Really Simple Systems CRM is a user-friendly, cloud-based Customer Relationship Management (CRM) system designed specifically for small to medium-sized businesses, particularly those in the B2B sector.
What Really Simple Systems CRM Does
Really Simple Systems CRM is tailored to simplify the management of customer interactions, sales processes, and marketing campaigns. It aims to provide an efficient and easy-to-use platform that eliminates the complexities often associated with traditional CRM software. Founded in 2004, the system has evolved to serve over 18,000 users, primarily small and medium-sized businesses.
Key Features and Functionality
Contact and Account Management
- The CRM offers a centralized hub for managing customer and prospect data, organized into a simple two-tier structure of Accounts (companies and organizations) and Contacts (individuals within those companies).
Pipeline Management
- Provides a graphical representation of the sales pipeline, allowing users to track opportunities, monitor their progress, and make accurate revenue projections. The pipeline stages are customizable to fit the specific sales process of the business.
Email Marketing Campaigns
- Integrates email marketing capabilities, enabling users to build, manage, and track marketing campaigns directly within the CRM. This includes sending bulk emails, capturing and segmenting leads, and personalizing marketing efforts.
Task Management
- Facilitates effective task management by allowing users to assign tasks, set due dates, and monitor progress. While it may lack some advanced features found in specialized project management tools, it is sufficient for basic task management needs.
Workflow Automation
- Includes workflow automation features to streamline business operations by automating repetitive tasks such as lead nurturing and follow-up emails. This helps in reducing manual effort and increasing efficiency.
Customer Service & Support
- Utilizes Case Management to track and manage support and service requests, ensuring that service levels are met and issues are escalated promptly.
Reporting & Analytics
- Offers robust reporting and analytics tools, enabling users to track the performance of marketing campaigns, sales pipelines, and other business activities. Users can generate reports directly from the dashboard.
Integration Capabilities
- Seamlessly integrates with other tools such as Google Calendar and KashFlow Accounting, allowing for smooth data synchronization and streamlined operations.
Customization and Mobility
- The CRM system is highly customizable, with options to add new fields and tailor the system to specific business needs. It also offers mobile access, allowing users to manage accounts, contacts, tasks, and opportunities on various mobile devices.
Document Storage
- Provides document storage capabilities, ensuring that all relevant documents are centrally stored and easily accessible.
Customer Support
- Really Simple Systems excels in customer support, offering free support via chat, telephone, and email, along with webinars, tutorials, and step-by-step guides to help users get the most out of the system.
Overall, Really Simple Systems CRM is designed to be intuitive and user-friendly, making it an ideal choice for small to medium-sized businesses looking to manage their customer relationships, sales processes, and marketing campaigns efficiently.