Beginner's Review
September 20, 2017

Beginner's Review

Lee Pinsonneault | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Really Simple Systems

I am currently the only one using at the present time. Planning to train everyone else at a later date. I use it for mass emails and keeping our clients in one program.
  • Running reports works well.
  • It is easy to compile the information I am looking for.
  • The feedback information on a mass email is great. Information is automatically sent to the client list (bounce backs as an example).
  • It is a little difficult learning the system for sending emails. I took me a couple of tries to understand the format and how to send it. Some of my photos don't like to drag into the format.
  • It simplifies my client list and saves time. I will know the ROI when I get the other offices on board.
I think it runs well, I just need to learn how to use it.

Really Simple Systems Feature Ratings

Customer data management / contact management
9
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
8
Interaction tracking
10
Case management
9
Help desk management
9
Lead management
9
Email marketing
9
Task management
9
Reporting
9
Forecasting
9
Pipeline visualization
9
Customizable reports
9
Custom fields
8
Custom objects
8
API for custom integration
8
Role-based user permissions
9
Mobile access
9