RapidStart CRM Description

RapidStart CRM is the most simple CRM solution on Microsoft Stack. Purpose-built using feedback from thousands of users. In minutes, you can be up-and-running. RapidStart CRM can be integrated into your Outlook and Microsoft Teams environments in just a few minutes, at no additional cost. RapidStart CRM can be customized by you, your partner or with our assistance. Our foundational data model allows you to create solutions for almost any business problem. RapidStart CRM features include our Quick Steps Buttons, Record Hashtagging and Full Documentation Dashboards. We also offer our RapidStart Settings app, RapidStart Settings App, RapidStart Settings App, and our How2 Integrated video user training toolset. Are you looking to track Competitors and manage Projects, Track Time or Manage Field Technician Schedulings? RapidStart CRM can add these capabilities and many more with just a few clicks.

Integrations

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Company Details

Company:
Forceworks
Headquarters:
United States
Website:
www.rapidstartcrm.com

Media

RapidStart CRM Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Customer Support
Online

RapidStart CRM Features and Options

CRM Software

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

Sales Tracking Software

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

Sales Force Automation Software

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

Project Management Software

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

Contact Management Software

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

Lead Management Software

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Field Service Management Software

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

Tradesman Job Management Software

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