--- 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: '2026-08-07' 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 marketing automation** features of Spotler CRM, enhancing efficiency in managing campaigns and leads. (2 reviews) - Users appreciate the **user-friendly interface** of Spotler CRM, making navigation and onboarding effortless for everyone. (2 reviews) - Users appreciate the **robust marketing automation and seamless integration** of Spotler CRM, enhancing efficiency and simplifying processes. (2 reviews) - Users value the **flexibility** of Spotler CRM, easily integrating tools and accommodating various team workflows efficiently. (2 reviews) - Users value the **seamless integration capabilities** of Spotler CRM, enhancing productivity by connecting essential business tools effortlessly. (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 Spotler CRM, making it difficult to connect with third-party applications effectively. (2 reviews) - Users find the **lack of integrations** with third-party applications hampers effective data transfer and business operations. (2 reviews) - Users find the **interface somewhat cluttered** , which affects ease of navigation and overall user experience. (1 reviews) - Users experience **poor integration with third-party applications** , leading to inefficient data transfer and operational challenges. (1 reviews) - Users find Spotler CRM's **high complexity** in customization and advanced features makes it less intuitive than competitors. (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 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?page=10§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+20%3A17%3A35+-0500&secure%5Bsession_id%5D=11809f0a-3eab-4bc1-a478-bdd54f76a336&secure%5Btoken%5D=d620e109a22f109a6a3d48ea0033baa67305f96bb759e4eef59162f78679473b&format=llm_user) ## 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 - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Ticket and Case Management** - Workflow - Response Automation - SLA Management - Attachments/Screencasts - Ticket Collaboration - Customer and Contacts Database - Workflow Management - Knowledge Base Management - Ticket Management - Call Center Management - Queue Management - Inbox Management - Support Ticket Management - Email Management **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 - Lead Capture **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 - Third-Party Integrations - CRM Integration **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Data Sourcing** - Interactive Dashboards - Data Segmentation **Edit** - Pre-Made - Build **Data Capture** - Websites - Social Media **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **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 - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Sales Management** - Live Pipeline Management - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Customization** - Web Forms - Templates - Integration - Social Media Integration - Customizable Templates **Generative AI** - AI Text Generation - AI Text Summarization **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Additional Functionality** - Lead Segmentation - Conversion Tracking - Activity Dashboard - A/B Testing - AI Copilot - Pipeline Management - Drag & Drop - Reporting & Statistics - Multi-Campaign - Prospecting Tools - Customizable Fields - Lead Distribution - Event Triggered Actions - Engagement Tracking - Generative AI - Chat/Messaging - CRM - Email Marketing - Template Management - Lead Nurturing - Customizable Branding - Contact Management - Contact Database - Email Management - Real-Time Notifications - Customer Segmentation - Surveys & Feedback - Campaign Management - Activity Tracking - Alerts/Notifications - Data Extraction - Lead Notifications - Reporting/Analytics - Dashboard - Business Card/Badge Scanning - Lead Generation - Customer Database - Autoresponders - Lead Qualification - API - Forms Management - Visitor Tracking - Lead Management - Campaign Analytics - Search/Filter - Campaign Planning - Lead Scoring - Email Tracking - Drip Campaigns - Campaign Segmentation - Lead Verification/Validation - Source Tracking - Calendar Management - Reminders - Interaction Tracking - Opportunity Management - Sales Reports - Document Storage - Sales Trend Analysis - Monitoring - For Sales Teams/Organizations - Sales Forecasting - Workflow Management - Task Management **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Communication Channels** - Email to Case - Social Integration - Voice - Video Chat **Agentic AI - Email Template Builder** - Autonomous Task Execution - Cross-system Integration **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Platform** - Mobile User Support - User, Role, and Access Management - Third-Party Integrations - Reporting - Activity Dashboard - Mobile Access **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation **Additional Functionality** - Automated Routing - Chatbot - Reporting & Statistics - Autoresponders - AI Copilot - Real-Time Monitoring - CRM - Gamification - Conversation Intelligence - Customizable Fields - Surveys & Feedback - Key Performance Indicators - Collaboration Tools - Multi-Channel Communication - Voice Recognition - Live Chat - Task Automation - IVR - Language Detection - Multiple Data Sources - Predictive Analytics - API - Alerts/Escalation - Data Security - Interaction Tracking - Prioritization - Secure Data Storage - Macros/Templated Responses - Performance Metrics - Single Sign On - Mobile App - Reporting/Analytics - Access Controls/Permissions - Email Templates - Real-Time Notifications - Automated Responses - Data Import/Export - Personalization - Workflow Automation ## Top Spotler CRM Alternatives - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,841 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,687 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,300 reviews)