Item: Really Simple Systems
Rating: 4
Author: Daisy Agboola

Use Cases and Deployment Scope

A really simple system to help sort out all my freelance clients' information and documents in one place. I’m able to create a dashboard very easily and the UI/ UX is of a decent quality. I was able to navigate through the platform very easily on the first day of using it. However, I would wish they add a Gantt chart or kanban!

Pros and Cons

Dashboard
Contacts
Tasks
Sales

Tasks/project management add more options other than just a list function.
Create a communication history for each contact to record conversations and messages between client and business.
UX could be more appealing as it has the potential to be better.

Return on Investment

Positive: I was able to organise my operations in terms of clients.
Negative: the project management task tool Lacked diversity for options to use.
Positive: very insightful dashboard suggestion plus custom made.

Alternatives Considered

Trello and Excel4apps

I was placing all my client information on Trello by using an excel file and adding to the upload documents cards on the Marketing Moon office board. This was all for the employees to see what going on with clients. The problem is, it was so frustrating excel UX was not as good-built CRM. A simple system just made our work easier.

Key Insights

Do you think Really Simple Systems delivers good value for the price?

Yes

Are you happy with Really Simple Systems's feature set?

Yes

Did Really Simple Systems live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Really Simple Systems go as expected?

Yes

Would you buy Really Simple Systems again?

Yes

Other Software Used

Trello, Google Sheets, Excel4apps

Usability

I am able to navigate the platform quite easily than most CRM systems. They also give you dummy data to see the overall effect which makes things easier. Plus if you don’t like something on the CRM then you can customize whatever you want and whatever you like. Suited for your staff members.

Support Rating

I don’t really use the support as much because the CRM is pretty simple and you can figure it out if you play around with it. However, they are extremely helpful including adding videos for instructions has definitely changed the game when onboarding a new employee. We rather the useful videos than send them out to the CRM staff users.

Likelihood to Recommend

Dashboard has made us Our staff have a quick preview of what our clientele is looking like, our task list, sales funnel, and notes. Therefore, we were able to not waste time on going to each file/tab to see what’s going in the business as we can just look at it from an overview as simple as that.

Simply just a simple CRM

Software Version

Overall Satisfaction with Really Simple Systems