--- 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 Reviews ### 1. My master key in dealing with my clients. **Rating:** 4.5/5.0 stars **Reviewed by:** Samuel R. E. | IT Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2019 **What do you like best about Spotler CRM?** I like very much for its excellent and great interface, allowing us to have a clear and precise focus of the entire sales process that manages my business, it also allows me to be able to automate numerous processes in order to achieve excellent results and be more productive. I can also say that I really liked the price of this software, although it seems a little low for all the functions it has. I also liked the process of implementation, configuration and training that was given to us by the technical assistance team of this software remotely, which felt as if they were present. This system is very versatile because it has allowed me to integrate it with other applications. **What do you dislike about Spotler CRM?** I'm going for 11 months using this application and I can say that I like it a lot, and that until now it has not given me any problems that merit placing it as a formal complaint. **Recommendations to others considering Spotler CRM:** Definitely this is a very complete system of quick adaptation in your business, which will undoubtedly bring you numerous benefits and in turn the most important, blue numbers and the confidence of all your staff in wanting to give more and be able to break each month the objectives achieved, as if it were a competition. **What problems is Spotler CRM solving and how is that benefiting you?** With this system we have been able to improve the productive processes of my business, improving customer service and gaining their trust, we have been able to sell and reach more customers constantly. Since I was able to implement this system in my business I have noticed a wide improvement, even in the work focus of my entire team. We have also been able to see some of our clients' opinions first-hand, thanks to Really Simple Systems CRM. ### 2. Really simple Systems! **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew W. | Mr, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2019 **What do you like best about Spotler CRM?** The ease of use! it really is simple to use, and very easy to navigate throughout the menu`s. As i work in the sales department the ability to display widget reports on my dashboard, on the total amount of sales for the week/month and year is a massive advantage. Being able to keep track of accounts so easily. **What do you dislike about Spotler CRM?** Loading times of pages sometimes being slow , being unable to colour graphs within widgets for each individual user so it is easier to differentiate which user is performing better if it was based on a sales chart. not really much else to complain about, **Recommendations to others considering Spotler CRM:** If you would like an easy to use CRM that looks amazing and does more than you could imagine, you are in the right place. once you have used RSS then you wont want to move to another CRM. **What problems is Spotler CRM solving and how is that benefiting you?** the ability to have complete visibility of all my accounts, and how easy it is to navigate. ### 3. Simplistic Functionality **Rating:** 4.0/5.0 stars **Reviewed by:** Connor K. | Customer Account Executive , Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2019 **What do you like best about Spotler CRM?** Really simple systems CRM system is clear and easy to use and adaptable to our business needs. I like how it shows you data and sats on the login page. **What do you dislike about Spotler CRM?** One area which I feel could be improved would be when a task for our sales team is set, if they could receive a reminder on the day that the task is due as opposed to just getting the email saying that they have been set a task on the date it has been set. **What problems is Spotler CRM solving and how is that benefiting you?** Really simple systems has helped us to keep a track of our sales team and their activities, it keeps an up to date record of any work that the sales team have completed and therefore makes it easier to pick up somebody elses work. ### 4. Learning all the capabilities **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2020 **What do you like best about Spotler CRM?** I really like the fact that the system is adaptable to each of us. It really helps when fitting with my job performance. **What do you dislike about Spotler CRM?** I just wish the response time on issues could be faster **Recommendations to others considering Spotler CRM:** Try it it and see the flow **What problems is Spotler CRM solving and how is that benefiting you?** I realized how great the newsletter is and how I can track who opens it, which gives me leads on who to speak with. ### 5. CRM with module integration and that facilitates business management **Rating:** 4.0/5.0 stars **Reviewed by:** Danny T. | Sales Attendant, Mid-Market (51-1000 emp.) **Reviewed Date:** March 14, 2019 **What do you like best about Spotler CRM?** The way in which you can divide and manage the permissions for different teams of the company is very good. Permissions can be granted depending on which customer records you want each team to see and which sections are the ones that each worker can attend or modify. The integration of email within the platform is very efficient. It makes the efforts through this means of communication are simplified and you can control and modify the different emails easily. The design of fields allows you to add features and sections within the system as you need it. That possibility of adding new sections is something that helps any business. **What do you dislike about Spotler CRM?** I would add more integrations with other applications and software to generate a greater global connection between different applications and thus make the work more efficient. It took me a while to import certain data at the beginning inside the platform, but finally that problem was solved. **Recommendations to others considering Spotler CRM:** This CRM allows to implement modules, better manage sections such as marketing or sales and have a record of communications and actions taken with customers. **What problems is Spotler CRM solving and how is that benefiting you?** The marketing module has allowed us to improve sales management. It makes it easier for us to perform tasks that used to be more tedious, which reduces the time lost in those jobs. The section of activities and the management of the electronic mail through Really Simple Systems allow us to know the details of the contacts with the clients and the actions carried out. This has helped us a lot in the sales section, since it allows us to know better any communication about a product, about information, all that follow-up helps us to serve customers more fully and to know the details better. ### 6. Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2019 **What do you like best about Spotler CRM?** This is a very user friendly CRM. It has great options and is easy to navigate. **What do you dislike about Spotler CRM?** It can slow be slow sometimes due to our the data base being large **Recommendations to others considering Spotler CRM:** Make a list of the most important needs and then compare them to the capabilities, therefore you will have an Excellent experience just as we have. **What problems is Spotler CRM solving and how is that benefiting you?** We have been able to schedule customers better and keep up with previous info from past visits ### 7. A really simple system! **Rating:** 5.0/5.0 stars **Reviewed by:** Dean R. | Dean Robertson, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2019 **What do you like best about Spotler CRM?** I was looking for a CRM system that was easy to understand (I didn't want to have to go on a training course), logical and that I could easily adapt to the way I do business. I looked at several options and this was the best for me. Great value and I love the email sync function. **What do you dislike about Spotler CRM?** Only that it can do much more than I use it for. Really, that's just a problem with me though. **Recommendations to others considering Spotler CRM:** Go for it! **What problems is Spotler CRM solving and how is that benefiting you?** A great record of client interaction. Sales and easy record of emails. ### 8. It truly is a "Really Simple System" **Rating:** 5.0/5.0 stars **Reviewed by:** Richard P. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 02, 2018 **What do you like best about Spotler CRM?** I have worked with many CRM systems in the past and this one "Hands Down" is the best by a long way. Some I have used in the past try to work too hard. You can tell its been designed by salespeople, for salespeople. **What do you dislike about Spotler CRM?** The marketing module needs work, however this is currently going through a re-vamp so hopefully my concerns here will be null and void in a couple of mont **What problems is Spotler CRM solving and how is that benefiting you?** GDPR was a main point & the CRM helps us to be compliant and much less fragmented. Also, it has helped focus the sales team with call numbers and opportunity targets and create that bit of friendly competition that all sales teams need to succeed. But for me from a marketing point of view its all about the data, and accurate, clean data. Being able to be targeted in our sales approach has been fantastic. ### 9. It really is simple! **Rating:** 4.5/5.0 stars **Reviewed by:** Deborah P. | Managing Director , Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2018 **What do you like best about Spotler CRM?** The intuitive interface and the fabulous support team. Integrating a new CRM for our business was daunting - especially as we are an agency, therefore our model didn't sit well with the large and complex CRMs which are focusing on sales funnels and leads. We needed a highly customisable system - and one that was easy for us to understand and use. **What do you dislike about Spotler CRM?** The reporting system - whilst it work perfectly well, the interface using the = and <,> symbols is a not as intuitive as the rest of the system - slightly more mathematical maybe, than we would like. **Recommendations to others considering Spotler CRM:** Talk to RSS and watch the help videos. We found the testimonial videos on the RSS website of how other businesses had set up and were using the system really helpful to assist us with how we would set up and use the system for our business. If you are new to CRM systems - or if you don't have an IT person in your business don't be daunted - RSS support team are really user friendly and on hand to have calls until you are able to go solo! **What problems is Spotler CRM solving and how is that benefiting you?** Really Simple Systems is our "Oracle" - it is the place where all of the tacit knowledge in our business can be stored so when a team member leaves pertinent information does not leave with them. In its rawest form I would say that Really Simple Systems provides us with a giant address book /data base - one that the whole team can access and keep up to date - more than that it gives us the ability to categorise our contacts into different verticals and segments, to be able to retrieve segments of this data and to record all conversations with the contacts which can be viewed and reported on by our Client base or by the Exec making the entry. ### 10. Reliable System **Rating:** 5.0/5.0 stars **Reviewed by:** Andy B. | Operations Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2019 **What do you like best about Spotler CRM?** Simple UI for looking up cases and contacts, search facility is very handy and everything is neatly presented. **What do you dislike about Spotler CRM?** It logs you out due to inactivity too quickly, IMO **What problems is Spotler CRM solving and how is that benefiting you?** Elegant diary system and useful sales pipeline tools. Realised the benefit of accurate reporting and activity summaries ### 11. Does what it says on the tin....Really Simple System **Rating:** 4.0/5.0 stars **Reviewed by:** Michelle R. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2018 **What do you like best about Spotler CRM?** That it is really simple to use, like the webinairs for added tips, managing daily tasks, keeping all details in one place. Service and support has been great. Like that it can automatically blind copy emails into customer files to keep a history of communication. Can use as much or as little of the system as you like. Very easy to get started and maintain. Easy to set tasks for colleagues, management etc **What do you dislike about Spotler CRM?** I think history of activities and tasks could be improved . Difficult to see who created orginal task when escalating or setting for someone else **Recommendations to others considering Spotler CRM:** Straightforward and easy to use **What problems is Spotler CRM solving and how is that benefiting you?** Helps me remain focused on what needs doing across existing business and looking for new business. ### 12. Excellent CRM system as its name suggests! **Rating:** 4.5/5.0 stars **Reviewed by:** Mark R. | Communications & Website Manager, Education Management, Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2018 **What do you like best about Spotler CRM?** I like the fact that it was easy to implement and you can quickly access the data you are looking for. We've been using it for over a year now and the whole team likes using it which is something we've not had with past CRMs. It really is simple to get up and running and I like the reports feature plus the ease of creating new records. **What do you dislike about Spotler CRM?** I'm not very keen on the marketing module but I understand this is being upgraded. Once it is we will be giving it a try. If it's comparable to other mailers like Mailchimp we will use it because we will be able to have all the data on one platform rather than copying and pasting from multiple platforms. **Recommendations to others considering Spotler CRM:** If you are a small to medium sized company and don't need something incredibly complex, I have no hesitation in recommending RSS. **What problems is Spotler CRM solving and how is that benefiting you?** We operated for many years without a CRM and the confusion with lots of spreadsheets made it difficult to know what data was correct and up to date. By installing RSS we have a dedicated area where staff can access data that we know is correct. It's also allowed us to be more accurate with our reporting and task management. Plus we now record when clients have attended events which allow us to manage our client relationships a lot better. ### 13. Very usable system with marketing intergrated **Rating:** 4.0/5.0 stars **Reviewed by:** Ian S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2018 **What do you like best about Spotler CRM?** We have found Custom Fields work well with dropdown etc. The Reports work (once you have mastered the filters. Also PDF reports fit well, and raw data comes out as CSV so can use Crystal Reports. Price is reasonable with the marketing package, so we get CRM and marketing for the price we were paying for just marketing. Perhaps the thing I like compared with some others is the screens are clean, it would be even better if we could select the items we use. **What do you dislike about Spotler CRM?** The Marketing is so clumsy, I know it is being re-written, but still, I sometimes send out short emails via a Word Document with mailmerge! Our biggest issue is occasional use, we are an organisation and the committee members might look at the CRM 2 or 3 times a year. To buy 10 more licenses is too expensive (and I would not really want to give the access). What we need is people to be able to just run a limited number of pre-created (by use) reports, so they totally up to date info on members and potentials. My biggest issue is adding Social Media details for all contacts and then have some way of recording if they read a Post, Blog, Tweet, look at picture and more. We monitor if they read an email but if 10% of communication are made by email and 90% on social media we cannot monitor engagement. To me CRM has always been about monitoring engagement and not just about have good mailing data. It might be me not knowing but I cannot see we can send people a form they complete online to add to our mailing list (sign-up). Having said all this I am Really Happy with Really Simple! **Recommendations to others considering Spotler CRM:** Give yourself time to set it up and add custom fields, reports etc before you start. Go simple at the start, get the data in the right place and review/add fields/reports every 3 months without fail and in a year or so you will have a great system. **What problems is Spotler CRM solving and how is that benefiting you?** Instant access to members and potential members records anywhere I have internet (or 4G if it is reasonable) ### 14. A "really simple system" to use **Rating:** 5.0/5.0 stars **Reviewed by:** James B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2018 **What do you like best about Spotler CRM?** We started using the RSS CRM nearly a year ago and it does what it says on the tin!! Having looked at a number of systems, we found the RSS one, loved the simplicity of it and arranged a demo. We are a small company a really did not need the large and complex features typical of your Dynamics or SalesForce systems and to have a high degree of control over how the system appears for our company is a real feature for us. The support we have received from the team at RSS has been excellent. They are highly response to any technical difficulties, even ones of our own making, on the rare occasion there is an issue!! We have even had the chance to help in the development of future features both at a user conference and a feedback form on their website. RSS very much want to hear what we as customers want from the CRM which certainly helps with our engagement. We cannot recommend this highly enough. **What do you dislike about Spotler CRM?** I do feel they could make better use of the dashboard and how much information it could show instead of having to generate reports instead, but this has been suggested and I believe is being looked at already. **Recommendations to others considering Spotler CRM:** This would be a particularly good system for those with no CRM experience given the simplicity of it. **What problems is Spotler CRM solving and how is that benefiting you?** As a new company we had no CRM at all and needed one. This system has given us that and in a very simple and user friendly format. ### 15. Information at my fingertips **Rating:** 4.5/5.0 stars **Reviewed by:** Flavio P. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2018 **What do you like best about Spotler CRM?** Ability to access my contacts information on the fly. Ability to look at my pipeline an see what I need to follow up on and close. I like that I can see how much money I bring into my company on a Quarterly basis. **What do you dislike about Spotler CRM?** Unable to customize reports. Sales funnel is not too accurate. I have tried to pull reports but can't seem to find out how I can. I've reached out to the team about the reports and have not heard back. I wish I knew how I cold make custom reports and trend how much I close on a monthly basis instead of just quarterly. For some reason, my actual numbers differ from the numbers shown on the Really Simple Solutions. For example; my forecast for this year is at nearly $3 million dollars. Really Simple Solutions shows less then $1 million. I'm not too familiar with this software and that is most likely the reason I am having difficulties. I wish there was a go to link for help with training videos. I'd like to be a part of the webinars, however, my schedule does not allow it. Any help with this would be greatly appreciate it. **Recommendations to others considering Spotler CRM:** This is a great CRM for a small or a start up company. **What problems is Spotler CRM solving and how is that benefiting you?** I can view my pipeline and follow up with business I need to close. I can't always pull up my computer, especially while driving to get customer information. Being able to do so on the phone makes it so much easier. ### 16. Excellent CRM System!! **Rating:** 5.0/5.0 stars **Reviewed by:** Danna M. | OB/GYN Business Manager, Medical Devices, Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2018 **What do you like best about Spotler CRM?** How easy it is to set up the system. There are a ton of instructional videos to help get started as well. Once set up, it is very easy to navigate throughout the system. I am also an admin and it is very easy to customize the system. The quality of support is incredible. I emailed for help on an admin issue and I got a response within 15 minutes. **What do you dislike about Spotler CRM?** Nothing so far. The support hub is very helpful so any questions I have are easily answered. **Recommendations to others considering Spotler CRM:** Definitely use it! If you ever need help getting started, the IT support is super responsive and helps out immediately. **What problems is Spotler CRM solving and how is that benefiting you?** Keeping track of all prospects, customers, and clients. Benefits include a way to report data on the customers and clients we have as well as send out marketing campaigns to easily reach out. ### 17. Really Impressed **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2018 **What do you like best about Spotler CRM?** Being able to link different sites to the company who runs them and adding all their emails to them has been the best things for us. **What do you dislike about Spotler CRM?** There has been nothing we have disliked so far, however we have not upgraded to the marketing package just yet. **What problems is Spotler CRM solving and how is that benefiting you?** We needed a way to store all the information of different companies and which sites they owned, and this system allows us to have all this in one easy format that everyone can login and understand. **Official Response from Helen Armour:** > Thanks for your review of Really Simple Systems. Do email us on ask@reallysimplesystems.com so we can link this with your account. ### 18. Great for any company! **Rating:** 5.0/5.0 stars **Reviewed by:** Alisha L. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2018 **What do you like best about Spotler CRM?** The costumers service is very willing to help when we contract them and searching with the system is easy and very simple. I use this on a daily basis and it does wonders for our advertising company. **What do you dislike about Spotler CRM?** We have gone back to the original program, so I guess the new updated version we are not a fan of. **Recommendations to others considering Spotler CRM:** For any company this is a great system! It has made our company flow so much better and makes support for our sales reps easier. **What problems is Spotler CRM solving and how is that benefiting you?** Having this system has made our jobs easier by having all contact information company wide visible for everyone to use. Its as simple as search and click. All info is there and mass emails and/or converting to and from other programs is a breeze. ### 19. The Name Says it All **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Enterprise (> 1000 emp.) **Reviewed Date:** April 11, 2018 **What do you like best about Spotler CRM?** This system has the ongoing classes and the video library one can use to expand their knowledge if you miss the classes. The capabilities of the system I am finding is endless, and it has helped me better understand the landscape of the prospects and clients. When I had problems, I called Customer Service and could only leave a message since they are in the U.K./I am in the U.S. I received a call back the next day and they sent me an email with a report that I had questions on. That really surprised me they took the time to try to figure what I needed. **What do you dislike about Spotler CRM?** On the site, they should post a time reference when one needs customer service. For example it it's 8:00am in the U.K. they should put, Hawaii Is ___am/pm, San Francisco__am/pm, New York___am/pm. Also the windows are such that it kicks you out at times, and I am having to re-enter several times back into the system over a session **Recommendations to others considering Spotler CRM:** There are m any systems out there, this one should definitely be in your top three that you are evaluating. The system sells itself. **What problems is Spotler CRM solving and how is that benefiting you?** Tracking business tasks and documents. I love the fact that I am not taking up personal space in my own computer to hold all of the documents. The reports are incredibly helpful and versatile. They save me a lot of time. ### 20. The name speaks for itself, it is Really Simple to use and benefit from this CRM solution **Rating:** 4.5/5.0 stars **Reviewed by:** Daniel C. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2018 **What do you like best about Spotler CRM?** Easy to navigate, lots of web video content to direct you, regular webinars to learn **What do you dislike about Spotler CRM?** Saving feature for newsletters will time out on you, need to save often **Recommendations to others considering Spotler CRM:** Affordable and easy to use, a great combination! **What problems is Spotler CRM solving and how is that benefiting you?** managing sales prospects, building mailing list of clients and prospects ### 21. Great product for the price **Rating:** 4.0/5.0 stars **Reviewed by:** Chris B. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2018 **What do you like best about Spotler CRM?** Ease of use and functionality. Compares well to Salesforce at a fraction of the cost **What do you dislike about Spotler CRM?** The e mail creater piece could be better, too basic with not a lot of options **Recommendations to others considering Spotler CRM:** Great product for the price **What problems is Spotler CRM solving and how is that benefiting you?** Tracking and tracing accounts & contacts ### 22. Great CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2018 **What do you like best about Spotler CRM?** very mobile friendly and customer service gets back to you very quickly. **What do you dislike about Spotler CRM?** a little slow sometimes with loading pages with a lot of data. **What problems is Spotler CRM solving and how is that benefiting you?** easy for our guys to access their accounts and contacts from the road. ### 23. I LOVE REALLY SIMPLE SYSTEMS!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Jay N. | Global Sr. Technical Account Manager, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2017 **What do you like best about Spotler CRM?** I loved the fact that as a small business owner, I can have an account for two people for free! The features, reporting, and dashboard are unbelievable for a free CRM! **What do you dislike about Spotler CRM?** I dislike the fact that I can't add a third person for free, but I'll take what I can get! Hands-down the best free web CRM! **Recommendations to others considering Spotler CRM:** Use it! You will love it! **What problems is Spotler CRM solving and how is that benefiting you?** I have built my consulting business CRM on this product. I'm seeing excellent reporting and analytics for my clients! ### 24. Great CRM ! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2017 **What do you like best about Spotler CRM?** RSS is very user friendly and the customization that is available has been extremely helpful. I look forward to taking it to the next level as we expand our company. **What do you dislike about Spotler CRM?** The time change from west coast to England. 24 hour support would be nice **Recommendations to others considering Spotler CRM:** Customize it to your needs ! It has customization features that are incredible. We used the free version and are switching to the paid version shortly. . **What problems is Spotler CRM solving and how is that benefiting you?** keeping track of current customers and tracking sales leads ### 25. Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2017 **What do you like best about Spotler CRM?** A great, user friendly CRM that meets your every day needs **What do you dislike about Spotler CRM?** There isn't much actually. The system links and displays everything you need **What problems is Spotler CRM solving and how is that benefiting you?** I am able to reflect on the current and prospective clients in an easy snapshot within the system. ### 26. Great product for small business. **Rating:** 5.0/5.0 stars **Reviewed by:** Karen T. | Vice President of Global Sales, Hospitality, Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2017 **What do you like best about Spotler CRM?** Very intuitive and easy to use and run reports **What do you dislike about Spotler CRM?** Confusing which items are limited based on subscription. **What problems is Spotler CRM solving and how is that benefiting you?** Easy way for me to run reports and communicate progress internally. ### 27. The easiest CRM ever! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2017 **What do you like best about Spotler CRM?** Customer service was amazing. Emailed over my contacts and they added them to the system in less than 5 minutes. **What do you dislike about Spotler CRM?** nothing so far, other than allowing more accounts on the free version **What problems is Spotler CRM solving and how is that benefiting you?** keeping track of my tasks, appointments, and all correspondence with my clients in one place ### 28. Excellent product for new upstarts and small businesses **Rating:** 4.5/5.0 stars **Reviewed by:** Curtis W. | Chief Executive Officer, Health, Wellness and Fitness, Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2016 **What do you like best about Spotler CRM?** You can set up an account with 2 users and just a few prospects for very cheap. As your prospect list grows and your sales team grows, you can upgrade a little at a time. This helps keep the application within the company budget. **What do you dislike about Spotler CRM?** A little pricey once you have 500+ accounts. Since most accounts are prospects and not clients, we aren't receiving revenue for most of the accounts although we are paying for them. **Recommendations to others considering Spotler CRM:** It's a great way to get access to an intuitive CRM tool that meets the needs of your business - no matter what stage of growth your business is in. **What problems is Spotler CRM solving and how is that benefiting you?** We are trying to better manage client data as well as create a solid follow-up procedure for keeping clients and acquiring new ones. We also are trying to get a better idea of the best sources to find new clients. Lastly, we are trying to get a better idea of our project pipeline so we can determine how to budget for marketing and other client acquisition activities ### 29. Great system for those Small Jobs **Rating:** 5.0/5.0 stars **Reviewed by:** Kristi G. | Corporate Director of Sales Performance Support, Hospitality, Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2016 **What do you like best about Spotler CRM?** The system is so similar to other big box systems, effective, easy and at a great price.You can easily work your way through the system without the hassle and confusion of others The webinars and support provided can't be beat! **What do you dislike about Spotler CRM?** Only thing that I see that is missing is if your using it for a hotel sales purpose there isn't anything in there that allows you to have your meeting room space. If even there was something minimal included for meeting space it would totally ROCK! **Recommendations to others considering Spotler CRM:** If your in need of a system to keep track of calls, business opportunities and tracking of your teams efforts and limited on funds this is the system to use **What problems is Spotler CRM solving and how is that benefiting you?** With the trace system and opportunities options it has helped us keep track of where we are and what we need to complete or finalize. ### 30. Really Simple is Really Simple **Rating:** 5.0/5.0 stars **Reviewed by:** Caroline H. | External Sales North West, Plastics, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2016 **What do you like best about Spotler CRM?** Fantastic customer Support. Ease of use when using day to day and when designing my own pages and pick lists. As an external Sales Rep it has become a very valuable tool !!! **What do you dislike about Spotler CRM?** Although the opportunity Section is great it could be improved if you could copy and paste the lines to produce quotes in an email or document. **Recommendations to others considering Spotler CRM:** You have nothing to lose by trialing this. I personally had used CRM systems in the past and did not like them... ..with in 2 days of trialing this CRM I was convinced it was the way forward for all my colleagues!!! as it really is so easy **What problems is Spotler CRM solving and how is that benefiting you?** Increased sales due to being able to capture relevant information and list all opportunities ensuring they are assigned and followed up in a timely manner. The reporting function is also becoming a valued feature. This is a system for even those that do not like CRM's will LOVE. ### 31. It Really Is a "Really Simple System" **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2016 **What do you like best about Spotler CRM?** I love the ease of segmenting our contacts when we send out promotions using the Marketing Module. They have it all together with ease of importing data too! Their support is the best! I've always received red-carpet treatment when I've had a question. I've only just begun to see how powerful this system is, but it was name correctly - Really Simple! **What do you dislike about Spotler CRM?** There's really nothing that I've discovered yet I've disliked. **Recommendations to others considering Spotler CRM:** You get a whole lot of bang for your buck with this company. I did a lot of looking and comparing before deciding to go with them. Their customer service - a very key element with any of these companies - is stellar! The software fit our needs exactly! And the monthly fees are very competitively priced. **What problems is Spotler CRM solving and how is that benefiting you?** Segmenting lists easily. I can now do it with lightening speed, and it's done correctly! ### 32. Great experience with Really Simple Systems CRM. **Rating:** 4.5/5.0 stars **Reviewed by:** Scott C. | Branch Manager, Business Supplies and Equipment, Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2016 **What do you like best about Spotler CRM?** I like that you can use it for free for 2 users and get a chance to decide if you will like it before upgrading. **What do you dislike about Spotler CRM?** After upgrading so we can add more accounts I like the mail sync option but would really like to see an option that would allow it to log your phone calls from a mobile device. The reporting dashboard is hard to navigate, it could be a little cleaner and more user friendly. It takes too much trial and error to get the reports you want. **Recommendations to others considering Spotler CRM:** An auto sync with the task to calendar would be nice, Remembering to hit the sync tab every time is sometimes hard to do with multiple things going on. **What problems is Spotler CRM solving and how is that benefiting you?** Using it for the basic CRM, using the task and activities is the most used part of it. Staying on top of follow ups and prospects. ### 33. Easy setup, easy to customize, could use a birthday reminders without having to add it to tasks. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2016 **What do you like best about Spotler CRM?** The ease of customization made it really easy to implement. I am a small business owner and was able to implement the system within one day. **What do you dislike about Spotler CRM?** I dislike the fact that there is not a offline mobile app available for this. I run a lot of appointments in rural areas and a mobile version of RSS would be excellent. **Recommendations to others considering Spotler CRM:** If looking for quick implementation and ease of use. I highly recommend. **What problems is Spotler CRM solving and how is that benefiting you?** It was difficult maintain a steady contact with my book book of business. RSS simplified that. I was able to consolidate all my records and communication needs on one platform. ### 34. Easy learning curve, excellent freemium model and great support. **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan H. | Director, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2016 **What do you like best about Spotler CRM?** It's all "pay as you go", and you can bolt features on as needed. I wanted something that tells me what, when and how I did something, to whom and when, what the outcome was, and will then nag me to do the next thing. And, for me, RSS does all that perfectly. I went to their first user conference earlier in 2016, and what impressed me greatly was not only how good and enthusiastic the CEO and his staff were, but also the other customers. I'd already experienced support via both phone and email (even though I was on the free plan at the time), and it was nice to actually meet the team for real, and know that they aren't outsourced from some sweatshop in a distant place. It's a UK company with a "proper" UK phone number, although there are support offices in other countries too, to account for the timezones which is good. I was also very pleased to learn that a new quotation module and integration with more third-party vendors (via Zapier) is on the cards for 2017. They also run free webinars which are also recorded in case you can't make it on the day. These are worth watching - I found I was missing several tricks and now get even more out of the system. I'm particularly impressed with the email integration which saves the whole endless copying and pasting debacle. It really is simple, but perfect at what it does. **What do you dislike about Spotler CRM?** All of that said, yes, the interface does look a little tired as of early 2016. However, I've seen the new version which should be launched by late summer 2016 and it's really impressive. They've rewritten it with a responsive interface which works much better than the current version on a mobile. Because the underlying functionality won't be changing significantly, they're going to let users initially choose whether to be "early adopters" of the new interface, which is a nice touch as change sometimes scares people! **Recommendations to others considering Spotler CRM:** Give it a try and watch some of their webinars to get the best out of it. **What problems is Spotler CRM solving and how is that benefiting you?** As a micro business owner, I have to do everything from developing to sales and marketing, and I suspect like many geek-run businesses like mine, I love the first part and loathe the latter. I'd found a few tools that do a limited number of things very well and help my business in other ways, like Trello, Toggl, gmail and so on, but I was struggling to find a CRM equivalent. I'd tried a few SAAS cloud solutions that would have been overpriced, and I tried installing a couple of open source solutions like SuiteCRM which proved to be way over the top and bloated for my needs. Finally I hit upon RSS CRM and we were the perfect match. The freemium model is enough to get anyone new to CRM started quickly. ### 35. Don's Simple Systems review **Rating:** 4.5/5.0 stars **Reviewed by:** Donald T K. | Principal Wellness Coach, Health, Wellness and Fitness, Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2016 **What do you like best about Spotler CRM?** Its free for small businesses like mine! **What do you dislike about Spotler CRM?** Not too clear on how to use the pipeline filters, but will need to work on that at some point **Recommendations to others considering Spotler CRM:** The system is easy to use and is set up like some of the major systems like Blackboard for ease of use. **What problems is Spotler CRM solving and how is that benefiting you?** Database and repository for customer/contact info ### 36. Really Simple Systems, the Best CRM I have ever used **Rating:** 5.0/5.0 stars **Reviewed by:** Martin U. | Sales Manager for the Americas, Consumer Goods, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2016 **What do you like best about Spotler CRM?** As the name implies, it is in fact, really simple, intuitive and a pleasure to work with., **What do you dislike about Spotler CRM?** A few quirks in English to "American" I would like the zip code field to drop in the state and city, but these are minor **Recommendations to others considering Spotler CRM:** it is great and easy to try out. **What problems is Spotler CRM solving and how is that benefiting you?** Not letting anything slip through the cracks, it is easy to log, and be reminded of: tasks, communications, goals and opportunities and then - realize them! ### 37. Simple and effective CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Curt W. | CFO and Equity Partner, Food Production, Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2016 **What do you like best about Spotler CRM?** Quick setup of a new account Easy to update Reasonably robust for a free product **What do you dislike about Spotler CRM?** Can't change or add to an Activity after it's been saved Reports are pretty limited **What problems is Spotler CRM solving and how is that benefiting you?** We use it to track potential new investors for our startup biz. It beats an Excel spreadsheet, and it certainly beats relying on our memory! ### 38. Simple CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Bruce K. | President & CEO, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2016 **What do you like best about Spotler CRM?** The simplicity of the overall approach to CRM and ease at customization **What do you dislike about Spotler CRM?** Still too many "corporate" things that make no sense like weighted value, but that's me **Recommendations to others considering Spotler CRM:** If you want make your CRM life easier...Really Simple Systems is the way to go. **What problems is Spotler CRM solving and how is that benefiting you?** Situational awareness by my entire company with a public view. ### 39. Been very postive so far **Rating:** 4.5/5.0 stars **Reviewed by:** Fouad E. | Principal, Architecture & Planning, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2016 **What do you like best about Spotler CRM?** It is easy to use and provides good source of info to be able to connect and keep contacting clients. **What do you dislike about Spotler CRM?** importing data in the system seems difficult **What problems is Spotler CRM solving and how is that benefiting you?** keeping and building client contact list has been always a challenge. Finding ways to make such process easy and comfortable is always plus. ### 40. Helpful Product **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2016 **What do you like best about Spotler CRM?** management of contacts, ability to add attachments to files **What do you dislike about Spotler CRM?** don't like the update button for contact information. Its too easy to forget and then have to reenter it again or loose it if you haven't written it down **Recommendations to others considering Spotler CRM:** Very helpful in managing client activity, recording history and storing documents. Is very comprehensive and easy to work with. **What problems is Spotler CRM solving and how is that benefiting you?** having all of my client info easily accessible. ### 41. Lives up to it's name **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2016 **What do you like best about Spotler CRM?** I compared this system to several others and not only was it the most intuitive, it was the best value. **What do you dislike about Spotler CRM?** What's not to like? I found this program very easy to implement and begin using. **Recommendations to others considering Spotler CRM:** Highly recommend **What problems is Spotler CRM solving and how is that benefiting you?** tracking sales and referrals allowing us to review trends and be proactive in activity ### 42. Very easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2016 **What do you like best about Spotler CRM?** It is very easy to understand and use. Keeps me organized and on top of all prospects and customers. **What do you dislike about Spotler CRM?** THERE IS REALLY NOTHING I CAN SAY i DISLIKE. IT WORKS FOR ME AND WHAT I NEED IT TO DO. **What problems is Spotler CRM solving and how is that benefiting you?** Staying organized. Easier than adding into spreadsheet. Saves me on time. ### 43. CRM system review **Rating:** 5.0/5.0 stars **Reviewed by:** Justin P. | ., Medical Devices, Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2016 **What do you like best about Spotler CRM?** I like the ease of use. The simple interface. The customizability is very good as well. **What do you dislike about Spotler CRM?** I dislike the fact that the system does not automatically update a client's age when I put in their DOB. **What problems is Spotler CRM solving and how is that benefiting you?** I'm using the system as a CRM. It's not really solving problems, it is a one-stop-shop for client contact management. ### 44. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Michael H. | Director of Marketing & Bond Planning, Architecture & Planning, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2016 **What do you like best about Spotler CRM?** Simple & Easy to use. It has been my favorite product so far, there are still some improvements to be made, but hopefully they will be worked out **What do you dislike about Spotler CRM?** Interface could be updated, feels a bit dated **What problems is Spotler CRM solving and how is that benefiting you?** Managing leads ### 45. I have used RSS for 3 years and find it helpful to manage my accounts and contacts **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consumer Electronics | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2016 **What do you like best about Spotler CRM?** The ability to see all account with our company. **What do you dislike about Spotler CRM?** It is cumbersome to move names etc from one account to another account - too many steps and hard to find the correct area to follow. **What problems is Spotler CRM solving and how is that benefiting you?** Staying in touch with my customers is very helpful since there is a TASK area that reminds me of such items. I can also find other areas of our company quite easily to make contact with customers I do not have in my territory. ### 46. Love it **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2016 **What do you like best about Spotler CRM?** Easy to use and learn. I've been able to add clients as needed and export **What do you dislike about Spotler CRM?** No app to use on phone. Would like to be able to use offline **What problems is Spotler CRM solving and how is that benefiting you?** mailing lists are much easier ### 47. We are using this product to track our customer base. **Rating:** 2.5/5.0 stars **Reviewed by:** Jonathan S. | Head Brewer, Food & Beverages, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2016 **What do you like best about Spotler CRM?** They have been very responsive to inquiries for customization. **What do you dislike about Spotler CRM?** That we need so much help customizing to get a useful result.. **What problems is Spotler CRM solving and how is that benefiting you?** We can keep track of our customer base. ### 48. Useful product with some limited functionality **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2016 **What do you like best about Spotler CRM?** The ability to store lots of linked information. Easy to access via the internet. Ability to use 'bcc' function in emails. **What do you dislike about Spotler CRM?** Some limited functionality and not instinctive to use. **What problems is Spotler CRM solving and how is that benefiting you?** A live directory of information that can be updated by all and accessed from anywhere. Ability to log interactions with stakeholders and refer back to them. ### 49. CRM database **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2016 **What do you like best about Spotler CRM?** The simplicity of the screens. You don't need a tutorial to us e the system. can get done what I need to fast. Customer Service is very helpful and responds in a respectful time. **What do you dislike about Spotler CRM?** So far nothing. I'm building the database. **What problems is Spotler CRM solving and how is that benefiting you?** Small business that required a CRM for prospect and client sales management. ### 50. This helps me track customers and view history **Rating:** 3.0/5.0 stars **Reviewed by:** Duncan M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2016 **What do you like best about Spotler CRM?** Easy to use- Simple. Easy to alter and to make work for your onwn company. being web based this is very handy to look at anywhere. **What do you dislike about Spotler CRM?** You cant seem to delete contacts from the past and the sear syetem could be worked on more **What problems is Spotler CRM solving and how is that benefiting you?** Marketing and sales ## 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=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-08+18%3A01%3A10+-0500&secure%5Bsession_id%5D=93a2708a-6842-4c18-bab9-115932901572&secure%5Btoken%5D=17d518da0fd1ce8cca1291497d8f68d1a11277a7d6edb0fc003ddc3fa20ad8b0&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 (2,840 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,686 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,299 reviews)