--- title: Spotler CRM Reviews meta_title: 'Spotler CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 147 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: 147 scale: '5' date_modified: '2026-07-12' 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:** 147 ## 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 value the **robust automation capabilities** of Spotler CRM, enhancing efficiency in marketing and sales processes. (2 reviews) - Users appreciate the **user-friendly interface** of Spotler CRM, allowing teams to manage relationships efficiently and effortlessly. (2 reviews) - Users appreciate the **robust marketing automation and user-friendly design** of Spotler CRM, enhancing efficiency and simplifying tasks. (2 reviews) - Users value the **flexibility** of Spotler CRM, enabling easy integration and management across various business tools seamlessly. (2 reviews) - Users value the **seamless integration** capabilities of Spotler CRM, enhancing workflows with various essential business tools. (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 face **integration issues** with third-party applications, hindering efficient data transfer and business processes. (2 reviews) - Users experience **poor integration options** with third-party applications, hindering efficient data transfer and business operations. (2 reviews) - Users find the **cluttered interface** of Spotler CRM limits customization and flexibility, impacting their overall experience. (1 reviews) - Users find the **poor integration with third-party applications** hampers efficient data transfer and overall business progress. (1 reviews) - Users find the **high complexity** of customization and integration in Spotler CRM limits its overall effectiveness for advanced needs. (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. 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. ### 2. 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. ### 3. 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. ### 4. 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. ### 5. 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 ### 6. 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! ### 7. 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. ### 8. 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. ### 9. 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. ### 10. 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. ## 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/really-simple-systems/reviews/really-simple-systems-review-65471?section=pricing&secure%5Bexpires_at%5D=2026-07-12+11%3A23%3A40+-0500&secure%5Bsession_id%5D=3f1a96c7-dd3b-4b1a-9f7a-42ec751951c4&secure%5Btoken%5D=a85a2ad344a64546f74306769da8a0d2c6f12844e0d86f6b0910fde0104a22ee&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 (2,835 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,664 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,262 reviews)