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Description
With over three decades of specialized experience, we focus on crafting customer-oriented strategies that leverage existing relationships effectively. Our approach ensures the right message reaches the right customer precisely when it’s needed, enhancing value through each relevant and timely interaction. We are introducing a novel method that offers digital marketing automation as a service for a straightforward monthly fee, allowing our team of experts to handle your digital customer communications. This is why choosing OneClick is a seamless choice for financial institutions, CEOs, operations managers, and internal marketing teams. OneClick boasts a high-security protocol platform, expertly managed, facilitating a smooth transition from online engagement to in-person interactions, effectively bridging the gap between operations and marketing to connect with the ideal audience for lead generation and customer retention. As a comprehensive solution, we manage every aspect for you, including content curation, enabling you to swiftly and effortlessly achieve measurable outcomes. By streamlining your marketing efforts, we allow you to focus on what matters most: growing your business.
Description
RapidStart CRM stands out as the simplest CRM solution available within the Microsoft ecosystem, designed from the ground up based on insights from a vast array of users. You can easily get started in just a few minutes, and within a little longer, you can seamlessly connect RapidStart CRM to your Outlook or Microsoft Teams without incurring any extra costs. Additionally, the platform is entirely "unlocked," allowing you, your partners, or our support team to tailor it to your specific needs. With our foundational data model, you have the flexibility to create solutions for nearly any business obstacle. RapidStart CRM boasts unique features such as one-click record creation via quick steps buttons, record hashtagging, the RapidStart settings application, comprehensive documentation dashboards, and an integrated video training toolset for user guidance. All these features, along with many others, can be effortlessly added to RapidStart CRM with just a few clicks, making it an adaptable tool for diverse business requirements. This combination of simplicity and customization empowers users to harness the full potential of their CRM experience.
API Access
Has API
API Access
Has API
Integrations
Microsoft Outlook
Microsoft Teams
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ChannelNet
Country
United States
Website
www.channelnet.com
Vendor Details
Company Name
Forceworks
Country
United States
Website
www.rapidstartcrm.com
Product Features
Channel Management
Campaign Management
Channel Analytics
Incentive Management
Inventory Control
Lead Management
Opportunity Management
Order Management
Partner Management
Product Management
Reseller Management
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Product Features
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking