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Average Ratings 0 Ratings

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ease
features
design
support

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Description

All of your customer success information can be gathered in one place, so that your entire company has the information they need. All conversations in one location. Foster relationships with the right people at the right time. With our Gmail integration and Office 365 integration, there's no need to copy-paste or send BCCs. Keep your team informed about the health of each customer and share any updates with them in real-time. Integrate Pulse into your Slack/MSFT Teams to ensure that your leadership team receives all important customer updates in real-time. Your methodology for driving success will ensure consistent customer service. You can increase predictability in your revenue by coordinating all aspects (subscriptions renewals, expansions, etc.). To make more accurate forecasts, you can use customer feedback and health. Notify your team immediately if there are any issues with a customer to avoid any future problems.

Description

Spotler CRM, formerly Really Simple Systems, is a powerful CRM system designed for teams that are growing and working in B2B. Spotler CRM gives your sales team everything they need to manage prospects, customers and sales without letting technology dictate their strategy. The CRM system is also equipped with integrated email marketing modules and customer service desks and can be accessed anywhere from desktops, tablets, and smartphones. The CRM is designed to be easy to set-up and easy to use. This allows you to train your staff in minutes so that you can focus on growing your business.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Stackreaction
Zapier
Dropbox
Facebook
Gmail
Google Docs
Google Sheets
InboxCRM by AppEQ
Integrately
Leadinfo
Microsoft Azure
Microsoft Outlook
QuickBooks Online
Sage Accounting
Trello
Typeform
Wufoo
X (Twitter)
Xero

Integrations

Stackreaction
Zapier
Dropbox
Facebook
Gmail
Google Docs
Google Sheets
InboxCRM by AppEQ
Integrately
Leadinfo
Microsoft Azure
Microsoft Outlook
QuickBooks Online
Sage Accounting
Trello
Typeform
Wufoo
X (Twitter)
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$17.00/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ClientSuccess

Founded

2014

Country

United States

Website

www.clientsuccess.com

Vendor Details

Company Name

Spotler

Founded

2004

Country

The Netherlands

Website

spotler.com/en-gb/crm

Product Features

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Product Features

Appointment Reminder

Appointment Scheduling
Calendar Management
Call Reminders
Email Reminders
Online Booking
Payment Reminders
Recurring Appointments
Rescheduling
SMS Messaging
Two-Way Messaging

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Satisfaction

360 Degree Feedback
Analytics
Call Reporting
Complaint Monitoring
Feedback Collection
Survey Management

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Alternatives

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