Pour qui ?

RealtimeCRM is for small businesses who are outgrowing spreadsheets.

Notes moyennes

12 avis
  • Note globale 4.9 / 5
  • Facilité d'utilisation 4.9 / 5
  • Service client 4.8 / 5
  • Fonctionnalités 4.4 / 5
  • Rapport qualité-prix 4.8 / 5

Informations sur le produit

  • À partir de 30,00 $US/mois
  • Prix 30 day free trial
  • Version gratuite Oui
  • Version d'essai gratuite Oui
  • Déploiement Cloud, SaaS, web
  • Formation Formation en ligne en direct
    Webinaires
    Documentation
  • Ressources d'aide Support en horaire de bureau
    En ligne

Informations sur l'éditeur

  • Cambridge Software
  • http://www.cambridgesoftware.co.uk/
  • Fondé en 2013

En savoir plus sur RealtimeCRM

RealtimeCRM is an intuitive CRM with a shallow learning curve that is designed to give small businesses the ability to organise their data effectively and keep track of customer interactions.

RealtimeCRM - Fonctionnalités

  • Accès mobile
  • Devis et offres
  • Gestion des tâches
  • Gestion du territoire
  • Intégration des médias sociaux
  • Intégration du chat interne
  • Intégration du marketing automation
  • Lead scoring
  • Segmentation
  • Stockage de documents
  • Système de calendrier et de rappel
  • e-mail marketing

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Avis les plus utiles sur RealtimeCRM

A valuable team resource, that is simple, reliable, flexible, easy to use and well supported.

Publié le 14/02/2018
David A.
Director
Produits pharmaceutiques, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Accuracy of info.
Minimizing admin time
Organisation of business development

Avantages: Realtime CRM is simple and intuitive, and has all the functionality one would expect from a CRM system. It operates like it has been designed with the user in mind, with a clear focus on the business objectives, and therefore is not time intensive. It is well linked up - to avoid duplication (so that entries are automatically updated). But most of all I think it is the service and support that marks it out against the bigger systems available. The team are available and accessible, they are flexible and able to understand any issues and have a great customer focused attitude. It is the personal focus, and pragmatic approach that mark out Realtime as an excellent platform.

Inconvénients: The areas where I could see improvement is in how to build historic analysis, although this is dependent on us being able to define the categories. Currently when trying to analyse history it works well to export to excel and manipulate from there.

Brilliant, easy to use software supported by a helpful, flexible team

Publié le 05/03/2018
Amy F.
Marketing Manager
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: Realtime is intuitive and uncomplicated in terms of user experience, which is key for our team - they actually can and want to use it to make their jobs easier. It is easy to configure to the needs of your own business and crucially if there is something you need to do but can't, the team will work with you to find the best way to get the information you need, whether this is how you use the existing system or any tweaks to the platform.

Inconvénients: Reporting can be tricky to get the information we would like in terms of opportunities and converted business but this is something we are working with the Realtime team on.

Such a fantastic, easy system that we could not run the business without!

Publié le 23/02/2018
Shona M.
People Support Manager
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix

Avantages: Where to start!? There are so many excellent features to RealtimeCRM. I enjoy that it keeps me organised, due to everything being in one place! I love that we can direct all communications with clients to the system too and can make notes of all calls and meetings etc too! The system is sophisticated enough to pick up all relevant information about a company and is also GDPR compliant too, which is a huge bonus for us working with large quantities of employee data! The team are sooooo helpful too if we have any queries!

Inconvénients:

Realtime has been a joy to use, very simple and friendly.

Publié le 23/01/2018
Jamie C.
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
4 / 5
Support client
5 / 5
Rapport qualité-prix

Avantages: The simple interface is much less scary than some other CRM systems I've used before. I particularly like the graphical views like the sales pipeline - it makes is really easy to see which deals are most important.

Inconvénients: Some of our users were confused with the idea of tagging records rather than putting them in "categories". For some people it took a bit of getting used to, but now they have they do really like the flexibility. It can be a small hurdle at first though.

Excellent product, very easy to use.

Publié le 22/02/2018
Luke R.
Managing Director
Construction
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix

Avantages: The fact that it is linked up to Companies House means that creating new companies can be done in seconds.

Inconvénients: I initially had a few issues with creating lists but the team are very responsive and were able to make the necessary changes almost as soon as I had raised the query.

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