in a contact then just save changes not start editing separately! Lists and reports being the same would also be better. You view a report for data then have to make the list separately to send email campaigns. Can't copy email campaigns easily.Everything just seems a bit complicated and not so simple!

Does what it says on the tin

製品を使ってみた感想： Generally like it and recommend it to clieents as a starter.

良いポイント:

Simple to learn and use on a daily basis

改善してほしい点:

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...

Easy user-friendly system

製品を使ってみた感想： Easy user friendly system with great support when needed!

良いポイント:

Easy to learn the system and adaptive to our specific needs

改善してほしい点:

For the package we on, the software is perfect!

All in One Place

製品を使ってみた感想： The CRM is used in every aspect of the business - marketing, sales & data management of prospects & clients.

良いポイント:

I have hundreds of clients and with a click of the button, I may locate a name and all their information. Any time, I choose to add a data field, the response is quick. The reports help me track growth and opportunities. Really Simple Systems has chelped me manage my business.

改善してほしい点:

I wish that there was a way to scroll through client names without input each time.

Brilliant service and flexible system.

製品を使ってみた感想： Managing our client database and recording enquiries into our service. Really simple to use reporting.

良いポイント:

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.

改善してほしい点:

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.

Really Simple is just that.

良いポイント:

I have experience with some of the larger CRM products and they are probably justified for very large and complicated organizations. But, they are far too complicated, often times require programming or special knowledge to customize and are very expensive for a smaller businesses. Most of us need a CRM that provides the business basics such as forecasting, maintaining customer information, document and record storage and the ability to schedule and document activities. After trying quite a few options I found Really Simple Systems to be very easy to use and adapt to my business requirements. The cost is more than reasonable for what you get. I ran my business on the free version for quite awhile until I grew to a point where I wanted to add features that had a cost associated with them. Don't buy an over engineered product. Buy what you need.

改善してほしい点:

So far it has everything I need. Since I am paranoid about losing data and loss of internet connectivity, it would be nice if the program could provide an option to reside on my computer. If the internet or my service is down, I cannot adequately run my business without access to Really Simple.

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