Really Simple Systems: CRM Made Easy

Thursday, April 16, 2020
Michael Scheiner

Really Simple Systems: The name says it all when considering a CRM system for small businesses.

This CRM software covers the most fundamental CRM tools. It gets you top customer relationship management. There are also marketing campaigns, lead management, and customer support. You get custom reports, sales force automation, and more. It's a robust CRM system that offers excellent value for money.

Really Simple Systems was born in 2004. The platform is for startups, small, and medium-sized enterprises. It gives you the tools you need at affordable costs. On top of that, you get super-fast implementation process and straightforward functionality.

Really Simple Systems CRM

Why complicate things? Why waste time learning a broad set of CRM tools if you only need the key features? As far as a cloud CRM goes, Really Simple Systems saves your team time and energy. It's brimming with ease of use.

Keep the SaaS simple. Put your best efforts into networking and selling. Above all, keep your customers loyal and delighted. Check out to see for yourself.


The first priority of Really Simple Systems is to make sure everyone gets equal onboarding support. No matter what department or location you're in.

New users to the platform are greeted with welcome videos, web tutorials, registration to webinars. Plus, there is access to a robust customer support hub and other self-service portals. Anybody can receive further help from a live chat feature. There's even a hot button question mark, which, when clicked, expands to a detailed help screen.


Even without extensive onboarding, Really Simple Systems is true to its name. The user interface is clean and easy to navigate. There are also "Help Drawers." Each page on the Really Simple Systems includes these help drawers. They give you tips on how to get the most from each CRM feature.

Really Simple Systems goes on tour

Once everyone is comfortable that the system is up and running, that's when Really Simple Systems lays out its tool kit. Every feature helps keep your team as closely connected as possible.

Really Simple Systems CRM Dashboard


First, you set up two-way sync with your regular email platform. All your contacts get automatically imported into the CRM. This way, your team will have all the necessary contact info and communication history. It also helps coordinate email marketing campaigns.


Really Simple Systems makes task management a snap. There are many tasks you can create. It could be a reminder to send an email or call, set up a meeting, or create a proposal. These get added to a shared activity timeline. Here, others can view and chime in with notes or coordinate their tasks alongside yours.


Not everyone on the team performs the same tasks or requires the same info. That's why Really Simple Systems makes it easy to set permission levels. These delegate access on a need-to-know basis. The permissions feature helps to make sure everyone stays on point with their own responsibilities. It ensures nobody gets bombarded with unnecessary notifications.

What's more, Really Simple Systems helps with document storage. You can decide who gets access to which documents stored in this cloud CRM.


Automation is a great tool for better contact management. It's also helpful with marketing modules.

Really Simple Systems helps align marketing efforts on emails and websites. It automatically creates new CRM contacts based on users engaging with campaigns. 

There are triggers for automatic drip outreach. This helps keep those new leads interested. Sales staff can receive auto-notifications. These are based on factors that pinpoint which leads might be ready for the next stage. There are even automated features to collect user consent. This is useful when working in regions with data privacy laws (like the EU's GDPR).


CRM platforms help move customers through the sales pipeline. Great team cohesion is not an end in itself; the ultimate name of the game is selling. As each lead becomes an opportunity, the Really Simple Systems Sales tool lets you create clear visual roadmaps. These help keep your team's eye on that conversion.

Pipelines show you the value of each potential deal. It constantly updates the probability of a deal's successful conversion. From there, data gets transformed into future forecasting.

Customer service and support

These days the best CRM software includes not only sales and marketing. There are also customer support modules. This lets your support team communicate with contacts across multiple channels. That includes social media. It's excellent for doing follow-ups after a sales conversion to make sure you have satisfied customers.

Case management

Really Simple Systems helps gather cases from either incoming emails or web forms. It plugs them into a tracker, which lets you monitor them from ticket opening to full resolution. All activity that goes on in a support case gets synced back to the contact's CRM profile. Between both of these features, no data gets lost. It instead becomes available for all team members for future reference.

There is also a service level agreement (SLA) tool. These add levels of prioritization to each case or customer. It also organizes other factors like setting target response times. You can also segment cases by the type of case. This allows for quick comparisons. For example, when a rep wants to reference similar cases to resolve an issue.


CRM software doesn't exist in a vacuum. All great business SaaS integrates into a more extensive network of useful tools.

Really Simple Systems integrates with Kashflow. This is a business accounting software. It does payments, bookkeeping, and even taxes. Xero is another great accounting software that handles other financial services.

Through apps like Zapier, you can connect Really Simple Systems with MailChimp. This popular marketing automation software is excellent for managing email subscription lists.

There are also two-way email integration opportunities. It's done with Really Simple Systems's tool called MailSync. It keeps everything up to date between Really Simple Systems and other popular email platforms, like Microsoft Outlook and Google Gmail.

A remote distinction

This is more than offering an affordable and uncomplicated CRM. Really Simple Systems is a good option for companies with many offices. Even ones spread out across different locations. It's also perfect for fully remote workforces.

For reasons of necessity or not, remote work is becoming more and more the norm. It allows companies to hire from wider talent pools. It will enable companies to have a more diverse staff. It offers an improved work-to-life balance for employees too, helping to increase productivity.

The one problem of a distributed workforce is making sure everyone is on the same page. Does everyone have access to the same info at the same time? Can everyone communicate with each other in one unified space? A great CRM solution solves these problems without the juggling act of many apps.

So here's where Really Simple Systems CRM comes in.

The platform doesn't bog down each individual or department with a unique set of features incomprehensible to the next. Instead, Really Simple Systems drills down on core features needed by Sales, Marketing, and Customer Service. It's a robust platform that can transform any workforce, no matter how spread out, into a single team unit.

Pricing made easy

Really Simple Systems has positioned itself as a solution for SMEs. But the truth is, they've landed some pretty mega clients. Their catalogue has over 3,000 happy subscribers. They count among them the British Red Cross, which has thousands of staff and tens of thousands of volunteers.

It says something to be the right platform for such national enterprises as well as SMEs and even solo entrepreneurs. Really Simple Systems offers quite the price-ticket range.

And it begins with a free CRM system forever plan for up to two users.

There are three paid plans at $17, $33, and $50 per user/per month, billed annually. You can also choose add-on costs for extra marketing and customer service features. It's hard to argue that this deal doesn't offer great value for money.

For those who'd like to test the waters, there's a 14-day free trial available too.

A simple sum up

To sum up, the "simplicity" of Really Simple Systems CRM starts with how easy it is to get the platform up and running. This is thanks to their comprehensive onboarding and help tutorials.

Its ease of use also lies in its day-to-day functions. Each of the CRM features does just what it promises, and no feature feels overcomplicated.

The price is simple too, with few basic packages geared for every size and type of team.

Maybe you've been avoiding adopting a CRM out of fear of cost, complicated features, or set-up time. In that case, "RSS" or Really Simple Systems might be the right fit for you.

Nobody is saying that networking, marketing, and selling should be simple. Customer relationship management is a craft. The only thing is, the tools we use should be simple. With Really Simple Systems, you get perfect ease of use, great value for money, and above all, the power of excellent contact management.