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.

“simple client tracking

Pros

What I like most is how simple it is to keep all client info in one place. It makes it so easy to track what's going on with each client. I also love being able to set tasks for my employees which keeps everything on track and I can always check if those tasks are getting done.

Cons

Setting it up with our unique business processes was a bit tough but RSS helped me tailor it to fit exactly what we need.

“game changer for small business

Pros

For our small business, this CRM has been a game changer. We're just starting out and it's really helped us stay organized as we grow.

Cons

Honestly, I haven't explored enough of the system to point out major dislikes yet.

“clean layout and easy navigation

Pros

The system is super easy to use for my team and there's plenty of help if needed. The layout is clean and easy on the eyes, making it really simple to navigate for me.

Cons

Wish there was a merge mail feature, it would make sending letters with live data so much easier. Right now, grouping multiple contacts through reports is tedious.

“highly customizable and simple tool

Pros

It's simple and does exactly what I need it to do. My favorite feature is how customizable the system is to fit our specific business needs. You can adjust options throughout the whole system to match what your business requires. I also really like that you can link accounts and save documents right to those accounts.

Cons

I don't have a lot of big complaints but some things could improve.

“great option for sMes

Pros

The interface is easy to understand for my team and the system has everything most SMEs would need. It's definitely a great option for smaller businesses.

Cons

The email marketing designer could be better. I'd like more formatting options and customization so the emails look exactly how I want.

“easy navigation with flexible layout

Pros

It's super easy to use and navigate. I love that I can adjust the layout to fit my business's needs. I've used it to generate reports and even when I'm unsure how to do something, I can usually figure it out by just playing around with it a little.

Cons

Sometimes the notes and displays change randomly which can be confusing. One day it looks one way, the next day it's different and that drives me a little mad.

“simple and cost effective cRM

Pros

After trying a few different systems, I can say this tool is exactly that, simple. It's smooth, easy to use and very cost effective for a small business. It's made a real difference in how we operate.

Cons

When I do get stuck, the support team is always quick and helpful which makes a huge difference.

“great team with strong potential

Pros

I really like this software and their team. The organized events they've hosted have been great and I can tell that if we had more time to customize the system, it would be an incredible tool for our business.

Cons

Better integration with third party apps would be great. I also wish there was an option to pay for more customizations to really make the platform fit my business.

“customizable interface and reports

Pros

The whole user interface is so customizable and it's incredibly easy to use for me. Reports are easy and segmentation is a piece of cake.

Cons

Mailshot builder could use more font options and the creation wizard could be simpler in my opinion.

“sluggish performance at times

Pros

It's essential for managing our support tickets. When the tickets are categorized correctly, it's a great tool to track and identify the most common issues we face.

Cons

The system can feel a bit sluggish at times which interrupts my workflow.

“simple software but could be better

Pros

What I love about this software is how easy it is to use. There was almost no training needed to get the hang of it and if we're ever unsure about something, the tutorials on the dashboard make it simple to follow.

Cons

Reliability is the main issue I've noticed. Occasionally, tasks and emails aren't recorded properly. Most of the time it works fine but sometimes I can't even log in due to errors. It's rare and support fixes it quickly but it can be frustrating when it happens.

“Quick setup with supportive team

Pros

The ease of use and how quickly we were able to set up our database blew me away. The support was personal, professional and most importantly, really supportive throughout the entire process.

Cons

Integrating with other software hasn't always been smooth but the support team works with us and other providers to get things working.

“customizable fields for accurate data

Pros

Best part for me is how customizable the fields are. It allows us to capture exactly the data we need, all in one place.

Cons

I'd love to have more fields available on the Accounts page and full customization on the Opportunities page. It would make managing everything so much easier.

“great for reports and campaigns

Pros

I particularly enjoy using it for generating reports and running campaigns.

Cons

Creating reports can feel a bit clunky at times which slows me down when I'm trying to get things done quickly.

“easiest cRM I've ever used!

Pros

This tool is hands down the easiest CRM I've worked with. After exploring a lot of different CRMs, this one just stood out. It's easy to use and integrating it into my business processes was a smooth experience. The features I use every day are the ones that make the biggest difference and I would highly recommend it.

Cons

I find this CRM very easy to use. It integrates smoothly with my existing business processes and I haven't noticed any features missing or needing improvement. Overall, I'm really happy with it.

“simple adaptation for new users

Pros

I'm new to both the company and the software but it's been really simple for me to adapt. It handles all our basic contact database needs perfectly. It's simple, easy to follow and makes my daily work easier. We still have a lot of features to explore which just shows how much this system has to offer.

Cons

The automatic email integration hasn't worked perfectly for me. I had hoped it would save me from copying and pasting emails into contact activities but the formatting often got lost, previous messages were included and navigating the results was annoying. I ended up turning it off and going back to a manual approach which fits my workflow better.

“challenging organization as we grow

Pros

It's mostly easy to use but as we've grown, keeping everything organized has become a bit more challenging. I think we might need a revamp to stay on top of things.

Cons

Making lists and integrations could be better. I'm not sure if it connects to LinkedIn or Twitter which would be useful and tighter Outlook integration would help keep everything in one system.

“best tool for daily integration

Pros

This CRM integrates easily with what we already use. I log in every day to track emails and correspondence and it's been incredibly reliable which has made my life a lot easier.

Cons

I'd love the ability to search using reference words, like you can in email. It would make finding specific issues or products, like a manuscript name in our line of work, so much easier.

“convenient database with strong support

Pros

When we first started using this tool, we weren't entirely sure what we needed but we knew we wanted a easy database for managing prospects and clients. That's exactly what we got. The support team has been excellent, helping me customize fields to suit our service based business. The reporting is easy to use and the marketing suite is good, though I'm not confident enough to use it frequently.

Cons

It would be helpful if I could send emails directly from within the software.

“easy access to data

Pros

Accessing data on accounts, leads and opportunities is super easy for me with everything displayed on one screen.

Cons

Email system integration and connecting with other third party tools could be improved in my opinion.

“Needs better file search options

Pros

I've used this tool for years and it's the backbone of our business for managing contacts and operations. For us as a consultancy, having individual files for each client is crucial to track their progress and development.

Cons

Being able to search by keywords in files would be a game changer for me. Sometimes I remember a title, a meeting or a genre but not the author and I can't pull up the relevant files easily. Right now, I can only search by source, name, or email which limits me a lot.

“Adaptable and user friendly software

Pros

I was drawn to this software right away because it's so adaptable and user friendly. Creating custom fields was quick and simple and it's something I got the hang of easily.

Cons

So far everything looks good but I guess time will tell how it performs in the long run.

“simple and easy navigation

Pros

A client recommended this platform to me and after using Hubspot and Soffront, I found it much easier to navigate. The interface is simple and it didn't take long for me to get comfortable with all the features.

Cons

Having an extra page for accounts that have already bought would be great for my team. That way, they could exit the pipeline and leave only prospects on the accounts page.

“easiest cRM with smooth integrations

Pros

This tool is the easiest I've used by far. Tracking tickets and related accounts is easy and the UI is friendly. It integrates well with our email, billing, phone systems and marketing tools.

Cons

It doesn't have some of the advanced features other CRMs offer but I understand that simplicity is the point.

“customizable features with great support

Pros

Customizing the system was really easy and the team helped us implement these changes. Now, we use these features every day in our business.

Cons

At first, the system feels a bit inflexible but I get why, it needs to work across multiple industries.

“captures email traffic with ease

Pros

Capturing email traffic for each account is essential and once I get familiar with the basics, the CRM is super easy to use.

Cons

I wish there were setup packages or training available when a company starts using the system. Not everyone has time to figure things out on their own and it would be helpful to hit the ground running.

“Truly simple client management

Pros

All client info is organized and easily accessible for me. Setting tasks, completing them and following up is really simple and the auto syncing of emails saves me so much time.

Cons

Occasionally, I want to upload documents that are too large for the system which is frustrating.

“easy training with excellent support

Pros

The system is easy to use and training staff is really simple for me. The support is excellent which makes everything even smoother.

Cons

As my company grows, the CRM is starting to feel expensive and I'm concerned it might not remain cost effective much longer.

“helpful setup and efficient management

Pros

I worked with customer support during the initial setup and they were super helpful. I've been using the software to apply the Pareto 80/20 theory to my client database and to help with time management and task prioritization. It also works well for billing follow ups and rating clients based on the Pareto theory. This tool was the last CRM I found after trying several others and it's by far the most User friendly. I do need to get better at using the reporting section but I'm sure that'll come with more use. Honestly, it's one of the best software packages I've used and it's cost effective too. It's made my business more efficient and even more profitable.

Cons

I didn't notice any issues during my initial setup, it was easy enough.

“Difficult initial setup process

Pros

It's affordable and theoretically, it should help simplify our research recruiting process.

Cons

Setting it up properly was actually pretty difficult for me. Depending on which modules and features I chose, I had to contact support three times before the account worked the way I needed it to.