Name: Really Simple Systems CRM
Author: Really Simple Systems

Help Desk

Web and Video Conferencing

Customer Support

Bug  Tracking

WebOps

Development

Business Intelligence (BI)

Collaboration

Visual Collaboration

VoIP

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

On-Demand Payment

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

API Management

App Development

Browser

Cloud Storage

Component Content Management

Data Observability

Enterprise Architecture Management

Fraud Detection

Hosted Virtual Desktop

Hyper-Converged Infrastructure

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

MLOps

Network Access Control (NAC)

Network Performance Monitoring

Remote Support

Requirements Management

Security Awareness Training

Session Border Controllers

Voice Recognition

Web Application Firewalls

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Content Marketing

Digital Signage

Direct Mail Automation

Email Management

Email Marketing

Event Registration

Marketing Automation

Marketing Resource Management

Online Reputation Management

Search Marketing Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Business Caller ID

Professional Services Automation

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Intelligence

Sales

Data Loss Prevention

Insider Risk Management

Security

Commercial Drone

Construction Accounting

HIPAA Compliance

Multiple Listing Service (MLS)

Smart Cities

Utilities

Vertical-Specific

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Really Simple Systems CRM is a cloud-based CRM software designed to assist small and medium-sized businesses (SMEs) in managing their sales, marketing, and customer service activities. According to the vendor, it offers a user-friendly and cost-effective solution for teams operating in a B2B environment. This versatile software is commonly utilized by sales, marketing, and customer service teams, as well as small business owners and B2B companies in various industries.

## Key Features

**Simple Cloud CRM Software**: According to the vendor, Really Simple Systems CRM is a cloud-based CRM software that provides a straightforward and easy-to-use solution for managing sales, marketing, and customer service activities. It allows users to access their CRM data from anywhere with an internet connection, eliminating the need for on-premises software installation.

**Designed for Growing Teams Working B2B**: According to the vendor, Really Simple Systems CRM is specifically designed for growing teams working in a B2B (business-to-business) environment. It offers features and functionalities that cater to the unique needs of B2B sales, marketing, and customer service processes.

**Customer Database Management**: According to the vendor, Really Simple Systems CRM provides a centralized customer database that allows users to effectively manage and track their leads and customer relationships. Users can easily find and access customer information, including contacts and communication history, providing a comprehensive view of each customer.

**Effortless Organization and Team Collaboration**: According to the vendor, Really Simple Systems CRM offers a centralized company hub where all customer interactions and information are stored in one place. This feature enables seamless organization and collaboration among team members, ensuring everyone has access to the same up-to-date customer data.

**Powerful Reporting and Analytics**: According to the vendor, Really Simple Systems CRM provides robust reporting tools that enable users to track and analyze their sales processes and customer data. Users can gain valuable insights into their business performance by viewing and tracking sales from inquiry to close.

**Integrated Email Marketing**: According to the vendor, Really Simple Systems CRM includes integrated email marketing software that allows users to build and send campaigns directly from the CRM system. Users can create and manage email marketing campaigns, capturing new leads from web forms and assigning them to sales staff for follow-up.

**Seamless Integration with Accounting Software and Other Systems**: According to the vendor, Really Simple Systems CRM offers seamless integration with accounting software and other systems, allowing users to streamline their processes and save time. Users can synchronize customer and financial data by integrating their CRM with accounting software, eliminating the need for manual data entry.

Free

Starter

Professional

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Constellation HomeBuilder Systems

Really Simple Systems CRM

Construction CRM

Really Simple Systems CRM has been designed for small and medium sized organisations, or departments of larger organisations, who want a simple GDPR complaint, easy to use online CRM sales, support and marketing system. The hosted CRM model is particularly suitable for companies with multiple locations and people who work remotely or at home. With over 17,000 customers Really Simple Systems is one of the world’s largest providers of Cloud CRM systems and has offices in the UK and Australia.








Customers range from single user to 600 user systems, and include the Red Cross, the Royal Academy of Arts, government agencies and IBM as well as hundreds of small and medium sized companies.

Really Simple Systems

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

Automated CRM activity logging

Logs information related to contacts, events, and calls.

Sales pipeline management

Sales funnel automation with triggered actions at different stages, pipeline visualization, and performance tracking for revenue forecasting, conversions, duration, etc.

Construction Document Management

This feature helps users to store, manage, and track electronic documents and images. It is essential in construction projects where there are numerous documents such as contracts, blueprints, and permits.

Construction Time Tracking

This feature allows users to record the time spent on different tasks. It is crucial in construction projects to ensure that all tasks are completed within the set timelines.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Really Simple Systems CRM

Overview

What is Really Simple Systems CRM?