Really Simple Systems CRM Erfahrungen

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

I use this software everyday. I love the customisable customer data fields and search functions, which allow me to record customer information with an immediate snapshot of their current holdings, needs and contacts

Nachteile

I have no issues with RSS at all, I have only scratched the surface of what the product can do and need to invest some time into more of the automated services, like marketing and email campaigns etc. But with everything it is getting the time to delve into to these powerful tools!!

Vorteile

As expected it's simple to use and get the hang of - basic but functional. The latest version - 5 - is bright and clear on the screen.

Nachteile

The architecture is inflexible and really didn't suit our business (combined B2B and B2C) without us fudging workarounds. We would have lived with it, and even put up with the mid-term price hike they sprung on us, but it was customer service that killed it. Emails and phone responses were cold and unhelpful. I know they are British so we were prepared for the attitude, but even with that they didn't seem to care about a small business our size. This spurred us to look around, and we found solutions out there with totally superior architecture and service that were priced similarly. So, to the relief of my staff, we made the effort to migrate away.

Vorteile

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

Nachteile

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

Vorteile

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

Nachteile

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.

In Betracht gezogene Alternativen

HubSpot Marketing Hub

Warum Really Simple Systems CRM gewählt wurde

Flexibility, pricing, modern web look and feel and compler to use

Gründe für den Wechsel zu Really Simple Systems CRM

Simpler to use and a pricing model was easier to step through as my business grows

Vorteile

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

Nachteile

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

Vorteile

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

Nachteile

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

Vorteile

The software is really easy to navigate and use. It's user friendly in its layout and can be changed/adjusted to what is required from the business. I have used the system for generating reports and even if I have been unsure of how to do them, I always seem to be able to play around and figure out what is needed quite easily.

Nachteile

Sometimes the display changes for no reason. Sometimes the way the notes are shown on the screen may change and then change back another day - this can be a little frustrating.

Vorteile

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.

Nachteile

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!

In Betracht gezogene Alternativen

HubSpot CRM

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Price

Vorteile

Easy to learn the system and adaptive to our specific needs

Nachteile

For the package we on, the software is perfect!

In Betracht gezogene Alternativen

Zoho CRM

Vorteile

Being able to customise was really good feature.

Nachteile

I wish there was a Contacts and Accounts upload template.

In Betracht gezogene Alternativen

HubSpot CRM

Gründe für den Wechsel zu Really Simple Systems CRM

It was easier to navigate and has the customisation I was looking for. But really the number one reason was the customer service I received from [SENSITIVE CONTENT HIDDEN].

Vorteile

I am new to the organisation and new to this particular software. However, in my daily use of the program, I can see how it easily solves our basic contact data-base requirements. It's straight-forward, user-friendly and logical. Its user interface is easy to follow and it has become an invaluable piece of software in my working day to ensure our smooth running of our organisation - supporting the 250+ businesses across the industrial estates we serve. There are lots of additional utilities and functions which we need to explore further to fully appreciate the wider opportunities it offers - this in itself is a further 'Pro' as it highlights the comprehensiveness of the system.

Nachteile

Very little to criticize. The only negative experience I have had was regarding the automatic email integration option. We thought this would be an ideal solution to avoid us having to copy/paste email correspondence as separate activity entries for the relevant contact. Unfortunately, for our specific reporting/logging needs, the automated option didn't present the emails in an appropriate manner - formatting was lost, previous messages were included and the end result was cumbersome to navigate. As a result, we switched this option off and reverted back to our manual approach which better meets our layout and quick reference needs.

Vorteile

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.

Nachteile

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

Vorteile

Superb CRM for doing the basics really well and giving you a lot of power for your pounds/Dollars. Support is quick and efficient, I have set up, integrated and modified and added data to an account and had it up and running inside 48 hours... How's that for ease of use!!

Nachteile

having sat here trying to think that one out, I don't have a con... or at least I haven't found one yet!

Vorteile

The account pages are a simple set up and really easy to use and easy to customise with information relevant to your individual organisation. No trendy MS type chat boxes, just simple and easy to use records. We have found the customisable fields very useful. Automated email actvity tracking is a good feature, as is the integrated marketing module.

Nachteile

We were not able to integrate our phone system into the CRM too easily and unable to API AdobeSign into the system.

Vorteile

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.

Nachteile

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.

Vorteile

Easy to access all the data areas from account, lead and opportunity, all available on 1 screen view

Nachteile

Integration to email systems and other 3rd party systems

Vorteile

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!

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

We needed a very detailed Financial Area would would require a fully bespoke solution

In Betracht gezogene Alternativen

monday.com

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Cost and customisation options

Vorteile

This is software that is not designed for our business; however despite this we were able to tailor parts of the system to help us move from paper based files to managing an electronic system. The service from RSS has been outstanding and they help to provide solutions and alternatives quickly and as best as they can.

Nachteile

As it wasn't designed for Social Care use, there are functionality and data protection issues that have resulted in us moving to a specifically designed system.

Vorteile

I have experience with some of the larger CRM products and they are probably justified for very large and complicated organizations. But, they are far too complicated, often times require programming or special knowledge to customize and are very expensive for a smaller businesses. Most of us need a CRM that provides the business basics such as forecasting, maintaining customer information, document and record storage and the ability to schedule and document activities. After trying quite a few options I found Really Simple Systems to be very easy to use and adapt to my business requirements. The cost is more than reasonable for what you get. I ran my business on the free version for quite awhile until I grew to a point where I wanted to add features that had a cost associated with them. Don't buy an over engineered product. Buy what you need.

Nachteile

So far it has everything I need. Since I am paranoid about losing data and loss of internet connectivity, it would be nice if the program could provide an option to reside on my computer. If the internet or my service is down, I cannot adequately run my business without access to Really Simple.

Vorteile

How customisable the whole UI is, so easy to use. Reports are a breeze & segmentation is very easy

Nachteile

The Email marketing side - The mailshot builder could have more fonts & the creation wizard could be a little easier to use

In Betracht gezogene Alternativen

Salesforce Sales Cloud, Mailchimp und HubSpot CRM

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I was recommended by someone I trust

Vorteile

The software is easy to use and does what it says on the tin, the integration with our contact feature on our website lets use capture information easily.

Nachteile

Search feature when looking for a particular customer account could do with a refined search option to pin point and exact customer.

Vorteile

The most impactful features are the customisation of the fields so that we are able to capture all the data needed on one system

Nachteile

It would be really helpful if there was an opportunity to add more fields to the Accounts page and if you were able to customise all the fields in the Opportunities page