Really Simple Systems CRM

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

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

It gives me one place to store contacts and partner information

Nachteile

Email marketing is not streamlined and set up takes longer than it should

Vorteile

The system has been amazing for tracking workflows within our team, particularly where staff are working in different locations and at different times. Handover for absence has become easier to manage and has resulted in better client interactions.

Nachteile

The email sync is great, however, emails do not display in an easy-to-read format. Autosync logs emails as block text, instead of in the form they send out via Outlook. This makes reviewing previous emails incredibly difficult.

Vorteile

I have hundreds of clients and with a click of the button, I may locate a name and all their information. Any time, I choose to add a data field, the response is quick. The reports help me track growth and opportunities. Really Simple Systems has chelped me manage my business.

Nachteile

I wish that there was a way to scroll through client names without input each time.