Really Simple Systems CRM

Cost effective CRM for small business

Comments: 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.

Pros:

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.

Cons:

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

Easy to use and implement

Comments: I am currently working towards switching to Really Simple Systems CRM after a very successful trial.
Switching from my current user made me look at which functions I actually use and allowed me to streamline our requirements, which I believe will make us more efficient.

Pros:

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

Cons:

Time will tell but at the moment it looks good.

Reliable CRM system

Comments: In the early days customer support in setting up was fantastic. Because it was so personal and speedy and effective I've not had to check in with customer support for years. That was a great customer investment from RSS and has insured I've remained a loyal and low-maintenance customer.

Pros:

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.

Cons:

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.

Good software for smaller companies

Pros:

Easy to use and train staff on. Support is excellent

Cons:

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

One of the best CRM tools out there!

Comments: I really like it's simplicity.

Pros:

Really Simple Systems was recommended to me by one of my clients and having used Hubspot and Soffront before I found it really easy and straightforward to use. The layout is intuitive and it doesn't need much explanation to get to grips with the features of the software.

Cons:

Would be great to have an extra page for the accounts that have bought, so they can leave the pipeline and it just leaves the prospects on the accounts page.