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.

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

i dont really have many cons to report,

Cheap. Initially it gave us a good intorductoin to CRM but now realise there are better products out there e.g. Zoho one or MS Dynamics.

Calandar sync turned off. Keep getting glitches, Can't log onto two systems on one web browser etc

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

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

I love the company ethos and team - we have enjoyed their organized events. It is well thoughout and could be an incredible tool in our business if we had the time to customize it!

I would like better integration with 3 party apps, i would like a paid for service that can customize our site to make it more tailored to us and i would like more customization in general