Really Simple Systems CRM

Having an awareness of the cost of some of the well known CRM platforms e.g. salesforce, dynamics, the thing that strikes you is that the cost of these is prohibitive for an SME with @30 light CRM users. RSS is different. The bottom line is that they offer excellent value for small businesses. I would view this as their USP.

They have a responsive team and have constantly improved the CRM over the years.

Key features I like are the permissions system which lets us give bespoke access to the teams in our business with everyone given the access to the client records that they require.

The integration with Kashflow (accounting) is incredibly useful and reduces unnecesary duplication in our business processes.

The marketing module has been a significant driver for new business, and again is very cost effective.

The activity section enables us to keep good records of client contacts, as does the ability to bcc email comunications into the client record.

The layout of fields is very easy to modify to your business requirements, adding extra fields with dropdowns as required.

Document storage is straightforward with drag & drop functionality.

Nothing to complain about, happy. Maybe preferred the earlier version which let you know the last time a record was updated and by who.

Love the simple, intuitiveness of the user interface and benefit greatly from all the custom configuration options available.

Would like a bit more flexibility with selections of data sources available to create custom reports.

RSS was extremely easy to deploy into the business, allowing us to view and track our customer pipeline.

Some aspects of the reporting can be quite limiting, such as not being able to include contact information on an Opportunity report