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Spotler CRM Reviews & Product Details - Page 11

Spotler CRM Overview

What is Spotler CRM?

Spotler CRM is a user-friendly Customer Relationship Management (CRM) system designed to enhance B2B sales and marketing efforts. It centralises customer and prospect data, providing a comprehensive 360-degree view that enables businesses to streamline processes and improve lead conversion rates. Key Features: Extensive Contact Management: Beyond basic contact details, Spotler CRM tracks all interactions via email, phone, and shared documents, offering a detailed timeline of customer engagements. Pipeline Management: The system allows for easy management of sales opportunities, enabling teams to prioritise, qualify, and visualise sales processes, fostering better collaboration and efficiency. Customisation: Spotler CRM is adaptable to individual business needs, allowing users to add new fields, manage user access, and customise layouts, graphs, and dashboards to align with specific sales processes. Workflow Automation: Automate routine tasks, create workflows, set up automatic follow-ups, and configure notifications to enhance productivity and ensure timely responses. Reporting and Insights: Monitor return on investment (ROI) and make data-driven decisions with comprehensive reporting tools that inform campaign strategies and sales tactics. Integration and Support: Spotler CRM integrates seamlessly with various tools, enhancing its functionality and ensuring a cohesive workflow. The platform is designed to be user-friendly, allowing for immediate and independent use. Additionally, Spotler offers professional services and support, including extensive training and technical assistance, to help users maximise the software's potential. By consolidating customer information and automating key processes, Spotler CRM enables businesses to deliver consistent customer experiences and drive more effective sales and marketing outcomes.

Spotler CRM Details
Languages Supported
German, English, Dutch, Spanish, Swedish
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Product Description

Improve your marketing and sales processes. From the first contact to closing the deal. Create opportunities, and set up lead nurturing campaigns and automated tasks. Or: collect web and email insights from your contacts in one central place. By allowing Spotler CRM to share real-time customer information across all business teams, customers not only get a more consistent experience, but it also makes sales and marketing more effective.

How do you position yourself against your competitors?

At Really Simple Systems our experience tells us that the majority of SMEs don’t need half of the functionality available in most CRMs and will never use it. So, by making our CRM simple to use we have created a system that organizations can easily adopt to successfully manage their business.

We also understand that SMEs don't have a team of IT developers on hand to implement their CRM. That's why we make sure our customer support is there to help you as you need it, getting you set up and using the software as quickly as possible.


Seller Details
Year Founded
2001
HQ Location
Brighton, East Sussex
LinkedIn® Page
www.linkedin.com
132 employees on LinkedIn®

TB
Overview Provided by:

Recent Spotler CRM Reviews

Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Really Simple Systems"
An outstanding piece of work. You can easily use it on any device as it has a very user friendly interface and it is very easy to use. It's dashboa...
Yas Q.
YQ
Yas Q.Small-Business (50 or fewer emp.)
4.5 out of 5
"Good CRM system with all the basics in place."
Homepage widgets easy to create and move around. Sales funnel easy to keep on top of. I loved the outstanding tasks and overdue tasks function and ...
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"User friendly, fast, all choices are logical and simple"
Activities, ease of use, Easy lookup of accounts
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Spotler CRM Media

Spotler CRM Demo - Sales Dashboard
Customize your Sales Dashboard to highlight what's important to your business
Spotler CRM Demo - Company Records/Accounts List
View your company records, or Accounts, and click through to open. Search for a record across all your data, sort by column and customize your view.
Spotler CRM Demo - Tasks List
Manage your Tasks and things to do, set priorities, and assign tasks to a colleague. Sync your tasks to your calendar. Search for your tasks across all your data, sort by column and customize your view.
Spotler CRM Demo - Opportunities List
View and manage your Opportunities and Deals, and click through to open. Search for a record across all your data, sort by column and customize your view.
Spotler CRM Demo - Marketing Dashboard
Run email marketing campaigns directly from your CRM and automatically capture the engagement data back to your CRM. Customize your dashboard to show what's important to you.
Spotler CRM Demo - Email Designer
Create great-looking emails with the simple drag and drop builder.
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144 Spotler CRM Reviews

4.4 out of 5
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144 Spotler CRM Reviews
4.4 out of 5
144 Spotler CRM Reviews
4.4 out of 5

Overall Review Sentiment for Spotler CRMQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Rick H.
RH
Owner
Paper & Forest Products
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Spotler CRM?

It fits like a glove to my needs. Not too much...not too little. It allows customization when and where necessary without having to buy a massive and expensive system out of the gate. It grows with you. You don't have to buy more than you need and you can try it for free to make sure it is what you need. Review collected by and hosted on G2.com.

What do you dislike about Spotler CRM?

Hard to say. They have met all my expectations and more. Service is very good and pricing model is fair. I have never had an issue with the software and it does what I want so I really do not have any complaints. Review collected by and hosted on G2.com.

Recommendations to others considering Spotler CRM:

Compared to Salesforce which I used extensively in my past employment and found to very hard to use and ridiculously expensive and the testing of many programs for my business before selecting Really Simple, there is no better choice for my needs. Love this software and what it does for me. Review collected by and hosted on G2.com.

What problems is Spotler CRM solving and how is that benefiting you?

With RS I have taken back control of my business in one centralized and easy-to-use software program. Every piece of information I need is there for me. Everything I need to do is tasked and dated so I never miss something I need to do. I used to worry about missing important things and had to chase documents and customer contact information over multiple types of software. Everything I need is at my fingertips with RS. Review collected by and hosted on G2.com.

Nicholas F.
NF
Area Director of Sales
Hospitality
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Spotler CRM?

I really like how it organizes everything for me in one place. Our hotels use this system because using a larger system platform (sales pro) is financially not feasible. This system allows me to keep clients, companies, contacts, tasks all organized in one place, on a cloud based system. Convenient, low cost, and very easy to use. Review collected by and hosted on G2.com.

What do you dislike about Spotler CRM?

Limited customization. I don't have the freedom to organize as my business dictates. I can create a company but not sub categories (like if a company had a subsidiary). I would also like a way to enter traces like sales calls, prospecting, outside call. It would be very helpful to add that feature as the tasks option does not organize or classify the task. Review collected by and hosted on G2.com.

Recommendations to others considering Spotler CRM:

If you do not have a system in place already this is a great place to start. It is a little bit more basic but can function similarly to the high priced competition of SalesPro or SalesForce. Very easy to use, easy to learn and easy to access. Cloud based system that makes it easy to condense and organize your job Review collected by and hosted on G2.com.

What problems is Spotler CRM solving and how is that benefiting you?

Client management and cataloging. I have seen my personal organization increase and it has saved me hours of searching through emails and excels to find contact phone info, email info or interaction information Review collected by and hosted on G2.com.

Response from Helen Armour of Spotler CRM

Hi Nicholas,

Many thanks for posting a review. Glad to hear the system is working well for you.

We would be interested to hear more about the features you feel are missing from the CRM and invite you to mail us a description of what you would like. If we feel other customers would benefit from the development we will add this to our development schedule.

In the meantime have you tried the Linked Accounts feature to address the issue you mention of subsidiary companies? See http://support.reallysimplesystems.com/linked-accounts/.

Best regards

Helen Armour

Marketing Manager

Verified User in Environmental Services
UE
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Spotler CRM?

ability to configure fields and run reports on results Review collected by and hosted on G2.com.

What do you dislike about Spotler CRM?

I find the contact feature clunky and haven't been able to easily edit fields Review collected by and hosted on G2.com.

What problems is Spotler CRM solving and how is that benefiting you?

seeking grant prospects-this has been an easy way to create a database of accounts Review collected by and hosted on G2.com.

Megan M.
MM
Founder and Director of The Books Right, Inc.
Financial Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Spotler CRM?

It was free for the version i was using, so price is a plus. It has some Xero integrations, which originally drew me to the product as my practice uses Xero for most clients. Review collected by and hosted on G2.com.

What do you dislike about Spotler CRM?

If I'm not mistaken there is no mobile integration with Android phones, no google chrome extension, no gmail extension. Since this is the ecosystem my business is in, it just makes it a poor fit. I do see an image on the website of a phone but when I search the google play store I do not see an app. Review collected by and hosted on G2.com.

Recommendations to others considering Spotler CRM:

Check integrations and mobile before committing any time. Review collected by and hosted on G2.com.

What problems is Spotler CRM solving and how is that benefiting you?

I transitioned because my main problem is tracking contacts across platforms and easily sharing details between email and the crm; it didn't work for that. Review collected by and hosted on G2.com.

Response from Helen Armour of Spotler CRM

Thanks for the feedback Megan. You are right, there is no App. Really Simple Systems CRM is fully optimised for mobile devices and works across tablets, smartphones and laptops alike.

Arthur M.
AM
Cash Flow Consultant
Financial Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Spotler CRM?

Since I'm just starting a business, investing some serious money into a new CRM seemed silly, so I searched high and low for an alternative that offered an entry level platform with a robust suite of features and services. I first checked all the better known CRM providers...the ones you've probably heard about at nausea, but none of them had something that seemed to fit the bill. Once I found Really Simple Systems though I was quite surprised at the breadth of the initial free offering and new this was the right option for me. I took a look at the paid features and realized that this was actually a powerful platform, scalable, and reasonably priced. Review collected by and hosted on G2.com.

What do you dislike about Spotler CRM?

Quite frankly there hasn't been anything yet I've disliked. I'm not the savviest computer user out there so it took me a little while to understand how I could customize fields, but otherwise the system is quite intuitive. Review collected by and hosted on G2.com.

Recommendations to others considering Spotler CRM:

You can test run it using the basic version - it allows up to 100 clients and unlimited contacts. Everything is visible from a single page which really saves time and makes it easy to use. Review collected by and hosted on G2.com.

What problems is Spotler CRM solving and how is that benefiting you?

I now have a place where I can track prospects and clients, keep notes, track contacts and the sales process progress. It's allowed me to get organized and centralize my client management tasks in one single place, that I can access from the home or office since it's SaaS. Review collected by and hosted on G2.com.

Evan L.
EL
CEO & Co-Owner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Spotler CRM?

I was just looking for a very simple CRM to manage leads for our business. RSS was free (at our level of contacts) and did exactly what we needed without unnecessary extras cluttering and confusing. Review collected by and hosted on G2.com.

What do you dislike about Spotler CRM?

It does not have a polished user-facing design. Sometimes the U/X can be a little counter intuitive so I had to contact support with a couple questions about functionality in the beginning. Review collected by and hosted on G2.com.

Recommendations to others considering Spotler CRM:

If you're looking to track leads and sales opportunities and don't have any complex needs, it's a very useful system. Review collected by and hosted on G2.com.

What problems is Spotler CRM solving and how is that benefiting you?

Keeping track of new leads and remembering to follow up, not letting things slip through the cracks. It has made me more effective in business development. Review collected by and hosted on G2.com.

Response from Helen Armour of Spotler CRM

Hi Evan, glad to hear RSS is working well for you. You'll be pleased to know that we are currently working on the UI/UX and will be rolling out the new look CRM in the coming months.

Verified User in Oil & Energy
UO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Spotler CRM?

The mobile app is easy to look at, intuitive, informative and easy to use. I like the sales pipeline and how easy it is to move a deal up to the next stage. It helps you keep individual deal information updated, and you always have a big picture snapshot that is accurate. I also like the fact that most lists and reports are filterable so you can get very specific. The Smart lists are exportable which is great for reporting. Review collected by and hosted on G2.com.

What do you dislike about Spotler CRM?

The Outlook add in works fairly well with base, but unfortunately the calendars do not synchronize. I understand that gmail and google calendar work seamlessly with it. However, if you're company is married to Outlook, like mine is, this becomes a big problem. We would like to have one place to enter appointments, and be able to track those appointments and their notes in Base. This is a big issue and in our case and seems to be outweighing the strengths of the mobile app.

Another problem is that you cannot create a list of pending activities. The Smart Lists are great, but it turns out the "actionable" category means "overdue task". As a manager, I don't want to catch our team failing to complete tasks, I want to encourage them, and ask about upcoming activities. As a salesperson, I think a list of pending activities in chronological order would be extremely helpful. This list can be found on the dashboard, but the same data is not available on a Smart List, which would be sortable, exportable, etc. Review collected by and hosted on G2.com.

Recommendations to others considering Spotler CRM:

It is great for small business. If you're on Gmail - this CRM is perfect! You should be using it to manage your sales team and gather all prospecting and client data that your company should have. You will be able to determine your typical sales cycles, broadly, and by user. You will have pipeline numbers that you can compare to goals and actual. Review collected by and hosted on G2.com.

What problems is Spotler CRM solving and how is that benefiting you?

We have a good vision of the business. We can forecast. We can see broad company-wide progress, and drill down to the details of each deal very easily. Review collected by and hosted on G2.com.

Lida G.
LG
Independent Professional
Wholesale
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
What do you like best about Spotler CRM?

RSS provides a user friendly system to maintain data, documents and provides the ability to schedule tasks and activities on your prospects and opportunities. Prices are extremely reasonable and the simplicity of the system makes it easy for anyone to use. Review collected by and hosted on G2.com.

What do you dislike about Spotler CRM?

Tasks are set up on the account level. They should also be set up on the contact level, providing easy access to contact phone numbers and email addresses. Review collected by and hosted on G2.com.

Recommendations to others considering Spotler CRM:

I would definitely suggest this system for companies that currently do not have a current CRM system in place. There are many features available in the advanced subscription that our company is not currently utilizing that can enable companies to direct market from the system. Review collected by and hosted on G2.com.

What problems is Spotler CRM solving and how is that benefiting you?

Primary use is for following up on prospects and opportunities and providing a centralized system for other company personnel to obtain account information. Review collected by and hosted on G2.com.

Verified User in Insurance
II
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
What do you like best about Spotler CRM?

it is quite straight forward client management system Review collected by and hosted on G2.com.

What do you dislike about Spotler CRM?

a little bit clunky in operating but once you get your head round it works great Review collected by and hosted on G2.com.

Recommendations to others considering Spotler CRM:

it is a really good albeit quite basic system Review collected by and hosted on G2.com.

What problems is Spotler CRM solving and how is that benefiting you?

Collecting data Review collected by and hosted on G2.com.

Jenny R.
JR
Partner Development Manager
Financial Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Spotler CRM?

Theres many things I like about this software.. for me in my position within my company, it is used to manage my partner relationships. Anything from Note tracking, document storage, task management.. and contact management.

There are so many other features of this software that I don't use.

RSS for the last 2 years of using has constantly upgraded verisions, with each time getting better. Review collected by and hosted on G2.com.

What do you dislike about Spotler CRM?

Nothing that i have found that I disike Review collected by and hosted on G2.com.

What problems is Spotler CRM solving and how is that benefiting you?

Relationship management, historical data on relationships, keeping data all in one place. Benefits are everything is in one system, my company never had this referral partner relationship tracking and management previously. Hopefully one day the information will be exportable to our internal program we have. Review collected by and hosted on G2.com.