--- 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. RSS CRM has a great interface **Rating:** 5.0/5.0 stars **Reviewed by:** Kurt O. | Director, Project Development, Mechanical or Industrial Engineering, Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2015 **What do you like best about Spotler CRM?** I studied quite a few web-based CRM offerings. I ended up settling on Really Simple Systems primarily because I liked the look of the interface, the layout of the screens, and the data presented. It fits in with the way I want to track my sales opportunities and isn't too cluttered. Ultimately, my needs really aren't that complex - I want to keep track of my prospecting activities, have reminders of my next follow-up with each prospective client, and be able to see at a glance what my total opportunities amount to. Very nicely done. **What do you dislike about Spotler CRM?** So far I haven't found anything! Still a fairly new user, but I've liked what I've seen so far. I did send in a product enhancement suggestion to add pushed email reminders of tasks that are due. I got a nice reply from a support person who said that feature is coming, which was nice. **Recommendations to others considering Spotler CRM:** The free account makes it very easy to give it a shot. Enter in a few accounts and see what you think! I think you'll like the interface. **What problems is Spotler CRM solving and how is that benefiting you?** The key business problem I want to solve is to be reminded to follow up with customers that I've already quoted or had activity with. I don't want anyone to fall through the cracks. I expect the task reminders to help me solve that. ### 2. Very positive experience for what it's used for. **Rating:** 4.0/5.0 stars **Reviewed by:** James C. | New Business Account Manager, Medical Practice, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** Ease of customization. RSS is designed so that really anyone can customize the service to exactly what they need from their CRM system. **What do you dislike about Spotler CRM?** The only annoying thing for us is that there is no ability to date and track notes. Instead, the notes field is just a large text box. While convenient at the time, it may be insufficient for contextual history purposes. **Recommendations to others considering Spotler CRM:** I would recommend that potential clients compare cost, features, needs, and ease of administration and use before making a decision. We did, and chose RSS for our needs. The "big-name" guys out there were both overkill and overly-complex for what we needed. I would also note the email synchronization as a must-have feature, that RSS CRM handles very well. **What problems is Spotler CRM solving and how is that benefiting you?** We use RSS CRM to track the sales process for a medical service my company provides. As a small group, we could not easily manage neither the sales process nor the admin. and maintenance of the system were it not as straightforward as RSS makes it. One chief benefit is the simple, roll-up type reporting that RSS allows. The basic reporting is robust enough to get what we need out of it without too much trouble. **Official Response from Helen Armour:** > Thanks for the review James. You have some very good advice for anyone looking for a CRM system. With regards to the issue of not being able to track notes - have you tried using the Activities feature? Here you can add notes with the date as you like and the grid can be customised to meet your requirements. We are constantly looking at how we can improve the system without making it more complex so your comments are really helpful. regards ### 3. RSS is a customizable cloud-based service that works well for our business. **Rating:** 4.5/5.0 stars **Reviewed by:** Sean W. | Marketing & Product Development Manager, Building Materials, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** The RSS staff is responsive and helpful in customizing our user interface. **What do you dislike about Spotler CRM?** Not really a dislike, but we are in the USA and RSS is based in the UK. Sometimes, there is a lag in response when trying to tackle a support issue. Perhaps a US support branch or around the clock support? **Recommendations to others considering Spotler CRM:** If you are looking for a robust CRM with all the bells and whistles, this is not it. If you are like us, where your sales reps do not have time to learn bulky software, this is a great solution that will prove itself very quickly once implemented. **What problems is Spotler CRM solving and how is that benefiting you?** We have had a hard road getting our reps to invest time into a CRM for many years. We had tried many options, from out-of-the-box solutions to fully-customized systems build for us. None of those were ever embraced well by everyone. RSS is streamlined, straight forward and easy to use. This is the first CRM all of our reps have consistently used. Easy to use, regardless of computer skill level and our staff's computer skills are all over the map. **Official Response from Helen Armour:** > Hi Sean, Many thanks for posting a review. Your comments totally encapsulate our objectives - a simple CRM system that people actually use! We understand your frustration with our support hours and, as the company grows, this is something we will be addressing. Best regards ### 4. Run my small business on Really Simple - it has made my life so much easier **Rating:** 5.0/5.0 stars **Reviewed by:** Rick H. | Owner, Paper & Forest Products, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** It fits like a glove to my needs. Not too much...not too little. It allows customization when and where necessary without having to buy a massive and expensive system out of the gate. It grows with you. You don't have to buy more than you need and you can try it for free to make sure it is what you need. **What do you dislike about Spotler CRM?** Hard to say. They have met all my expectations and more. Service is very good and pricing model is fair. I have never had an issue with the software and it does what I want so I really do not have any complaints. **Recommendations to others considering Spotler CRM:** Compared to Salesforce which I used extensively in my past employment and found to very hard to use and ridiculously expensive and the testing of many programs for my business before selecting Really Simple, there is no better choice for my needs. Love this software and what it does for me. **What problems is Spotler CRM solving and how is that benefiting you?** With RS I have taken back control of my business in one centralized and easy-to-use software program. Every piece of information I need is there for me. Everything I need to do is tasked and dated so I never miss something I need to do. I used to worry about missing important things and had to chase documents and customer contact information over multiple types of software. Everything I need is at my fingertips with RS. ### 5. RSS Review **Rating:** 4.0/5.0 stars **Reviewed by:** Nicholas F. | Area Director of Sales, Hospitality, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** I really like how it organizes everything for me in one place. Our hotels use this system because using a larger system platform (sales pro) is financially not feasible. This system allows me to keep clients, companies, contacts, tasks all organized in one place, on a cloud based system. Convenient, low cost, and very easy to use. **What do you dislike about Spotler CRM?** Limited customization. I don't have the freedom to organize as my business dictates. I can create a company but not sub categories (like if a company had a subsidiary). I would also like a way to enter traces like sales calls, prospecting, outside call. It would be very helpful to add that feature as the tasks option does not organize or classify the task. **Recommendations to others considering Spotler CRM:** If you do not have a system in place already this is a great place to start. It is a little bit more basic but can function similarly to the high priced competition of SalesPro or SalesForce. Very easy to use, easy to learn and easy to access. Cloud based system that makes it easy to condense and organize your job **What problems is Spotler CRM solving and how is that benefiting you?** Client management and cataloging. I have seen my personal organization increase and it has saved me hours of searching through emails and excels to find contact phone info, email info or interaction information **Official Response from Helen Armour:** > Hi Nicholas, Many thanks for posting a review. Glad to hear the system is working well for you. We would be interested to hear more about the features you feel are missing from the CRM and invite you to mail us a description of what you would like. If we feel other customers would benefit from the development we will add this to our development schedule. In the meantime have you tried the Linked Accounts feature to address the issue you mention of subsidiary companies? See http://support.reallysimplesystems.com/linked-accounts/. Best regards Helen Armour Marketing Manager ### 6. using for grant prospect research **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2016 **What do you like best about Spotler CRM?** ability to configure fields and run reports on results **What do you dislike about Spotler CRM?** I find the contact feature clunky and haven't been able to easily edit fields **What problems is Spotler CRM solving and how is that benefiting you?** seeking grant prospects-this has been an easy way to create a database of accounts ### 7. User friendly, feature rich CRM but I don't see an Android App **Rating:** 2.5/5.0 stars **Reviewed by:** Megan M. | Founder and Director of The Books Right, Inc., Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** It was free for the version i was using, so price is a plus. It has some Xero integrations, which originally drew me to the product as my practice uses Xero for most clients. **What do you dislike about Spotler CRM?** If I'm not mistaken there is no mobile integration with Android phones, no google chrome extension, no gmail extension. Since this is the ecosystem my business is in, it just makes it a poor fit. I do see an image on the website of a phone but when I search the google play store I do not see an app. **Recommendations to others considering Spotler CRM:** Check integrations and mobile before committing any time. **What problems is Spotler CRM solving and how is that benefiting you?** I transitioned because my main problem is tracking contacts across platforms and easily sharing details between email and the crm; it didn't work for that. **Official Response from Helen Armour:** > Thanks for the feedback Megan. You are right, there is no App. Really Simple Systems CRM is fully optimised for mobile devices and works across tablets, smartphones and laptops alike. ### 8. Lives up to it's name **Rating:** 4.5/5.0 stars **Reviewed by:** Arthur M. | Cash Flow Consultant, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2015 **What do you like best about Spotler CRM?** Since I'm just starting a business, investing some serious money into a new CRM seemed silly, so I searched high and low for an alternative that offered an entry level platform with a robust suite of features and services. I first checked all the better known CRM providers...the ones you've probably heard about at nausea, but none of them had something that seemed to fit the bill. Once I found Really Simple Systems though I was quite surprised at the breadth of the initial free offering and new this was the right option for me. I took a look at the paid features and realized that this was actually a powerful platform, scalable, and reasonably priced. **What do you dislike about Spotler CRM?** Quite frankly there hasn't been anything yet I've disliked. I'm not the savviest computer user out there so it took me a little while to understand how I could customize fields, but otherwise the system is quite intuitive. **Recommendations to others considering Spotler CRM:** You can test run it using the basic version - it allows up to 100 clients and unlimited contacts. Everything is visible from a single page which really saves time and makes it easy to use. **What problems is Spotler CRM solving and how is that benefiting you?** I now have a place where I can track prospects and clients, keep notes, track contacts and the sales process progress. It's allowed me to get organized and centralize my client management tasks in one single place, that I can access from the home or office since it's SaaS. ### 9. "Really Simple" is right! **Rating:** 5.0/5.0 stars **Reviewed by:** Evan L. | CEO & Co-Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** I was just looking for a very simple CRM to manage leads for our business. RSS was free (at our level of contacts) and did exactly what we needed without unnecessary extras cluttering and confusing. **What do you dislike about Spotler CRM?** It does not have a polished user-facing design. Sometimes the U/X can be a little counter intuitive so I had to contact support with a couple questions about functionality in the beginning. **Recommendations to others considering Spotler CRM:** If you're looking to track leads and sales opportunities and don't have any complex needs, it's a very useful system. **What problems is Spotler CRM solving and how is that benefiting you?** Keeping track of new leads and remembering to follow up, not letting things slip through the cracks. It has made me more effective in business development. **Official Response from Helen Armour:** > Hi Evan, glad to hear RSS is working well for you. You'll be pleased to know that we are currently working on the UI/UX and will be rolling out the new look CRM in the coming months. ### 10. Base for small business **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** The mobile app is easy to look at, intuitive, informative and easy to use. I like the sales pipeline and how easy it is to move a deal up to the next stage. It helps you keep individual deal information updated, and you always have a big picture snapshot that is accurate. I also like the fact that most lists and reports are filterable so you can get very specific. The Smart lists are exportable which is great for reporting. **What do you dislike about Spotler CRM?** The Outlook add in works fairly well with base, but unfortunately the calendars do not synchronize. I understand that gmail and google calendar work seamlessly with it. However, if you're company is married to Outlook, like mine is, this becomes a big problem. We would like to have one place to enter appointments, and be able to track those appointments and their notes in Base. This is a big issue and in our case and seems to be outweighing the strengths of the mobile app. Another problem is that you cannot create a list of pending activities. The Smart Lists are great, but it turns out the "actionable" category means "overdue task". As a manager, I don't want to catch our team failing to complete tasks, I want to encourage them, and ask about upcoming activities. As a salesperson, I think a list of pending activities in chronological order would be extremely helpful. This list can be found on the dashboard, but the same data is not available on a Smart List, which would be sortable, exportable, etc. **Recommendations to others considering Spotler CRM:** It is great for small business. If you're on Gmail - this CRM is perfect! You should be using it to manage your sales team and gather all prospecting and client data that your company should have. You will be able to determine your typical sales cycles, broadly, and by user. You will have pipeline numbers that you can compare to goals and actual. **What problems is Spotler CRM solving and how is that benefiting you?** We have a good vision of the business. We can forecast. We can see broad company-wide progress, and drill down to the details of each deal very easily. ### 11. Really Simple Systems CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Lida G. | Independent Professional, Wholesale, Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2015 **What do you like best about Spotler CRM?** RSS provides a user friendly system to maintain data, documents and provides the ability to schedule tasks and activities on your prospects and opportunities. Prices are extremely reasonable and the simplicity of the system makes it easy for anyone to use. **What do you dislike about Spotler CRM?** Tasks are set up on the account level. They should also be set up on the contact level, providing easy access to contact phone numbers and email addresses. **Recommendations to others considering Spotler CRM:** I would definitely suggest this system for companies that currently do not have a current CRM system in place. There are many features available in the advanced subscription that our company is not currently utilizing that can enable companies to direct market from the system. **What problems is Spotler CRM solving and how is that benefiting you?** Primary use is for following up on prospects and opportunities and providing a centralized system for other company personnel to obtain account information. ### 12. very good management system **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2016 **What do you like best about Spotler CRM?** it is quite straight forward client management system **What do you dislike about Spotler CRM?** a little bit clunky in operating but once you get your head round it works great **Recommendations to others considering Spotler CRM:** it is a really good albeit quite basic system **What problems is Spotler CRM solving and how is that benefiting you?** Collecting data ### 13. RSS - The only CRM you'll Need- User Friendly, Fast and Easy Support and Robust in Features **Rating:** 5.0/5.0 stars **Reviewed by:** Jenny R. | Partner Development Manager, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** Theres many things I like about this software.. for me in my position within my company, it is used to manage my partner relationships. Anything from Note tracking, document storage, task management.. and contact management. There are so many other features of this software that I don't use. RSS for the last 2 years of using has constantly upgraded verisions, with each time getting better. **What do you dislike about Spotler CRM?** Nothing that i have found that I disike **What problems is Spotler CRM solving and how is that benefiting you?** Relationship management, historical data on relationships, keeping data all in one place. Benefits are everything is in one system, my company never had this referral partner relationship tracking and management previously. Hopefully one day the information will be exportable to our internal program we have. ### 14. Perfect Software **Rating:** 5.0/5.0 stars **Reviewed by:** Meesha G. | Owner, Web Designer, Graphic Design, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2015 **What do you like best about Spotler CRM?** I'm new to sales. So I needed to find a software that was easy to understand and easy to use. **What do you dislike about Spotler CRM?** Nothing, its all great! I don't have any complaints about this software that is why I continue to use it for years now. **What problems is Spotler CRM solving and how is that benefiting you?** I needed to understand my numbers better. How many proposals am I sending out and how many contracts am I getting. RSS help me understand that so easy. ### 15. It really is simple! But really powerful as well. **Rating:** 5.0/5.0 stars **Reviewed by:** Mike R. | Owner, Professional Training & Coaching, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** I like the easy customization of the data and the ability to monitor just what I need without spending my day managing the system rather than working on sales. **What do you dislike about Spotler CRM?** Some of the instructions for certain functions are hard to find. **Recommendations to others considering Spotler CRM:** Try it. It's free to try. You will see it is easy to use and easy to learn. **What problems is Spotler CRM solving and how is that benefiting you?** Organizing my sales leads, potential clients and customers. ### 16. Great service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** A very flexible, powerful tool whose customization has allowed us to really tailor it to our needs. The support and help provided by the RSS team is fantastic in helping us really get the most we can out of the product. **What do you dislike about Spotler CRM?** Some of the UI/UX isn't intuitive or easy, some reporting features can be a little clunky. **Recommendations to others considering Spotler CRM:** Use if you have a clear understanding of what metrics, pipeline, projects, etc you need to track, RSS is a great system. If you have amorphous goals or metrics, or highly qualitative activities, it may not be a great fit for you. **What problems is Spotler CRM solving and how is that benefiting you?** We're using RSS to manage our pipeline and track opportunities as they emerge, close, and are implemented. RSS has allowed us to track the entire process in one system, and report on it from a single POV. ### 17. A unique CRM with plenty of features. **Rating:** 5.0/5.0 stars **Reviewed by:** John F. | Sales and Marketing Lead Coordinator, Medical Devices, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** Ease of use, my boss is very nearly computer illiterate and even he loved this. **What do you dislike about Spotler CRM?** There's nothing I looked at that I could say needed drastic improvement. It's a well rounded product. **What problems is Spotler CRM solving and how is that benefiting you?** Holding onto leads, we get swamped sometimes with a small crew it's easy to lose track of people and this was very helpful. ### 18. Really Simple Systems--Really IS **Rating:** 5.0/5.0 stars **Reviewed by:** Melinda R. | Marketing Consultant, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** 1. You can customize the system for your individual/group needs 2. The CRM is very intuitive 3. Appreciate the module pricing **What do you dislike about Spotler CRM?** I'm a visual person. I'd like to see visuals punched up. **Recommendations to others considering Spotler CRM:** So much simpler and cost-efficient, compared to similar CRMs **What problems is Spotler CRM solving and how is that benefiting you?** 1. Forecasting 2. Generating professional reports 3. Managing to relational tasks ### 19. Very stable, easy to use, simple CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Evan S. | President, Music, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** System stability and ease of use as a simple "to do" list. **What do you dislike about Spotler CRM?** The limitation on characters in the task descriptions field. **Recommendations to others considering Spotler CRM:** RSS is far more powerful than my needs indicate. But as a simple CRM, it's perfect. **What problems is Spotler CRM solving and how is that benefiting you?** Keeping track of multiple projects with multiple customers at the same time. ### 20. Easy to use **Rating:** 2.5/5.0 stars **Reviewed by:** Robin W. | Owner, Professional Training & Coaching, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** Easy to set up and get started. Layout is easy to read and use, contact information is easy to input, like that you can upload documents. **What do you dislike about Spotler CRM?** No way to connect to email to Outlook, having to always manually input and update contact information. **What problems is Spotler CRM solving and how is that benefiting you?** Tracking customer contact **Official Response from Helen Armour:** > Many thanks for your review Robin. However, I am concerned that you say you have not be able to connect your email to Outlook as you can do this with our MailSync feature. It is an upgrade feature but will make life much easier for a very small fee! Do get in touch if we can help you with this. regards ### 21. New user **Rating:** 4.0/5.0 stars **Reviewed by:** Stuart R. | Sr. Project Manager-Land Development, Civil Engineering, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** Simple and seems pretty straightforward. **What do you dislike about Spotler CRM?** No card reader input data directly into the system. **Recommendations to others considering Spotler CRM:** Make sure that you establish protocols for entering new clients/projects to prevent any duplication **What problems is Spotler CRM solving and how is that benefiting you?** Able to have multiple users log in anywhere and access the data base and report activities. ### 22. Simple solution allows merge of multiple data sources to provide a team with one version of truth. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** Really Simple system allowing teams to share contact information. Building mailing and organizational database is a snap. **What do you dislike about Spotler CRM?** Not aware of anything a solution like RSS should include that is not present in current system. **What problems is Spotler CRM solving and how is that benefiting you?** Merging several databases for a single team use was becoming overly complicated. RSS gave us the opportunity to crate a single view of all the data. Including the ability to add drop down fields required to normalize data. ### 23. Nice system, easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Kathleen A. | Founder, Idea Creator, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** The simple intuitive navigation, and ease to change screens **What do you dislike about Spotler CRM?** Lacks some features such as salesforce and capsule crm **What problems is Spotler CRM solving and how is that benefiting you?** project management ### 24. Nice CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2015 **What do you like best about Spotler CRM?** I liked that fact that although they use a freemium model all the features I needed were in the free product. **What do you dislike about Spotler CRM?** The user interface could be a little confusing **Recommendations to others considering Spotler CRM:** Clean up the user interface it can be a bit confusing **What problems is Spotler CRM solving and how is that benefiting you?** I was using this for keeping track of job search leads. ### 25. it is very user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** annie h. | any, Hospital & Health Care, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** user friendly and keeps all my prospects and customers orderly **What do you dislike about Spotler CRM?** I haven't found anything yet I have not used it long enough to total evaluate but what I have used so far its awesome **What problems is Spotler CRM solving and how is that benefiting you?** the graph of prospects to customers and what activities I have done for them ### 26. It is really simple **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** Complete CRM in a small package - it was a bit refreshing. **What do you dislike about Spotler CRM?** I was looking for a ticket system, not a robust and complete crm. It was a little more than I needed. **Recommendations to others considering Spotler CRM:** If full purpose CRM is your goal, you should give this product a try. **What problems is Spotler CRM solving and how is that benefiting you?** I have 4 small clients providing them facility management and technology services. I was looking for a way for them to request these services that would provide an audit trail of time submitted to time completed. ### 27. Works well for what we need it to do **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** I really appreciate the ability to send tasks to fellow users. **What do you dislike about Spotler CRM?** I dislike the format of the email sending program. It is not as user friendly as others I have utilized. **What problems is Spotler CRM solving and how is that benefiting you?** It has proven an invaluable program for managing client information . ### 28. Using Really Simple CRM to manage the sales cycle for a software product **Rating:** 5.0/5.0 stars **Reviewed by:** Mike N. | LIMS architect, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2015 **What do you like best about Spotler CRM?** The price is great for a small organization **What do you dislike about Spotler CRM?** There's more clicking around than I'd like **What problems is Spotler CRM solving and how is that benefiting you?** Managing potential clients through the sales process. Able to share client management with the other members of my team. ### 29. First time CRM user **Rating:** 3.0/5.0 stars **Reviewed by:** Stacy S. | Business Development Manager, Transportation/Trucking/Railroad, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** That it is exactly what the name implies "simple and user friendly" **What do you dislike about Spotler CRM?** That it does not automatically save your data **What problems is Spotler CRM solving and how is that benefiting you?** The software is helping me organize my customer base ### 30. Really Simple CRM **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** Easy to use. It's really simple. I like the ease of use to set up the program. Other CRM programs I have tried are way to difficult **What do you dislike about Spotler CRM?** It won't allow different contact fields for different accounts. **Recommendations to others considering Spotler CRM:** It's a good program if your needs meet the limitations of the system **What problems is Spotler CRM solving and how is that benefiting you?** None, Because I can't have different contact fields in different accounts I can't use the program ### 31. Adequate product **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** Ease of entry, and fairly easy to use the product. **What do you dislike about Spotler CRM?** Too many clicks to get to and to complete a task. **Recommendations to others considering Spotler CRM:** Make the commitment to build the product and get the paid version for better integration. **What problems is Spotler CRM solving and how is that benefiting you?** It was more cumbersome to track my calls than Outlook tasks, so I quit using it. ### 32. So far so good **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** I'm just getting started with Really Simple Systems, but so I've found it to be the easiest CRM to use and a very short learning curve. I'm excited to get it implemented throughout our organization. **What do you dislike about Spotler CRM?** I have not found anything negative so far. **Recommendations to others considering Spotler CRM:** Keep doing what you're doing. **What problems is Spotler CRM solving and how is that benefiting you?** none yet ### 33. Good Product **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Defense & Space | Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2015 **What do you like best about Spotler CRM?** Ease of use, Analysing the output is quite easy. More option for selecting tools for different tasks. **What do you dislike about Spotler CRM?** Not so clear about which tool to use for my analysis and problem solving. More information and tutorials are necessary. **What problems is Spotler CRM solving and how is that benefiting you?** Used to manage the SCM. The results are yet to implement. ### 34. Very user friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** The simplicity of it.I like the layout and descriptive headings making it easier to navigate. **What do you dislike about Spotler CRM?** Wish it had ability for PO's to be in put and tracked. **Recommendations to others considering Spotler CRM:** User friendly and very well explained. **What problems is Spotler CRM solving and how is that benefiting you?** contact updates are great. tasks ### 35. Really Simple System to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** Very Simple to use and always keep me up to date with tasks. **What do you dislike about Spotler CRM?** Organization of leads is could be in a better format **What problems is Spotler CRM solving and how is that benefiting you?** Organization of Leads, call back times ### 36. RSS really is simple **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2015 **What do you like best about Spotler CRM?** Most user CRM system I have ever used. Value priced and customizable. **What do you dislike about Spotler CRM?** Cost to customize and sometimes difficult to connect for customer service. **What problems is Spotler CRM solving and how is that benefiting you?** Ease to track business contacts. ### 37. Really Simple **Rating:** 3.5/5.0 stars **Reviewed by:** Mark T. | VP Communications, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2014 **What do you like best about Spotler CRM?** The platform is simple to set up, is very easy to use, and it is also very user-friendly. This is a must in today's cloud-based business solutions systems. Also I'd like to add their help and setup videos are superb **What do you dislike about Spotler CRM?** I had a little bit of a hard time following the Help and FAQ sections. The color scheme for the entire app (blue and white) gets a little old but isn't horrible **Recommendations to others considering Spotler CRM:** It's simple to set up so it doesn't hurt to give it a try, especially if you're running a small business **What problems is Spotler CRM solving and how is that benefiting you?** Many CRM solutions are way too complicated for small businesses and have too many unnecessary features. Really Simple Systems trims the fat and gets to the point of what you need. This saves you the headache and time. Now if only client info/data can be entered without lifting a finger! ### 38. Outstanding sales & marketing CRM solution, robust capability, easy user interface, customizeable! **Rating:** 5.0/5.0 stars **Reviewed by:** Peter W. | President, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2014 **What do you like best about Spotler CRM?** I've been looking for some time to find a system that's both easy to use and comprehensive. When I asked for a couple of custom fields (on a Sunday night) the support staff had me set up by the time I went to work Monday morning! You have to try this product to see how good it is! **What do you dislike about Spotler CRM?** I have not found anything yet that I would say I dislike! **What problems is Spotler CRM solving and how is that benefiting you?** Organizing prospects and channels by category and priority. Easily able to set up reminders and tasks. Has everything I can think of and then some, but NOT to the point that you'd "need an IT manager" to help you. ### 39. A CRM system that just works **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** December 24, 2014 **What do you like best about Spotler CRM?** It's simple, intuitive and it just works. I'm a copywriter that works with various different businesses, on various projects. The problem I had was that spreadsheets are not detailed enough, and disorganised. I wanted something simple to track the sales pipeline, remind me to follow up and track new business. The standard CRM systems out there didn't do this. They seemed very heavy, whereas this just was simple and it worked. **What do you dislike about Spotler CRM?** Nothing really. Maybe that it takes a bit of time to edit the defaults... and they're not the default settings I'd choose. But besides that, it's more or less flawless. **Recommendations to others considering Spotler CRM:** Perfect if you're a small/medium-sized business looking for an inexpensive CRM system. **What problems is Spotler CRM solving and how is that benefiting you?** I used to use Salesforce, Microsoft Dynamics and then Highrise in different jobs... and it just wasn't right. It was slow, clunky, not user-friendly. It seemed that there was so much complexity that it was a pain to use - especially being a sole-trader. Now this is definitely the right thing for me. ### 40. Great Customer Service - your complete support team **Rating:** 5.0/5.0 stars **Reviewed by:** Jaclyn S. | Wildtree Senior Team Leader, Health, Wellness and Fitness, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2014 **What do you like best about Spotler CRM?** The customer service is amazing. I had used other CRM's and as a small business I often felt like a shrimp in a huge ocean. Being told to watch a video to figure out how to use the system better. With Really Simple Systems, I actually can speak directly with another human! Love it - and they help and work to understand my business! **What do you dislike about Spotler CRM?** Can't say I dislike anything - there are always improvements to any system but that provides growth. **Recommendations to others considering Spotler CRM:** i recommend speaking directly with them to determine your needs **What problems is Spotler CRM solving and how is that benefiting you?** The best way to provide good customer service to my customers while increasing my own business! I love keep track of all the calls, conversations, and emails in one place. In the past week, I have closed 8 deals! ### 41. does exactly what is says on the tim! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2015 **What do you like best about Spotler CRM?** really easy to use interface, top-notch customer services, scalable to my requirements **What do you dislike about Spotler CRM?** the 'inspirational quotes' every day are a bit annoying **What problems is Spotler CRM solving and how is that benefiting you?** it's a crisp, low-cost way to manage data. sufficient reporting to be able to slice and dice my data as much as i like saving me time - all the time ### 42. Really Simple Systems CRM review **Rating:** 4.5/5.0 stars **Reviewed by:** Greg H. | Managing Director, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2014 **What do you like best about Spotler CRM?** Easy to use, manage and populate with relevant, quality data. The support team are always helpful, approachable and responsive. **What do you dislike about Spotler CRM?** Nothing really. **What problems is Spotler CRM solving and how is that benefiting you?** Ease of access to opportunity information ### 43. CRM for Dummies............. **Rating:** 5.0/5.0 stars **Reviewed by:** John M. | Director/Partner, Pharmaceuticals, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2013 **What do you like best about Spotler CRM?** The simplicity! No IT expertise is required to set up or administer the system. User adoption is high and minimal if any formal training is necessary. Data import is straight forward and the option to download your data almost instantaneously as often as you wish allows more complex reporting/analysis via excel and or Access. Online only removes all the complications associated with data syncing and everyone sees the latest data. The system works on laptops/netbooks/tablets/PC's/Macs or mobiles. Support is excellent. **What do you dislike about Spotler CRM?** Very little. More user controlled customisation options would be useful. **Recommendations to others considering Spotler CRM:** Get started! There is no risk. In the unlikely event the system doesn't meet your needs you can download your data and import it to another system. We did this for a client considering RSS, SFDC and Sugar, populating the last two with data from RSS. We meet clients in our business who've been considering CRM for years but can't quite bring themselves to commit. Don't over spec your requirements before you start. Start simple and only record data you're likely to use. It's a contact management tool not a sales analysis tool. ### 44. Impossible for my business to grow without this system! **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph W. | Director / Owner, Staffing and Recruiting, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2013 **What do you like best about Spotler CRM?** I enjoy the practicality of the system, the quantifiable cost and the ease of use. As demands change within my business the flexibility of the system allows me to alter it accordingly in an easy manner without waiting for external support. And when I do make a silly misrtake - support are there to fix it and are always happy to do so. Thants why I have introduced this system to 3 seperate companys! **What do you dislike about Spotler CRM?** I dont actually dislike anything about the system, and so I wouldnt like to comment on any areas. **Recommendations to others considering Spotler CRM:** Try it and you will no doubt stay, I have! ### 45. Email Support **Rating:** 5.0/5.0 stars **Reviewed by:** Yvonne H. | Director, Health, Wellness and Fitness, Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2013 **What do you like best about Spotler CRM?** I enjoyed the simplicity of this system, its really easy to understand and use. I particularly liked the way I could store all my contacts details in an easy to access format, it is also simple to update information to each contact. In storing my information this way my business partner and I can share information from a distance. The support system via email contact was fantastic, Chris responded to my enquiry within minutes and it was actioned immediately, I was impressed!! **What do you dislike about Spotler CRM?** I have not come across any dislikes to date... **Recommendations to others considering Spotler CRM:** For a free system its fantastic and you can adapt it to meet all your business requirements! ### 46. So happy we're recommending to our resellers, customers and even friends **Rating:** 5.0/5.0 stars **Reviewed by:** Bruce L. | Head of Technical Support, Computer & Network Security, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2013 **What do you like best about Spotler CRM?** The ease of use, capture and recording of all customer interaction means we can retain our high levels of customer service without having to maintain different sales order, technical ticketing or marketing systems. All communication with our customers are in a single point, so our sales team can see if / when orders have been provisioned and place follow up calls / mailshots. **What do you dislike about Spotler CRM?** More integration with Outlook for sending meeting requests + setting call backs, so if our sales or technical team need to place a call they'll have an instant reminder. **Recommendations to others considering Spotler CRM:** It's as the name suggests a Really Simple System to setup, use and get your colleagues to adopt. ### 47. Clean, smart and straightforward **Rating:** 5.0/5.0 stars **Reviewed by:** Sharon B. | Software Developer, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2013 **What do you like best about Spotler CRM?** This product needs no training, as it's so intuitive and as it's web based needs no implementation either. Easy to add and change fields and drop down. The support desk were friendly and helpful, they really knew what they were doing. **What do you dislike about Spotler CRM?** I would like to see integration with Iris Evolution **Recommendations to others considering Spotler CRM:** If you want a simple easy to use system that grows with your company, then this is it. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+18%3A12%3A37+-0500&secure%5Bsession_id%5D=d2e35c1c-6b2f-42ab-9cb4-ee312609a5e8&secure%5Btoken%5D=54225a172defe5782fea76e35bec18e715371174a6993eca14eac95c66bb0855&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 - 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