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

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.

Very intuitive and easy to use. Reporting function is especially useful, as is being able to customise activity fields.

It would be great to be able to import different font styles to the marketing/newsletter functions

Its very easy to use, quite intuitive in set up and implementation.

*After using other CRM software, the lack of ability to move opportunities between accounts when the main holder is no longer the main account. I don't think this is possible without some programming by RSS team. *Having the freedom to manipulate the set up like in Salesforce, where an internal programmer will set up exactly what I require. Do RSS's team do this?
*The display dashboard could be better, to have the ability to adjust the widgets to show what I want instead of a standardised return.

The simple organization and access to client files / reports

The language. Some metrics and reports seem to be categorized with more European terms; not all reports or metrics are easy to understand at first.

I like how easy it is to log and collate emails to clients with the codes

the CRM sometimes stops syncing the emails but you are not alerted to this so have to go back and add emails manually which is frustrating and sometimes time consuming

Ease of displaying statistics from campaign

Can't import html code and that you can't import html code, would make creating campaigns quicker especially as you can't copy a previous campaign easily

It's really straightforward and I like the marketing function built in

There could be more tutorials on reporting

great system, very user friendly. email marketing is really straight forward to use

no all round good system, was impressed would recommend

It has really helped us to organise all the information we have for our customers. As our business grows, employees know where to go to find the information they need and can easily update the system when new data needs to be added. It keeps everyone informed with up to date information.

We would have liked to have a way to alert us when contracts are coming up for renewal.

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

i dont really have many cons to report,

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

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

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.

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!

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

Being able to customise was really good feature.

I wish there was a Contacts and Accounts upload template.

The best features was the ease of use, value for money and customer support.

Could do with a more segmented costing to allow a small start up business quickly move up the features.

Accounts, Tasks, Contacts are all fantastic. I really love the feature where within an account, there is a google API integration so you can see a sateilleite view of your customers and gauge the size of the business which is useful for us and the industry we sell to. I also think an excellent feature is being able to look at nearby accounts too, and has a range and mileage bar which you can move to your desire.

Custom reporting is really good too, but it would be better if we could have more than 16-20 custom fields.

I dislike the fact all support is done via email, despite the email support being very good, sometimes we require complex and bespoke functions and need help to understand how to achieve what we want, and this is difficult to explain via email at times, and would be alot easier to talk it through with someone.
I also am hoping the marketing module improvements come soon, as i would love to send emails and marketing via the system, but at present we use a different external system which seems silly as we pay for it, but we have struggled to use the marketing module as we cant customise our own HTML emails as they do not display how we need them to, and i was told this would be ironed out in the next release, but this has been delayed a few times so would be great to get this ASAP so we can have it all in one place.

Ease of use is very important to our organisation and RSS CRM scores very high in this regard. The system is also very intuitive to setup and edit on an as neede basis. The marketing and sales funnel tools are really helpful to the entire team.

Maybe the email integration could have been designed a little better and easier to use.

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.

I like how simple the formatting is. Easy to search accounts and create reports.

Quickbooks does not link to the CRM so we cannot track sales automatically. There is also not an app for RSS so can only access from a computer. Hard to use iphone broswer.

I dealt with [SENSITIVE CONTENT] who was very helpful in the initial setup phase.

I have used it to adapt the paretto 80/20 theory across my client data base and also as a
time management saver and priority task planner.

Also use for billing follow ups and rating of clients according to my paretto rating theory!

Really Simple Systems was the last package i came across as all others i viewed did not have
the user friendly style of RSS.

Need to improve on how i use the reporting section but hope that comes with ongoing use of
the site.

With out doubt one of the best software packages i have ever used and also very cost effective
to implement . It has made my business more efficient and profitable too.

Nothing to note during my initial setup.

The product is very easy to integrate with existing systems. I log onto it every day to copy in correspondence and check on past emails/etc. It makes my life a lot easier, and is always reliable!

I'd like to be able to search with a reference word – appreciate this could get many results but could work in a similar way to searching in email! It would make some cases of searching for a specific issue or product (in our line of work, a manuscript name) easier.

What I like most about this software is being able to easily have all the information for each client in one place and being able to quickly figure out what is going on with each client. I also like that I can set up task for each employee to make sure that things are being handled and I can check to see if the task was completed.

Integrating with our business was kind of difficult because our business is different and we do things different than others but RSS was very helpful in helping us set up for our needs.

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.

The limit of the 20 fields.