Really Simple Systems CRM Reviews

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

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.

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.

Customisations were easy to introduce, the team helped us fully integrate these changes and they are now used daily within the business

At the outset the system is quite rigid, but given it has to be used across multiple industries we understand why it has to be this way

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.

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

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.

For the pros of this software, I like its ease of use. It took little to no training to get used to the software and if ever we were unsure of anything, there is easy to follow tutorials on the dashboard.

The thing that I least like about the software is that it is not 100% reliable. From time to time, tasks and activities are not recorded. We find that a lot of the activities that are not recorded are the emails that we send. Most of the time it records them, but sometimes it doesn't. It can also be really slow sometimes and we know that it isn't an issue with our broadband as we have the fastest speeds possible. Very rare, but we have had some days where we cannot get into the system at all and keep getting an error code. We did report this at the time and it was soon fixed.

love the versatility of the product to use with our industry and what we do.

The lists and reports terminology could be simplified, it doesnt really make sense and we end up guessing or asking for help.Also could do with a spell check.Facility to put our brand on the reports, and perhaps our clients logo as well

Integrated into our systems with ease and gave us the perfect tool for our sales team to manage their own accounts effectively and as an administrator the ability to manage our overall company client portfolio.

RSS consistently updates and introduces new possibilities.

The freemium model is enough to get anyone new to CRM started quickly.
It's all "pay as you go", and you can bolt features on as needed. I wanted something that tells me what, when and how I did something, to whom and when, what the outcome was, and will then nag me to do the next thing.
And, for me, RSS does all that perfectly.

They also run free webinars which are also recorded in case you can't make it on the day. These are worth watching - I found I was missing several tricks and now get even more out of the system. I'm particularly impressed with the email integration which saves the whole endless copying and pasting debacle. It really is simple, but perfect at what it does.

All of that said, yes, the interface does look a little tired. However, I've seen the new version which should be launched by late summer 2016 and it's really impressive.
They've rewritten it with a responsive interface which works much better than the current version on a mobile.

Because the underlying functionality won't be changing significantly, they're going to let users initially choose whether to be "early adopters" of the new interface, which is a nice touch as change sometimes scares people!

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.

Affordability. Ease of use. Mobile interface. Unparalleled Customer Support.

None.

Very easy to setup, especially the CRM portion. One of my partners had never used a CRM previously and was able to start using it and be productive (really productive) almost immediately.

It was very affordable for us to get started which combined with the positive reviews that we saw it made it very attractive to us.

Their support is great! Really responsive. You never feel like you're talking to a black hole. Really important for us.

They have some work to do on the marketing module. There is an update coming, and it will help a lot. This module is just clunky at the moment, especially the email editor.

Simple to use, intuitive, minimal training required for new users, good support when required (not often!).
Easy access to your data, can be downloaded in seconds and analysed in excel/MS Access if the excellent report writer doesn't cover your query. Easy to create and distribute/manage EDM's. Far more flexible than Mailchimp.

I would like more control over screen layout.

Has just enough information that its not redundant. I love the pay as you go approach. Instead of bogging us down with several hundred dollars worth of software we may never use, or even worse free versions that don't cover enough services to make you want to start using their products at all! I wanted a product that tells me what happened, when and how I did something, to whom and when, what the outcome was, and will then continue to bug me if I haven't done it yet.

Would like to see more third party integrations. Now days it seems like almost every app, software, smart phone, computer, tablet, printer, etc connect to each other somehow.

Its a really easy to use system, a great way to record information which is accessible to the whole team.
Easy to track progress with opportunities and tasks.
Useful to see the progress of marketing emails

Although the reports can be very useful, creating a report is not very self explanatory and can be quite complicated.
The opportunities system is confusing with reference to unit price, sale price and value.
Would be nice to have a tick box option when recording a call activity to be able to easily record if the call was answered, if a message was left, if the client is returning a call etc.

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

The product is very easy to use. It is easy to manager clients and the interactions with me. whether it be by phone or email. With the subscription product, emails can be synced with the client details which saves having to copy and paste.

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.