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User review of Spotler CRM

Fairly simple CRM to use but too many flaws compared to competition

- by Michael Robson

USER SATISFACTION

RECOMMENDATION
4 out of 7
Maybe
COST EFFICENCY
4out of 7
Acceptable
OVERALL IMPRESSION
2out of 5
mediocre
EASE OF USE
2out of 5
mediocre
CUSTOMER SUPPORT
3out of 5
ok

PROS & CONS

What are the best aspects of this product?

Has integration with some other leading programs and email systems like exchange/outlook, google, Kashflow, Sage business cloud, Xero

What aspects are problematic or could work better?

Task and activities creation is poor as it doesn’t go to after today’s current time or show the times at all without pressing the clock button. It will not save any task or activities with error “Mandatory-field please check your changes for errors” when entering any date and time no matter what I put in there

Cannot make a task without finding a contact first, sometimes you just want to remember something not related to a contact.

Reports don’t work the All activity one produces “There were no results, please try changing your report options.”

What features/services would you like to see in future versions of this product?

Messaging,
Built in telecoms and the ability to phone from the crm
Built in drive space to store own company documents and files not just uploading with a contact.
Mobile app although says it is mobile friendly I prefer an app
Company wide calendar
Internal contacts
Invoicing, quotes and employee management
More integration with other software platforms
Webmail
Task Automation
Forms
Sticky Notes

What specific problems in your company were solved by this product?

Keeping track of some leads but Bitrix24 does it far better.

Are you a current user of this product?

Yes

USER DETAILS

How long have you been using this product?

1-3 years

COMPANY DETAILS

What is your company size?

1-10 Employees

What is your industry?

Information Technology and Services

USAGE & IMPLEMENTATION

Did your company use a different software before this one?

Yes

What software did you use before?

Zoho CRM

Why did you decide to change it?

To try it out

Are you satisfied with the change?

No

How did your company implement this product?

in the cloud

How long did it take to set up this product?

less than 1 hour

How many people in your company actively use this product?

just me

What is the primary use of this product in your company?

mostly B2B

EFFECT ON BUSINESS GOALS:

How did using this product affect your business goals?

  • It allows us to store and organize information about our customers in a more efficient way

PRICING & COSTS

What was the cost of implementing this product?

It was free

How long is your contract with the vendor?

Unlimited

Did you get any discount for this product? How much?

No

FEATURE DETAILS

Sales & Marketing Automation

Sales Opportunity Management
2
mediocre
Customer Management
3
ok
Task Management
1
very poor
Pricing Management
3
ok
Order Management
2
mediocre
Campaign Management
2
mediocre

Analytics

Reports
1
very poor

Integrations

Available Integrations
2
mediocre
Social Network Integration
1
very poor

Customer Service

Call Center Tools
3
ok
Issue Tracking
3
ok
Support Portal
3
ok
Knowledge Base Management
3
ok

General Features

Collaboration Features
2
mediocre
Dashboard
1
very poor
Overall Performance
2
mediocre
Access & Role Management
3
ok
Mobile Support
2
mediocre
Customization
2
mediocre
File Management
2
mediocre
Security
3
ok