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What is Really Simple CRM?

Really Simple Systems cloud CRM is specifically designed for small and mid-sized businesses operating B2B. It's easy to set up and use, so you'll be up and running in minutes. You'll find a wealth of support resources and our customer support if completely free.

Pricing

Really Simple CRM Starting Price

$ 25/User/Month

Awards
Really Simple CRM Award

Our Awards and Recognition

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Key Features of Really Simple CRM

Here are the powerful features that make Really Simple CRM stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

  • Access control
  • Access Monitoring
  • Account Based Marketing
  • Accounting
  • Activity Tracking
  • Appointment Management
  • Call Monitoring
  • Call Reporting
  • Campaign Management
  • Case Management
  • Client database
  • Client Management
  • Cloud Computing
  • Communication Tracking
  • Consent Management
  • Contact Discovery
  • Contact Manager
  • Contract Management
  • CRM
  • CRM & Sales Dashboards
  • CRM & Sales Reports
  • CRM Analytics
  • Customer DataBase
  • Customer Management
  • Customer Support
  • Customer Support Tracking
  • Customer Targeting
  • Customizable Dashboard
  • Customization
  • Dashboard
  • Data Analysis
  • Data Management
  • Data Mapping
  • Data Security
  • Data Visualization
  • Developer API
  • Document Storage
  • Drip Campaigns
  • Email Integration
  • Email Marketing / SMS Marketing
  • Email Response Control
  • Email Templates
  • Field Sales Management
  • Forecasting
  • GDPR Compliance
  • Goal Tracking
  • Inbound Reporting
  • Inquiry Management
  • Interaction Tracking
  • Invoice
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • List Management
  • Manage Quotations
  • Marketing Analytics
  • Marketing Automation
  • Marketing Collateral
  • Marketing Management
  • Mass Email
  • Mobile Access
  • Multi-Account Management
  • Multi-Channel Communication
  • On-Demand (SaaS)
  • Pipeline Management
  • Proposal Management
  • Real Time Analytics
  • Reporting & statistics
  • Sales Dashboards & Reports
  • Sales Force Automation
  • Sales Forecasting
  • Sales Pipeline Tracking
  • Sales Quotes
  • Sales Tracking
  • Self Service Portal
  • Source Tracking
  • Survey Management
  • Team Management
  • Territory Management
  • VoIP
  • Web Forms
Show More
  • Analytics / ROI Tracking
  • Campaign Management
  • CRM integration
  • Customer Support
  • Dashboard
  • Email Marketing / SMS Marketing
  • Email Templates
  • Email Tracking
  • Goal Tracking
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Scoring
  • Real Time Analytics
  • Access control
  • Access Monitoring
  • Activity Tracking
  • Campaign Management
  • Contact Discovery
  • CRM
  • CRM & Sales Dashboards
  • CRM & Sales Reports
  • CRM Analytics
  • CRM integration
  • Custom Fields
  • Custom Sales Funnel Flow
  • Customization
  • Dashboard
  • Data Management
  • Developer API
  • Drip Campaigns
  • Drip Email Marketing
  • Email Integration
  • Email Marketing / SMS Marketing
  • Email Templates
  • Forecasting
  • Goal Tracking
  • Import & Export Data
  • Inquiry Management
  • Interaction tracking
  • Invoices
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Marketing Automation
  • Mass Email
  • On-Demand (SaaS)
  • Pipeline Management
  • Proposal Management
  • Real Time Analytics
  • Sales Analytics
  • Sales Force Automation
  • Sales Forecasting
  • Sales Pipeline Tracking
  • Sales Quotes
  • Sales Reporting
  • Sales Tracking
  • Source Tracking
  • Territory Management
  • Web Forms
Show More
  • Accounting
  • Activity Tracking
  • Campaign Management
  • Client database
  • Contract Management
  • CRM
  • Customer DataBase
  • Dashboard
  • Email Marketing / SMS Marketing
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Source Tracking
Show More
  • CRM
  • CRM integration
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live chat system
  • Search Option
  • Self Service Portal

Really Simple CRM Screenshots

Really Simple CRM Pricing

Here are the pricing plans for Really Simple CRM. Choose the plan that best fits your requirements and budget. Get Detailed Really Simple CRM pricing as per your requirements.

Professional
$ 25
User/Month
  • 5,000 Company Records
  • Unlimited Contacts
  • 5GB Document Storage
  • Email, Chat & Phone Support
  • Online 'self-service' Support Hub
  • Priority Technical Support
  • Quotations
  • Custom Reports
  • Customisation
  • API Integration
  • Two-way MailSync
  • User Permission Levels
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Enterprise
$ 40
User/Month
  • Unlimited Company Records
  • Unlimited Contacts
  • Unlimited Document Storage
  • Email, Chat & Phone Support
  • Online 'self-service' Support Hub
  • Top Priority Technical Support
  • Quotations
  • Custom Reports
  • Customisation
  • API Integration
  • Two-way MailSync
  • User Permission Levels
  • Advanced Reporting
  • Advanced Custom Settings
  • Dedicated Account Manager
  • Free Online Team Training
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Starter
$ 11
User/Month
  • 1,000 Company Records
  • Unlimited Contacts
  • 1GB Document Storage
  • Email & Online Chat Support
  • Online 'self-service' Support Hub
  • Custom Reports
  • Customization
  • API Integration
  • Two-way MailSync
Get Pricing

The pricing information for Really Simple CRM is sourced either directly from the software provider or publicly available materials. To get the most accurate and up-to-date costs, we advise reaching out to the vendor.

The pricing information was last updated on 26th May 2024.

Free Trial is available

Really Simple CRM Specifications

Get a closer look at the technical specifications and system requirements for Really Simple CRM. Find out if it's compatible with your operating system and other software.

Deployment :
Cloud Based
Subscription Plan :
Monthly, Yearly
Accessibility :
API
Customization
Mobile Support
Desktop Platforms :
MacOs
Windows
Language Support :
English
Business :
Freelancers
StartUps
SMBs
Enterprises
Available Support :
Email
Phone
Live Support
Training
Tickets
Integrations :
  • Zapier
  • OneLogin
  • Kashflow
  • Microsoft Azure
  • Xero
  • Sage
  • Office 365
Company Details :
Company Name : Really Simple Systems
Headquarter : Petersfield
Full Address : Rookery Farm, Ramsdean
Overview Provided by : Emily Steeden

Really Simple CRM Comparisons

Compare Really Simple CRM with other similar options available in CRM Software. Explore the key differences to see why it's the top choice for businesses and individuals.

Really Simple CRM Description

Here's the comprehensive description of Really Simple CRM. Gain a brief understanding of its unique features and exceptional benefits.

Really Simple Systems cloud CRM is specifically designed for small and mid-sized businesses operating B2B. It’s easy to set up and use, so you’ll be up and running in minutes. With our CRM you’ll be working smarter, managing and tracking your sales leads and customers, so you can get on with growing your business.

To help you get started, we provide a wealth of self-service resources in our Customer Support Hub which links directly to the CRM. You’ll find tutorial videos, step-by-step guides and screenshot that will walk you through everything you need. And if you get stuck, we offer free customer support.

Our CRM has an optional integrated marketing module, providing you with everything you need to successfully manage your sales and marketing. Plus it integrates with three great small business accounting systems so you can manage your invoices directly from your CRM.

Take a 14 day trial to see for yourself how easy it is.

Did you know CRM (Customer Relationship Management) software is the fastest-growing software on the market?

Any company’s sales and marketing departments must work as a cohesive unit. Thankfully, CRM works as a central repository for all the information related to an organization’s customers, thus, enabling anyone across the departments to track and manage their journey. To keep it simple, we can say that CRM helps a company grow.

With an aim to help small and medium-sized businesses organize and simplify their growth, Simple Systems designed a cloud CRM solution.

Introduction to Really Simple Systems Sales CRM

Really Simple Systems CRM is a hosted CRM platform that helps businesses build long-lasting relationships, save time, and make more sales. It provides everything you need to run your sales and marketing in one powerful yet easy-to-use system.

From finding contacts and communication details of every customer to keeping track of leads, its Sales CRM platform automates the sales funnel. Moreover, it helps schedule tasks and appointments to ensure you never miss any sales opportunities.

Salient Features of Really Simple Systems Sales CRM

1. Dashboard

As you log into your Really Simple Systems CRM account, here is what you see:

Really Simple Systems Dashboard

As you can see, it gives you intuitive and actionable insight into your account activities. For instance, when you click on ‘Tasks,’ it lets you view the complete task list, those that are urgent, and the ones you are working on currently. Similarly, you can navigate to Opportunity, Forecast, and other widgets on your dashboard. You can represent this data in the form of a graph, pie chart, number bar, table, and more. 

You must note that Really Simple Systems’ CRM dashboard is completely customizable. You can drag and drop the widgets, reposition, resize, and even delete them as needed. If you want to add more widgets to your dashboard, you can click on ‘Add Widgets’ in the upper right corner of the dashboard. Moreover, you can also configure some of the widgets to display variable data on your dashboard, and on the Enterprise plan, you can create your custom widgets.

Besides, there’s a ‘Help’ drawer tab on the upper right pane of your dashboard. It gives relevant information with respect to the modules you are working with. Also, it has a search bar where you search for anything within the platform and get its details.

2. Accounts

Here, accounts refer to the companies your organization deals with. It stacks all the company details, including the account name, address, phone number, website URL, source, and initials.

Really Simple Systems Accounts

The full view is customizable, i.e., you can show or hide the columns on your Accounts grid with ‘Columns.’

You can,

  • Add Accounts: Whenever you close a new deal, it is essential to save the company details. You can do this using the ‘+Add’ button.
  • Import Data: Let’s suppose; you have some data stored in other systems. Really Simple Systems CRM enables you to import this data in bulk.
  • Export Data: At times, you find the need to export data, delete some accounts, copy, or merge them. To achieve this, you must click on the checkbox against a particular Account Name, and you will get all these options. If you opt to merge the data, it gives you the list of accounts you wish to merge it with.
  • View & Edit: In case you want to view or edit any column details, simply click on the Account Name, and you will have all the information on your screen. Here, you can view the point of contact for that particular account, view or add Tasks (you are working on or have worked before) and Activities (your past interactions with the account), and also have a look at the Opportunities, Quotations (quotes created and sent), Linked Accounts, and Campaign Details, if any. 
  • Search: Besides the global search bar for the CRM solution, Accounts has its own search bar, which lets you type the name or keyword of any account and gives you the result accordingly.

Moreover, you can sort the data in each column per your requirement.

3. Contacts

This represents the concerned person of the accounts (i.e. company) you are dealing with.

Really Simple Systems Contacts

You can add these contacts directly from the Accounts tab or by clicking the ‘Add’ button. Furthermore, Really Simple Systems CRM lets you – 

  • View & Edit: Similar to Accounts, you can view, edit, and save contact details by clicking on them.
  • Holds: When you will open a Contact, you will see that it is marked ‘Hold.’ This means that the contact will no longer receive your marketing emails. However, you can always put a person on hold whenever needed.
  • Columns: This enables you to customize your Contacts table. You can choose what to display and what not to. Moreover, you can even drag and drop the columns to reorder them.
  • Advanced Options: As soon as you tick the checkbox against the Contact Name, you will see a list of options, such as delete, export, move to, merge to, copy, add to the campaign, and send an email. You can trigger any of these actions when the need arises.
  • Search: Alike Accounts; here, also you have a search bar that allows you to search for specific contacts.

4. Opportunities

As the name suggests, Opportunities are the sales deal you hope to close. From its closure date to its account name, forecast, total value, status, and probability of winning the deal are represented here.

Really Simple Systems Opportunities

As we saw earlier, you can create an Opportunity from the Accounts tab. Alternatively, you can click the ‘+Add’ button, select the appropriate Account Name, and create it. Next, you can add a close date for your opportunity, i.e., when you expect to close the deal. Depending on this, you can set the Status from a drop-down list – New Lead, Qualified, Waiting, Quoted, Waiting for PO, Won, Lost, or No Opportunity.

When you set the Probability and Sales Value, the opportunity automatically appears on your Sales Funnel, which is displayed on your dashboard.

Similar to Accounts and Contacts, Opportunities also has settings to customize its view, edit details, search for specific keywords, delete, export, copy, and move to options. You can leverage these functionalities as and when required.

5. Tasks

This is where you see the list of items you need to work on. For example, the task can be calling a prospect, taking a follow-up, or a reminder to call a Contact at a given time. You can add tasks from a particular Account Name or by clicking the ‘+Add’ button.

Really Simple Systems Tasks

You can personalize your Tasks table to view only the tasks you are working on by choosing appropriate filters.

As you can see in the above image, the tasks can be prioritized as High, Medium, Low, and Really High. This signifies the importance of each task and lets you plan your workday accordingly. Further, you can set the ‘Task Status’ to Not Started, Waiting, Deferred, In Progress, or Completed. The ‘Description’ area helps you comprehend what you have to do.

  • Email Notifications: These tasks can be set for you or anyone in your organization. If you are setting a task for your colleagues, Really Simple Systems CRM gives you an option of whether to send them an email.
  • Repeat Tasks: Let’s suppose; you want to create a task that needs to be repeated weekly, monthly, or yearly. Once you create a task, save it, and re-open it. You will see an option named ‘Repeat Tasks.’ Here, you can mention the date you want the task repeated.
  • Multiple Tasks: Managing multiple tasks is a breeze with Really Simple Systems Sales CRM. It has a ‘Complete and New Task’ function, clicking on which marks the Task Status is completed automatically and creates a new task.

Like other modules, you can also personalize Tasks and utilize added functionalities like search, delete, export, copy, and move.

6. Reports

Reports are of utmost importance for sales. With Really Simple Systems CRM, you can generate a list of reports and choose to display them on your dashboard to keep track. It has two in-built report writers – Forecast Report Writer and a Listings Report Writer. The former is for running sales forecasts, whereas the latter enables you to create ad-hoc and standard reports.

Really Simple Systems Reports

Additionally, it offers you a set of predefined reports that you can run, modify, and delete. This module has advanced functionalities like scheduling reports to be delivered in an inbox, setting permission levels, and more in the Enterprise Plan.

Here, you can add a forecast, which you can have a quick glance at on your dashboard. When you run the report, it asks you to choose the output type – Screen, PDF, or CSV. You can also export and copy these reports.

7. History

This is where you can see your recently visited pages. The below image clarifies it all:

Really Simple Systems History

8. Settings

Here, you can manage the features you want, customize the CRM, set up users, input data, and turn on the integrations to other systems or applications you use. An administrator has access to all these functions and can set user-level permissions so that only the data they want will be visible to the users.

Summing Up

In addition to all those mentioned above, Really Simple Systems CRM has an integrated Marketing module, which helps you create and send emails and newsletters. While the Really Simple Systems CRM is hosted in the cloud and easy to use, it ensures that no specialist knowledge is required for your staff to operate the system.

You can explore more about Really Simple Systems CRM either on their website or its SoftwareSuggest Profile Page.

Really Simple CRM Resources

Overall Really Simple CRM Reviews

Thinking about using Really Simple CRM? Check out verified user reviews & ratings based on Really Simple CRM's features, user-friendliness, customer support, and other factors that contribute to its overall appeal.

4.7/5

Based on 9 Reviews

Write a Review Or
Ask a question
Feature Feature 4.7

Feature

Out of 5

Ease of use Ease of use 5

Ease of use

Out of 5

Value for money Value for money 4.9

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

Likelihood to recommend Likelihood to recommend 90%

Likelihood to recommend

Out of 100%

Really Simple CRM Pros and Cons

"Easy to use and personalise."

"I have used many CRM's in my time - this one is really quick to use and train new staff to use. Does everything I need to track leads, clients and opportunities."

"Very easy to use and adapt to your requirements, fantastic support and informative webinars. A good aid to proactive account management that can be shared with colleagues worldwide."

"None"

"None really"

"It can start to get expensive the more functionality you have (i.e. Marketing add on) which would be important to a fledgling business. Maybe offer reduced functionality across both sales and marketing sections to support small businesses as they grow?"

SoftwareSuggest reviews are authentic and verified. Here's how.

Showing 3 out of 9 Reviews

Rachael

Finance and Marketing assistant

Used the software for : More than 1 year

Company Size :1-10 employees

5.0

Feb 14, 2020

Verified via Business email.

Verified Reviewer

The reviewer either uploaded a screenshot or invoice of the last billing, confirming their status as a current user of the software.

Verified User

This review is written without any compensation or invitation from SoftwareSuggest, vendor, or affiliate.

Review Source: Organic

Great and simple CRM system

I haven't had any issues. It's a reliable program and very easy to add/remove tables, save messages and create contacts. the user interface could have a bit more of a professional feel, as at the moment it feels like you're working in a more fancier version of excel, but all in all a good experience. It would also be good to be able to personalise interfaces with company logos etc.

Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 5

Ease of use

Out of 5

Value for money Value for money 5

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

What do you like best about Really Simple CRM?

Easy to use and personalise.

What do you dislike about Really Simple CRM?

None

Paul

Senior Sales Consultant

Used the software for : 6-12 months

Company Size :11-50 employees

5.0

Oct 24, 2019

Verified via Business email.

Verified Reviewer

This review is written without any compensation or invitation from SoftwareSuggest, vendor, or affiliate.

Review Source: Organic

Very easy to use CRM

Well worth looking into this software if you are looking for a cost effective and flexible CRM solution. It is useful to see not only your pipeline but other members in the the team and track their activity.

Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 5

Ease of use

Out of 5

Value for money Value for money 5

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

What do you like best about Really Simple CRM?

I have used many CRM's in my time - this one is really quick to use and train new staff to use. Does everything I need to track leads, clients and opportunities.

What do you dislike about Really Simple CRM?

None really

Samantha

Sales Administrator

Used the software for : 6-12 months

Company Size :11-50 employees

4.0

Oct 18, 2019

Verified via Business email.

Verified Reviewer

The reviewer either uploaded a screenshot or invoice of the last billing, confirming their status as a current user of the software.

Verified User

This review is written without any compensation or invitation from SoftwareSuggest, vendor, or affiliate.

Review Source: Organic

Really Simple, Really Effective

I enjoy how easy it is to use and how organised and proactive it makes me! I've also benefitted from the informative online webinars that highlight the best and most effective ways to use the CRM.

Feature Feature 4

Feature

Out of 5

Ease of use Ease of use 5

Ease of use

Out of 5

Value for money Value for money 5

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

What do you like best about Really Simple CRM?

Very easy to use and adapt to your requirements, fantastic support and informative webinars. A good aid to proactive account management that can be shared with colleagues worldwide.

What do you dislike about Really Simple CRM?

It can start to get expensive the more functionality you have (i.e. Marketing add on) which would be important to a fledgling business. Maybe offer reduced functionality across both sales and marketing sections to support small businesses as they grow?

Alternatives of Really Simple CRM

Explore alternative software options that can fulfill similar requirements as Really Simple CRM. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.

Really Simple CRM FAQs

How much does Really Simple CRM cost?

The starting price of Really Simple CRM is ₹ 1800/User/Month. It has different pricing plans:

  1. Professional : ₹ 1800/User/Month
  2. Enterprise : ₹ 2880/User/Month
  3. Starter : ₹ 792/User/Month

Really Simple CRM also provides a free trial to users.

What apps do Really Simple CRM integrate with?

Really Simple CRM integrates with various apps:

  • Zapier
  • OneLogin
  • Kashflow
  • Microsoft Azure
  • Xero
  • Sage
  • Office 365

What are the top 5 features for Really Simple CRM?

The top 5 features for Really Simple CRM are:

  • Accounting
  • Case Management
  • Cloud Computing
  • Contact Manager
  • CRM
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