Really Simple Systems Lives up to its Name!
Alison Meredith profile photo
September 06, 2017

Really Simple Systems Lives up to its Name!

Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

Professional

Overall Satisfaction with Really Simple Systems

We switched from a complicated CRM to Really Simple Systems. It lived up to its name. It has all the features we needed, is organized simply, and was easy to learn. [It's] Used in marketing and sales and addresses the problems of keeping up with leads and prospect communications.
  • Mass-emailing is pretty easy.
  • Adding tasks to a prospect's account is easy. That task automatically becomes part of a list of historical activities when it is completed. That's a far better system than our previous CRM had.
  • I love that it easily categorizes accounts by company instead of by person. You can still search and do things by person. But we market to companies, and companies add/lose employees all the time. It's great to have a CRM organized by company as its default/best way to organize accounts.
  • Wish I could sort by tags a bit easier. I manage this by using their Reports feature. But I would like to assign the same task to a list of prospects with the same tag, and the only way I can do that is to either add the task one-by-one or export a report with all the accounts with that tag, add the task in excel, and then import it. Not ideal.
  • Saves time for the marketing team and helps us not forget small but possibly important tasks. Hard to measure exact ROI but definitely valuable.
simpler, less expensive, default organization is by company instead of by contact. RSS does not overcomplicate things. You don't have to take a 20 hour course before you can start using RSS to good effect.
When you want to keep up with who you called/emailed/mailed/met with. It easily records those activities. When you want to give yourself a reminder to do a particular task at a future date, it easily does that. Keeping up with detailed data about the company - it does that well. Sending an email to a large list--does that well too. I really like Really Simple Systems.

Really Simple Systems Feature Ratings

Customer data management / contact management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
10
Case management
9
Help desk management
9
Lead management
10
Email marketing
9
Task management
10
Reporting
9
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
API for custom integration
10
Role-based user permissions
10
Mobile access
9