Really Simple Systems CRM Erfahrungen

Being able to customise was really good feature.

I wish there was a Contacts and Accounts upload template.

I've used RSS for years and it's the cornerstone of our business in terms of contacts and business management. As we're a consultancy having individual files for each client is vital so we can track their progress and writer development.

That we can't search key words to bring up a file. For instance, if I can remember a title of a book but not the author's name, or I met someone at a trade fair - so I have some context - but I can't remember who, or I've worked on book genres with some agents (so it could bring up several files) it would be a game changer if I could just type in key words and it would search through the files in activities and bring up the files rather than just being able to search source, name or email. This is the greatest limiter for me.

It is very easy to get to grips with compared to the likes of Hubspot. We are a new company so are just starting to grow and organize our client list.
We find the email advertising features for the emails really good and we have produced some good quality results using the system.

we have not used it long enough to be really critical and any issues we have had support has sorted really quickly

As the name implies, it's simple to use. I like being able to add custom fields, ability to customize dashboard, integrating marketing automation with the CRM and being able to attach documents to the record.

I would like to be able to add new job titles without having to leave contact creation and go into settings. I would also like to be able to view Documents in a pop-up window without having to download it.

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.

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.

We have valued the ability to build our own accounts screen so that we are able to record and report on areas specifically relevant to our business. The reporting function has been game changing for us, providing new insights into our client base and referral activities. The software is so easy to use which has made embedding it into our operational practices an easy task. The ability to link accounts has proved very useful too.

We would value further fields on the accounts screen so that we can increase our use of the reporting function.

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.

What I like most about this software is being able to easily have all the information for each client in one place and being able to quickly figure out what is going on with each client. I also like that I can set up task for each employee to make sure that things are being handled and I can check to see if the task was completed.

Integrating with our business was kind of difficult because our business is different and we do things different than others but RSS was very helpful in helping us set up for our needs.

This software is pretty intuitive. They have decent tutorials. The custom fields are an excellent feature that are basically a deal breaker if they were not available.

We would like to be able to list only certain types of accounts. Instead, it always lists all of them. Maybe we are not seeing how to do it. It allows you to list by account alphabetically, which is helpful, but it would be nice if you were working on one set of accounts to be able to stay focused only on that one rather than having to scroll to that group each time.

Easy to use. The reports are great and easy to customise.

Webinars are really helpful

Nothing really. If I was being picky I'd like the facility to change the account name of an opportunity as sometimes our projects can be sold on to other clients and it would save uploading them all over again.

I would also like the software to be compatible to other software that create dashboards

Really Simple Systems is fantastic. I've never had an issue with it. It's a highly capable system with all the features you could need from a CRM. The email tool is fantastic and the dashboard gives you an at-a-glance look at your sales performance. Also, if you ever get stuck, their support team is incredible.

The only thing I haven't enjoyed is the time between version 4 and version 5. In the changeover period things became slightly clunky and it maybe wasn't as seamless a process as they might've wanted. It's all working fine now though.

The system is customisable, integrates with our email and accounting software, and the support is outstanding.

It would be great if the email templates were a bit jazzier, like mailchimp.