Really Simple Systems CRM Erfahrungen

Vorteile

Only pay for the functionality you need. Some other CRM's include marketing, systems management, financials, etc. but if you don't need them don't buy them.
Its a very easy system for users to pick up, comprised of a core architecture:
Customers \ Companies = Accounts
Contacts = the customers name, email, telephone
Tasks = To Do list
Activities = records the history of what you've done with that customer
Opportunties = Won or lost sales records

Then there's the reporting, where anything you put into Really Simple Systems can be interrogated, not just the content of certain restricted fields.

Nachteile

We're looking to do some integration and other CRM platforms easily allow this through API services, such as IFTTT or Zapier, Really Simple Systems only provide an API. You can of course code this into whatever you want, but will require time.

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.

In Betracht gezogene Alternativen

HubSpot Marketing Hub

Warum Really Simple Systems CRM gewählt wurde

Flexibility, pricing, modern web look and feel and compler to use

Gründe für den Wechsel zu Really Simple Systems CRM

Simpler to use and a pricing model was easier to step through as my business grows

Vorteile

As expected it's simple to use and get the hang of - basic but functional. The latest version - 5 - is bright and clear on the screen.

Nachteile

The architecture is inflexible and really didn't suit our business (combined B2B and B2C) without us fudging workarounds. We would have lived with it, and even put up with the mid-term price hike they sprung on us, but it was customer service that killed it. Emails and phone responses were cold and unhelpful. I know they are British so we were prepared for the attitude, but even with that they didn't seem to care about a small business our size. This spurred us to look around, and we found solutions out there with totally superior architecture and service that were priced similarly. So, to the relief of my staff, we made the effort to migrate away.

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

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

Nachteile

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

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Gründe für den Wechsel zu Really Simple Systems CRM

We already had it set up, it just wasn't being used effectively

Vorteile

Fairly easy to use. The sales management section is not very good for leaving comments and notes. I feel this lets down the whole system.

Nachteile

The emailer, is not that straight forward, getting fonts and spacing is difficult, and not obvious if you make mistakes. Had to get all the same fonts. The sales contacts recording conversations is very weak.

Vorteile

This software appealed to me instantly because it is so intuitive and adaptable. The custom fields creation was very easy to pick up.

Nachteile

Time will tell but at the moment it looks good.

In Betracht gezogene Alternativen

HubSpot CRM

Warum Really Simple Systems CRM gewählt wurde

Too expensive and frankly lousy customer service.

Zuvor genutzte Software

Salesforce Sales Cloud

Gründe für den Wechsel zu Really Simple Systems CRM

Much more aligned with the way i work

Vorteile

Easy to use and train staff on. Support is excellent

Nachteile

as the company grows it is becoming an expensive CRM, so may not be cost effective for much longer

Vorteile

We needed a CRM to help us with telesales that we have outsourced and for them to use. Really simple to set up and really easy to talk users through it.

Nachteile

Nothing so far.

In Betracht gezogene Alternativen

Act!

Gründe für den Wechsel zu Really Simple Systems CRM

Cost and both of the above were not so easy to use.

Vorteile

Its interface is user-friendly. The platform is designed to be intuitive and easy to navigate, which can make it easy for businesses to get up and running quickly. Additionally, Really Simple Systems CRM offers a range of training and support resources, including video tutorials, webinars, and a knowledge base, which can help businesses get the most out of the platform.Another major benefit of Really Simple Systems CRM is its affordability. Really Simple Systems CRM offers a range of pricing plans to fit the needs and budgets of businesses of all sizes. Its entry-level plan is free, which can be a great option for small businesses that are just starting out.

Nachteile

One of the primary concerns that businesses may have with Really Simple Systems CRM is its limited customization options. While the platform offers a range of features and functionalities, businesses may not be able to customize the platform to suit their unique needs as much as they would like.Another potential drawback of Really Simple Systems CRM is its limited integrations. While the platform does offer integrations with a number of popular tools and platforms, it may not be compatible with all the tools and platforms that a business uses. This could make it challenging to integrate Really Simple Systems CRM into a business's existing tech stack.

Vorteile

The capture of our email traffic for each account is a must. Once you understand the basics the CRM system is easy to understand

Nachteile

As I've said previously REALLY SIMPLE SYSTEMS should offer set up packages and training when companies begin to start working with the system. In some business people don't have enough time to play around with the programs to investigate how it all works. They need to be able to hit the ground running.

Vorteile

RSS.CRM is a valuable tool for organizing and accessing all customer data and communication lists in one place. It offers excellent customer relationship management and email management features, which are essential for obtaining new opportunities. With RSS.CRM, it is easy to add detailed information to each record, including contact details and notes. Assigning tasks also helps in tracking and sharing ideas among team members, which enhances interaction with customers and creates new ways to develop customer relationship management. The integration with various email systems enables organized responses to customer requests and sending promotional offers. Additionally, RSS.CRM reports help in tracking opportunities, linking them to campaigns, identifying products to develop, and constantly consulting marketing strategy.

Nachteile

Allocating certain fields when creating menus can be challenging, and I believe there is potential for further enhancements and automation in the process of tracking and sending emails to improve its effectiveness.

Vorteile

Its very easy to use and being able to tweak fields and add extra boxes is very beneficial in a small business as our needs are constantly changing. Support is great - always reply or sort within 1-2 days.

Nachteile

It's a shame that the tasks aren't linked with outlook possibly to give you an active reminder instead of you looking at the task list. Also, items that have gone red in the opportunities list - if these could be visible on the front screen with the urgent tasks reminder, this would be good.
As we use the service & support mainly - its good but it could be really improved if it had a planning tool for jobs i.e. Engineer site visits linked with the cases and so you could capture response times, first time fix & feedback. We use another software called Workmobile that contains our onsite engineer service reports - if it could link with this and send reports directly into the cases, this would save us time with manual attachments. As we use the opportunities fields for assets, it would be good to separate these out so the opportunities can be used for our prospects. Have you ever thought about adding a quality management section?

Vorteile

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.

Nachteile

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.

Vorteile

The account pages are a simple set up and really easy to use and easy to customise with information relevant to your individual organisation. No trendy MS type chat boxes, just simple and easy to use records. We have found the customisable fields very useful. Automated email actvity tracking is a good feature, as is the integrated marketing module.

Nachteile

We were not able to integrate our phone system into the CRM too easily and unable to API AdobeSign into the system.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

I would like more control over screen layout.

Vorteile

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.

Nachteile

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.

Vorteile

By far the best part about RSS is the team - they're very focused on helping us with what we want and looking at creative ways to get the job done. We've worked very closely with them over the years on a number of projects, and they're by far one of the best software teams I've worked with.

The system is simple (surprise!) and it's never taken long for us to train new staff on it.

Nachteile

The upgrade to version 5 took quite a while, however has been much needed and the new software has been regularly updated - far more regularly than previously, so the wait was worth it. There are a few times that we've needed a bit more complexity than the system offers - however the team have been good at exploring different ways to approach what we want.

Vorteile

I am able to contain all the relevant information about my customer in one place. I have been grateful for the prompt responses from the support team when I have had some issues.

Nachteile

Not being able to attach actual documents into the customer account. Not a big fan of cloud base systems. I have not worked out how to put alerts and reminders against specific customers, therefore I would like to be able to find this out alongside other applications, either by webinar or video link. Also just been advised that we have been upgraded from version 4 to 5. Layout is very different from the previous one. Not sure the change was necessary unless it substantially improves the ease of use.

Vorteile

It really is simple. Reports are easy to run. I've used other CRM's and the reporting can be very confusing. It is not over done. It is a CRM, not trying to run your inventory or production from this software. You can pick it up on your smartphone and tablet, which is helpful for on the road sales folks. Quick support answers are always helpful.

Nachteile

The limit of the 20 fields.

Vorteile

The ease of use made it very easy to roll out across our locations
Drag and drop option makes it very easy to upload documents
All Customer information is on one page and easily accessible
[SENSITIVE CONTENT HIDDEN] worked with the team to customise a solution that would work for us

Nachteile

We needed a very detailed Financial Area would would require a fully bespoke solution

In Betracht gezogene Alternativen

monday.com

Gründe für den Wechsel zu Really Simple Systems CRM

Cost and customisation options

Vorteile

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.

Vorteile

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!

Nachteile

We have everything we need at this stage so I have not come across any cons

Vorteile

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.

Nachteile

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.