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