Spotler CRM
About Spotler CRM
Awards and Recognition
Spotler CRM Pricing
Start for free with 2 Users and 100 Accounts. As your company grows add more Users, Accounts and Advanced features with our Starter, Professional and Enterprise plans.
Starting price:
$17.00 per month
Free trial:
Available
Free version:
Available
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Most Helpful Reviews for Spotler CRM
1 - 5 of 458 Reviews
Sian
11 - 50 employees
Used less than 6 months
OVERALL RATING:
5
Reviewed May 2023
No more spreadsheets or notebooks!
Chris
Verified reviewer
Management Consulting, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2018
Cost effective CRM for small business
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.
PROSHaving 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.
CONSNothing to complain about, happy. Maybe preferred the earlier version which let you know the last time a record was updated and by who.
Vendor Response
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
Replied October 2018
Angela
Civil Engineering, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2022
Perfect for your business
Really happy, does exactly what we need with no fuss or problems. information is available instantly
PROSIts 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
CONSi dont really have many cons to report,
Reason for choosing Spotler CRM
Salesforce didn't seem as adaptable and to our needs, seems very fixed to certain business requirements and complex and convoluted
Reasons for switching to Spotler CRM
Out dated, archaic, very 'fixed' software, unable to adapt to our business needs
Dominic
Civil Engineering, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
3
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
2
Reviewed November 2019
RSS Review
We are tracking opportunities and following engagement. Unfortunately, I am still having to use an excel spread sheet because I can't quite get the CRM to duplicate the spread sheet but this is a lack of skill using the system on my part and not a take on the RSS system.
PROSIts very easy to use, quite intuitive in set up and implementation.
CONS*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.
Reason for choosing Spotler CRM
It wasn't my decision!
Reasons for switching to Spotler CRM
Different companies use different products.
Paul
Packaging and Containers, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2022
Using Really Simple Systems CRM
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
CONSThe 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
Reason for choosing Spotler CRM
Really Simple CRM appeared the most user friendly with a simple screen format and easier to adapt my working procedures
Reasons for switching to Spotler CRM
I switched from to using Apple and ACT is not compatible with Apple