Spotler CRM Reviews & Product Details

That it is really simple to use, like the webinars 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 Review collected by and hosted on G2.com.

I think history of activities and tasks could be improved. Difficult to see who created original task when escalating or setting for someone else Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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

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. Review collected by and hosted on G2.com.

Ability to access my contacts information on the fly. Ability to look at my pipeline and 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. Review collected by and hosted on G2.com.

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 could 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 than $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 appreciated. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Nothing so far. The support hub is very helpful so any questions I have are easily answered. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There has been nothing we have disliked so far, however we have not upgraded to the marketing package just yet. Review collected by and hosted on G2.com.

The customer service is very willing to help when we contact 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. Review collected by and hosted on G2.com.

We have gone back to the original program, so I guess the new updated version we are not a fan of. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

On the site, they should post a time reference when one needs customer service. For example, if 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. Review collected by and hosted on G2.com.

Easy to navigate, lots of web video content to direct you, regular webinars to learn Review collected by and hosted on G2.com.

Saving feature for newsletters will time out on you, need to save often Review collected by and hosted on G2.com.