Best For

RealtimeCRM is for small businesses who are outgrowing spreadsheets.

Product Details

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

Contact Details

Cambridge Software

http://www.cambridgesoftware.co.uk/

Founded in 2013

Located in United Kingdom

The dashboard
Search your Companies
View Company details
Visualise your sales
Schedule your staff time

Starting Price

  • $30.00/month/user
  • 30 day free trial

Free Trial

  • Yes

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours
  • Online

RealtimeCRM Features

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

RealtimeCRM Reviews

Showing 5 of 12 reviews
Overall
4.9/5
Ease of Use
4.9/5
Customer Service
4.8/5
David A.
Director
Pharmaceuticals, 1-10 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
February 14, 2018

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

OverallAccuracy of info. Minimizing admin time Organisation of business development
ProsRealtime 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.
ConsThe 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.
Reviewer Source 
Source: Capterra
February 14, 2018
Amy F.
Marketing Manager
Unspecified
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
March 5, 2018

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

ProsRealtime 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.
ConsReporting 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.
Reviewer Source 
Source: Capterra
March 5, 2018
Shona M.
People Support Manager
Unspecified
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Reviewer Source 
Source: Capterra
February 23, 2018

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

ProsWhere 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!
Cons
Reviewer Source 
Source: Capterra
February 23, 2018
Jamie C.
Unspecified
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
4/5
Features
4/5
Value for Money
5/5
Reviewer Source 
Source: Capterra
January 23, 2018

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

ProsThe 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.
ConsSome 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.
Reviewer Source 
Source: Capterra
January 23, 2018
Luke R.
Managing Director
Construction, Unspecified
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Reviewer Source 
Source: Capterra
February 22, 2018

“Excellent product, very easy to use.”

ProsThe fact that it is linked up to Companies House means that creating new companies can be done in seconds.
ConsI 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.
Reviewer Source 
Source: Capterra
February 22, 2018