Really Simple Systems CRM

Cost effective CRM for small business

Comentarios: We have grown our business with this CRM, and when we were starting out it gave us a lot of "bang for our bucks", the experience has been excellent.

Puntos a favor:

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.

Puntos en contra:

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

Perfect for your business

Comentarios: Really happy, does exactly what we need with no fuss or problems. information is available instantly

Puntos a favor:

Its simple, easy, does what it says of the tin. My favourite part of the software is the ability to adapt the CRM system so that this is specific to our requirements and line of works. throughout the whole software you can change the options so that it is specific to our business needs this is the most attractive feature of RSS. i also like that you can link accounts and save documents to the accounts as well

Puntos en contra:

i dont really have many cons to report,

Poor customer support and calendar sync, which we rely on heavily just turned off without notice.

Puntos a favor:

Cheap. Initially it gave us a good intorductoin to CRM but now realise there are better products out there e.g. Zoho one or MS Dynamics.

Puntos en contra:

Calandar sync turned off. Keep getting glitches, Can't log onto two systems on one web browser etc

Using Really Simple Systems CRM

Puntos a favor:

The system is easy to use with plenty of help and education offered if needed.The onscreen look is easy on the eye, clear & concise

Puntos en contra:

The biggest drawback is the lack of a merge mail feature to enable data to be inserted into a 'live' document for mailing letters etc.To form groups of contacts is cumbersome through the report system

Good be incredible if I had the time!

Comentarios: its taking too long to enter all details in and we need to spend a large amount of time tailoring it to what we need so we are not using it in the right way

Puntos a favor:

I love the company ethos and team - we have enjoyed their organized events. It is well thoughout and could be an incredible tool in our business if we had the time to customize it!

Puntos en contra:

I would like better integration with 3 party apps, i would like a paid for service that can customize our site to make it more tailored to us and i would like more customization in general