Really Simple Systems - Great for Pipeline Reports
November 25, 2021

Really Simple Systems - Great for Pipeline Reports

Max Charrington | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Really Simple Systems

I use really simple systems on a daily basis to manage the conversations I'm having with prospective clients and how they're influencing individual opportunities. The main problem the product addresses is pipeline reviews for management, where I can easily display each opportunity I'm working on. From this, we can quickly run through what my next action will be to progress the opportunity, streamlining the review process.
  • Pipeline Reviews
  • Mail out campaigns
  • Listing contacts and their details[.]
  • Limited [customization] in reporting[.]
  • Notes can be difficult to read and locate at times[.]
  • Hard to bulk upload without duplicating contacts[.]
  • Helped show [management] our activity[.]
  • Easy to show the board our predicted pipeline which assisted in further funding[.]
  • Some leads where missed on marketing campaigns[.]

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?

Yes

Did implementation of Really Simple Systems go as expected?

I wasn't involved with the implementation phase

Would you buy Really Simple Systems again?

Yes

Simple systems is great for smaller sales and marketing teams to log their territories and report on progress on their opportunities. There are many useful features such as tasks and reporting to show to management how opportunities are progressing and when the estimated close date would occur. The two main issues are scalability within larger [organizations] and the ease to duplicate contacts.
Support has always been helpful whenever we've needed anything adapted within the CRM especially when it comes to reporting. When new features are added webinar invites are sent through to our emails to explain and run through how to access these new features. Whenever we've been confused about a specific feature the support team has always helped us understand how to use it[.]
Simple systems is well suited in the following: Building out details within suspect accounts[.] A place for colleagues to find information and documents attached to an account Pipeline Forecasting based on probability of closing[.] Simple Systems is less appropriate: Managing tasks (Though there is a function In-depth pipeline forecasting market planning and influences on what can move pipeline along).

Really Simple Systems Feature Ratings

Customer data management / contact management
8
Workflow management
4
Territory management
10
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
6
Interaction tracking
8
Case management
10
Help desk management
10
Lead management
8
Email marketing
8
Task management
9
Reporting
10
Forecasting
9
Pipeline visualization
9
Customizable reports
7
Custom fields
7
Custom objects
8
API for custom integration
7
Role-based user permissions
10
Mobile access
10