Really Simple Systems CRM Erfahrungen

Really Simple Systems CRM works brilliantly for our business as it's quite to use and setup, but still has all the features we need. On the rare occasions when we've had to the use the support service the team have been very respoonsive

The ability to merge duplicate organisations would be very useful; instead you have to delete one and update the other

I use this every day, fantastic entry level customer relationship datatbase software. Allows you to manage your customers, tasks documents, emails etc etc etc - basically does everything you need it to and I have only just scratched the surface

I would like the ability to be able to multi select tasks and move them to a specified date. There may be an option to do this already, but currently I am manually moving them, which can be time consuming

As expected it's simple to use and get the hang of - basic but functional. The latest version - 5 - is bright and clear on the screen.

The architecture is inflexible and really didn't suit our business (combined B2B and B2C) without us fudging workarounds. We would have lived with it, and even put up with the mid-term price hike they sprung on us, but it was customer service that killed it. Emails and phone responses were cold and unhelpful. I know they are British so we were prepared for the attitude, but even with that they didn't seem to care about a small business our size. This spurred us to look around, and we found solutions out there with totally superior architecture and service that were priced similarly. So, to the relief of my staff, we made the effort to migrate away.

Customer service is excellent and will help customize your reports and and fields and typically within 24 hours.Great for SMB when many hats are worn.

Linked account feature is a little bit confusing. But overall the value and customer support outweigh it by a ton.

The most important things to me are:- tracking of emails with each customer, tracking of quotation/sales confirmations with each customer. Checking where we are up to with opportunities.

I have not used this with any other system, but I cannot fathom out the report side of things, but neither have I asked for help using it so far either.

This software appealed to me instantly because it is so intuitive and adaptable. The custom fields creation was very easy to pick up.

Time will tell but at the moment it looks good.

The software is really easy to navigate and use. It's user friendly in its layout and can be changed/adjusted to what is required from the business. I have used the system for generating reports and even if I have been unsure of how to do them, I always seem to be able to play around and figure out what is needed quite easily.

Sometimes the display changes for no reason. Sometimes the way the notes are shown on the screen may change and then change back another day - this can be a little frustrating.

Easy to set up and upload data to. Email campaigns are quick to set up and very easy to add content to. Adding your own customer fields is simple to do. Support is good and helpful.

Everything is too long winded. To add something to an existing contact you need to find the contact, click the contact, click edit, make your change, save. And the system isn't fast so all of that loading time to add in. It would be easier to be able to edit once you are in a contact then just save changes not start editing separately! Lists and reports being the same would also be better. You view a report for data then have to make the list separately to send email campaigns. Can't copy email campaigns easily.Everything just seems a bit complicated and not so simple!

When we have ever had issues with the system and contacted customer service we have always had a response within 24hrs which has been understandable, concise and always helpful. the task setting and reminder system is accurate, amendable and 'Really Simple'.

We had an issue around sales tracking and Forecasting where we wanted to be able to see monthly potential sales if a sale was to come off. However when we questioned and asked if this was possible within about 6 hours the facility to do what we want had been added in to the system which we greatly appreciated.

We have no issues around the system.

Easy to learn the system and adaptive to our specific needs

For the package we on, the software is perfect!

Easy to use and train staff on. Support is excellent

as the company grows it is becoming an expensive CRM, so may not be cost effective for much longer

Being able to customise was really good feature.

I wish there was a Contacts and Accounts upload template.

The capture of our email traffic for each account is a must. Once you understand the basics the CRM system is easy to understand

As I've said previously REALLY SIMPLE SYSTEMS should offer set up packages and training when companies begin to start working with the system. In some business people don't have enough time to play around with the programs to investigate how it all works. They need to be able to hit the ground running.

We selected this software for the ease of use. In addition, there was little required for our employees to access immediately. After using this for half a year, it continues to meet and exceed those expectations.

Logging in is done through a browser and does not require additional software. Sharing contact information, outstanding tasks for clients, and client specific documents are all easy tasks that are quite intuitive.

Also adding new users requires very little effort since there is no software required for to install on an employees computer.

There are several activities that are a bit clunky/annoying. When adding revenue, it is treated as an opportunity instead of simply entering the revenue for a client. Several apps within the program will also mark this revenue with the British pound instead of the U.S. dollar despite the fact that our settings are on USD.

Additionally for reminders you have to use your google calendar instead of the system sending you reminders. When setting these reminders in Google calendar, it always incorrectly translates the date/time to GMT despite the fact that our calendars are on EST. So you have to be careful to reset the correct day/time when entering in to your Google Calendar. We would greatly prefer a reminder system within the program itself instead of the current clunky process.

Really Simple Systems has taken account management to a whole new level for my organization. Before using RSS we were using Google Sheets to manage all of our accounts, but with our accounts increasing each year, we needed something simple and easy to use. RSS not only made account management simple and easy, but the set-up is so clearly organized, there's so many options to run different reports, and the customer support is outstanding. What I love most is that each account get's their own profile and within each profile I can upload documents or add an activity such as noting a quote which for my organization is important to track.

It took some time to learn how to use the system to its full potential, or at least the potential i needed for my organization's purpose, but the customer service support was and still is amazing in helping me learn the system.

The account pages are a simple set up and really easy to use and easy to customise with information relevant to your individual organisation. No trendy MS type chat boxes, just simple and easy to use records. We have found the customisable fields very useful. Automated email actvity tracking is a good feature, as is the integrated marketing module.

We were not able to integrate our phone system into the CRM too easily and unable to API AdobeSign into the system.

We have all our client and contact details together, we use the integrated email so it stores all incoming and outgoing mails providing a full record of conversations and data. Overall, this is a realtively inexpensive but critical part of the mangement of our business.

Sometimes the customisation seems a bit clunky, and whern adding in new clients and contacts there are lots of fields that we don't use. We probably could take those out but haven't because the customisation we don't find simple.

I dealt with [SENSITIVE CONTENT] who was very helpful in the initial setup phase.

I have used it to adapt the paretto 80/20 theory across my client data base and also as a
time management saver and priority task planner.

Also use for billing follow ups and rating of clients according to my paretto rating theory!

Really Simple Systems was the last package i came across as all others i viewed did not have
the user friendly style of RSS.

Need to improve on how i use the reporting section but hope that comes with ongoing use of
the site.

With out doubt one of the best software packages i have ever used and also very cost effective
to implement . It has made my business more efficient and profitable too.

Nothing to note during my initial setup.

We didn't really know what we wanted when we implemented RSS other than an easy to use database for all prospects and clients. And that is exactly what was delivered. The support guys have been fantastic at working with me to tweak the fields and make this fit for purpose for a business that sells a service rather than products. The report function is easy to use, and the marketing suite is ok but I dont use it enough to feel overly confident in my abilities. I have to relearn every time I use it.

It would be great if we could email from within the software.

The ease of use made it very easy to roll out across our locations
Drag and drop option makes it very easy to upload documents
All Customer information is on one page and easily accessible
[SENSITIVE CONTENT HIDDEN] worked with the team to customise a solution that would work for us

We needed a very detailed Financial Area would would require a fully bespoke solution

This is software that is not designed for our business; however despite this we were able to tailor parts of the system to help us move from paper based files to managing an electronic system. The service from RSS has been outstanding and they help to provide solutions and alternatives quickly and as best as they can.

As it wasn't designed for Social Care use, there are functionality and data protection issues that have resulted in us moving to a specifically designed system.

The software is very simple to navigate and can be used in a small capacity or it is adaptable to larger and more encompassing business use. The ability to tailor make the system to fit in with existing business is a real bonus. I found the RSS contact incredibly helpful, articulate and interested in what we were looking for in a CRM system. Perhaps the biggest single advantage this system has over it's competition......the demonstration was all inclusive and interactive, and delivered with true support. No request was too much and between the two of us we achieved our objectives before purchasing the product. Most impressed!

We have everything we need at this stage so I have not come across any cons

Replaced all my old Excel worksheets built up over the last 20 years with a single web based CRM application available to access on my Laptop, iPad and iPhone and giving complete flexibility of access to data.

Easy and intuitive to use with an excellent dashboard view, task management, sales pipeline and built in reports and excellent dashboard widgets.

Good simple annual pricing model based on users and modules required and simple and easy to use CRM system.

Data import was not a simple as it looked to be and needed support team to import my CSV files, this was done quickly and efficiently by the support team.

Having trialled many systems we find Really Simple to be really simple. It is straightforward and intuitive to use, and for a small business it is a very cost effective tool that really makes a difference to our operations.

When we are stuck the support team are always on hand and very efficient in helping us out

We like the fact it is based online so our staff can use it wherever they are without having to worry about VPNs, deploying software, maintenance of servers etc.

No cons really. Features are constantly being added. We wanted Google Maps integration which wasn't readily available but after speaking with customer support, they have now added this important feature.