Really Simple Systems

Score7.6 out of 10

43 Reviews and Ratings

Top Performing Features

-9%

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Cat avg: 8.6

-3%

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Cat avg: 8

-5%

Opportunity management

Users can track deals and create quotes.

Cat avg: 8.1

-7%

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Cat avg: 8

Worst Performing Features

-16%

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Cat avg: 7.5

-19%

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Cat avg: 7.8

-15%

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Cat avg: 7.5

Really Simple Systems Features from Reviews

7.2-6%

Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 7.3
Territory management
Users can defines salesperson territories based on customer or market characteristics.
Category average: 7.2
Opportunity management
Users can track deals and create quotes.
Category average: 8.1
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Category average: 7.8
Interaction tracking
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Category average: 8

7.2-8%

Case management
This includes incident/ticket creation, routing, escalation, and resolution.
Category average: 8.2
Help desk management
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Category average: 8.2

7.1-4%

Lead management
This includes lead generation, scoring, qualification, routing, and nurturing.
Category average: 7.7
Email marketing
This involves the ability to send mass email to groups of people based on particular qualifications.
Category average: 7.1

7.0-9%

Task management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 8.4
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Category average: 7.5

6.5-13%

Forecasting
The software helps users accurately forecast sales based on volume and conversion metrics.
Category average: 7.5
Pipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Category average: 7.5
Customizable reports
Users can create reports and dashboards unique to their needs.
Category average: 7.7

6.8-5%

Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Category average: 7.8
Custom objects
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
Category average: 6.6
API for custom integration
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Category average: 7.6

7.7-4%

Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8

6.8-11%

Mobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Category average: 7.7

Really Simple Systems Features from the Vendor

Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Territory management
Users can defines salesperson territories based on customer or market characteristics.
Opportunity management
Users can track deals and create quotes.
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Interaction tracking
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Case management
This includes incident/ticket creation, routing, escalation, and resolution.
Help desk management
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

Lead management
This includes lead generation, scoring, qualification, routing, and nurturing.
Email marketing
This involves the ability to send mass email to groups of people based on particular qualifications.

Task management
This includes the ability to plan, track, collaborate and report on tasks.
Reporting
Software provides a broad range of standard and the ability to build custom reports.

Forecasting
The software helps users accurately forecast sales based on volume and conversion metrics.
Pipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Customizable reports
Users can create reports and dashboards unique to their needs.

Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Custom objects
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
API for custom integration
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Mobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

Easy to Use One-Stop Shop
Integrated Email Marketing
Free customer support
Integration with Xero, Sage One an dKashFlow accounting software