Contact Management Software
Find and track every customer, contact and communication instantly, then set tasks to follow up, and share with your team.
360° Visibility Of Your Business
Easy to use contact management software for small businesses with everything you need to track and manage your prospects and customers.
Totally Organised
Our integrated and versatile CRM contact management software makes it easy to manage your contacts and share information across your team. Giving a 360 degree view of all your interactions, you’ll improve engagement and your customer experience for longer-lasting relationships and unite your team.
You’re not just keeping track of names and addresses, our CRM records every interaction, including your emails, calls, notes and documents, arranged in a summary timeline.
Great Customer Experience
With all the information your need at your fingertips you’ll never miss another sale.
Centralised Hub
Unite your team and your data in one central repository, creating a heart for your customer focus and business.
Email Integration
Our two-way email integration means you can automatically capture all your emails to and from your contacts straight into the CRM. Syncing unlimited email addresses, you’ll see your own interactions as well as those with the rest of your team.
Email integration works with the email client of your choice, including Microsoft Outlook 365 and Gmail.
Tasks, Events & Calendars
Create tasks to remind you of outstanding actions against each account. This might be a reminder to call a contact in a few weeks time or to follow up on a quotation. Once a task has been completed it’s saved to your activities timeline, keeping a full historical record on the account. You can also sync your tasks back to your Google calendar, keeping an up to date view of your diary.
Data Analysis
Our powerful CRM report writers let you easily run reports and access your management information data. As well as managing your sales data you’ll have insight on your customers’ and prospects’ activities. By understanding their buying habits, behaviours, interest and interactions you’ll be ready when they are.
User Permission Levels
If security is important to your business, you can set CRM permission levels and control who has access to your data. By allocating each user to a User Group and allocating a User Profile you can determine the level of access each has to your data. You could set up the security so users in the same User Group, such as UK Sales, can access and edit each others’ accounts, but not accounts owned by users of another Group.
Document Storage
Less exciting but equally important is the huge amount of document storage available in our CRM. Store your quotations, service level agreements, meeting minutes, proposals, plans and images within each of your company accounts. Email attachments sent or received can automatically be saved to the account record through your email integration.
Really Simple Systems CRM Explained
Our CRM software helps you work smarter, managing and tracking your leads and customers so you can get on with growing your business.
Do Happy
Here at Really Simple Systems we love nothing more than making our valued customers smile. Go on, do happy.
We’re Pretty Well Connected
We connect seamlessly to many other great tools in order to make your working day as simple and stress-free as possible.
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Since signing up with Really Simple Systems, we have really been able to take our customer service, marketing and communication to the next level.
Elaine Hamilton, Hello Scotland
Seen Enough? Get started.
The best way to see if our CRM is right for you is to try it. Simply register for a free trial and we’ll help get up and running in no time.