Should I stay or should I go?
Carlos Lemos | TrustRadius Reviewer
September 21, 2017

Should I stay or should I go?

Score 6 out of 10
Vetted Review
Verified User
Review Source

Software Version

Free

Overall Satisfaction with Really Simple Systems

Our small team is experimenting with various CRM systems at this time. I have selected Really Simple as one of the systems under evaluation. I'm using the system for the most basic applications as a contact and opportunity manager. At this time I don't see much value in going up to one or two tiers from the current free version. The most important issue that I need to resolve is the communication of the system and our corporate outlook. Currently, external connections are extremely limited to top security compliance.
  • Easy to use
  • Nice layout
  • Low learning curve for basic functionality
  • Web access
  • Easy mail, calendar and contact integration with Outlook
  • I have improved my consolidation of information concerning my clients, opportunities, and tasks. This is a good start for what I expect from a CRM system.
I'm very familiar with salesforce.com and frankly speaking, they place a high mark for anyone in the space. I like the simplicity of Really Simple but I'm concerned that it comes at a price (giving a more comprehensive CRM).
[It's well suited for] connecting opportunities to multiple accounts/contacts. For example, I have opportunities that are related to customers and "influencers" alike. There is a cross-pollination that should easily occur. There are multiple parties to an opportunity that must be related.

Also, easy porting of contact and phone information to tasks.

Really Simple Systems Feature Ratings

Customer data management / contact management
6
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
2
Interaction tracking
3
Lead management
2
Task management
Not Rated
Reporting
Not Rated
Forecasting
3
Pipeline visualization
4
Custom fields
7
Custom objects
6
API for custom integration
1
Role-based user permissions
5
Mobile access
8