Company details for:

Spotler CRM

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Unit 1B,
Rookery Farm,
Ramsdean,
Petersfield,
Hampshire,
GU32 1RU,
United Kingdom

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Products

Contact Management

Our integrated, award-winning CRM contact management software makes it easy to manage your contacts and share information across your team. Giving a 360 degree view of all your interactions, you’ll improve your customer experience and engagement for longer-lasting relationships.

You’re not just keeping track of names and addresses, our CRM records every interaction, including your emails, calls, notes and documents, arranged in a summary timeline.

Pipeline Management

Manage and track your sales opportunities to effectively prioritise your sales effort. Sales Force Automation means you get visibility of your sales team’s pipelines right through the sales process.

You can create sales opportunities showing the value of the deal, set and update the probability of the sale and also add weighted values. As a result, our intuitive CRM system will help you create more accurate forecasts and close more leads.

Creating quotations and invoicing directly from your opportunities means no more switching between systems to get the paperwork done.

Sales Quotations

Your Really Simple Systems CRM includes an all-in-one sales pipeline and quotations solution where you can complete and manage the sales process end to end. The quotations feature lets you generate a quotation directly from the sales opportunity, view it on your screen, download it to your files and send it to your customer or prospect.

Furthermore, the quotation is saved to the company account and opportunity record resulting in a full trail of the sales activity, visible to all your team.

Tasks & Calendars

Really Simple Systems provides some great CRM tools for making sure you’re keeping on top of your customer relationships. It can help with organising your workload and making sure you never miss another sale. The objective is to have a “360 degree view” of the customer, with all your communications in one place.

Your team can view the latest correspondence, putting an end to duplication and time-wasting. Our CRM helps put your customers at the forefront of your business and lets you anticipate their needs.

Email Integration

Our email integration creates a history of every interaction with your prospects and customers. Your CRM system automatically captures your incoming and outgoing emails and stores them in your account activities. This gives your team complete transparency of all correspondence, so you can see what’s been followed up and what was said.

The emails are stored in chronological order, with a summary grid letting you select what information to display and store any attached documents.

Powerful CRM Reporting

With two powerful report writers included in our CRM software you’ll be spoilt for choice when it comes to generating management information.

The Forecast Report Writer is a dedicated report writer for running sales forecasts and pipeline management; the Listing Report Writer is great for ad-hoc reports or standard reports that can be saved and scheduled. What’s more, you can open reports to your screen, download as a data file for further analysis, or save as a PDF.

For at-a-glance snapshots of your performance you can create custom chart widgets for your dashboard, pinpointing your key metrics.

CRM Customisation

We think it’s important for your CRM to reflect how you work. That’s why with Really Simple Systems you can easily add and remove fields from any record using our standard CRM customisation. This will make it easy to find the data you need and to report on your activities.

There are many ways to customise your CRM system, from adding new fields through to controlling user access. We also offer a full Customisation Service to modify the interface’s layout, customise your sales cycle process, and manage your data tables.

CRM Permission Levels

If security is important to your business, you can set CRM permission levels and control who has access to what and when. Using the User Permission Levels feature you can set security levels for all your team, constraining who can view or has access to edit the various section of your CRM.

User Permission Levels gives you full control of your CRM, meaning your valuable data is as protected as you want it to be.

Enabling Remote Working

Our integrated, CRM software makes it easy to manage your contacts and share information across your team.

Our CRM gives you clarity by recording every team activity, including emails, calls, notes and documents, all arranged in a summary timeline. You can even analyse and improve performance by creating detailed reports.

Lead Management

Our lead management software, as recommended by PCMag, helps you manage your sales leads, or prospects, from initial inquiry through to a confirmed sale. Whether importing contacts or converting web visitors to new leads, our lead management software helps you grow and nurture your customer base.

Unlimited custom fields means you can set up your data to record what’s important to your business. Then segment your contacts by these fields to personalise your campaigns and contents.

Campaign Management

Our campaign management software gives you the power to run marketing campaigns directly from your CRM and track your success. You can create multiple marketing campaigns and stages for different segments your customer base and create automated campaigns.

Our CRM campaign management can be used to manage email marketing campaigns as well as other campaign types including PPC, Google Ads alongside traditional marketing methods.

Or if you need something much simpler, then our super-easy Simple Marketing tool could be just what you are looking for.

Email Marketing

Our email marketing software lets you easily design your own professional looking emails without the need of IT support. You can start with a basic template then customise using the “drag and drop” editor to create your own layout. Then match your brand ID by adding logos, images and colour schemes, and save them as templates.

By personalising your emails using the data from your CRM you’ll increase your opens and your clickthrough rate and improve your email marketing ROI.

Marketing Automation

Our CRM marketing automation integrates your website, campaigns and sales, processing new leads and triggering workflows. Data captured from a web form will automatically update your CRM records or create a new account. You can also send an alert for your sales team to follow up, and initiate a programmed series of emails in a drip campaign.

Automation puts time back in your day by taking care of routine tasks and moving prospects through your pipeline without you lifting a finger.

Lists & Segmentation

With Really Simple Systems you can easily drill down and segment your database in an instant. As your email marketing is fully integrated with your CRM this means you can filter your contacts based on any of your data fields and by their activity in previous campaigns.

You can build lists or set a mailing criteria that updates at the point of mailing, and cross-refer against other data specific to each marketing campaign you run. This lets you set up multiple stages within a campaign, each with a different mailing list.

Analytics & ROI

Managing your ROI just got easier! With our integrated marketing tool everything you need to execute, manage and report on your marketing campaigns is all in one place. Because your marketing activity feeds directly back into the CRM you have immediate insight into your customers’ behaviour. This can be viewed by your sales team with new sales leads allocated to a particular campaign. As a result, you’ll be able to record your cost per lead, cost per opportunity, cost per sales and, hence, your return on investment.

Web Forms

You can use web forms to capture new leads directly from your website and automatically route them into your CRM, creating a new record or updating an existing one. You might then follow up the inquiry by setting reminders to call or send a message. Also, you could create an automated sales opportunity in the CRM and assign them to your sales team. Or maybe add them to an automated marketing campaign, mailing them a series of pre-defined messages.

Simple Marketing

Simple Marketing is an essentials version of our full Marketing tool, and includes a Campaign Wizard that takes you through the steps of creating an email, adding a mailing list, scheduling and sending.

The simple email editor lets you create professional emails without the need of IT support or a designer. You can start with a basic template then customise the design to craft your own style.

Our Lists tool gives you complete control over your data selection, allowing you to set up sophisticated segments of your contact database and save them.

Case Management

Our service desk software lets you track your customer support cases from the point of opening through to closure. It gives you full case management and allows you to view all the associated activities on one simple page.

Your customer cases can be opened, assigned, closed and re-opened automatically so all your interactions are saved directly to the account. Emails from your contacts are also captured to your cases giving you a complete record of all activities. You can set up your help desk software to create new cases from incoming emails, or map these to existing cases.

SLAs

Assign Service Level Agreements (SLAs) to each customer and support case to effectively manage your response priorities. Each SLA can be set with multiple case levels using different target response times, identify urgent support cases as well as your priority customers.

You can create custom SLAs allowing you to set case type, case levels and rankings that correspond with your business terminology and requirements.

Setting Service Level Agreements will help you create a customer-centric strategy for your business.

Case Reports

About us

Designed for growing teams B2B, Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. With a reputation for superb customer service, our CRM is super-easy to set up and simple to use.

There’s a customisable Sales CRM, plus options for Marketing and Help Desk tools, plus external app integrations. This means everything you need is in one place, enabling effective team collaboration and great customer relationships that drive sales growth.

Based in the UK, Really Simple Systems CRM is GDPR compliant, and customers include names such as the Royal Academy of Arts, the National Trust for Scotland, British Museum, and local government agencies, as well as a myriad of small businesses.

At Really Simple Systems our philosophy is based upon taking complex applications then making them easy and affordable. By applying this philosophy to our CRM, we have created a system that organisations can easily adopt and use to successfully manage their business. Basically, making CRM simple!

Key Features:

Contact management
Lead management
Pipeline management
Quotations
Tasks management
Customised reporting
Custom settings
Accounting software integration
User permission levels
Free customer support
GDPR compliant
Two-Way MailSync
Workflow automation
Web forms
Integrated marketing solution
Integrated help desk solution

If you would like to know more about how our CRM can benefit your organisation, please visit our website where you can learn more and test our system by signing onto our free 14-day trial.