Audience
Companies searching for a CRM platform
About RapidStart CRM
RapidStart CRM is the most Simple CRM solution on the Microsoft Stack. Purpose-built with feedback from thousands of users. You can be up and running in minutes. You can have RapidStart CRM integrated into your Outlook or Microsoft Teams environments in a few more minutes and at no additional cost. RapidStart CRM is completely “unlocked” for further customization by you, your partner, or with our help. You can build solutions to almost any business challenge on our foundational data model. RapidStart CRM includes exclusive features like our quick steps buttons for “one-click” record creation, record hashtagging, our RapidStart settings app, full documentation dashboards and our how to integrated video user training toolset! These capabilities and much more can be added to RapidStart CRM, with just a few clicks.
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Integrations
Company Information
Forceworks
United States
www.rapidstartcrm.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Online
RapidStart CRM Frequently Asked Questions
RapidStart CRM Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Segmentation
Task Management
Territory Management
Mobile Access
Quotes / Proposals
Social Media Integration
Contact Management
Contact Database
Email Marketing
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Activity Management
Appointment Management
Contact History
Contact Import/Export
Customer Pipeline
Group Management
Social Media Integration
Field Service Management
Contact Database
Customer Database
Dispatch Management
Mobile Access
Scheduling
Service History Tracking
Work Order Management
Billing & Invoicing
Contract Management
Electronic Signature
Inventory Management
Payment Collection in the Field
Quotes / Estimates
Routing
Time Clock
Lead Management
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Activity Tracking
Project Management
Budget Management
Collaboration Tools
Customizable Templates
Gantt Charts
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Agile Methodologies
Client Portal
Cost-to-Completion Tracking
Idea Management
Kanban Board
Sales Force Automation
Campaign Management
Contact Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Referral Tracking
Sales Forecasting
Territory Management
Call Management
Channel Management
Commission Management
Contract Management
Proposal Generation
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management
Comments / Notes
Custom Reports
