Spotler CRM

spotler.com ↗

Account and contact management with bulk updates, opportunity history, and task automation

SI Score
75/100
Pricing
Free Trial AI reading, not confirmed
Free plan
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Ask SI about Spotler CRM

Answers use saved listing facts and recorded sources.
Homepage screenshot
Screenshot of the Spotler CRM homepage

What it does

Spotler CRM, formerly Really Simple Systems, organizes accounts, contacts, activities and opportunities. It imports previous tasks and custom fields as well as contact details, with filters, reports and automated follow-up. Paid editions follow a 30-day Professional trial.

Import customer data from a spreadsheet, including previous activities, tasks and custom fields. Bulk updates and contact or account merging then help organize the records. Tags and filters can select people by location, lifecycle stage or assigned task. Opportunity values and closing probabilities feed the weighted pipeline.

Two CRM editions

Starter is GBP 10 per user per month, with 1,000 company records, 1 GB of document storage and ten automations. Professional's standard rate is GBP 28 per user per month with a five-user minimum. It adds unlimited company records and storage, one hundred live automations, quotes, email marketing and service-case tools.

The subscription is billed annually. Try for free opens a thirty-day Professional account. After evaluation, choose Starter or Professional to continue. The report builder selects fields, criteria and sorting, while task automation creates reminders around the selected customer work.

Strengths

  • Imports can retain earlier tasks, activities, and custom fields
  • Custom reports and opportunity history support follow-up reviews

Watch out for

  • Professional has a five-user minimum; Starter has narrower record and automation allowances

Best for

  • Small B2B teams moving spreadsheet accounts and follow-up into a CRM

Sources