Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Transition from the disarray and intricacies of spreadsheet-driven methods to enhance your ability to strategize and monitor financial outcomes effectively. You may be encountering difficulties with your current convoluted spreadsheets, your organization may have expanded to the point where spreadsheets can no longer provide the necessary collaboration and precision, or perhaps you have explored alternative options and found them prohibitively priced. With Maxiplan Rapidstart, you will uncover how simple and swift it is to generate a comprehensive budgeting and forecasting system tailored to your unique business requirements. Say goodbye to your existing spreadsheet challenges and embrace a unified, accessible-from-anywhere, collaborative multidimensional planning tool that offers rapid consolidation and adaptable reporting capabilities, streamlining your financial processes like never before. This innovative solution not only improves efficiency but also ensures that your financial planning can scale alongside your business growth.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Excel
No
Microsoft Outlook
Yes
Microsoft Teams
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
RapidStart
Country
United States
Website
www.rapidstart.com/en/products/rapidstart-crm
Vendor Details
Company Name
Maxiplan
Founded
2005
Country
Australia
Website
rsforecast.com
Product Features
Contact Management
Activity Management
No
Appointment Management
No
Contact Database
Yes
Contact History
No
Contact Import/Export
No
Customer Pipeline
No
Email Marketing
Yes
Group Management
No
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
Yes
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
Yes
Shared Contacts
Yes
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
No
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
Field Service Management
Billing & Invoicing
No
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
No
Inventory Management
No
Mobile Access
Yes
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Time Clock
No
Work Order Management
Yes
Lead Management
Activity Tracking
No
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
Yes
Project Management
Agile Methodologies
No
Budget Management
Yes
Client Portal
No
Collaboration Tools
Yes
Cost-to-Completion Tracking
No
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
No
Kanban Board
No
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Sales Force Automation
Call Management
No
Campaign Management
Yes
Channel Management
No
Commission Management
No
Contact Management
Yes
Contract Management
No
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
Yes
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
No
Referral Tracking
Yes
Sales Forecasting
Yes
Territory Management
Yes
Sales Tracking
Activity Dashboard
Yes
Alerts / Notifications
Yes
Appointment Scheduling
Yes
Call Logging
Yes
Comments / Notes
No
Custom Reports
No
Document Management
Yes
Email Templates
Yes
Interaction Tracking
Yes
Lead Management
Yes
Lead Scoring
Yes
Pipeline Management
Yes
Reporting / Analytics
Yes
Task Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Product Features
Budgeting
"What If" Scenarios
No
Asset Planning
Yes
Balance Sheet
Yes
Capital Asset Planning
No
Cash Management
Yes
Consolidation / Roll-Up
No
Forecasting
Yes
General Ledger
Yes
Income Statements
No
Multi-Company
Yes
Multi-Department / Project
No
Profit / Loss Statement
No
Project Budgeting
No
Run Rate Tracking
No
Version Control
Yes
Sales Forecasting
Competitor Analysis
No
Correlation Analysis
No
Dashboard
No
Dynamic Modeling
No
Exception Reporting
No
Graphical Data Presentation
No
Modeling & Simulation
No
Performance Metrics
No
Sales Trend Analysis
No
Statistical Analysis
No