Spotler CRM
What Spotler CRM is
Spotler CRM is a paid CRM for B2B marketing professionals managing marketing data, customers, leads, tasks, and pipeline work. It includes a visual sales pipeline, email synchronization, and marketing automation. Connections with Spotler Mail+ and Spotler Leads support lead scoring, contact segmentation, and nurturing campaigns. Contact records can track email, telephone, and shared-document interactions, while email opens, clicks, page views, and form fills can feed reporting and scoring. Users can add custom fields, control access, and customize reports and dashboards. Workflow rules can create follow-up tasks or notify teams according to lead scores. The service also lists quotation, task, and calendar tools, plus OneLogin, Xero, Zapier, Osano, and Azure integrations. It runs on web and API platforms, has a 30-day trial, and uses 12-month contracts.
Who it suits
Spotler CRM is designed for B2B marketing professionals who need pipeline, lead, contact, automation, and reporting tools. It suits organizations prepared for a 12-month contract.
What it does well
- Visual sales pipeline
- Email synchronization
- Marketing automation workflows
- Custom fields and dashboards
- 30-day free trial
What to know first
- No free plan
- 12-month contract required
- Professional requires five users minimum
- Prices exclude VAT
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter | 1,000 company records · 1 GB document storage · 10 automations | On request |
| Professional | 5 users minimum · Unlimited company records · Unlimited document storage · 5,000 marketing emails per month | On request |
| CRM | Marketing database | 12-month contract; payable monthly, quarterly or annually; prices exclude VAT · 5 seats · unlimited company records · 100 automations | £185 a month |
As spotler.com lists them, read 23 Sept 2026. The maker's own page has the final word.
Verdict
Spotler CRM combines sales pipeline management with marketing data, automation, and activity tracking. Consider the contract term, plan limits, and user requirements alongside its trial.
Facts from Spotler CRM's own pages
- Automation
- Workflow automations can create follow-up tasks and send notifications to marketing and sales teams based on lead scores. · spotler.com, 12 Oct 2026
- Company history
- Spotler says it has helped organisations with marketing and service operations since 2016. · spotler.com, 12 Oct 2026
- Contact tracking
- Contact management tracks interactions via email, telephone and shared documents. · spotler.com, 12 Oct 2026
- Contract and payment
- Spotler states every plan is a 12-month contract, payable monthly, quarterly or annually, and says subscriptions cannot be cancelled monthly. · spotler.com, 12 Oct 2026
- Customisation
- Users can add custom fields, manage user access, and customise or create reports and dashboards. · spotler.com, 12 Oct 2026
- Digital activity
- The CRM can show email opens and clicks, page views and form fills for reporting, lead scoring or nurturing campaigns. · spotler.com, 12 Oct 2026
- Email sync
- Yes · spotler.com, 23 Sept 2026
- Free plan
- No · spotler.com, 23 Sept 2026
- Free trial
- Yes · spotler.com, 23 Sept 2026
- Integration options
- Spotler says its Connect platform supports common CRM, ecommerce, CDP, marketplace, fulfilment and email marketing automation integrations, and each Spotler product has its own API. · spotler.com, 12 Oct 2026
- Intended users
- Spotler describes the CRM as designed for B2B marketing professionals. · spotler.com, 12 Oct 2026
- Lead management
- It integrates with Spotler Mail+ and Spotler Leads for lead scoring, contact segmentation and nurturing campaigns. · spotler.com, 12 Oct 2026
- Marketing automation
- Yes · spotler.com, 23 Sept 2026
- Named integrations
- The CRM page displays OneLogin, Xero, Zapier, Osano and Azure as integrations. · spotler.com, 12 Oct 2026
- Open source
- No · spotler.com, 23 Sept 2026
- Other features
- The CRM page lists pipeline management, different user rights, a quotation solution, and task and calendar management. · spotler.com, 12 Oct 2026
- Purpose
- Spotler CRM is designed for B2B marketing professionals to manage marketing data, customers, leads, tasks and pipeline. · spotler.com, 12 Oct 2026
- Visual sales pipeline
- Yes · spotler.com, 23 Sept 2026
- Security
- Spotler’s Trust Center lists an ISO/IEC 27001:2022 certificate and a Data Processing Agreement describing how it handles and protects customer personal data. · trust.spotler.com, 12 Oct 2026
- Support
- Spotler says its Help Center provides how-tos, tutorials and articles, and its pricing page includes unlimited support during business hours. · spotler.com, 12 Oct 2026
Where Spotler CRM stands on Freedom251
- CRM Software#139 of 244