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Spotler CRM Reviews & Product Details

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.

Seller

Spotler Group

Discussions

Spotler CRM Community

Languages Supported

German, English, Dutch, Spanish, Swedish

Product Description

Improve your marketing and sales processes. From the first contact to closing the deal. Create opportunities, and set up lead nurturing campaigns and automated tasks. Or: collect web and email insights from your contacts in one central place. By allowing Spotler CRM to share real-time customer information across all business teams, customers not only get a more consistent experience, but it also makes sales and marketing more effective.

Overview by

Tom Blijleven

Pricing

Pricing provided by Spotler CRM.

Free

per month

Starter

from $14

per user/ per month

View More Pricing Information

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Spotler CRM Media

Customize your Sales Dashboard to highlight what's important to your business

Spotler CRM Demo - Company Records/Accounts List

View your company records, or Accounts, and click through to open. Search for a record across all your data, sort by column and customize your view.

Manage your Tasks and things to do, set priorities, and assign tasks to a colleague. Sync your tasks to your calendar. Search for your tasks across all your data, sort by column and customize your view.

View and manage your Opportunities and Deals, and click through to open. Search for a record across all your data, sort by column and customize your view.

Run email marketing campaigns directly from your CRM and automatically capture the engagement data back to your CRM. Customize your dashboard to show what's important to you.

Create great-looking emails with the simple drag and drop builder.

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Neil G.

Business Consultant - Director

Small-Business (50 or fewer emp.)

10/2/2018

"Great and simple CRM System"

5/5

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Yas Q.

Business Development Manager

Small-Business (50 or fewer emp.)

9/1/2021

"Good CRM system with all the basics in place."

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Max Jones of Spotler CRM

edit

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

M. Katherine H.

Lead Fundraising Consultant

Small-Business (50 or fewer emp.)

3/26/2021

"Good Database"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Human Resources

Mid-Market (51-1000 emp.)

4/30/2021

"Great CRM with great support from RSS"

5/5

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. Review collected by and hosted on G2.com.

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). Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Helen Armour of Spotler CRM

edit

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.

Susan M.

Business Development Manager

Small-Business (50 or fewer emp.)

3/25/2021

"Good solution for small business"

4/5

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Response from Helen Armour of Spotler CRM

edit

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.

See how Spotler CRM improved

Teresa G.

Small-Business (50 or fewer emp.)

11/5/2020

"An invaluable tool for our SME"

4/5

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Computer Networking

Small-Business (50 or fewer emp.)

10/29/2020

"A very useful tool."

4.5/5

What do you like best about Spotler CRM?

One can adapt the CRM to reflect their sales process. Review collected by and hosted on G2.com.

What do you dislike about Spotler CRM?

Given the above, there are some fields I would like to remove, but cannot. Review collected by and hosted on G2.com.

Recommendations to others considering Spotler CRM:

Do not hesitate to customize the system to line up with your sales process and reporting needs. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Nicola C.

Small-Business (50 or fewer emp.)

10/29/2020

"Great system, great value and great service!! Highly Recommend"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Bob N.

Tech lead

Small-Business (50 or fewer emp.)

3/25/2021

"Budget friendly CRM"

4/5

What do you like best about Spotler CRM?

Really Simple Solutions is a adequately functional CRM at a budget price. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering Spotler CRM:

If your organization is on a tight budget, this CRM is well suited to meet your needs. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Helen Armour of Spotler CRM

edit

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.

See how Spotler CRM improved

Verified User in Veterinary

Small-Business (50 or fewer emp.)

6/3/2021

"User friendly, fast, all choices are logical and simple"

5/5

What do you like best about Spotler CRM?

Activities, ease of use, Easy lookup of accounts Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.