--- title: Spotler CRM Reviews meta_title: 'Spotler CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 148 reviews by the users' company size, role or industry to find out how Spotler CRM works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 148 scale: '5' date_modified: '2026-06-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Spotler CRM Reviews **Vendor:** Spotler Group **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.4/5.0 **Total Reviews:** 148 ## About Spotler CRM Spotler CRM is a user-friendly Customer Relationship Management (CRM) system designed to enhance B2B sales and marketing efforts. It centralises customer and prospect data, providing a comprehensive 360-degree view that enables businesses to streamline processes and improve lead conversion rates. Key Features: Extensive Contact Management: Beyond basic contact details, Spotler CRM tracks all interactions via email, phone, and shared documents, offering a detailed timeline of customer engagements. Pipeline Management: The system allows for easy management of sales opportunities, enabling teams to prioritise, qualify, and visualise sales processes, fostering better collaboration and efficiency. Customisation: Spotler CRM is adaptable to individual business needs, allowing users to add new fields, manage user access, and customise layouts, graphs, and dashboards to align with specific sales processes. Workflow Automation: Automate routine tasks, create workflows, set up automatic follow-ups, and configure notifications to enhance productivity and ensure timely responses. Reporting and Insights: Monitor return on investment (ROI) and make data-driven decisions with comprehensive reporting tools that inform campaign strategies and sales tactics. Integration and Support: Spotler CRM integrates seamlessly with various tools, enhancing its functionality and ensuring a cohesive workflow. The platform is designed to be user-friendly, allowing for immediate and independent use. Additionally, Spotler offers professional services and support, including extensive training and technical assistance, to help users maximise the software's potential. By consolidating customer information and automating key processes, Spotler CRM enables businesses to deliver consistent customer experiences and drive more effective sales and marketing outcomes. ## Spotler CRM Pros & Cons **What users like:** - Users appreciate the **robust marketing automation capabilities** of Spotler CRM, enhancing efficiency and streamlining processes effectively. (2 reviews) - Users appreciate the **user-friendly interface** of Spotler CRM, making it easy for all team members to navigate. (2 reviews) - Users appreciate the **robust marketing automation** of Spotler CRM, enhancing efficiency and streamlining customer relationship management. (2 reviews) - Users appreciate the **flexibility** of Spotler CRM, allowing seamless integration with various tools for streamlined business processes. (2 reviews) - Users value the **seamless integration capabilities** of Spotler CRM, enhancing efficiency and streamlining business processes significantly. (2 reviews) - Lead Management (2 reviews) - Seamless Integration (2 reviews) - Time-saving (2 reviews) - User-Friendly (2 reviews) - User Interface (2 reviews) **What users dislike:** - Users experience **integration issues** with Spotler CRM, hindering connections with third-party applications and impacting data transfer. (2 reviews) - Users experience **poor integration with third-party applications** , hindering seamless data transfer and overall efficiency. (2 reviews) - Users find the **cluttered interface** of Spotler CRM challenging, hindering their ability to navigate settings and features easily. (1 reviews) - Users experience **poor integration with third-party applications** , leading to inefficient data transfer and complications in business operations. (1 reviews) - Users find the **high complexity** of Spotler CRM limits its usability, especially for those seeking advanced customizations. (1 reviews) - Users experience **inadequate filtering** options in Spotler CRM, limiting their ability to analyze detailed data effectively. (1 reviews) - Inefficient Filtering (1 reviews) - Integration Difficulty (1 reviews) - Users find a **lack of guidance** in onboarding resources, making it challenging for new teams to adapt effectively. (1 reviews) - Learning Curve (1 reviews) ## Spotler CRM Reviews ### 1. Spotler CRM Keeps Customer & Project Info Centralized for Smooth Collaboration **Rating:** 4.5/5.0 stars **Reviewed by:** VINAY P. | Senior Project Engineer, Design, Enterprise (> 1000 emp.) **Reviewed Date:** June 06, 2026 **What do you like best about Spotler CRM?** What I like best about Spotler CRM is its ability to keep customer and project-related information organized in a single system. In my work, I often need visibility into customer requirements, project communications, follow-up actions, and document history. Having this information centralized reduces the time spent searching through emails and spreadsheets and makes it easier to track interactions throughout a project lifecycle. The dashboard and reporting features are particularly useful because they provide a clear overview of ongoing activities and outstanding tasks. I also appreciate the integration capabilities, which help connect customer information with other business systems and reduce manual data entry. An unexpected benefit has been improved collaboration between departments, as team members can access consistent information without relying on separate records. The interface is straightforward to navigate, onboarding is relatively smooth, and the platform performs reliably for day-to-day customer and project management activities. **What do you dislike about Spotler CRM?** One area where Spotler CRM could be improved is the customization of dashboards and reporting for highly specific business requirements. While the standard reports provide useful insights, creating tailored views for different teams can sometimes require additional configuration. **What problems is Spotler CRM solving and how is that benefiting you?** Before using Spotler CRM, customer information, project discussions, follow-up actions, and activity records were often spread across emails, spreadsheets, and individual notes. This made it difficult to maintain a complete view of ongoing interactions and required additional time to track project-related communications. Spotler CRM helps solve this by centralizing customer data, communication history, tasks, and activity tracking in a single platform. In my work, this makes it easier to review previous discussions, monitor outstanding actions, and coordinate with different stakeholders without searching through multiple sources of information. As a result, follow-up activities are more consistent, customer-related information is easier to access, and collaboration between teams has improved. The platform has also reduced the administrative effort required to maintain records and track interactions, helping save time each week and allowing greater focus on project execution, customer requirements, and business priorities rather than manual data management. ### 2. Streamlined CRM with Powerful Email Marketing **Rating:** 4.0/5.0 stars **Reviewed by:** Aryan G. | digital marketing specalist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2026 **What do you like best about Spotler CRM?** I use Spotler CRM to manage customer relationships and organize leads and sales activities, and I appreciate how it automates communication workflows in a more structured and efficient way. It solves the problem of scattered customer information communication issues and inefficiencies in communication management. I like the powerful email marketing and automation features, which help me create email campaigns, schedule follow-up sequences, and personalize outreach. The initial setup was easy too. **What do you dislike about Spotler CRM?** Some advanced features and customizations can feel limited compared to larger enterprise CRM platforms. **What problems is Spotler CRM solving and how is that benefiting you?** I use Spotler CRM to manage customer relationships and organize leads efficiently. It solves the problem of scattered customer information and inefficient communication. It also helps me automate email marketing, schedule follow-ups, and create personalized outreach effectively. ### 3. Powerful Automation with Integration Challenges **Rating:** 3.5/5.0 stars **Reviewed by:** Rose Jgrtdf P. **Reviewed Date:** February 01, 2026 **What do you like best about Spotler CRM?** I really like Spotler CRM for its robust marketing automation capabilities, which streamline processes like email marketing, lead nurturing, and campaign management, saving time and increasing efficiency. The analytics and reporting features are incredibly valuable, giving businesses insights into customer behavior, campaign performance, and sales trends, which helps in making data-driven decisions. The user-friendly interface is another plus, making it accessible for teams with varying levels of technical expertise to manage customer relationships effectively. The seamless integration capabilities are also noteworthy, allowing Spotler CRM to integrate smoothly with various other business tools like email marketing platforms, customer support software, and e-commerce systems, which streamlines business processes. **What do you dislike about Spotler CRM?** The integration with third-party applications is poor. If the enterprise's IT environment is complex or relies on specialized software, Spotler CRM may not be able to connect well with other systems, resulting in inefficient data transfer and affecting the smooth progress of business. **What problems is Spotler CRM solving and how is that benefiting you?** Spotler CRM automates marketing campaigns, improving efficiency and personalization. It centralizes customer data for better lead management and sales integration, enhancing customer experience and ROI measurement through robust analytics. Seamless integration with various tools boosts marketing efforts and customer interactions. ### 4. Effortless CRM with Seamless Marketing Integration and Top-Notch Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2025 **What do you like best about Spotler CRM?** What I appreciate most about Spotler CRM is its simplicity and user-friendly design, which stands out compared to many other CRMs available. The interface is clean, intuitive, and straightforward to navigate, making it easy to onboard new team members without any hassle. Even those who aren't particularly tech-savvy can easily manage contacts, track deals, and update records without getting confused. Another major advantage is how seamlessly it integrates with Spotler’s marketing automation tools. Having both CRM and email marketing within a single ecosystem saves significant time. You can set up campaigns, automate follow-ups, and monitor engagement directly from the CRM, which greatly enhances lead nurturing and sales conversion. This is particularly beneficial for small and medium-sized businesses seeking to align their sales and marketing efforts without the need for multiple separate tools. The pipeline management feature is also noteworthy—it's visual, customizable, and simple to update. It provides a clear overview of every opportunity, ensuring that no follow-up is overlooked. In addition, Spotler CRM includes robust automation features such as reminders and workflow triggers, which help minimize manual tasks. Finally, the CRM delivers excellent value for money and is supported by responsive customer service that genuinely listens and assists. **What do you dislike about Spotler CRM?** While Spotler CRM features a clean interface and strong marketing integration, there are several areas where it could be enhanced. One notable limitation is the absence or restriction of some advanced features that are available in larger CRMs like HubSpot or Salesforce. For businesses that need extensive customization, complex automation, or in-depth reporting, Spotler CRM might come across as somewhat basic. The reporting tools are effective for standard requirements, but the addition of more detailed analytics, customizable dashboards, and advanced metrics would significantly increase its capabilities. The mobile experience is another aspect that could use improvement. Although the CRM can be accessed via mobile browsers, a dedicated app with improved navigation and offline access would greatly benefit sales teams who are frequently on the move. Integration options outside the Spotler ecosystem are also somewhat limited, so companies that depend on a variety of third-party tools may find themselves needing additional workarounds. Furthermore, while the interface is straightforward, some menus and settings lack flexibility. Editing fields or customizing modules can sometimes feel restrictive compared to more advanced platforms. Lastly, although onboarding resources have been getting better, they could still be more comprehensive, particularly for teams new to using a CRM. **What problems is Spotler CRM solving and how is that benefiting you?** Spotler CRM addresses several common challenges that businesses encounter when managing leads, customers, and communications. One of the main difficulties is keeping track of contacts, follow-ups, and sales opportunities. Spotler CRM consolidates all this information into a single, organized system, removing the confusion caused by scattered spreadsheets, disjointed notes, and forgotten reminders. This allows me to stay on top of every lead and ensures that no potential deals are overlooked. Another significant issue it resolves is the lack of coordination between sales and marketing teams. Because Spotler CRM is closely integrated with Spotler’s email marketing tools, I can manage campaigns, monitor engagement, and nurture leads all within the same platform. This integration makes my follow-ups more targeted and helps increase conversion rates, as I can easily track how prospects are interacting with emails and content. The platform also improves workflow efficiency by automating routine tasks like reminders, lead assignments, and follow-ups. This automation saves time and lets me focus on more meaningful conversations instead of repetitive manual work. Furthermore, the visual pipeline feature gives me a clear overview of where each deal stands and what actions are needed next. In summary, Spotler CRM streamlines daily operations, enhances communication, and boosts productivity by keeping everything organized and automated in one user-friendly platform. ### 5. Great and simple CRM System **Rating:** 5.0/5.0 stars **Reviewed by:** Neil G. | Business Consultant - Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2018 **What do you like best about Spotler CRM?** 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 **What do you dislike about Spotler CRM?** 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. **Recommendations to others considering Spotler CRM:** 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 **What problems is Spotler CRM solving and how is that benefiting you?** 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. ### 6. Good CRM system with all the basics in place. **Rating:** 4.5/5.0 stars **Reviewed by:** Yas Q. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 01, 2021 **What do you like best about Spotler CRM?** Homepage widgets easy to create and move around. Sales funnel easy to keep on top of. I loved the outstanding tasks and overdue tasks function and could really keep on top of these. **What do you dislike about Spotler CRM?** Only gripe I had was a bug I spotted which I couldn't replicate which was putting the wrong notes into the wrong accounts but sadly I never reply to them as didn't take any screenshots to send to their support team. This bug only appeared after recent update in 2021. Support team was not easily available when calling and couldn't find any live chat function as far as I was aware. **What problems is Spotler CRM solving and how is that benefiting you?** Easily manage incoming sales leads and creating a workflow to manage these to closure. **Official Response from Max Jones:** > Hi Yas, thanks for the review! Recently we've been making operational changes to our support team to improve support calls. Hopefully, you'll notice the change next time you need some help. We also have live chat available via our website and in the CRM - the icon sits on the bottom right of your screen. Thanks again Nick ### 7. Good Database **Rating:** 4.0/5.0 stars **Reviewed by:** M. Katherine H. | Lead Fundraising Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2021 **What do you like best about Spotler CRM?** I like the ability to add a substantial amount of information to each record. Everything from contact information to notes. The tasks help keep me on track and assigning responsible parties help a lot with my organization. Additionally, I appreciate the ease of searching the database for a past record. **What do you dislike about Spotler CRM?** I wish there was an option to have a "history" or other way of tracking specific transactions. Not just tasks or activates, but things that I mark as being of particular importance so I don't have to search through a long list to find the information that I need. **What problems is Spotler CRM solving and how is that benefiting you?** I represent a non-profit and we use it to track potential and current grant funders. RSS allows me to rate the possibility of funding, track deadlines, and record proposals. It is extremely helpful! ### 8. Great CRM with great support from RSS **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2021 **What do you like best about Spotler CRM?** 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. **What do you dislike about Spotler CRM?** 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). **Recommendations to others considering Spotler CRM:** 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. **What problems is Spotler CRM solving and how is that benefiting you?** 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. **Official Response from Helen Armour:** > Thanks very much for your review. This is great feedback and we will look to address the issues you have highlighted. It would be very useful to include you in our product development research and future testing programmes. We will be in touch directly in due course. ### 9. Good solution for small business **Rating:** 4.0/5.0 stars **Reviewed by:** Susan M. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2021 **What do you like best about Spotler CRM?** I found it very easy to set up. I was up and running right away. Very refreshing differentiating feature from a lot of the full CRM systems out there! **What do you dislike about Spotler CRM?** The inability to send mass emails was disappointing but I love how it looks at my emails and sees who I’m emailing at least. **Recommendations to others considering Spotler CRM:** If you’re looking to track accounts, contacts, tasks, sales in a quick, easy way, then this system fits the Bill! **What problems is Spotler CRM solving and how is that benefiting you?** I love being able to track client-related tasks through it. I can track from first contact through to a sale and commission paid on it. A huge time saver! **Official Response from Helen Armour:** > Susan, thank you for your feedback. You can send bulk emails using our integrated marketing tool - you might find our new Simple Marketing option does what you need. Do get in touch if you need any help. ### 10. An invaluable tool for our SME **Rating:** 4.0/5.0 stars **Reviewed by:** Teresa G. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2020 **What do you like best about Spotler CRM?** I like the fact that it is easy to use and understand. Life is complicated enough without tools that think they have to be smarter than you are and tie you up in knots! The different packages depending on your requirements is a good option too and it's easy to change from one to another if you need to. **What do you dislike about Spotler CRM?** That's a tough one as we've never had any problems in the several years we've been using Really Simple Systems. Maybe they could send out a few less emails. The information is useful, but they do seem to be quite frequent! **What problems is Spotler CRM solving and how is that benefiting you?** The main benefit is organisation. It allows us to keep an extensive list of contacts and their contact details so we don't have to go hunting for them. We can also keep a detailed record of conversations and activity so that myself and my business partner know exactly where we are with each client from day to day - just in case we were out of action for any reason or maybe away for a day or so. ### 11. A very useful tool. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Networking | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2020 **What do you like best about Spotler CRM?** One can adapt the CRM to reflect their sales process. **What do you dislike about Spotler CRM?** Given the above, there are some fields I would like to remove, but cannot. **Recommendations to others considering Spotler CRM:** Do not hesitate to customize the system to line up with your sales process and reporting needs. **What problems is Spotler CRM solving and how is that benefiting you?** I am using Really Simple CRM to keep track of leads and the sales process for a project. I did not want to use SalesForce, what Corp. uses, because it would have been too complex, and have taken too long. ### 12. Great system, great value and great service!! Highly Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Nicola C. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2020 **What do you like best about Spotler CRM?** 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. **What do you dislike about Spotler CRM?** 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. **What problems is Spotler CRM solving and how is that benefiting you?** 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! ### 13. Budget friendly CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Bob N. | Tech lead, Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2021 **What do you like best about Spotler CRM?** Really Simple Solutions is a adequately functional CRM at a budget price. **What do you dislike about Spotler CRM?** As with any CRM, there is a learning curve and I'm not exactly sure how to overcome that. **Recommendations to others considering Spotler CRM:** If your organization is on a tight budget, this CRM is well suited to meet your needs. **What problems is Spotler CRM solving and how is that benefiting you?** We're using Really Simple Solutions to manage our contact database. We're able to share information across our organization which affords transparency with tasks and contacts. **Official Response from Helen Armour:** > Thanks for your feedback. If you've not attended one already, you'll find our regular live webinars the best solution to understanding the CRM functionality and discover best practice. ### 14. User friendly, fast, all choices are logical and simple **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Veterinary | Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2021 **What do you like best about Spotler CRM?** Activities, ease of use, Easy lookup of accounts **What do you dislike about Spotler CRM?** 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 **What problems is Spotler CRM solving and how is that benefiting you?** 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 ### 15. I have used RRS one a daily basis and it has helped me connect with a lot of students and colleagues **Rating:** 5.0/5.0 stars **Reviewed by:** Vonchella S. | Enrollment customer Service Supervisor, Enterprise (> 1000 emp.) **Reviewed Date:** June 03, 2021 **What do you like best about Spotler CRM?** I love the way you can see what others have said to the students **What do you dislike about Spotler CRM?** I dislike that you can't call from the system. **Recommendations to others considering Spotler CRM:** 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. **What problems is Spotler CRM solving and how is that benefiting you?** The problem that RRS is solving communication issues and guessing when it comes to the student. ### 16. Fantastic system for Not-for-Profit sector **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle G. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2020 **What do you like best about Spotler CRM?** It truly is its name - really simply and easy to use! It is very easy to design the system to fit your company's needs. Great to be able to adapt it to suit our charity and its reporting requirements. Much cheaper and easier to use than other not-for-profit CRMS and that is exactly what our industry needs - to save costs and helps us run as effectively as possible! It is very user friendly and easy to build the reports you need. Customer support is also fantastic. Show Less **What do you dislike about Spotler CRM?** It's ability to connect to other software e.g Campaign Monitor etc can be a little clunky . With more time and effort, am sure it could be sorted with Customer Support. **What problems is Spotler CRM solving and how is that benefiting you?** Its made it much easier for us to report figures to the Management Team and Board. We can now forecast income more accurately. Great to also be able to schedule activity against each supporter and reminders set. Assists in us providing quality supporter engagement and therefore increasing fundraising income. ### 17. The highly customisable CRM System **Rating:** 4.5/5.0 stars **Reviewed by:** Simon B. | Director - Lead Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2020 **What do you like best about Spotler CRM?** I've been with RSS for about 5 years now! Initially when I started I was looking for something that would help me with my workflow management, and act as a collation point for my customer data. I had been growing and I couldn't keep on top of everything with my spreadsheets. The one thing I liked best was that to a certain extent I could set up the tasks to be whatever I wanted. I was able to initially set it up to track my clients from simple leads all the way through to completion of a project and paying a fee to a referral source, before starting again on a new project. We don't use all of the functionality and it is only now that I am beginning to use the marketing piece of the RSS System. **What do you dislike about Spotler CRM?** There's not a huge amount to really dislike! If I had to say anything it might well be that I spend most of my time in my e-mails, it would be really useful of the tasks that were showing in RSS could be showing in my Tasks in Outlook! **Recommendations to others considering Spotler CRM:** Be sure of your use case, what do you want to get from it? Check out the bolt ons. If you are a small business and starting up, RSS can really grow with your business, with the free for life option if you have less than x clients. We've got a small number of users **What problems is Spotler CRM solving and how is that benefiting you?** As I said, I use it mainly as a workflow management tool, but now I am looking at beginning to scale the business further so I'm just about to start using the marketing system and transfer a lot of data over from Mailchimp. Having everything under one roof, i hope is going to bring some significant benefits. **Official Response from Helen Armour:** > Simon, thanks for the review. Glad to hear to CRM is working well for you. FYI you can sync your tasks to your Outlook Calendar and we will shortly be releasing new functionality to update this. ### 18. Simple, effective and easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Paul R. | Territory Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2020 **What do you like best about Spotler CRM?** 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. **What do you dislike about Spotler CRM?** 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. **What problems is Spotler CRM solving and how is that benefiting you?** 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 ### 19. Good entry level CRM system **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2021 **What do you like best about Spotler CRM?** The ability to customize to our unique situation is nice - and relatively easy. **What do you dislike about Spotler CRM?** Integration into Gsuite isn’t intuitive at all. Still can’t figure out how to get my calendar integrated. **Recommendations to others considering Spotler CRM:** Put the work in customizing it - it makes it so much better. **What problems is Spotler CRM solving and how is that benefiting you?** Tracking connections and contact points across multiple members of the team is great. And it is a passible project management tool for sales (no need for an Asauna type product for that team) **Official Response from Helen Armour:** > Thanks for your feedback. Do get in touch with our support team for help in getting up your calendar support@reallysimplesystems.com. ### 20. Perfectly Simple! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2021 **What do you like best about Spotler CRM?** RSS is intuitive and easy to use. Little training is required to get users using the system. **What do you dislike about Spotler CRM?** Sometimes I find the Settings sub-system to be a bit confusing, but not a major issue. **Recommendations to others considering Spotler CRM:** The best system is the one that gets used. I found RSS to be exactly simple and useful without being confusing. **What problems is Spotler CRM solving and how is that benefiting you?** It allows me to manage all my contacts and corresponding documents in an easy interface. It allows me to better manage my info. **Official Response from Helen Armour:** > Thanks for the feedback. Great to hear the system is working well for you and that your team are using it! We are looking at some tweaks to our Settings pages to help make these easier to use. ### 21. Really Simple Systems CRM, Really easy to use and very affordable **Rating:** 4.0/5.0 stars **Reviewed by:** Martin B. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2020 **What do you like best about Spotler CRM?** Really Simple CRM does as it is described, it is a very easy to use CRM with a design and usability that would meet most Sales Teams Requirements **What do you dislike about Spotler CRM?** It would be better if I could integrate the CRM into Outlook as it would add to it ease of use on a daily bases and would give another way of seeing upcoming tasks that are created in RSS **Recommendations to others considering Spotler CRM:** If you are looking for an easy to use and manage CRM with all the requirements need for Sales functions. **What problems is Spotler CRM solving and how is that benefiting you?** We use RSS CRM for keeping a track of all Sales Requirements, Enquires, Calls, Meeting and Quotation Tracking **Official Response from Helen Armour:** > Hi Martin, many thanks for your comments. You can currently sync your tasks to your Outlook Calendar but we will shortly be releasing a new integration feature with Microsoft 365. Watch out for the updates! ### 22. A great experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2020 **What do you like best about Spotler CRM?** The layout of the system is aesthetically pleasing and very easy to navigate. The functionality enables me to track sales as well as organise my time. The dashboard also provides you with a "quote for the day" which is refreshing. Pretty much everything is customisable too. **What do you dislike about Spotler CRM?** It would be good if you could arrange your tasks into a daily timetable, but that is not essential and the system still works brilliantly as it is. **Recommendations to others considering Spotler CRM:** Take the time to use the resources to understanding the reporting tools. They might seem a little difficult but they are actually very useful. **What problems is Spotler CRM solving and how is that benefiting you?** It is a good way to consolidate all sale activity and future contact tasks in one place, rather than writing notes on paper. For business continuity, any other staff member can pick up where I left off. ### 23. Customer service is very important to us, all around **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2021 **What do you like best about Spotler CRM?** Your customer service is excellent! I appreciate that a human being answers the phone **What do you dislike about Spotler CRM?** Our time zones are very far apart. We are in California. **What problems is Spotler CRM solving and how is that benefiting you?** We need a reliable drip campaign. We have had bad luck using Zendesk Sell. I also like the email templates you offer. ### 24. Positive Experience **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2020 **What do you like best about Spotler CRM?** I like that you can plan tasks ahead of time, and know that you will be notified on the day. There is no need to write endless calendar notes elsewhere and try and remember an ongoing workload. **What do you dislike about Spotler CRM?** It would be useful to have a "to do list" widget. **Recommendations to others considering Spotler CRM:** Watch the videos on how to carry out functions, as they are helpful. **What problems is Spotler CRM solving and how is that benefiting you?** It is enabling me to switch off after work, because I am not thinking about remembering things for the next day. It has helped with business continuity because I can work from anywhere on my laptop, and not worry if I have forgotten a work diary etc. **Official Response from Helen Armour:** > Thanks for posting a review of Really simple Systems, and you're in luck - we do have a "to do list" widget! On the sales dashboard click the Add Widget button and it should be in the top right corner of the panel. There's help on how to use it on the link below - on the Examples tab. I hope that helps. ### 25. Inexpensive but does the job **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2021 **What do you like best about Spotler CRM?** interface, user friendliness, cost number of users **What do you dislike about Spotler CRM?** not tied into ERPs. Reporting seems a bit dated **Recommendations to others considering Spotler CRM:** try it out for a period and see if it works for your organization. Easy install and virtually no learning curve **What problems is Spotler CRM solving and how is that benefiting you?** Keeping track of projects and customers ### 26. The most user friendly CRM system that helps you mange your clients and grow your business. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2020 **What do you like best about Spotler CRM?** The way can customise to suite your needs. It easy. **What do you dislike about Spotler CRM?** 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 **Recommendations to others considering Spotler CRM:** Watch the videos, try is out for free. You will never look back, **What problems is Spotler CRM solving and how is that benefiting you?** 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. ### 27. It wouldn't come into a conversation **Rating:** 2.5/5.0 stars **Reviewed by:** John F. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2020 **What do you like best about Spotler CRM?** It's extremely easy to use and navigate. It's pretty quick to learn too. Easy identifiable names to take you where you need to go. **What do you dislike about Spotler CRM?** The sign in option doesn't save my details but that may be my pc. The Search option could be better too. **Recommendations to others considering Spotler CRM:** It's extremely easy to use **What problems is Spotler CRM solving and how is that benefiting you?** Traceability with the notes fields and how easy it is to edit mistakes. ### 28. Amazing System! It is the most user-friendly I have ever used. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2020 **What do you like best about Spotler CRM?** 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. **What do you dislike about Spotler CRM?** I would like to have a few more features on the marketing for creating emails. **Recommendations to others considering Spotler CRM:** Go ahead and try it out. You will be so pleased with the service! **What problems is Spotler CRM solving and how is that benefiting you?** 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! **Official Response from Max Jones:** > If you would like more features for creating emails then you'll be pleased to know that we have just launched a new version of Simple Marketing that includes a new email designer. Contact our support team to switch over. ### 29. Does exactly what is says on the tin **Rating:** 4.5/5.0 stars **Reviewed by:** Michelle E. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2020 **What do you like best about Spotler CRM?** It is very easy to customise to your own requirements and to get information in and more importantly out! Is constantly evolving and we are just about to start to use the marketing solution which again looks really simple to use. They have really great user conferences too! **What do you dislike about Spotler CRM?** When they do update the software this can sometimes cause us issues with our data upload. As we upload daily it can be a pain. However, the support guys do help us out with this. **What problems is Spotler CRM solving and how is that benefiting you?** Its made it much easier for us to report figures to the Management Team and Board plus we can see where the gaps are in our s ales force really easily. Great for breaking down by district and recording our sales as well as day to contact with potential clients. ### 30. Simple and straight forward **Rating:** 3.5/5.0 stars **Reviewed by:** David B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2020 **What do you like best about Spotler CRM?** Simple input and lots of room for user defined information. **What do you dislike about Spotler CRM?** 1.) They need a mobile app that syncs data on the road. **Recommendations to others considering Spotler CRM:** No mobile app.. Great email marketing. **What problems is Spotler CRM solving and how is that benefiting you?** Email campaigns are easy to set up, and they have great tracking that will keep you in touch with the success of your campaigns ### 31. Just what we needed **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2020 **What do you like best about Spotler CRM?** The system is quite easy to use once you know the basics and easy to train staff on. **What do you dislike about Spotler CRM?** With most of the support team in the US, it is difficult to get help instantly over the phone and normally ends up with multiple emails being sent to resolve the issue. **Recommendations to others considering Spotler CRM:** It is a simple and easy CRM system to use. If you are just looking for the standard reporting etc this system is a lot better than paying a lot for some of the other systems out there and only using a few of the functions. **What problems is Spotler CRM solving and how is that benefiting you?** We have solved the problem of keeping all leads from the sales team in one place and are able to analyse them as needed. ### 32. CRM system that is what it says - SIMPLE and easy to use - and economical **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie M. | Owner/Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2020 **What do you like best about Spotler CRM?** Task lists, agenda, creating customers and suppliers. We don't use more of the system at the moment reporting etc. **What do you dislike about Spotler CRM?** Not clear on how to generate reports. Could be faster too. **What problems is Spotler CRM solving and how is that benefiting you?** Being organised, prioritising, clear to do lists. **Official Response from Helen Armour:** > Thanks for the review Stephanie. If you would like to find out more about using the reports tool do join us for our next live webinar on reporting. ### 33. Does everything we need and more to help run our sales pipelines and customer contacts **Rating:** 5.0/5.0 stars **Reviewed by:** Nigel G. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2020 **What do you like best about Spotler CRM?** The marketing tools and dashboards are great **What do you dislike about Spotler CRM?** We have trouble linking our NZ and Australian users and accounts **Recommendations to others considering Spotler CRM:** Also consider the marketing and enterprise options **What problems is Spotler CRM solving and how is that benefiting you?** Helps identify where our marketing spend is being used successfully and where it's not ### 34. Great CRM for small to medium sized businesses **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2020 **What do you like best about Spotler CRM?** Dashboard is easy to configure. Setting up marketing emails is easy and choosing your target audience. Great that you can add emails to account records and keep a track of correspondence that way. **What do you dislike about Spotler CRM?** Sometimes there are a few too many clicks required to update records but overall, no major dislikes at all. **Recommendations to others considering Spotler CRM:** A great value CRM. **What problems is Spotler CRM solving and how is that benefiting you?** Mass emailing is much easier. We can choose exactly who to send what message to. **Official Response from Helen Armour:** > Thanks, please to hear the CRM is working well for you. ### 35. Great CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2020 **What do you like best about Spotler CRM?** It is a very user-friendly CRM and their customer service ans assistance are great. **What do you dislike about Spotler CRM?** Small thing - I would like to be able to rearrange the boxes on the account page for ease of entry. If there is a way to do that, I haven't found it yet. **Recommendations to others considering Spotler CRM:** If you need a straightforward CRM that can integrate well with email, etc., this is it. **What problems is Spotler CRM solving and how is that benefiting you?** For me, it is very basic. I needed a HIPAA Compliant CRM system that allows me to keep track of my client base and activities, all while tracking any changes to accounts. It gives me emailing capabilities, as well. ### 36. Would Highly Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Derek J. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2020 **What do you like best about Spotler CRM?** The tools are just as stated... really simple, in a good way. The dashboard is fully customizable, so I could see the data I wanted. Out of the 10+ CRM tools I tried, this was by far the best. **What do you dislike about Spotler CRM?** No integration with Quickbooks. Unfortunately this was a must for our corporate office. **Recommendations to others considering Spotler CRM:** Try it. This was the only CRM I tried independently that wasn't a complete waste of my time. Would highly recommend. **What problems is Spotler CRM solving and how is that benefiting you?** Scheduling tasks and keeping updated notes and records with existing contacts is so easy with this tool. Adding new leads and converting them throughout the sales process is so simple. ### 37. Really Simple Systems - does what is says! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2020 **What do you like best about Spotler CRM?** The ease of use, tracking calls adding contacts, the built-in email campaign portal **What do you dislike about Spotler CRM?** The marketing module is a little limited in its functionality **What problems is Spotler CRM solving and how is that benefiting you?** 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 ### 38. Excellent Sales Pipeline Management Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Textiles | Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2020 **What do you like best about Spotler CRM?** We can see our complete sales opportunities from lead to closing sales on a simple web based platform accessible from any device **What do you dislike about Spotler CRM?** Generating reports where no widget option is available **What problems is Spotler CRM solving and how is that benefiting you?** 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 **Official Response from Helen Armour:** > Thanks for your comments. If you would like further help with running reports do contact our support team on support@reallysimplesystems.com and we'll help you get set up. ### 39. RSS **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2020 **What do you like best about Spotler CRM?** The tasks toll element and the comprehensive directorate of the system **What do you dislike about Spotler CRM?** Being unable to run report on clients were owner is somebody else, also it would be good to be able to sort TO DO LIST alphabetically and being able to set level of importance **Recommendations to others considering Spotler CRM:** As I'm basic user and not really in need to fully explore all tool and facilities, making any recommendation would be unfair as I've never used anything similar to make a comparison **What problems is Spotler CRM solving and how is that benefiting you?** It's enabling me to stay on track with numerous deadlines and tasks over long period of time ### 40. User Friendly & Great Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Madelaine H. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2020 **What do you like best about Spotler CRM?** Ease of use, the system is extremely user friendly. We find it fast and reliable. **What do you dislike about Spotler CRM?** To be honest we are yet to find a flaw... We are confident if we did the company would assist us. **Recommendations to others considering Spotler CRM:** We do not have any. **What problems is Spotler CRM solving and how is that benefiting you?** Data management. ### 41. Simple Database Easy to Use & navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Maxine H. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2020 **What do you like best about Spotler CRM?** It is easy to use and perfect for my needs **What do you dislike about Spotler CRM?** There isn't anything i don't like about it **What problems is Spotler CRM solving and how is that benefiting you?** I use it to share information with 200+ clients - it is great for email campaigns and tracking contact **Official Response from Helen Armour:** > Thanks for your feedback Maxine. Glad to hear the system is working well for you. ### 42. Great low-cost solution **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Sports | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2020 **What do you like best about Spotler CRM?** Easy to install. intuitive, low-cost solution. **What do you dislike about Spotler CRM?** Can't afford enterprise version yet so can't comment on advanced features. **Recommendations to others considering Spotler CRM:** A great system for startups... Enterprise companies like SalesForce aren't all that helpful for smaller companies. **What problems is Spotler CRM solving and how is that benefiting you?** Allows our start-up to track 300+ clients and their contacts. ### 43. Does what is says on the tin and awesome customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2020 **What do you like best about Spotler CRM?** The support the offer is excellent always available and always solve problems quickly if they do arise. **What do you dislike about Spotler CRM?** standard templates on marketing module quite basic but works well enough, **What problems is Spotler CRM solving and how is that benefiting you?** targeting specific groups within a large database ### 44. Everything has been pretty easy and customer service is quick to answer. **Rating:** 4.5/5.0 stars **Reviewed by:** Jean D. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2020 **What do you like best about Spotler CRM?** Customer Service is quick to answer. Very quick and answer questions. **What do you dislike about Spotler CRM?** Nothing yet. Everything is working well so far. **What problems is Spotler CRM solving and how is that benefiting you?** Getting reports of customers. ### 45. Great purchase for the price **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2020 **What do you like best about Spotler CRM?** I like how simple it is to upload our spreadsheet of leads **What do you dislike about Spotler CRM?** I think the search options should be more advanced **Recommendations to others considering Spotler CRM:** More customization and email options **What problems is Spotler CRM solving and how is that benefiting you?** I am grateful that customer service helped me customize some of the categories, the current challenge is doing a more advanced search within those categories. ### 46. 10 out of 10 **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2020 **What do you like best about Spotler CRM?** Very simple, uncomplicated CRM. I have used others over the years, this is by far the easiestand most adaptable. **What do you dislike about Spotler CRM?** Havent really found any negatives with the app. **Recommendations to others considering Spotler CRM:** Take the trial for yourself, you will be convinced! **What problems is Spotler CRM solving and how is that benefiting you?** Keeping up to date with quotations. ### 47. Really easy to use. Moved over from previous Sales Force experience and find it ticks all the boxes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2020 **What do you like best about Spotler CRM?** Field choices and ease of use. Upsides include price. choices. **What do you dislike about Spotler CRM?** At first was unable to pay with credit card, however, now available. Dashboard also needs a bit more flexibility **What problems is Spotler CRM solving and how is that benefiting you?** Keeping track of my B2B contracts ### 48. Very good, not as fancy but does the job **Rating:** 4.5/5.0 stars **Reviewed by:** Jack M. | Digital Marketing Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2019 **What do you like best about Spotler CRM?** The best part about this CRM is the integration with Microsoft Exchange - MailSync and Calendar are great. Pricing is also very fair with a good range of packages **What do you dislike about Spotler CRM?** I dislike that there are limited other integrations available - I think a LinkedIn Sales Navigator integration would be great. **Recommendations to others considering Spotler CRM:** It's a great CRM with features crucial for managing prospects and customers. **What problems is Spotler CRM solving and how is that benefiting you?** The sales pipeline we use is spot on for us. ### 49. IT IS FAST EASY AND EFFICIENT **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2020 **What do you like best about Spotler CRM?** THE CRM factuality and grouping. It so easy to check last update based on importance and last created. **What do you dislike about Spotler CRM?** Manually inputting the emails and software, as copy paste does not work. **Recommendations to others considering Spotler CRM:** FAST FRIENDLY AND EFFECIANT **What problems is Spotler CRM solving and how is that benefiting you?** CRM system, is solving a major problem, which is customer base information, which at times is not inputted in our general software. **Official Response from Max Jones:** > Thank you for your review! We'd like to help with your troubles inputting information. Can you please contact us via marketing@reallysimplesystems.com with what you're looking to achieve and we'll help you find a solution :) ### 50. We love Really Simple Systems **Rating:** 5.0/5.0 stars **Reviewed by:** Donna B. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2018 **What do you like best about Spotler CRM?** The little time spent learning how to use it. **What do you dislike about Spotler CRM?** I wish it more easily connected to my calendar **What problems is Spotler CRM solving and how is that benefiting you?** We are keeping up with our client base so much easier. We can reach them with newsletters and marketing material easily. We provide better customer service to our customers. We are more proficient in business overall with RSS. ## Spotler CRM Discussions - [How do you input branch locations of a company. You can't enter the same account name twice.](https://www.g2.com/discussions/32987-how-do-you-input-branch-locations-of-a-company-you-can-t-enter-the-same-account-name-twice) - 1 comment, 1 upvote - [Can I access the system on my smartphone?](https://www.g2.com/discussions/can-i-access-the-system-on-my-smartphone) - 1 comment, 1 upvote - [How safe is my data?](https://www.g2.com/discussions/how-safe-is-my-data-f3f8c20c-1d08-4681-8827-9f6bd958d895) - 1 comment, 1 upvote - [What is Cloud CRM?](https://www.g2.com/discussions/what-is-cloud-crm) - 1 comment, 1 upvote - [What's the catch with the Free ECRM?](https://www.g2.com/discussions/1586-what-s-the-catch-with-the-free-ecrm) - 1 comment, 1 upvote - [View Spotler CRM pricing details and edition comparison](https://www.g2.com/products/spotler-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-18+18%3A43%3A56+-0500&secure%5Bsession_id%5D=9415c34b-928e-4104-9563-ff806ed47ee4&secure%5Btoken%5D=dfd5f1930d86ecaf77cec88299976d353229fac9748b6dd738595897e62ded29&format=llm_user) ## Spotler CRM Integrations - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) ## Spotler CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Ticket and Case Management** - Workflow - Response Automation - SLA Management - Attachments/Screencasts - Ticket Collaboration - Customer and Contacts Database **Lead Generation** - Lead Builder - CRM Integration - Marketing Automation Integration - Social Media Integration - Data Import & Export Tools **Templates** - Text and Themes - Proofing - Mobile Responsive **Lead Monitoring** - Features - Performance **Agentic AI - Lead Capture** - Cross-system Integration - Proactive Assistance **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Data Sourcing** - Interactive Dashboards - Data Segmentation **Edit** - Pre-Made - Build **Data Capture** - Websites - Social Media **Generative AI** - AI Text Generation - AI Text Summarization **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Live Forecasting **Logistics** - Analytics - Issues - Integrations - Shareable Link **Analytics** - Export/Import - Reporting **Agentic AI - Help Desk** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Sales Management** - Live Pipeline Management - Account-Based Analytics - Activity Tracking **Customization** - Forms - Templates - Integration **Generative AI** - AI Text Generation - AI Text Summarization **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Communication Channels** - Email to Case - Social Integration - Voice **Agentic AI - Email Template Builder** - Autonomous Task Execution - Cross-system Integration **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform** - Mobile User Support - User, Role, and Access Management - Integration - Reporting - Dashboards ## Top Spotler CRM Alternatives - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,825 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,643 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,244 reviews)