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.

Integrations

Ratings/Reviews

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Company Information

RapidStart
United States
www.rapidstart.com/en/products/rapidstart-crm

Videos and Screen Captures

RapidStart CRM Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Online

RapidStart CRM Frequently Asked Questions

Q: What kinds of users and organization types does RapidStart CRM work with?
Q: What languages does RapidStart CRM support in their product?
Q: What kind of support options does RapidStart CRM offer?
Q: What other applications or services does RapidStart CRM integrate with?
Q: What type of training does RapidStart CRM provide?

RapidStart CRM Product Features

CRM

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Segmentation Supported
Task Management Supported
Territory Management Supported
Mobile Access Not Supported
Quotes / Proposals Not Supported
Social Media Integration Not Supported

Contact Management

Contact Database Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Activity Management Not Supported
Appointment Management Not Supported
Contact History Not Supported
Contact Import/Export Not Supported
Customer Pipeline Not Supported
Group Management Not Supported
Social Media Integration Not Supported

Field Service Management

Contact Database Supported
Customer Database Supported
Dispatch Management Supported
Mobile Access Supported
Scheduling Supported
Service History Tracking Supported
Work Order Management Supported
Billing & Invoicing Not Supported
Contract Management Not Supported
Electronic Signature Not Supported
Inventory Management Not Supported
Payment Collection in the Field Not Supported
Quotes / Estimates Not Supported
Routing Not Supported
Time Clock Not Supported

Lead Management

Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported
Activity Tracking Not Supported

Project Management

Budget Management Supported
Collaboration Tools Supported
Customizable Templates Supported
Gantt Charts Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported
Agile Methodologies Not Supported
Client Portal Not Supported
Cost-to-Completion Tracking Not Supported
Idea Management Not Supported
Kanban Board Not Supported

Sales Force Automation

Campaign Management Supported
Contact Management Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported
Call Management Not Supported
Channel Management Not Supported
Commission Management Not Supported
Contract Management Not Supported
Proposal Generation Not Supported

Sales Tracking

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Supported
Call Logging Supported
Document Management Supported
Email Templates Supported
Interaction Tracking Supported
Lead Management Supported
Lead Scoring Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported
Comments / Notes Not Supported
Custom Reports Not Supported

Tradesman Job Management

For Builders Not Supported
For Electricians Not Supported
For HVAC Not Supported
For Plumbers Not Supported
For Roofers Not Supported
For Field Service Businesses Not Supported
Quoting Not Supported
Scheduling Not Supported
Job Tracking Not Supported
Invoicing Not Supported
Reporting Not Supported
Dispatch Management Not Supported
Payments Not Supported
Customer Database Not Supported
Contract Management Not Supported
Time Tracking Not Supported