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.

"Really Simple Systems - SIMPLES!"

Comments: Fantastic Software - never had any issues with it, customer support is fantastic and I would recommend this to anyone looking for a CRM system

Pros: I use this every day, fantastic entry level customer relationship datatbase software. Allows you to manage your customers, tasks documents, emails etc etc etc - basically does everything you need it to and I have only just scratched the surface

Cons: I would like the ability to be able to multi select tasks and move them to a specified date. There may be an option to do this already, but currently I am manually moving them, which can be time consuming

"RSS easy to navigate"

Pros: The software is easy to use and navigate through. I love the fact that it can be tailored to meet your specific needs as this was very important to me and one of the factors that played an important role in me choosing RSS. Functionality is great and there are a lot of extra options that are available that I can switch on and off as and when I require them.

Cons: The customer service/support is slow at times and this becomes very frustrating. I have scheduled in calls in the past and the client service level has been poor where on occasions I have had to chase support for help. In terms of the software it is great that you add extra features but there are some extras which I feel should be included within the standard packages.

"Simple Effective CRM System"

Comments: Use it for my own software business and 3 other software clients based in New Zealand and UK and it can be used from complete sales pipeline management through to lead generation, depending what my clients need, simple customisation of database fields and screens makes it user configurable a must for different client requirements.

Pros: 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

Cons: 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.

"Very useful tool"

Comments: Great for keeping track of long term clients and prospects with a good record of correspondence for the whole company.

Pros: Its a really easy to use system, a great way to record information which is accessible to the whole team.
Easy to track progress with opportunities and tasks.
Useful to see the progress of marketing emails

Cons: Although the reports can be very useful, creating a report is not very self explanatory and can be quite complicated.
The opportunities system is confusing with reference to unit price, sale price and value.
Would be nice to have a tick box option when recording a call activity to be able to easily record if the call was answered, if a message was left, if the client is returning a call etc.