Informazioni su Really Simple Systems CRM
Un CRM di facile utilizzo che ti consente di lavorare in modo più intelligente, grazie a gestione e monitoraggio dei lead di vendita e dei clienti.
The account pages are a simple set up and really easy to use and easy to customise with information relevant to your individual organisation.
Occasionally it crashes- but this usually lasts no longer than a couple minutes.
Filtra le recensioni (461)
Filtra le recensioni (461)
Cost effective CRM for small business
Commenti: 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.
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.
Nothing to complain about, happy. Maybe preferred the earlier version which let you know the last time a record was updated and by who.
Risposta di Really Simple Systems
5 anni fa
Thanks for the review Chris! FYI the new version CRM does still let you know the last time a record was updated and by who. At the top of your screen, next to the account name, there's a little clock symbol. Hover over this and the information will appear. Regards
Really Simple Systems, should be rebranded Incredibly Powerful Systems
Commenti: I would highly recommend this software to anyone as it has a wealth of features right from the get go on the free plan and this may very well be all you need to use, but you have the ability to easily and quickly tailor the CRM for your specific needs by adding the optional extras as and when you need them. The support is very good and any issues I have encountered, have been resolved on the same day with either an online support or a call back support. On the higher tiered levels you get more direct support and also tailored extended customisation and design. The report generation is also very useful for generating a number of different default reports, but also for generating specific reports based on your own criteria
This CRM is incredibly easy to use with a wealth of support material including video tutorials to get you started. At its basic level it can be comprehensively customised for your/your companies needs. It provides not only a fast and extremely flexible customer database but has the flexibility to include pipeline and sales functions along with automation and cloud storage options which can be added on as needed.
The inability to bulk move customer tasks to a new date within the Task Window. If a number of tasks are not completed, it can be time consuming to move a number of similar tasks to a set date in the future, as these all have to be done individually. So having the ability to select a number of tasks over numerous customers and set a new task date for them would be a very useful feature.
Really Simple Systems Review
Commenti: Over all quite good, not as good as pipedrive.
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.
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.
Risposta di Really Simple Systems
3 settimane fa
Hi Stuart, Thank you for your review. We would like to invite you to book some time in with our technical support team who can show you how to get the most of our sales management and marketing features. https://calendly.com/reallysimplesystems/45-minute-crm-customer-success-call?month=2023-05 Thanks again Stuart.
Commenti: Generally happy with the overall product and understand that at this price point nothing is perfect but it does the majority of what we need it to do :)
Generally happy with the overall offerings of RSC and how it assists with our day-to-day business management
It would be great to have a little more ability to track task progress.Would be great to have a prompt when tasks are overdue/require attention now or soon.
It does what is says on the tin, it's simple
Commenti: Excellent and our team thinks it is a great system to use
It is very simple and you can tailor drop downs and configure to your requirements
It doesn't autosave and it would be good to make more tailored changes
Good For Sale Beginners
Commenti: Really pleased with this cost effective system.
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.
Nothing so far.
Have tried numerous CRMs - RSS knocks it out of the park for us!
Commenti: We were using CRMs that were overkill for our business purpose so we were excited to finally find one that was just right. The customer service is out-of-this world good and their software development team is very responsive when you need customizations or have an issue. Being on the west coast of the US, it was a bit of a challenge with the time zone differences, but I found that they were quick to respond and never went a full 24 hours without communication from them. I also like their Help pop-outs and their Support Hub, Instruction Videos and Webinars are excellent! If you are looking for a powerful, yet simple CRM for your organization I wouldn't hesitate to recommend Really Simple Systems!
As the name implies, it's simple to use. I like being able to add custom fields, ability to customize dashboard, integrating marketing automation with the CRM and being able to attach documents to the record.
I would like to be able to add new job titles without having to leave contact creation and go into settings. I would also like to be able to view Documents in a pop-up window without having to download it.
Does what it says on the tin
Commenti: Generally like it and recommend it to clieents as a starter.
Simple to learn and use on a daily basis
1. Inability (due to how set up) to pull a rteport with all account and contact details together.2. Delete and Edit Buttons should be the other way round - why have delete as a first option? Mostly I would be editing not deleting....3. When aditng a new account, the Vomments Box could be long and thin not short and fat - it pushes the page off the screen unnecessarily - and there is nothing else preventing this length of box...4. Recent price change has made one client want to change product...
The best CRM for small organisation. Upgrade to full Marketing and Enterprise versions.
Commenti: Before having the CRM (when i took over) we had 100's of Excel sheets and 1,000s of duplicates.
The way I can upgarde to Enterpise without having to have 20 or 50 staff.
I have never mastered Zapier, so connects with other systems (WordPress, Event Espresso, WPForms)
Commenti: setting and diarying of tasks is so striaghtforward
the tracking of communication is so easy to use
unable to use a contact in more than one account
Use of CRM
When I have needed help with something I have had a quick and useful response very quickly.
I find it easy to use for what I need.
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.
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.
Exactly as the name suggsets
Commenti: RSS has given us the ability to view and track our customer pipeline at a very reasonable cost. Something we haven't been able to do with our previous CRM system.
RSS was extremely easy to deploy into the business, allowing us to view and track our customer pipeline.
Some aspects of the reporting can be quite limiting, such as not being able to include contact information on an Opportunity report
Commenti: Very impressed with the service and the staff at RSS, I feel we get an excellent service from the teams
Customisations were easy to introduce, the team helped us fully integrate these changes and they are now used daily within the business
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
Commenti: CRM package meets all of our needs. I find the technical response patchy and they try to deal with everyone at arms length, which isn't always helpful.
The capture of our email traffic for each account is a must. Once you understand the basics the CRM system is easy to understand
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.
Risposta di Really Simple Systems
Andrew, thank you for your CRM review. It's great to hear that our CRM is meeting your needs. However, it's possible you have missed out on one of our customer support services. Included in your subscription is the opportunity to book a call with our Technical Customer Success team who will help you get the most from the system. This can be with training, custom settings, running reports, and any other aspects of the system that you'd like to find out more about. If you contact us on [email protected] we can set up an appointment for you, but I will also email you directly. Kind regards
Does just what it promises, quickly and cheaply. Very easy to learn and good training too.
As a micro business owner, I have to do everything from developing to sales and marketing, and I suspect like many geek-run businesses like mine, I love the first part and loathe the latter.
I'd found a few tools that do a limited number of things very well and help my business in other ways, like Trello, Toggl, gmail and so on, but I was struggling to find a CRM equivalent.
I'd tried a few SAAS cloud solutions that would have been overpriced, and I tried installing a couple of open source solutions like SuiteCRM which proved to be way over the top and bloated for my needs. Finally I hit upon RSS CRM and we were the perfect match. I went to their first user conference earlier in 2016, and what impressed me greatly was not only how good and enthusiastic the CEO and his staff were, but also the other customers.
I'd already experienced support via both phone and email (even though I was on the free plan at the time), and it was nice to actually meet the team for real, and know that they aren't outsourced from some sweatshop in a distant place. It's a UK company with a "proper" UK phone number, although there are support offices in other countries too, to account for the timezones which is good.
The freemium model is enough to get anyone new to CRM started quickly. It's all "pay as you go", and you can bolt features on as needed. I wanted something that tells me what, when and how I did something, to whom and when, what the outcome was, and will then nag me to do the next thing. And, for me, RSS does all that perfectly. They also run free webinars which are also recorded in case you can't make it on the day. These are worth watching - I found I was missing several tricks and now get even more out of the system. I'm particularly impressed with the email integration which saves the whole endless copying and pasting debacle. It really is simple, but perfect at what it does.
All of that said, yes, the interface does look a little tired. However, I've seen the new version which should be launched by late summer 2016 and it's really impressive. They've rewritten it with a responsive interface which works much better than the current version on a mobile. Because the underlying functionality won't be changing significantly, they're going to let users initially choose whether to be "early adopters" of the new interface, which is a nice touch as change sometimes scares people!
Excellent for small business
Commenti: The greatest benefit is sharing of customer/contact information internally across team members in an easy fashion at a reasonable price.
We selected this software for the ease of use. In addition, there was little required for our employees to access immediately. After using this for half a year, it continues to meet and exceed those expectations. Logging in is done through a browser and does not require additional software. Sharing contact information, outstanding tasks for clients, and client specific documents are all easy tasks that are quite intuitive. Also adding new users requires very little effort since there is no software required for to install on an employees computer.
There are several activities that are a bit clunky/annoying. When adding revenue, it is treated as an opportunity instead of simply entering the revenue for a client. Several apps within the program will also mark this revenue with the British pound instead of the U.S. dollar despite the fact that our settings are on USD. Additionally for reminders you have to use your google calendar instead of the system sending you reminders. When setting these reminders in Google calendar, it always incorrectly translates the date/time to GMT despite the fact that our calendars are on EST. So you have to be careful to reset the correct day/time when entering in to your Google Calendar. We would greatly prefer a reminder system within the program itself instead of the current clunky process.
Risposta di Really Simple Systems
6 anni fa
Thank you for your feedback. I will report the errors you mention regarding currencies and time zones to our Development Team to take a look at. In the meantime, if you would like to contact our Support Team on [email protected] we can correct these settings for you. Regards.
Commenti: We use primarily for the service & support to log customer instrument faults - RSS helps massively as anything related to the case or customer is in one place. Being able to attach correspondence is great.
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.
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?
Commenti: Overall we've had a reall good experience over 7 years and don't regret for a minute going with RSS. The few occasions we've used the support it's been good and the issues were resolved, and we tend not to think too much about RSS, but maybe that's the sign of a good system, it does what we need and is just there when we need it.
We have all our client and contact details together, we use the integrated email so it stores all incoming and outgoing mails providing a full record of conversations and data. Overall, this is a realtively inexpensive but critical part of the mangement of our business.
Sometimes the customisation seems a bit clunky, and whern adding in new clients and contacts there are lots of fields that we don't use. We probably could take those out but haven't because the customisation we don't find simple.
Simple & Easy to Use Visual CRM System
Commenti: TMS Software as a business have the complete assurance of a visual sales pipeline and opportunities so the business in these difficult times is safe and sound with future business identified, qualified and with a good chance to close and become a client, all done in Really Simple Systems CRM
Easy to access all the data areas from account, lead and opportunity, all available on 1 screen view
Integration to email systems and other 3rd party systems
Review of RSS
Commenti: Overall a really good service; we are aware that there are more complex systems available - for a lot more money - but our needs are quite simple and this platform fulfills our needs for this point in time.
We didn't really know what we wanted when we implemented RSS other than an easy to use database for all prospects and clients. And that is exactly what was delivered. The support guys have been fantastic at working with me to tweak the fields and make this fit for purpose for a business that sells a service rather than products. The report function is easy to use, and the marketing suite is ok but I dont use it enough to feel overly confident in my abilities. I have to relearn every time I use it.
It would be great if we could email from within the software.
Really Simple is really simple. Which is really ideal!
Commenti: As the owner, the manager, the sales rep, the customer service rep, in charge of returns, customer issues, I am the definition of jack of all trades. My business is just starting, but I realized it doesn't mean its not worthy of using quality software to help me save a few minutes here and a few minutes there. I was hesitant at first to go with any software because I kept saying to myself who needs management software when you are the only employee! But after getting some serial numbers mixed up with customers names one time... That was it! I needed help running my online business. I tried several different products. Started out using Team Viewer but then about fell out of my chair at the price. Used a Live Chat program for a while. But I cant always be at a desk waiting for that customer to hit the chat button. Then other CRM's were so bloated with stuff that just didn't make sense to my business. Then I spotted Really Simple Systems. The name is what got my foot in the door. I figured heck lets give it a try. So glad I did!
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.
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.
Easy to use but could be made more streamlined
Commenti: RSS makes it easier to have data in one place on a simple CRM. If you have any degree of IT knowledge you will easily pick up working on it and can use webinars to increase knowledge.
Easy to set up and upload data to. Email campaigns are quick to set up and very easy to add content to. Adding your own customer fields is simple to do. Support is good and helpful.
Everything is too long winded. To add something to an existing contact you need to find the contact, click the contact, click edit, make your change, save. And the system isn't fast so all of that loading time to add in. It would be easier to be able to edit once you are in a contact then just save changes not start editing separately! Lists and reports being the same would also be better. You view a report for data then have to make the list separately to send email campaigns. Can't copy email campaigns easily.Everything just seems a bit complicated and not so simple!
Very useful tool
Commenti: Great for keeping track of long term clients and prospects with a good record of correspondence for the whole company.
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
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.
Works Well For Us
Commenti: Our overall experience has been great and we recommend the software. The pricing is acceptable. If the pricing were to go up, we might seriously consider other alternatives. But for now, at this price structure, we will be sticking with Really Simple Systems indefinitely. It’s suiting our purposes.
This software is pretty intuitive. They have decent tutorials. The custom fields are an excellent feature that are basically a deal breaker if they were not available.
We would like to be able to list only certain types of accounts. Instead, it always lists all of them. Maybe we are not seeing how to do it. It allows you to list by account alphabetically, which is helpful, but it would be nice if you were working on one set of accounts to be able to stay focused only on that one rather than having to scroll to that group each time.
A really functional and reliable resource
Commenti: We have had a very positive experience with this software
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
We needed a very detailed Financial Area would would require a fully bespoke solution