Really Simple Systems CRM

We use really simple sytems CRM for managing our client accounts and tracking opportunities for new sales. It works excellently and our team are very pleased with it

WJ is a small local business based in Hull. We have around 30 employees and specialise in several different areas from anti-slip decking to Timber Treatment and through to metalwork engineering.

As the company salesman it is essential that I have regular and consistent contact with my customers as well as a smooth way of keeping records of these meetings. Without Really Simple Systems I would use a diary to keep track of this. This however makes it very difficult for anybody but me to understand where we are with each customer in our sales and follow up cycle. I always struggle to maintain order with this. Really Simple Systems offers not only a great way to keep and maintain a customer diary but also allows me to keep meeting notes and documents all stored in the same that everyone can also see.

RSS allows us to track our engagements with key stakeholders and clients in a easy to use and cost effective way.

We are tracking opportunities and following engagement. Unfortunately, I am still having to use an excel spread sheet because I can't quite get the CRM to duplicate the spread sheet but this is a lack of skill using the system on my part and not a take on the RSS system.

It takes time to learn the basics but once you've started using it, the system becomes more user friendly