Sales CRM Features

Manage your customers, prospects and sales pipeline

Easy to Use Sales CRM

  • The Really Simple Systems Sales CRM is an essential tool to manage your customers and prospects by keeping track of your interactions with them. It has been designed with the user in mind; it’s easy to set up and you can train your team in minutes.

    It includes everything you and your sales team need to manage your customers, prospects and sales. And its fast search and data entry works seamlessly on desktops, tablets and smartphones.

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  • Manage Sales, Tasks & Opportunity with our Sales CRM

  • I found the CRM easy and intuitive to use. I particularly like the fact that the system is easy to customise. It makes the daily use a better experience and the data more meaningful.

  • Custom Dashboard

    Your sales dashboard can be set up to display your KPIs and what’s important to your business. For example, you can show your pipeline for your current sales period, including the sales closed and open opportunities for each of your sales team, with weighted and unweighted values.

    Custom dashboard for your sales CRM

  • Contact Management

    Optimised for B2B (Business to Business) selling, you can manage your contacts at company level with a single page view that shows all the data for the organisation you’re dealing with.

    This includes all the Contacts (people) who work there, all the Tasks (things to do) outstanding for that Account, all the Activities (past emails, telephone calls, meetings), all the Opportunities (sales deals, open and closed), any Documents (quotes, faxes) attached to the Account.

    The whole Sales CRM system works in real-time, so you’ll always see the latest information and can pick up and assign tasks on the go.

  • Lead Management

    Our lead management software lets you manage your new leads from initial contact through to a closed sale. You can manage your interaction with each lead, streamlining your sales process and making sure you maximise your sales opportunities.

    CRM Lead Management

Having used Microsoft CRM and Salesforce it is refreshing to find a product not overloaded with stuff you’ll never use – and the support is fast and helpful.

  • Tasks, Events & Activities

    You can use your CRM to set up Tasks to remind you of outstanding actions against each Account. This might be a reminder to call the contact in a few weeks time or to follow up on a quotation. You might also assign a task for one of your colleagues to action.

    Using the Activities field you can record every telephone call, support request and meeting against the company account.

    And using our MailSync feature you can automatically capture all incoming and outgoing emails to and from Contacts.

  • Opportunities & Pipeline

    Our CRM Opportunity Management helps you manage and track your sales opportunities, effectively prioritising your sales effort. This means you get visibility of your sales team’s pipelines right through the sales process.

    Sales CRM Pipeline

  • Quotations

    The Quotations feature lets you create, download and send a quotation directly from your Sales Opportunities. This all-in-one sales pipeline and quotations solution means can complete and manage the whole sales process end to end.

    With the Quotations template you can design a standard quotation document including your logo and branding, plus add in any follow up details.

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  • Email Integration

    Our email integration feature, MailSync™, allows you to automatically capture emails to and from your contacts. The messages are saved to the customer account and gives you a full record of your interactions.

  • Custom Settings

    You can easily add and remove fields from any record to customise your Sales CRM and meet your business needs. Creating Custom Fields and Dropdown Lists means you can easily find the data you need and report on your activities.

  • Security

    With User Permission Levels you can define and assign security profiles for all your users.

    The User Permission Levels feature is available with our Enterprise plan.

  • Reporting

    Our two built-in report writers lets you generating management information with a simple “drag and drop” interface.

    The Forecast Report Writer creates dedicated reports for sales forecasts. The Listings Report Writer is great for quick ad-hoc reports, or standard reports that can be saved.

    You can schedule reports, create custom reports and download reports in Excel or pdf formats.

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  • Friendly Support

    Our friendly Customer Support Team can help you load your data and set your CRM system up, all included in the monthly subscription fee.

    We also provide step by step support documentation on all features to help you get the most from your CRM.

    Free CRM customer support

  • Accounting Integration

    Our CRM system links directly to accounting systems like Xero, SageOne and KashFlow.

    This means you can view customers’ account balances directly in the CRM system, including sales to date and overdue amounts. You can create new customers directly from the Sales CRM, and pass invoices and quotations.

    Click through to the customer’s account directly from the CRM system.

  • Complete Integration

    The web-to-lead forms feature, Web Transactions, lets you capture leads from your web site, assign them to a sales person or put them in an automated email campaign.

    For advanced integration, there’s a full API (Application Program Interface) letting you integrate your CRM with the other systems you use.

  • Scalable CRM

    Our CRM system is designed and priced to work with you as you business grows. You can start for free and then upgrade to one of our paid plans when you need more company accounts and features.

    CRM Features with Really Simple Systems

  • Cross Platform

    The CRM system runs on desktops, laptops, tablets and smartphones. Using “responsive design” the system automatically adjusts to fit the device you are using.

    And because it’s Cloud-based the system is always available, 24 hours a day, 7 days a week, 365 days a year – wherever you are.