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.

It is easy to use and perfect for my needs

There isn't anything i don't like about it

I use it to share information with 200+ clients - it is great for email campaigns and tracking contact

Task lists, agenda, creating customers and suppliers. We don't use more of the system at the moment reporting etc.

Not clear on how to generate reports. Could be faster too.

Being organised, prioritising, clear to do lists.

We can see our complete sales opportunities from lead to closing sales on a simple web based platform accessible from any device

Generating reports where no widget option is available

In the COVID-19 era we get a 360 degree view of all prospects we have been in contact with over the last 3 years with email and contact history

The ease of use, tracking calls adding contacts, the built-in email campaign portal

The marketing module is a little limited in its functionality

It allows me to send out marketing collateral whenever I need to, which also allows me to cleanse my database on an ongoing basis, rather than having to undertake a massive purge on an infrequent basis