Really Simple Systems Review
"Really Simple Systems is a tried-and-tested, affordable, fast, easy, robust and excellent all-in-one sales pipeline and quotations CRM solution where you can complete and manage your sales process end to end. Your users will love it!"
- Calendar/Reminder System
- Customisation
- Database Segmentation
- Email Marketing
- GDPR Compliant
- Integrated Email Marketing
- Lead Management
- Marketing Automation Integration
- Mobile Access
- Quotes/Proposals
- Reports & Forecasting
- Sales Management
- Task Management
- User Permission Levels
Amount of users
Any amount of users
Training/Documentation
Online Support
Mobile Access
What is Really Simple Systems?
Really Simple Systems (RSS) is a CRM software that aims to provide an easy-to-use and effective solution for teams. With a focus on user-friendliness, this CRM is designed to help organizations organize their sales and streamline their processes.
Established in 2004, Really Simple Systems sets itself apart with its exceptional customer service. Whether you’re a large company with 600 users or a small start-up with a single user, every customer is equally important. The company is committed to assisting you in maximizing the benefits of their software, offering a range of self-service resources and a dedicated customer support team.
In terms of data security and compliance, Really Simple Systems CRM is fully compliant with HIPAA and GDPR regulations. It also provides integrated email marketing and service desk options, allowing you to centralize your data and enhance business efficiency.
Designed for small and mid-sized businesses operating B2B, its customers range from single user start-ups to 200 user systems, including the Red Cross, the Royal Academy of Arts, the British Museum and NHS. Impressively, this simple systems stacks up well in terms of functionality and is comparable in terms of functionality with the high-end CRM’s like SalesfForce, Zoho, Insightly, Sugar CRM etc.
In 2020, Really Simple Systems launched a new version of its integrated marketing module. The new Simple Marketing tool is incredibly easy to use and features a Campaign Wizard that whisks you through the process of creating an email, adding a mailing list, scheduling and sending.
Really Simple Systems’ founder and CEO, John Paterson, commented: “Historically most businesses used one CRM system for their sales teams and another for sending marketing emails. This leads to integration issues and the inability for the sales team to see their prospects’ individual reactions to marketing emails. We’ve developed our new Simple Marketing tool to be intuitive, easy-to-use and fully integrated with the sales CRM, but with all the features you’d expect from a stand-alone system. Reaching the point of launching this new software is a big milestone for the company.”
Streamlined Setup and User-Friendliness
This CRM software is specifically designed to cater to growing teams operating in the B2B sector. Setting up the system is a breeze, and its intuitive interface ensures that your team can be trained and up to speed within minutes.
Comprehensive CRM Functionality
With Really Simple Systems CRM, you gain access to all the crucial features that a business needs to work more efficiently. Whether it’s managing and tracking leads, nurturing customer relationships, executing marketing campaigns, or delivering top-notch customer service, this CRM software empowers you to work smarter and focus on growing your business.
Key CRM Features
- Sales: RSS provides robust sales features that help streamline the sales process. It allows sales teams to track leads, opportunities, and deals effectively. With the ability to manage sales pipelines, teams can visualize their sales progress and focus on closing deals efficiently.
- Contact Management: Comprehensive contact management capabilities, enabling users to store and organize customer information in a centralized database are offered. This feature allows for easy access to customer details, including contact information, communication history, and purchase records, ensuring personalized and informed interactions.
- Pipeline Management: RSS empowers businesses to manage their sales pipelines effectively. Users can track the progress of deals, set stages, and assign tasks to team members. This functionality enables clear visibility into the sales pipeline and ensures efficient management of leads and opportunities.
- Sales Quotations: The system facilitates the creation and management of sales quotations. Users can generate professional and customizable quotes, including pricing details, terms, and conditions. This feature simplifies the quotation process, enhances professionalism, and helps close deals faster.
- Tasks, Events & Calendars: RSS provides a comprehensive suite of tools for managing tasks, events, and calendars. Users can schedule appointments, set reminders, and create to-do lists within the CRM interface. This functionality enhances productivity, ensures timely follow-ups, and improves overall time management.
- Email Integration: The CRM seamlessly integrates with email platforms, enabling users to manage their emails directly from the CRM interface. This feature allows for centralized email communication, email tracking, and easy synchronization of contacts, ensuring a streamlined and efficient workflow.
- Reports & Forecasts: Robust reporting and forecasting capabilities are available. Users can generate detailed reports on sales performance, customer activities, and pipeline analysis. These insights enable data-driven decision-making, identify trends, and facilitate accurate sales forecasting.
- Workflow Automation: The system automates repetitive tasks and workflows, improving efficiency and reducing manual effort. Users can define custom workflows, set triggers, and automate actions such as task assignments, email notifications, and data updates. This feature saves time, minimizes errors, and ensures consistent processes.
- Customization: RSS S provides extensive customization options, allowing businesses to tailor the system to their specific needs. Users can customize fields, layouts, and workflows to align with their unique sales processes and requirements. This flexibility ensures that the CRM adapts to the organization’s workflow, increasing user adoption and satisfaction.
- User Permission Levels: Granular user permission settings are provided , enabling administrators to control access and permissions for different users and roles. This feature ensures data security, confidentiality, and restricts unauthorized access. Administrators can define user roles, assign permissions, and maintain data integrity within the CRM system.
- Lead Management: Powerful lead management capabilities, allowing businesses to effectively capture, track, and nurture leads make up part of the features . Users can easily import leads, assign ownership, and track lead activities, ensuring a systematic approach to lead conversion.
- Campaign Management: The CRM offers comprehensive campaign management tools to plan, execute, and monitor marketing campaigns. Users can create targeted campaigns, track campaign performance, and measure key metrics, enabling data-driven decision-making and optimizing marketing efforts.
- Email Marketing: Built-in email marketing functionality is included, empowering businesses to send personalized email campaigns to their contacts. Users can design visually appealing emails, automate email sequences, and track email engagement, enhancing customer communication and engagement.
- Marketing Automation: The CRM system automates marketing processes, enabling users to create automated workflows and trigger actions based on customer behavior. This feature streamlines marketing activities, improves efficiency, and ensures consistent and timely communication with prospects and customers.
- Lists & Segmentation: RSS enables users to create and manage lists and segments based on various criteria. This functionality allows for targeted marketing campaigns, personalized messaging, and improved customer segmentation, resulting in more effective marketing strategies.
- Analytics & ROI: Robust analytics and reporting capabilities are provided, allowing businesses to measure the success of their marketing efforts. Users can track key metrics, analyze campaign performance, and calculate return on investment (ROI), enabling data-driven decision-making and optimizing marketing strategies.
- Web Forms: Customizable web forms that can be embedded on websites or landing pages are provided. These forms capture visitor information and automatically add them as leads in the CRM, facilitating lead generation and streamlining the data collection process.
- Simple Marketing Tools: Simple yet effective marketing tools such as email templates, campaign templates, and content libraries are included. These tools simplify marketing tasks, reduce manual effort, and enable users to create professional marketing materials with ease.
- Case Management: The system offers robust case management capabilities, allowing businesses to efficiently track and resolve customer issues. Users can create and assign cases, track case statuses, and manage case queues, ensuring timely and effective customer support.
- Service Level Agreements: This feature enables businesses to define and enforce service level agreements (SLAs) for case resolution. Users can set response and resolution time targets, track SLA compliance, and escalate cases as needed, ensuring high-quality customer service and meeting service level commitments
- Case Reports: RSS provides comprehensive reporting on case performance and customer support metrics. Users can generate case reports to analyze trends, measure team productivity, and identify areas for improvement, enabling data-driven decision-making and effective resource allocation.
- Email Integration: The CRM seamlessly integrates with email platforms, enabling users to manage customer support emails directly from the CRM interface. This integration ensures centralized communication, email tracking, and efficient collaboration among support teams, improving response times and customer satisfaction.
Free and Supportive Customer Service
RSS offers a user-friendly and feature-rich solution for small businesses. It covers all the necessary aspects of sales, marketing, and customer service, enabling you to work more effectively and drive business growth. At Really Simple Systems, they understand that the success of a CRM system lies not only in its technology but also in ensuring that people utilize it effectively. They pride themselves on offering top-notch customer service and support, completely free of charge. their commitment to assisting you extends beyond the initial setup phase; They are available whenever you need help, working closely with you to ensure that you derive the maximum value from your CRM.
They have created a wealth of self-service resources to provide you with instant access to the information you require. Their comprehensive range of tutorial videos, step-by-step guides, and in-product Help Drawers will guide you through every feature and functionality of the CRM, empowering you to make the most of its capabilities.
Built-In Email Marketing
With Really Simple Systems, you have the advantage of an integrated Advanced Marketing solution, eliminating the need for a separate email marketing tool. From within the CRM system, you can effortlessly create campaigns and send newsletters, streamlining your marketing efforts.
Being fully compliant with GDPR regulations, their CRM allows you to capture new leads from web forms and assign them to your sales team for follow-up. Alternatively, you can leverage the power of automation by incorporating them into an email marketing campaign. Tracking your leads, opportunities, and campaign performance is a breeze, enabling you to monitor your return on investment (ROI) and optimize your marketing expenditure.
In addition to their comprehensive marketing program, we also offer a simpler solution called Simple Marketing. This stripped-down version provides you with the essential tools necessary to stay connected with your database and nurture customer relationships effectively.
The Users Changing Needs Over Time
As businesses experience growth, their requirements evolve, necessitating the addition of new features to support their teams. RSS recognizes this need and provides the flexibility to upscale the system accordingly. Whether it’s accommodating an expanding team with varying access requirements, implementing more advanced sales management capabilities, integrating with other systems, or automating workflows, this CRM can adapt to meet these changing needs.
Moreover, to ensure that the CRM aligns perfectly with your business and how your team operates, RSS offers a Customization Service. By availing this service, you can collaborate with their experts to review your existing system and make the necessary modifications. This ensures that the CRM truly reflects your unique business processes, enhancing efficiency and productivity.
Integrations
- Xero: This is a comprehensive small business accounting software that simplifies the management of your financial numbers. It provides all the essential tools to effortlessly handle invoicing, billing, payroll, and expense tracking, enabling efficient financial management for your business.
- QuickBooks: QuickBooks is an acclaimed accounting software specifically designed to support small businesses. It offers a range of features to streamline financial processes, including invoicing, expense tracking, tax management, and financial reporting. With its user-friendly interface and powerful functionalities, QuickBooks helps small businesses stay organized and make informed financial decisions.
- Zapier: This is an integration platform that enables seamless data transfer between your cloud applications. It automates repetitive tasks by creating workflows, allowing you to save time and increase productivity. By connecting your apps through Zapier, you can automate data synchronization, notifications, and other actions, making your work processes more efficient.
- Microsoft Azure: A comprehensive suite of cloud services designed to help organizations tackle their business challenges. It provides a secure and scalable platform for hosting applications, managing data, and deploying virtual machines. With Azure, businesses can optimize their IT infrastructure, enhance productivity, and leverage advanced analytics and AI capabilities.
- Leadinfo: A powerful lead generation tool that allows you to identify B2B website visitors and gain access to valuable data. By tracking website activities and analyzing visitor behavior, Leadinfo helps businesses generate leads and capture potential customer information. This enables targeted marketing efforts and improves conversion rates, ultimately driving business growth.
- OneLogin: An access management platform that centralizes control over user access to web applications. It provides a single user interface to manage user permissions, authentication, and authorization across various applications. With OneLogin, businesses can enhance security, simplify user management, and ensure efficient access control for their web applications.
- Osano: A leading data privacy platform that helps businesses comply with data protection laws worldwide. It offers tools and resources to simplify privacy compliance, such as consent management, cookie consent banners, and data subject request management. With Osano, businesses can confidently manage data privacy, build trust with customers, and mitigate regulatory risks.
- Sage Business Cloud Accounting Software: This accounting software simplifies daily accounting tasks, allowing businesses to manage their finances with ease. It offers features such as invoicing, expense tracking, bank reconciliation, and financial reporting. With Sage, businesses can streamline their financial operations, gain insights into their financial health, and make informed decisions.
- KashFlow: An accounting software designed to save time and effort by providing anytime, anywhere access to managing accounts. It offers features such as invoicing, bookkeeping, VAT management, and financial reporting. With KashFlow, businesses can efficiently handle their accounting tasks, stay organized, and have better control over their financial data.
- LeadGen: LeadGen is an online web form builder that enables businesses to easily create customizable web forms for data collection and lead management. With LeadGen, businesses can create professional forms, embed them on websites, and capture valuable customer information. This helps businesses streamline lead generation, nurture customer relationships, and drive conversions.
- Integrately: An integration platform that simplifies the setup of integrations between your applications with just one click. It offers a vast library of pre-built integrations that connect popular apps, eliminating the need for complex coding or manual configuration. With Integrately, businesses can seamlessly automate data transfers and actions between their apps, improving workflow efficiency.
- Outlook Calendar:, The free web based diary that can be easily shared among your colleagues, co-workers and subcontractors.
Industries that can use Really Simple Systems
Accounting Firms, Automotive Industry, Construction, Consultants, Design/Designers & Creative Design, Education,, Financial Services, Health & Medical, Manufacturing, Non-Profits, Real Estate, Recruitment, Training & Hiring, Sales Brokers, Security Industry, Service Based Industries, Tourism, Web Design
Pros & Cons
Advantages of Really Simple Systems CRM
- Quick, intuitive and robust web-based cloud CRM makes managing your business a snap from anywhere, anytime
- Every piece of related info is on the same page, so you can perform any operation on your Contacts without having to switch between tabs
- Ideal for small companies not in need of complex functionality and also for larger organizations where user adoption is the main issue and willing to trade deeper levels of functionality for ease of use
- Four affordable pricing packages: Free (2 users, 100 Accounts), Starter $15 per user per month (1,000 Accounts and unlimited users), Professional $33 per user per month (5,000 Accounts and unlimited users), Enterprise $50 per user per month (unlimited Account and unlimited users with all features).
- Personalization and customization
- Handy email scheduling
- Tracking of opens and click-throughs from multiple links within the email and unsubscribed and bounce handling
- Clickable graphs and reports
- Top-notch data security and first-rate customer service
- Support Hub features tutorial videos and step-by-step guides on all features
- Regular live webinars
Areas of concern
- No social integration at the moment
- Though RSS is a simple app overall, some features e.g. Web-to-lead forms, are complex
- Service & Support menu needs to be activated by the Customer Support team
- Doesn’t support multiple languages and currencies
Pricing
Relly Simle Systems offer a straightforward pricing structure, providing you with the tools you need to manage your sales, marketing, and service activities seamlessly.
- Free Plan: Start with thr free plan, which gives you access to all the essential CRM features. It’s completely free forever and allows for up to 2 users.
- Starter Plan: If you have a small team, The Starter plan is ideal for sales tracking and collaboration. It is priced at $17 per user per month when billed annually or $21 per user per month when billed monthly.
- Professional Plan: Upgrade to the Professional plan for advanced features and increased security. It is available at $33 per user per month when billed annually or $43 per user per month when billed monthly.
- Enterprise Plan: For comprehensive features and account management, the Enterprise plan is the best fit. It is priced at $50 per user per month when billed annually or $64 per user per month when billed monthly.
14-day free trials are offered with these plans.
In addition to their CRM plans, RSS offer add-on tools to enhance your CRM system:
- Simple Marketing: Keep in touch with your customer base easily with the Simple Marketing add-on. It is available for $25 per month when billed annually or $30 per month when billed monthly. However, it is free for users on the Enterprise plan with 5 or more users.
- Advanced Marketing: Scale your business with the Advanced Marketing add-on, offering advanced features for business growth. It is priced at $50 per month when billed annually or $64 per month when billed monthly.
- Service Desk: Provide excellent customer service with the Service Desk add-on. It is priced at $50 per month when billed annually or $64 per month when billed monthly. However, it is free for users on the Enterprise plan with 5 or more users.
Choose a CRM plan and add-ons that best meet your needs, and unlock the full potential of this CRM system to drive your business forward.
Conclusion
Though we noticed some minor shortcomings, Rewrite a punchy conclusion to this review but in include that Really Simple Systems has been nominated for and received awards as one of the best CRM Softwire systems available Though we noticed some minor shortcomings, RSS is unquestionably a solid application offering a useful mix of user friendliness and powerful functionality. With incorporated sales, marketing and customer service, Really Simple Systems has succeeded in formulating an all-in-one app for small businesses, yet their packages are ridiculously affordable. The 14-day free trial gives you ample time to test-drive the application before purchasing. RSS has, over the years been nominated for and received, a number of prestigious awards.
The Property Jungle – Web Designers
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Key Yachting - Sales Brokers
CRM CASE STUDY : Really Simple Systems
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