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Average Ratings 5 Ratings

Total
ease
features
design
support

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.

Description

Teamgate is a user-friendly, easy to use, yet extremely powerful CRM for Sales and SaaS professionals, from startup to enterprise. Teamgate, a web-based full-process sales CRM solution, will help you improve your sales experience and increase your business growth. Teamgate has a variety of features that simplify every step of the sales process, from lead prospecting to closing sales. The platform integrates seamlessly with leading business apps such as Mailchimp, Intercom, Quickbooks, Zendesk, and more, powering sales teams to exceed quota consistently. Say goodbye to hidden implementation costs, consulting fees and add-ons.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook
Chat Agents
Dubb
GA Connector
Gmail
Google Calendar
Google Drive
HubSpot Customer Platform
HubSpot Operations Hub
Mailchimp
Nekton.ai
Peaka
ProjectManager
QuickBooks Online
QuickBooks Online Advanced
Slack
Stackreaction
WhatsApp
Xero
Zapier

Integrations

Microsoft Outlook
Chat Agents
Dubb
GA Connector
Gmail
Google Calendar
Google Drive
HubSpot Customer Platform
HubSpot Operations Hub
Mailchimp
Nekton.ai
Peaka
ProjectManager
QuickBooks Online
QuickBooks Online Advanced
Slack
Stackreaction
WhatsApp
Xero
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Free
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

Forceworks

Country

United States

Website

www.rapidstartcrm.com

Vendor Details

Company Name

Teamgate

Founded

2012

Country

USA

Website

www.teamgate.com/trial/

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

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

Lead Capture

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

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

Alternatives

Alternatives

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