About Spotler CRM
Spotler CRM pricing
Spotler CRM has a free version and offers a free trial. Spotler CRM paid version starts at US$17.00/month.
Alternatives to Spotler CRM
Spotler CRM Reviews
Feature rating
- Industry: Management Consulting
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
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.
Pros
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.
Cons
Nothing to complain about, happy. Maybe preferred the earlier version which let you know the last time a record was updated and by who.
Response from Spotler
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
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Really Simple Systems, should be rebranded Incredibly Powerful Systems
I would highly recommend this software to anyone as it has a wealth of features right from the get go on the free plan and this may very well be all you need to use, but you have the ability to easily and quickly tailor the CRM for your specific needs by adding the optional extras as and when you need them. The support is very good and any issues I have encountered, have been resolved on the same day with either an online support or a call back support. On the higher tiered levels you get more direct support and also tailored extended customisation and design. The report generation is also very useful for generating a number of different default reports, but also for generating specific reports based on your own criteria
Pros
This CRM is incredibly easy to use with a wealth of support material including video tutorials to get you started. At its basic level it can be comprehensively customised for your/your companies needs. It provides not only a fast and extremely flexible customer database but has the flexibility to include pipeline and sales functions along with automation and cloud storage options which can be added on as needed.
Cons
The inability to bulk move customer tasks to a new date within the Task Window. If a number of tasks are not completed, it can be time consuming to move a number of similar tasks to a set date in the future, as these all have to be done individually. So having the ability to select a number of tasks over numerous customers and set a new task date for them would be a very useful feature.
- Industry: Civil Engineering
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
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.
Pros
Its 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.
Alternatives Considered
Dynamics 365Reasons for Choosing Spotler CRM
Different companies use different products.Switched From
Dynamics 365Reasons for Switching to Spotler CRM
It wasn't my decision!- Industry: Design
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Happy overall
Generally happy with the overall product and understand that at this price point nothing is perfect but it does the majority of what we need it to do :)
Pros
Generally happy with the overall offerings of RSC and how it assists with our day-to-day business management
Cons
It would be great to have a little more ability to track task progress.Would be great to have a prompt when tasks are overdue/require attention now or soon.
Reasons for Choosing Spotler CRM
The customer information wasn't laid out in a friendly way and it was too sales focuses. We primarily use our CRM for customer keep in touch and for task management.Switched From
Zendesk SellReasons for Switching to Spotler CRM
Price point & functionality- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Simple Effective CRM System
Use it for my own software business and 3 other software clients based in New Zealand and UK and it can be used from complete sales pipeline management through to lead generation, depending what my clients need, simple customisation of database fields and screens makes it user configurable a must for different client requirements.
Pros
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
Cons
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.