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User review
of Spotler CRM
How RSS made me a believer in using CRM over Excel
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by Jason Holby
USER SATISFACTION
RECOMMENDATION Definitely
7 out of 7
COST EFFICENCY Superb
7out of 7
OVERALL IMPRESSION amazing
5out of 5
EASE OF USE amazing
5out of 5
CUSTOMER SUPPORT amazing
5out of 5
PROS & CONS
What are the best aspects of this product?
The customization level of this program is, in my opinion, what sets it apart. Many other CRMs claim to be a one size fits all program, which is never the truth, there is always something lacking. With Really Simple Systems, even if it doesn't exist, the user can simply modify or create what's needed, and problem solved. wh
What aspects are problematic or could work better?
I really haven't been able to identify a problem spot or an area that could work better. Any problem spots can simple be redisigned due to the high level of customization.
What features/services would you like to see in future versions of this product?
A spot to hold lists that are kept in groups, while retaining the ability to track overall tasks on the dashboard.
What specific problems in your company were solved by this product?
Sofar, every one of them. This program allows my boss and I to move fluidly from one task to the next and be in constant and clear communication.
Are you a current user of this product?
Yes
USER DETAILS
What is your role with this product?
- I use it myself
How long have you been using this product?
Less than 1 year
COMPANY DETAILS
What is your company size?
1-10 Employees
What is your industry?
Insurance
USAGE & IMPLEMENTATION
Did your company use a different software before this one?
Yes
What software did you use before?
Farmers Insurance proprietary software
Why did you decide to change it?
Too large and complicated while still managing to not have everything we needed.
Are you satisfied with the change?
Supremely
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?
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 solve our customers problems faster and in a more efficient way
- It allows us to synchronize customer data between departments and teams
- It allows us to automate out sales and marketing related processes
- It offers us detailed analytics that lets us plan our future strategies more efficiently
PRICING & COSTS
What was the cost of implementing this product?
We went from free trial to the first tier and anticipate neding to upgrade agian within a few months
What is your total annual cost for using this product?
$360 per year at current cost
How long is your contract with the vendor?
Less than 1 year
Did you get any discount for this product? How much?
No
FEATURE DETAILS
Sales & Marketing Automation
Sales Opportunity Management amazing
5
Customer Management amazing
5
Task Management amazing
5
Contract Management amazing
5
Pricing Management amazing
5
Email Marketing amazing
5
Order Management amazing
5
Campaign Management amazing
5
Analytics
Reports amazing
5
ROI Analytics amazing
5
Integrations
API amazing
5
Calendar & Contacts Sync amazing
5
Export & Import of Data amazing
5
Available Integrations amazing
5
Social Network Integration amazing
5
Customer Service
Call Center Tools amazing
5
Issue Tracking amazing
5
Support Portal amazing
5
Knowledge Base Management amazing
5
General Features
Collaboration Features amazing
5
Dashboard amazing
5
Overall Performance amazing
5
Access & Role Management amazing
5
Mobile Support amazing
5
Customization amazing
5
File Management amazing
5
Language Support amazing
5
Security amazing
5
