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SM

Stephanie M.

Owner/Director

Small-Business (50 or fewer emp.)

11/10/2020

"CRM system that is what it says - SIMPLE and easy to use - and economical"

5/5

What do you like best about Spotler CRM?

Task lists, agenda, creating customers and suppliers. We don't use more of the system at the moment reporting etc. Review collected by and hosted on G2.com.

What do you dislike about Spotler CRM?

Not clear on how to generate reports. Could be faster too. Review collected by and hosted on G2.com.

Response from Helen Armour of Spotler CRM

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Thanks for the review Stephanie. If you would like to find out more about using the reports tool do join us for our next live webinar on reporting.

See how Spotler CRM improved

NG

Nigel G.

Small-Business (50 or fewer emp.)

11/4/2020

"Does everything we need and more to help run our sales pipelines and customer contacts"

5/5

What do you like best about Spotler CRM?

The marketing tools and dashboards are great Review collected by and hosted on G2.com.

What do you dislike about Spotler CRM?

We have trouble linking our NZ and Australian users and accounts Review collected by and hosted on G2.com.

AI

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

11/5/2020

"Great CRM for small to medium sized businesses"

4/5

What do you like best about Spotler CRM?

Dashboard is easy to configure.

Setting up marketing emails is easy and choosing your target audience.

Great that you can add emails to account records and keep a track of correspondence that way. Review collected by and hosted on G2.com.

What do you dislike about Spotler CRM?

Sometimes there are a few too many clicks required to update records but overall, no major dislikes at all. Review collected by and hosted on G2.com.

Response from Helen Armour of Spotler CRM

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Thanks, please to hear the CRM is working well for you.

AI

Verified User in Investment Management

Small-Business (50 or fewer emp.)

8/12/2020

"Great CRM!"

5/5

What do you like best about Spotler CRM?

It is a very user-friendly CRM and their customer service ans assistance are great. Review collected by and hosted on G2.com.

What do you dislike about Spotler CRM?

Small thing - I would like to be able to rearrange the boxes on the account page for ease of entry.

If there is a way to do that, I haven't found it yet. Review collected by and hosted on G2.com.

Recommendations to others considering Spotler CRM:

If you need a straightforward CRM that can integrate well with email, etc., this is it. Review collected by and hosted on G2.com.

What problems is Spotler CRM solving and how is that benefiting you?

For me, it is very basic. I needed a HIPAA Compliant CRM system that allows me to keep track of my client base and activities, all while tracking any changes to accounts.

It gives me emailing capabilities, as well. Review collected by and hosted on G2.com.

DJ

Derek J.

Small-Business (50 or fewer emp.)

8/12/2020

"Would Highly Recommend"

5/5

What do you like best about Spotler CRM?

The tools are just as stated... really simple, in a good way. The dashboard is fully customizable, so I could see the data I wanted. Out of the 10+ CRM tools I tried, this was by far the best. Review collected by and hosted on G2.com.

What do you dislike about Spotler CRM?

No integration with Quickbooks. Unfortunately this was a must for our corporate office. Review collected by and hosted on G2.com.

Recommendations to others considering Spotler CRM:

Try it. This was the only CRM I tried independently that wasn't a complete waste of my time. Would highly recommend. Review collected by and hosted on G2.com.

What problems is Spotler CRM solving and how is that benefiting you?

Scheduling tasks and keeping updated notes and records with existing contacts is so easy with this tool. Adding new leads and converting them throughout the sales process is so simple. Review collected by and hosted on G2.com.

AI

Verified User in Internet

Small-Business (50 or fewer emp.)

11/6/2020

"Really Simple Systems - does what is says!"

5/5

What do you like best about Spotler CRM?

The ease of use, tracking calls adding contacts, the built-in email campaign portal Review collected by and hosted on G2.com.

What do you dislike about Spotler CRM?

The marketing module is a little limited in its functionality Review collected by and hosted on G2.com.

CT

Verified User in Textiles

Small-Business (50 or fewer emp.)

11/6/2020

"Excellent Sales Pipeline Management Solution"

5/5

What do you like best about Spotler CRM?

We can see our complete sales opportunities from lead to closing sales on a simple web based platform accessible from any device Review collected by and hosted on G2.com.

What do you dislike about Spotler CRM?

Generating reports where no widget option is available Review collected by and hosted on G2.com.

Response from Helen Armour of Spotler CRM

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Thanks for your comments. If you would like further help with running reports do contact our support team on support@reallysimplesystems.com and we'll help you get set up.

UF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

8/12/2020

"RSS"

4/5

What do you like best about Spotler CRM?

The tasks toll element and the comprehensive directorate of the system Review collected by and hosted on G2.com.

What do you dislike about Spotler CRM?

Being unable to run report on clients were owner is somebody else, also it would be good to be able to sort TO DO LIST alphabetically and being able to set level of importance Review collected by and hosted on G2.com.

Recommendations to others considering Spotler CRM:

As I'm basic user and not really in need to fully explore all tool and facilities, making any recommendation would be unfair as I've never used anything similar to make a comparison Review collected by and hosted on G2.com.

What problems is Spotler CRM solving and how is that benefiting you?

It's enabling me to stay on track with numerous deadlines and tasks over long period of time Review collected by and hosted on G2.com.

MH

Madelaine H.

Mid-Market (51-1000 emp.)

11/4/2020

"User Friendly & Great Customer Service"

5/5

What do you like best about Spotler CRM?

Ease of use, the system is extremely user friendly. We find it fast and reliable. Review collected by and hosted on G2.com.

What do you dislike about Spotler CRM?

To be honest we are yet to find a flaw... We are confident if we did the company would assist us. Review collected by and hosted on G2.com.

MH

Maxine H.

Small-Business (50 or fewer emp.)

11/11/2020

"Simple Database Easy to Use & navigate"

5/5

What do you like best about Spotler CRM?

It is easy to use and perfect for my needs Review collected by and hosted on G2.com.

What do you dislike about Spotler CRM?

There isn't anything i don't like about it Review collected by and hosted on G2.com.

Response from Helen Armour of Spotler CRM

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Thanks for your feedback Maxine. Glad to hear the system is working well for you.