Spotler CRM Reviews & Pricing

by Really Simple Systems CRM | Founded 2004, Petersfield, UK

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Overview Pricing Benefits Reviews Features

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What is Spotler CRM?

Industry Specialties: Agriculture, Automotive, Construction, Ecommerce, SaaS, Professional services.

Spotler CRM, a robust tool from Really Simple Systems CRM, excels in managing customer relationships by streamlining tasks such as contact management, sales tracking, and marketing automation. It is particularly well-suited for small to medium-sized businesses across various industries, including retail, finance, and technology, due to its user-friendly interface and comprehensive features. Users benefit from its seamless integration capabilities and powerful analytics, which provide valuable insights into customer behavior and sales performance. Unique features like customizable dashboards and automated workflows enhance productivity and efficiency. Compared to similar products, Spotler CRM is praised for its intuitive design and reliable customer support. Pricing details are not readily available, so it's advisable for potential users to contact SelectHub for a tailored quote. This ensures that businesses can align the CRM's capabilities with their specific needs and budget, making it a versatile choice for enhancing customer relationship management.

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Spotler CRM Pricing

Based on our most recent analysis, Spotler CRM pricing starts at $17 (Monthly, Freemium).

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Starting From: $17
Pricing Model: Monthly, Freemium
Free Trial: Yes, Request for Free

Training Resources

Spotler CRM is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Spotler CRM:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Spotler CRM Benefits and Insights

Why use Spotler CRM?

Key differentiators & advantages of Spotler CRM

Integrations: Streamline work processes by integrating with commonly used applications.
API for Developers: Allows developers to integrate with various built-in or web-based platforms such as a website, in-house systems, accounting software and other cloud products.
API Languages: Make requests to create, read, update and delete records using JSON format.
Auto Data Sync: Automatically sync data with other systems, allowing ease of usage through any device.
Free Plan: Supports up to two users and includes most of the sales CRM functionality, some custom fields and report types, Google and Zapier integrations, responsive mobile design, SSL encryption, and data import and export. Provides access to unlimited contacts, up to 100 company records and 100 MB of document storage.
Service Level Agreements: Determine the priority of cases using service level agreements (SLAs) and follow a traffic light system, flagging cases green, amber and red according to the time taken to resolve them.
Case Reports: Use Forecast Reports for sales forecasts and pipeline management, and Listing Reports for ad-hoc or standard reports, which can be saved and scheduled.

Industry Expertise

Spotler CRM is particularly well-suited for B2B sales and marketing teams, especially those that are growing and need a system to manage customer relationships and sales processes effectively. It offers features like pipeline management, reporting, and workflow automation to help teams track progress, gain insights, and streamline their operations.

Synopsis of User Ratings and Reviews

Based on an aggregate of Spotler CRM reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Easy Implementation: Spotler CRM is designed to get users up and running quickly, with a user-friendly interface that's known for being easy to learn.
Affordable Pricing: Spotler CRM is considered a cost-effective solution, especially for small businesses, when compared to more complex CRM options available.
Customizable: Users can tailor Spotler CRM to their specific needs with customizable fields, dropdown lists, and reports.
Sales Opportunity Management: Spotler CRM helps businesses track potential sales and closed deals, providing a clear view of the sales pipeline to prioritize sales efforts effectively.

Cons

Limited Reporting: Users have reported that the reporting features are limited, making it difficult to extract in-depth insights and analyze data for strategic decision-making.
Simplistic Functionality: Some users desire more advanced features that go beyond the basic CRM functionalities, limiting its suitability for businesses with complex sales processes or those needing specialized tools.

Researcher's Summary:

Is Spotler CRM really simple or does it miss the mark? Spotler CRM users rave about its user-friendly interface and robust features, making it a top contender in the CRM arena. They particularly appreciate its intuitive design, which allows even non-tech-savvy users to navigate the system with ease. One user mentioned that, unlike other CRMs they've used, Spotler CRM's reporting is straightforward and easy to understand, providing valuable insights without the confusion. This simplicity extends to its mobile accessibility, a feature highly praised by users who are frequently on the go.

However, some users noted that Spotler CRM's simplicity, while a strength for some, could be a limiting factor for businesses with more complex needs. For instance, it lacks advanced inventory or production management features, which might necessitate integrations with other software for companies requiring those functionalities. Despite this, the overwhelming sentiment is that Spotler CRM excels in its core functionality as a CRM, providing a streamlined and efficient solution for managing customer relationships, tracking sales, and driving business growth.

Spotler CRM is an ideal choice for small to mid-sized businesses or teams seeking a user-friendly yet powerful CRM solution without the unnecessary bells and whistles. Its intuitive interface, robust reporting capabilities, and mobile accessibility make it a perfect fit for businesses looking to streamline their customer relationship management processes and focus on what matters most – growth.

Key Features

Sales

Contact Management: Offers a 360-degree view for prospects and customer profiling and interactions. A summary timeline tracks emails, calls, notes and documents.

Pipeline Management: Provides visibility throughout the sales process. Creates sales opportunities, shows the value of a deal, and sets and updates the probability of a deal. Also offers:

Estimated probability of success for each opportunity.
Sales forecasts for the coming months and years.
Opportunity lines to break down sales opportunities.
Automatic tracking of changes to an opportunity’s history.
User permission levels to set security levels for team and data access control.
Customized sales process stages for pipeline accuracy.

Sales Quotes: Supports complete quotation and manages the sales process end to end. Quotes are generated directly from the sales opportunity and can be viewed, downloaded and sent through one dashboard.

Tasks and Calendars: Organizes workloads and prevents missed sales opportunities. Also keeps track of the latest correspondence, eliminates duplication and reduces time wasted.

Email Integration: Creates transparency through a history of interactions with prospects and customers. Automatically captures incoming and outgoing emails and stores them in account activities for easy access.

Marketing

Lead Management: Manages sales leads, prospects, contact import and lead conversion. Unlimited custom fields capturing data to record what’s important and segment contacts.

Campaign Management: Run marketing campaigns directly from the dashboard, track their success, create multiple marketing campaigns and build different segments for automated campaigns.

Email Marketing: Allows creating designs for professional-looking emails without the need for IT support. Offers basic templates that can be customized using a “drag and drop” editor.

Marketing Automation: Integrates a website, campaigns and sales, processing new leads and triggering workflows. Data captured from a web form automatically gets added to the CRM, either to an existing record or as a new account. Supports alerts for sales follow-ups and email drip campaigns.

Lists and Segmentation: Enables database segmentation with drill-down capabilities to create user-specific profiles and cohorts. Helps cross-refer CRM and mailing consent data for data protection compliance such as GDPR.

Analytics and ROI: An integrated marketing tool helps execute, manage and report on marketing campaigns, all in one place. Analytics provide visibility into cost per lead, cost per opportunity and cost per sales to gauge return on investment.

Web Forms: Captures new leads directly from the website and can be categorized based on content to provide appropriate CTAs. Also auto-captures customer service and support tickets from the website.

Customer Service

Case Management: Tracks customer support issues from open to close, allowing full case viewing and management through one dashboard. It also:

Automatically records all customer interactions on an account timeline.
Automatically creates new cases from incoming emails and web forms.
Enables setting up a customer portal using the CRM API, giving complete access to all functions.

Limitations

User feedback suggests the following product limitations at the time of this review:

The automated emailing feature is glitchy.
Autosave feature is non-functional.

Suite Support

The support page on the website provides a well-curated database of information to help with product-related queries.

Email: [email protected].

Phone: 1-800-541-2890. Users from different regions can refer to the contact page for respective support numbers.

Training: No formal training is offered, but a support hub provides a searchable knowledge base of help articles, along with general CRM FAQs and a feedback form.

Tickets: Not mentioned.