Sales Automation Software

Effectively manage and track every sales opportunity through each stage of your sales process to successful closure.

Checking your details

Sales Force Automation

Effectively manage and track your sales opportunities through your pipeline.

Sales Pipeline Management

Manage and track your sales opportunities to effectively prioritise your sales effort. Sales Force Automation means you get visibility of your sales team’s pipelines right through the sales process.

You can create sales opportunities showing the value of the deal, set and update the probability of the sale and also add weighted values. As a result, our intuitive CRM system will help you create more accurate forecasts and close more leads.

Creating quotations and invoicing directly from your opportunities means no more switching between systems to get the paperwork done.

Pipeline Management

On The Ball

All the information your need at your fingertips so you’ll never miss another sale.

Estimate the probability of success for each sales opportunity and track it through your pipeline.

Add weighted values to give a sales forecast for the coming months and year.

Use Opportunity Lines to create a breakdown of each sales opportunity.

Opportunity History automatically tracks any changes to each sales opportunity as it passes through the pipeline.

Set User Permission Levels to set security levels for all your team and control who has access to your data.

Customise the stages of your sales process so your pipeline accurately reflects your business.

Generate quotations documents directly from your opportunities and send them to your contacts.

Powerful report writer dedicated to creating detailed sales forecasts.

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All In The Detail

View your sales pipeline at a glance and drill down for the full picture.

Opportunity Lines

Within each sales opportunity you have the option to break it down into detailed ‘Opportunity Lines’. Therefore, you can separate out different products that you might be quoting on, and differentiate service elements that might be charged at another rate.

Opportunity History

Our Opportunity History features lets you keep a record of any changes made to an opportunity. So the changes and transactions are logged in the Opportunity History, giving you a full record of any alterations made to the opportunity.

Custom Settings

Customising your Really Simple Systems CRM is simple and you can create your own settings to determine the steps of your sales process. You can add as many stages as you like, accurately reflecting how you manage your sales pipeline.

User Permission Levels

If security is important to your business, you can set CRM permission levels and control who has access to your data. Allocate your CRM user to a User Group and User Profile to determine what level of access each has to your company data.

Forecast Reports

Our CRM software includes a powerful report writer dedicated to producing sales forecasts. The Forecast Reports feature means you can create detailed forecasts, reporting on your sales pipeline. You can sort the report by probability, weighted and unweighted values and also by your sales groups.

Custom Charts

Our custom charts means you can create your own dashboard widgets. This means you are able to see visual representations of the data you care about and view your sales progress at a glance.

See How Really Simple Systems Compares

Really Simple Systems is a leader in Small-Business CRM on G2

Software Suggest Award

SoftwareSuggest Award

Really Simple Systems is a leader in CRM on G2

SmallBizCRM Award

SoftwareWorld Award

Software Advice frontrunner for contact management
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Our CRM software helps you work smarter, managing and tracking your leads and customers so you can get on with growing your business.

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Do Happy

Here at Really Simple Systems we love nothing more than making our valued customers smile. Go on, do happy.

"When you’re a small business working towards growth, each step you take really matters. Really Simple Systems CRM helps us tackle our ever-evolving objectives!"

Ian Hare

Clear Vehicle Data

"Really Simple Systems is key to our businesses growth. The marketing feature is amazing and we love how easy it is to customise how everything displays in the CRM!"

Jonny Towers

BloomSmith

"I highly recommend Really Simple Systems to small businesses who need the ability to easily follow up with numerous prospects. Its actually fun to use!"

Ann Parvin

Southern Comfort Homes

"By far the best part about Really Simple Systems is the team - they're very focused on helping us with what we want and looking at creative ways to get the job done."

Matt Jessop

British Red Cross

"The CRM has become a very important part of our business. It has streamlined the way we work, improved our non-verbal communication and ensured visibility across all accounts."

Richard Perry

JC Payne

"We wanted something that we could learn quickly and was affordable. It was also very important for us that Really Simple Systems was 100% committed to GDPR compliance."

Bob Barrett

CyberTech Digital

"The quick support and help from the team at Really Simple Systems is brilliant whether it be by Skype, telephone or email. I can’t recommend the product, and the people, enough!"

Elaine Hamilton

Hello Scotland

"Being able to see who has opened and clicked through on emails means we can easily see who to follow up. The all-in-one system makes it straightforward to use and view information."

Jacquie Burnside

Destination North Coast NSW

"The CRM has been able to adapt to fit us rather than us adapt to fit it. People always dislike change and to be given an intuitive system makes adoption and use so much easier for my staff."

Mike Smithson

The Property Jungle

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.

We are a small organisation so the fact that we could discuss exactly what we wanted meant a lot to us.

Jacquie Burnside, Destination North Coast NSW

MORE ABOUT DESTINATION NORTH COAST

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