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User review of Spotler CRM

Free version user – happy so far, easy to use

- by Susanne Pinnock

USER SATISFACTION

RECOMMENDATION
5 out of 7
Quite likely
COST EFFICENCY
7out of 7
Superb
OVERALL IMPRESSION
4out of 5
very good
EASE OF USE
4out of 5
very good
CUSTOMER SUPPORT
3out of 5
ok

PROS & CONS

What are the best aspects of this product?

Easy to use, easy to access, no issues with reliability, uptime etc. Easy to manage users and change things. We're not trying to do anything fancy except store actions and details in one place so probably haven't exploited its full potential yet - still using the 2 user free version which is a great option while we are small, broke and finding out if this is the product for us.

What aspects are problematic or could work better?

When deleting accounts there seems to be no way to 'export' old data for archiving elsewhere (and therefore decluttering without totally losing old contact/account data. The only way I can do this is by a 'report' which can be exported into .csv but have yet to successfully open a meaningful excel spreadsheet. So resigned to having pdf only and if the data is large it just falls off the page and is lost!

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

Would appreciate a source option of 'event' or 'tradeshow' as we meet a lot of contacts at events.

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

We work remotely so an online platform is essential. Being a start up we have limited funds and the free version is an excellent way to test how much use and value we'll get from it as we grow.

Are you a current user of this product?

Yes

Vendor Reply

Here’s how the company that owns Spotler CRM replied to this user review:

Hi Susanne


Thank you for your review. I'm sure our support team will be able to help you with your export data requirements and reporting. Do get in touch on support@reallysimplesystems.com and let us know what you need.


If you need different options for "source" etc. you can customise these to meet your requirements. Please see our Support Hub page https://support.reallysimplesystems.com/look-up-tables/ for Custom Dropdown Lists.


You might find it useful to come along to one of our live webinars some time. We can help you get the best from the CRM. https://www.reallysimplesystems.com/crm-webinars/


Kind regards

Helen Armour

Marketing Manager


USER DETAILS

What is your role with this product?

  • I use it myself

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?

Other

USAGE & IMPLEMENTATION

How did your company implement this product?

in the cloud

How long did it take to set up this product?

less than 1 day

How many people in your company actively use this product?

several employees

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
  • It allows us to synchronize customer data between departments and teams

PRICING & COSTS

What was the cost of implementing this product?

Low, a few hours work

What is your total annual cost for using this product?

Still using free trial version

How long is your contract with the vendor?

Unlimited

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

n/a

FEATURE DETAILS

Sales & Marketing Automation

Sales Opportunity Management
4
very good
Task Management
4
very good

Analytics

Reports
3
ok

Integrations

Export & Import of Data
2
mediocre
Available Integrations
4
very good

General Features

Collaboration Features
4
very good
Dashboard
3
ok
Overall Performance
4
very good
Access & Role Management
4
very good
File Management
4
very good
Security
4
very good