Really Simple Systems - Review 2022

Managing a growing sales process is complicated even for small to midsized businesses (SMBs). For companies like this, a reliable, like shooting fish in a barrel-to-empathize customer relationship management (CRM) organisation can be crucial. That'due south especially of import for companies that desire to focus their rapid growth on sales people and line-of-business organization personnel rather than back office IT staff. Actually Simple Systems (which has a free version) may not be quite as easy to operate as some of the CRM products we've covered, especially our Editors' Choice winner Zoho CRM. But it offers a solid set of features and add-ons, including support for marketing and lead management, and fleshes that out with a commendable amount of support.

That level of back up jumps right out at you because it begins from the moment you start using Really Elementary Systems. The software opens to a Welcome screen that lists a link to an introductory video, registration for a live webinar, and admission to the Customer Support Hub. The Hub provides a wealth of how-to articles, video tutorials, and an FAQ section. There is besides live chat, and clicking a question marking on the correct-hand side of the screen volition bring a pull-out contextual Assist screen that explains the current folio and leads to more data, most of which we found to be pleasantly useful.

Editions and Pricing

Really Simple Systems is one of the just CRMs out there that offers a free version. Bated from Editors' Selection winner Zoho CRM, the only other pb direction arrangement we reviewed with a free version was Insightly CRM. You tin can use Actually Unproblematic System'south free tier with up to two users, 100 visitor accounts, and 100 MB of certificate storage. Yous are offered basic contact management and sales features, forth with custom reports and the power to customize your user interface (UI). Support is simply via email and online chat.

In one case yous get into the paid versions, things get serious. The to the lowest degree expensive Starter version costs $fourteen per user per month when billed annually ($15 when billed monthly). It offers unlimited users and 1,000 company accounts with 1 GB of certificate storage. It adds phone back up, an email module that syncs with your existing email, and lets you add together optional marketing modules. These modules include a Simple Marketing e-mail module for $22 per month, or an Advanced Marketing module that adds campaign management, web forms, automatic tasks, and a number of other features for $46 per month.

At that place are 2 other paid versions available. The Professional version, which costs $30 per user per month ($33 when billed monthly), offers unlimited users, five,000 company accounts, and v GB of certificate storage. Information technology also gives you access to an optional service desk-bound module for $46 per month. The Enterprise version, which costs $46 per user per month ($fifty when billed monthly) adds advanced reporting and custom settings, along with either the Marketing module or the Service Desk module (or both if yous take 10 or more than users). If y'all'd like to evaluate Really Elementary Systems, there's a 14-solar day trial version that gives you admission to the Professional Plan, along with the otherwise optional Avant-garde Marketing module.

Users and Contacts

Later on y'all've finished with the Welcome screen (which can then be either eliminated or left to come up every bit ofttimes as you lot need it), Really Simple Systems opens to the Sales Dashboard. This is where you tin discover the condition of your sales, contacts, and marketing campaigns via a number of widgets, which are easily added or subtracted via a "Dashboard Options" push button at the right-manus side of the screen.

On the left-hand side of the screen is the Main menu. The pinnacle level of the menu is the Sales module, which is the chief module and the i that comes with the gratuitous or Starter versions. Click on Sales and you have access to your Dashboard, Accounts, Contacts, Opportunities, Tasks, and Report. If you have the Marketing or the Service & Support add together-ons, then they're also available here equally is a history of your by actions.

In Actually Simple Systems, the lists for Contacts (individuals) and Accounts (companies) are separate. Each listing is in grid format; you lot tin can easily choose which columns (name, phone number, source, type, etc.) you lot want to come across via a button labeled "Columns." You tin can besides motion them around or eliminate those you don't need.

When yous click on a contact or an account, you are brought to the page for that private entry. Interestingly, there isn't much information available in the Contacts past the bones information (address, phone number, etc.) about that private. The bulk of the useful data is constitute in the Accounts entries. Below the full general contact data for the business relationship, there is a list of the contacts who are associated with that account. Below that are the lists of associated tasks, activities, opportunities, linked accounts, campaign details, and documents.

While this is a very articulate-cutting and easy-to-understand UI, information technology does have its drawbacks. Because tasks and other activities are associated with an account rather than with an individual contact, y'all can't make a phone call and have it automatically logged for the individual you called. Instead, you must identify who you lot called from that business relationship in your call notes, which is not an ideal situation.

Entries can be added to the Accounts and Contacts listing from a variety of sources, including emails, web forms, and other campaigns. Campaigns are available in the optional Marketing module.

Marketing and Pb Management

Pb tracking and management features are considered part of the Opportunities surface area. You create an opportunity past adding information technology (in the Opportunities section) to an account's individual entry. At that point, the opportunity can exist given the status of New atomic number 82, Qualified, Waiting, etc., via a drop-downwards menu (like virtually drib-downwardly menus, these can be tweaked by the user.) You lot can also include a variety of data, including the source of the pb, the adjacent stride to be taken, and the probability of success. However, while all of your information about the opportunity is available in the account's page, you lot tin can't practice a search in the accounts or contacts listings for all current opportunities.

Of the two optional modules, Marketing and Service & Support, the Marketing module is of most involvement to those looking for leads since information technology offers all of the functionality to behave campaigns. Really Simple System supports a variety of campaigns, including advertisements, email marketing, and seminars. For example, emails come with standard templates for newsletters, a product release, and an article. A characteristic called Spider web Transactions (which is available as part of the Avant-garde Marketing or Service & Support modules) creates web forms and collects the data from those forms. Nevertheless, unlike services such as Pipedrive CRM, which offers graphic representations of the forms and shows yous the code you demand to drop in, the Web Transactions feature presents you with a series of backup fields and suggests that you contact Really Elementary Organization's support team for aid in setting it up.

Reporting and Third-Party Integration

Really Simple Systems uses its ain e-mail integration characteristic called MailSync to capture emails going to and from your Contacts list. You tin see them in the Activities section of your Accounts. It works past having your e-mail arrangement forwards received emails and copy sent emails to a specific address. You can also synchronize your email, contacts, and calendars with Google Contacts, Microsoft Substitution, or Microsoft Outlook; integrate the CRM with the Xero and Kashflow accounting apps, or request and manage API access.

The app offers two types of reports, Listing and Sales Forecast, and makes it very uncomplicated for users to add reports of their ain. Once run, reports tin can be output as a PDF file or saved as a data file. While Actually Simple Systems doesn't offer dedicated mobile apps for operating systems such as Android or iOS, its website uses responsive spider web pattern for smartphones and other mobile tech. This means the web page will automatically size itself to the optimal size for any device is being used to access it.

Support for Client Management

Really Simple Systems offers some of the best user support around, along with a variety of features for companies that want to pull leads from emails and forms. Information technology's also one of the few CRMs that offers a free version to very small companies; its other versions are also reasonably priced.

The production's structure might be a footling problematic for companies that want to follow client activities on an individual rather than an organizational basis. However, if you're comfortable with the organization of its features, then this could be an fantabulous CRM, especially for SMBs and startups that are looking to grow.

Source: https://sea.pcmag.com/really-simple-systems/18264/really-simple-systems

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