Opiniones de Really Simple Systems CRM

Bueno

Comentarios: Muy buena y recomendable facilita el trabajo diario

Puntos a favor:

Su capacidad de gestion de contactos y su seguridad

Contras:

Algun manual de uso para persnas inexpertas

Cost effective CRM for small business

Comentarios: 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.

Puntos a favor:

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.

Contras:

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

Perfect for your business

Comentarios: Really happy, does exactly what we need with no fuss or problems. information is available instantly

Puntos a favor:

Its 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

Contras:

i dont really have many cons to report,

RSS Review

Comentarios: 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.

Puntos a favor:

Its very easy to use, quite intuitive in set up and implementation.

Contras:

*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.

Using Really Simple Systems CRM

Puntos a favor:

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

Contras:

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

User friendly system!

Comentarios: We log all of our client base on RSS and multiple users use the system for different things. The activity notes help anyone see what previous users have input and as it also logs system generated documents or uploaded files, it is easy to keep a great audit trail of our dealings with customers.

Puntos a favor:

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.

Contras:

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.

Really Simple Systems CRM review 2022

Comentarios: RSS CRM has really helped me to keep track of my day to day activities and to keep all of our contacts and projects in one place. I am able to get to each project quickly and to review notes to see what is going on with each client.

Puntos a favor:

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.

Contras:

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.

Works Well For Us

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

Easy user-friendly system

Comentarios: Easy user friendly system with great support when needed!

Puntos a favor:

Easy to learn the system and adaptive to our specific needs

Contras:

For the package we on, the software is perfect!

INvaluable tool for our Sales Department

Comentarios: Great product and excellent customer service.

Puntos a favor:

Integrated into our systems with ease and gave us the perfect tool for our sales team to manage their own accounts effectively and as an administrator the ability to manage our overall company client portfolio.

Contras:

RSS consistently updates and introduces new possibilities.

review

Comentarios: mixed reviews depending on dept

Puntos a favor:

I like how easy it is to use and simple. doesnt require alot of training with new starters

Contras:

cant edit quote format, quite basic compared to other systems

Good software for smaller companies

Puntos a favor:

Easy to use and train staff on. Support is excellent

Contras:

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

Moduflow CRM

Comentarios: 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.

Puntos a favor:

The capture of our email traffic for each account is a must. Once you understand the basics the CRM system is easy to understand

Contras:

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.

Ideal for Our Needs with Lots of Hidden Treasures Still To Uncover

Comentarios: It has been very simple to grasp and exciting to see there is so much more which can be done with the system. It provides us with a vital reference log of all activity we undertake with, for and on behalf of our 250+ member businesses. Technical support has also been very good too - we reported a time-stamp bug and it was fixed within 24 hours.

Puntos a favor:

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.

Contras:

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.

Excellent for small business

Comentarios: The greatest benefit is sharing of customer/contact information internally across team members in an easy fashion at a reasonable price.

Puntos a favor:

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.

Contras:

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.

Great software

Comentarios: 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.

Puntos a favor:

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.

Contras:

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?

A Perfect 'Fit'!

Comentarios: Im very satisfied at the moment with RSS CRM. It keeps our accounts very organized which is extremely important for my organization.

Puntos a favor:

Really Simple Systems has taken account management to a whole new level for my organization. Before using RSS we were using Google Sheets to manage all of our accounts, but with our accounts increasing each year, we needed something simple and easy to use. RSS not only made account management simple and easy, but the set-up is so clearly organized, there's so many options to run different reports, and the customer support is outstanding. What I love most is that each account get's their own profile and within each profile I can upload documents or add an activity such as noting a quote which for my organization is important to track.

Contras:

It took some time to learn how to use the system to its full potential, or at least the potential i needed for my organization's purpose, but the customer service support was and still is amazing in helping me learn the system.

A Game Changer!

Comentarios: After being a bit overwhelmed by a number of different CRMs out there, I was determined to find something very basic with A) a limited amount of fields (but enough to do the job), B) affordability, C) excellent support and D) ease of use on mobile. Really Simple Systems has delivered on all counts- and then some.
I sent an email to support mentioning that, although I love the software, I had two things on my "wish list" for their next update. I sent that request on a Tuesday morning. I received a reply within an hour (!) telling me they think they could accommodate me on both fronts. By Wednesday morning, BOTH of my requests had been incorporated into the software. Yes. You read that right. 24 hours later! I was blown away as these two enhancements continue to save me time and money on a daily basis. My advice for anyone is to try Really Simple Systems for a month or two to get a taste of how easy it is to use and how amazing the support team is. This is a game changer for small business owners like myself.

Puntos a favor:

Affordability. Ease of use. Mobile interface. Unparalleled Customer Support.

Contras:

None.

Really Simple is really simple. Which is really ideal!

Comentarios: 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!

Puntos a favor:

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.

Contras:

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.

Essential Software

Comentarios: 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.

Puntos a favor:

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.

Contras:

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

Comentarios: 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

Puntos a favor:

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

Contras:

Integration to email systems and other 3rd party systems

Using RSS for daily logging

Comentarios: RSS has helped us streamline communication with clients and internal employees. Really useful!

Puntos a favor:

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!

Contras:

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.

Really Simple is just that.

Puntos a favor:

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.

Contras:

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.

A really functional and reliable resource

Comentarios: We have had a very positive experience with this software

Puntos a favor:

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

Contras:

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

Exactly what it says on the tin!

Comentarios: I have been using this product for over ten years when I was introduced to it when working at Iizuka and subsequently for my own business. I have also introduced it to other small businesses and one homeless charity I worked for called Emmaus. RSS were generous enough to provide it pro bono! It was a fantastic way of keeping profiles of each resident and sharing the information should the resident move on to another establishment. It solved a complex problem very easily!

Puntos a favor:

The product is very easy to use. It is easy to manager clients and the interactions with me. whether it be by phone or email. With the subscription product, emails can be synced with the client details which saves having to copy and paste.