Spotler CRM Reviews

“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.