Cambridge Software

RealtimeCRM

5 / 5 8 reviews

Who Uses This Software?

RealtimeCRM is for small businesses who are outgrowing spreadsheets.


Average Ratings

8 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $30.00/month/user
  • Pricing Details
    First user FREE forever
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Cambridge Software
  • www.cambridgesoftware.co.uk/
  • Founded 2013
  • United Kingdom

About RealtimeCRM

RealtimeCRM is a simple and intuitive CRM designed to give small businesses effective data organisation.


RealtimeCRM Features

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

RealtimeCRM Reviews Recently Reviewed!


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

Mar 05, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: 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.

Cons: 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.

Very easy to get started and pleasant to use. It does everything I need at a good price.

Feb 23, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Intuitive to use.
Easy to load data from other sources
Integrates sweetly with Mailchimp
Clean VoIP integration

Cons: Filtering tools are not as flexible as competitors. I would like to be able to select records using AND & OR conditions and select records which CONTAIN a specific text string.

Lack of a "leads" or "enquiries" module. I would like to be able to quickly enter basic data about a new sales enquiry (e.g. company name, person's name, contact details) and the convert the record later into a Company record with an associated Contact and Opportunity.

Overall: Saves me time and keeps me on top of sales opportunities.

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

Feb 23, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: 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!

Excellent product, very easy to use.

Feb 22, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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

Cons: 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.

Great product which is continually being developed, practical functionality and amazing support.

Feb 20, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Realtime has great functionality and is very user friendly. However the best part of Realtime is the fact its continually being developed and offers more functions

Cons: It would be great if realtime could have more business system functions, i.e. stock control - however i'm sure this will come.

Overall: The main benefit for 1g at the moment is the capability of the scheduler and the project tracker.

Simple, but functional with a great team behind it.

Feb 16, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The actually simplicity of the product makes it easy to use, but it's not lacking functionally . We used the free user licence for some time and then rolled it out to the rest of our team. Any support/questions have always been answered quickly (and not just an automated response either). Also, not that we are using it at the moment, but there seems like a lot of integration into 3rd party products too.

Cons: We have had the odd quibble about workflow, however in full credit to them, they have taken on board our feedback and even implemented it, so can't really complain now.

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

Feb 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: 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.

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

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

Jan 23, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: 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.

Cons: 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.