Really Simple Systems CRM

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.

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

I use this software everyday. I love the customisable customer data fields and search functions, which allow me to record customer information with an immediate snapshot of their current holdings, needs and contacts

I have no issues with RSS at all, I have only scratched the surface of what the product can do and need to invest some time into more of the automated services, like marketing and email campaigns etc. But with everything it is getting the time to delve into to these powerful tools!!

intuitive software that can be customised as a user level.

we do not have the resource to optimise all the functions - eg quoting from RSS.

I use this every day, fantastic entry level customer relationship datatbase software. Allows you to manage your customers, tasks documents, emails etc etc etc - basically does everything you need it to and I have only just scratched the surface

I would like the ability to be able to multi select tasks and move them to a specified date. There may be an option to do this already, but currently I am manually moving them, which can be time consuming