RealtimeCRM

RealtimeCRM

by Cambridge Software

Who Uses RealtimeCRM?

RealtimeCRM is for small businesses who are outgrowing spreadsheets.

What Is 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 Details

Cambridge Software

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

Founded 2013

RealtimeCRM Pricing Overview

RealtimeCRM starts at US$30.00/month. RealtimeCRM has a free version and offers free trial. See additional pricing details for RealtimeCRM below.

Starting Price

US$30.00/month

Pricing Details

30 day free trial

Free Version

Yes

Free Trial

Yes

Deployment

Cloud, SaaS, Web

Training

Live Online

Webinars

Documentation

Support

Business Hours

Online

RealtimeCRM Features

CRM Software
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
Features
4.4/5
Value for Money
4.8/5
Luke R.
Managing Director
Construction
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 22/02/2018

"Excellent product, very easy to use."

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.

  • Reviewer Source 
  • Reviewed on 22/02/2018
David A.
Director
Pharmaceuticals, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 14/02/2018

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

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

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.

  • Reviewer Source 
  • Reviewed on 14/02/2018
Amy F.
Marketing Manager
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 05/03/2018

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

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.

  • Reviewer Source 
  • Reviewed on 05/03/2018
Maurice S.
Director
Media Production, 2-10 Employees
Used the Software for: Free Trial
  • Overall Rating
    4/5
  • Ease of Use
    4/5
  • Features & Functionality
    3/5
  • Customer Support
    4/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 28/02/2019

"Does what it says on the Tin"

Comments: What i expected from a good small team

Pros: Ease of access to logon Voip dialing out

Cons: Basic interface but does the job very well

  • Reviewer Source 
  • Reviewed on 28/02/2019
Jamie C.
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    4/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 23/01/2018

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

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.

  • Reviewer Source 
  • Reviewed on 23/01/2018