Spotler CRM

A UK-facing CRM focused on contacts, opportunities and configurable reporting, with email marketing and service capabilities in its wider plan.

Evidence checked 15 Oct 2026 · Product-level research, not a hands-on review

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One product. Different jobs.

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CRM software ↗

51–100/100 documented fit51% evidence coverageCompare in this category ↗

Pricing & practicalities

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Published starting point

CRM software

£10.00

Starter · user/month · annual billing
VAT basis not stated

£10 per user per month, billed yearly. Professional is ordinarily £28 per user per month with five users minimum; promotional pricing is separate.

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Consider before choosing

Licences are billed annually.
Professional has a five-user minimum; temporary discounts are not the ordinary rate.
Wider Spotler AI capabilities are not assumed to be present in this CRM.

Connected workflows

Xero
Zapier
MailSync
API

Confirm the integration's direction, permissions, plan and sync behaviour with the supplier.

BEHIND THE AI CLAIM

AI capabilities

The reviewed CRM-specific page does not establish complete AI drafting, summarisation or prioritisation workflows.

Documented capabilities

Plans, limits & questions

Confirm CRM-specific AI rather than relying on group-level AI pages.

AI evidence ↗

Feature-by-feature evidence

CRM software — 20 scored checks

CRM software: feature evidence and contribution to the score
Capability & demo question	Spotler CRM51–100/100 documented fit
Core workflowContacts linked to organisations7.0 points available Ask in the demo Create a person, link them to an organisation and show their shared activity history.	✓ Supported Accounts, contacts and associated activities are linked. 7.0 / 7.0 pointsEvidence ↗
Core workflowCustom sales pipelines7.0 points available Ask in the demo Create stages with probabilities and move a deal through them.	✓ Supported Custom funnels and opportunity probabilities are documented. 7.0 / 7.0 pointsEvidence ↗
Core workflowTwo-way email history7.0 points available Ask in the demo Send and receive an email and show both against the correct contact.	✓ Supported Two-way MailSync is included. 7.0 / 7.0 pointsEvidence ↗
Core workflowOwned follow-up tasks7.0 points available Ask in the demo Assign a dated follow-up to another seller and show their overdue queue.	✓ Supported Tasks can be assigned with priorities and deadlines. 7.0 / 7.0 pointsEvidence ↗
Core workflowPipeline and activity reporting7.0 points available Ask in the demo Filter open pipeline by owner and expected closing month.	✓ Supported Custom reporting and weighted opportunity values are documented. 7.0 / 7.0 pointsEvidence ↗
Workflow depthDuplicate merge4.0 points available Ask in the demo Import a duplicate and merge it without discarding useful history.	✓ Supported Imports, merges and bulk updates are explicit. 4.0 / 4.0 pointsEvidence ↗
Workflow depthRequired stage-specific fields4.0 points available Ask in the demo Prevent a deal entering proposal stage until required information is entered.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points
Workflow depthRule-based lead assignment4.0 points available Ask in the demo Route two enquiries to different owners based on territory or value.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points
Workflow depthConditional follow-up automation4.0 points available Ask in the demo Start a sequence and show what changes when the prospect replies.	? Not verified Timed tasks and triggered notifications exist; reply-sensitive sequences unverified. 0.0–4.0 / 4.0 pointsEvidence ↗
Workflow depthForecast and recurring revenue4.0 points available Ask in the demo Separate one-off and recurring revenue in a forecast.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points
Workflow depthTracked quotations4.0 points available Ask in the demo Produce a quotation from deal products and retain the sent version.	✓ Supported Professional includes quotations. 4.0 / 4.0 pointsEvidence ↗
Workflow depthRecord visibility permissions4.0 points available Ask in the demo Show what a salesperson can and cannot see in another team's accounts.	✓ Supported Professional includes permission levels, groups and profiles. 4.0 / 4.0 pointsEvidence ↗
Workflow depthField change history4.0 points available Ask in the demo Find who changed an opportunity amount and when.	? Not verified Opportunity history is included; field-level actor detail needs verification. 0.0–4.0 / 4.0 pointsEvidence ↗
Workflow depthCustom related records4.0 points available Ask in the demo Link a custom asset or contract record to a customer.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points
Workflow depthAPI read and write4.0 points available Ask in the demo Create a record externally and retrieve the resulting identifier.	✓ Supported API access is listed on both paid plans. 4.0 / 4.0 pointsEvidence ↗
Workflow depthUsable record export5.0 points available Ask in the demo Export contacts and deals with stable identifiers and relationships.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–5.0 / 5.0 points
Workflow depthSales-to-delivery handover5.0 points available Ask in the demo Turn a won deal into an owned delivery process without re-entering customer details.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–5.0 / 5.0 points
AIContext-aware AI email drafts5.0 points available Ask in the demo Draft a follow-up grounded in the actual contact or opportunity history.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–5.0 / 5.0 points
AIAI meeting or record summaries5.0 points available Ask in the demo Summarise a real interaction and identify the next action.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–5.0 / 5.0 points
AIAI prioritisation or research5.0 points available Ask in the demo Show prospect research or a recommended next action and the information behind it.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–5.0 / 5.0 points

“Not verified” means the recorded evidence does not settle this specific check. It does not mean the feature is absent. Read the scoring method.

Follow the evidence

CRM features and plans ↗