Spotler CRM Reviews

“Fast support and smart reminders

Pros

Any time we've had to contact customer service, they've gotten back to us within a day with a clear, helpful answer. The reminder system is spot on and easy to adjust for my team. Once we asked about a specific way to track potential sales and they actually added the feature for us in just a few hours. We were seriously impressed.

Cons

I don't have any major issues with the system itself.

“All details in one place

Pros

It keeps everything in one place which makes it super easy for me to access contacts and keep track of all the important details, including those 'paper trails.'

Cons

There's really not much to complain about since the upgrades, they've improved things a lot.

“Manual setup and tricky integrations

Pros

This tool is pretty easy for me and covers all the essential CRM features, plus it has that extra marketing layer with email campaigns which is a nice touch for my team.

Cons

I've found it a bit tricky to integrate other platforms and handle more advanced marketing functions. Importing and exporting contacts, as well as setting up emails, still feels quite manual to me.

“smooth switch from Rss to spotler

Pros

I switched over to this tool after Really Simple Systems made the changes in their software. Honestly, I think they did a great job of keeping things almost identical from a user perspective.

Cons

I had trouble getting in touch with customer service. I kept asking for someone to call me but no one ever did.

“unappealing uI needs refresh

Pros

The free trial was great because it gave me a chance to test the software and send out a test marketing email. It worked just fine and gave me a good feel for the tool.

Cons

The UI isn't very appealing and I feel it could use a rebrand. While there are tutorials, I think using it could be made a bit easier.

“easy tracking of my workload

Pros

It's really easy to use and does a great job of tracking my workload. I don't have to worry about losing track of anything.

Cons

Honestly, I haven't found much to dislike, it's very effective and efficient for what I need.

“Flexible enterprise for small teams

Pros

I love that I can upgrade to Enterprise without needing a big team of 20 or 50 people. It feels like a more flexible option for smaller businesses.

Cons

connecting with other systems like WordPress, Event Espresso, or WPForms is still a challenge for me.

“simple communication tracking

Pros

Tracking communication is really simple for me. It's so easy for my team to see what's going on and stay updated.

Cons

I wish I could use a single contact in more than one account but currently that's not possible.

“Responsive system with growth reports

Pros

With hundreds of clients, I can find anyone in just a click and the system is super responsive when I add data fields. Plus, the reports help me spot growth opportunities. Really this tool has been a game changer for my business management.

Cons

While locating clients is easy, it would be great if I could scroll through client names instead of inputting them each time.

“super simple with custom fields

Pros

As I have just started using it, I find it super simple. I like the ability to add custom fields, personalize my dashboard, integrate marketing automation with the CRM and attach documents to records.

Cons

I'd like the ability to add new job titles while creating contacts, without having to leave the page and go into settings. Also, viewing documents in a pop up window instead of downloading them would be a huge improvement for me.

“highly customizable and easy tool

Pros

Huge customization options and ease of use make it a standout tool for me. No doubt, it's a fantastic option.

Cons

The free version feels a bit too limited. I can sense its potential but it would be nice to test more of its features.

“great for managing workflows

Pros

It's been a great tool for managing workflows, especially with our team working across different locations and hours. It's made handling absences smoother and improved how we interact with clients.

Cons

Email sync works well but emails aren't displayed in an easy to read format. Autosync logs them as block text instead of preserving the original Outlook format which makes reviewing old emails really difficult.

“simplicity with flexible setup

Pros

Simplicity is key. Being able to tweak dropdowns and set everything up just the way I need it makes a big difference.

Cons

I've noticed it doesn't autosave and it would be helpful to have more tailored options for changes.

“Perfect layout for client files

Pros

Simple layout makes it so easy to organize and access client files and reports. It's exactly what I needed.

Cons

Some of the language and terminology feels very European to me, especially in metrics and reports which can be confusing at first.

“Organized data and smooth integrations

Pros

It has been a great tool for keeping all my customer data and communication organized in one place. It's helped me build better relationships with customers, track opportunities and manage marketing strategies. I can easily add detailed info to each record, assign tasks and stay on top of everything. The integration with email systems makes responding to clients and sending promotions smooth and the reports help me track opportunities linked to campaigns.

Cons

Allocating certain fields when creating menus can be tricky. I think there's room for improvements and automation especially for tracking and sending emails more effectively.

“user friendly and fully customizable tool

Pros

This CRM is so user friendly, with tons of support materials like video tutorials. It's customizable to meet personal or company needs, with options for customer databases, sales, automation and cloud storage, everything can be added as needed.

Cons

Moving multiple customer tasks to a new date in the Task Window is time consuming for me because it has to be done individually. Being able to select multiple tasks across customers and set a new date for all of them would be really useful for me.

“Reliable for daily operations

Pros

Overall, I'm pretty happy with how this tool helps manage our day to day operations. It's been a reliable tool for us.

Cons

I'd love more ways to track task progress, with prompts when tasks are overdue or need attention soon.

“Tricky emailer and weak recording

Pros

The system is fairly simple to use but I feel the sales management section could do better when it comes to leaving comments and notes. It feels like a bit of a letdown for what could be a more complete system.

Cons

I find the emailer a bit tricky to use. Adjusting fonts and spacing isn't very obvious and I often have to make sure everything matches perfectly. Recording sales conversations feels pretty weak which slows me down.

“frustrating report setup and uI quirks

Pros

It's easy to learn but average to use every day.

Cons

Pulling reports with all account and contact details together is frustrating because of the setup. I also wish the edit and delete buttons were swapped, editing is what I do most, not deleting. The comments box on a new account feels awkward, short and wide and it pushes the page off the screen. The recent price change even made one client consider switching products.

“Affordable and user friendly cRM

Pros

Interface is really user friendly. I found it easy to get up and running quickly and the support materials like video tutorials and webinars are super helpful. Another thing I like is how affordable it is, especially since there's a free entry level plan for small businesses.

Cons

I feel like this tool doesn't give me enough flexibility. There are good features but I can't customize everything for my exact needs. Integrations are limited too so connecting it with all the tools I use can be a hassle, making it tricky to fit into my workflow.