17 years helping Canadian businesses
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Spotler CRM
What Is Spotler CRM?
Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for growing teams B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and external app integrations - everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.
Who Uses Spotler CRM?
Designed for growing teams in both small and mid-sized B2B organizations.
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Reviews of Spotler CRM
Have tried numerous CRMs - RSS knocks it out of the park for us!
Comments: We were using CRMs that were overkill for our business purpose so we were excited to finally find one that was just right. The customer service is out-of-this world good and their software development team is very responsive when you need customizations or have an issue. Being on the west coast of the US, it was a bit of a challenge with the time zone differences, but I found that they were quick to respond and never went a full 24 hours without communication from them. I also like their Help pop-outs and their Support Hub, Instruction Videos and Webinars are excellent! If you are looking for a powerful, yet simple CRM for your organization I wouldn't hesitate to recommend Really Simple Systems!
Pros:
As the name implies, it's simple to use. I like being able to add custom fields, ability to customize dashboard, integrating marketing automation with the CRM and being able to attach documents to the record.
Cons:
I would like to be able to add new job titles without having to leave contact creation and go into settings. I would also like to be able to view Documents in a pop-up window without having to download it.
Alternatives Considered:
Really Simple Systems, should be rebranded Incredibly Powerful Systems
Comments: 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
Pros:
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.
Cons:
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.
Alternatives Considered:
RSS Review
Comments: 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.
Pros:
Its very easy to use, quite intuitive in set up and implementation.
Cons:
*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.
Alternatives Considered:
Happy overall
Comments: 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 :)
Pros:
Generally happy with the overall offerings of RSC and how it assists with our day-to-day business management
Cons:
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.
Alternatives Considered:
Simple Effective CRM System
Comments: Use it for my own software business and 3 other software clients based in New Zealand and UK and it can be used from complete sales pipeline management through to lead generation, depending what my clients need, simple customisation of database fields and screens makes it user configurable a must for different client requirements.
Pros:
It was the simplest CRM system I have used compared to a long list of CRM systems used over the last 15 years, it is modern and I can use it on any device I like and web browser effectively. marketing functionality built into the CRM database beats those that need to use 3rd party applications like Mailchimp, everything thats needed is in one system that is evolving and improving over time
Cons:
The data conversion and bringing in data was a challenge trying to get it to work, but the support team simply imported the data for me when it was required, data import/export functionality has been improved.
