Really Simple Systems

Vorteile

Having an awareness of the cost of some of the well known CRM platforms e.g. salesforce, dynamics, the thing that strikes you is that the cost of these is prohibitive for an SME with @30 light CRM users. RSS is different. The bottom line is that they offer excellent value for small businesses. I would view this as their USP.

They have a responsive team and have constantly improved the CRM over the years.

Key features I like are the permissions system which lets us give bespoke access to the teams in our business with everyone given the access to the client records that they require.

The integration with Kashflow (accounting) is incredibly useful and reduces unnecesary duplication in our business processes.

The marketing module has been a significant driver for new business, and again is very cost effective.

The activity section enables us to keep good records of client contacts, as does the ability to bcc email comunications into the client record.

The layout of fields is very easy to modify to your business requirements, adding extra fields with dropdowns as required.

Document storage is straightforward with drag & drop functionality.

Nachteile

Nothing to complain about, happy. Maybe preferred the earlier version which let you know the last time a record was updated and by who.

Vorteile

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

Nachteile

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

Vorteile

The software is easy to use and navigate through. I love the fact that it can be tailored to meet your specific needs as this was very important to me and one of the factors that played an important role in me choosing RSS. Functionality is great and there are a lot of extra options that are available that I can switch on and off as and when I require them.

Nachteile

The customer service/support is slow at times and this becomes very frustrating. I have scheduled in calls in the past and the client service level has been poor where on occasions I have had to chase support for help. In terms of the software it is great that you add extra features but there are some extras which I feel should be included within the standard packages.

Vorteile

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.

Nachteile

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.

Vorteile

It was the simplest CRM system I have used compared to a long list of CRM systems used over the last 15 years, it is modern and I can use it on any device I like and web browser effectively.

marketing functionality built into the CRM database beats those that need to use 3rd party applications like Mailchimp, everything thats needed is in one system that is evolving and improving over time

Nachteile

The data conversion and bringing in data was a challenge trying to get it to work, but the support team simply imported the data for me when it was required, data import/export functionality has been improved.