Name: RapidStart CRM
Price: 5 USD
Author: Forceworks Global

Help Desk

Web and Video Conferencing

Customer Support

Changelog

Mind Mapping

Mobile App Development

Push Notifications

Development

Business Intelligence (BI)

Collaboration

Diagramming

Manufacturing Execution

Payment Facilitation

VoIP

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

Credentialing

HR Management

Payroll

Professional Employer Organizations (PEO)

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Management

Cloud Storage

Custom Software Development Services

Desktop Outsourcing

Embedded Business Intelligence (BI)

Endpoint Encryption

Fraud Detection

HTML Editors

Hyper-Converged Infrastructure

IT Asset Disposal

IT Asset Management

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

Password Management System

Remote Monitoring and Management

Remote Support

Solid State Drives

Static Application Security Testing (SAST)

Time Series Databases

Traffic Switching

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Content Management

Creative Collaboration

Data Management

Direct Mail Automation

Email Marketing

Graphics

Marketing Automation

Online Reputation Management

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Point of Sale

Quote to Cash

Sales

Auto Repair

Emergency Notification

HIPAA Compliance

Home Health Care

Insurance Agency Management

OSS/BSS (Operations Support/Business Support)

Public Sector Software

Trucking Software

Vertical-Specific

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Customizable functionalities: Several users have praised RapidStart CRM for its ability to easily customize various functionalities. This includes features such as outlook integration, customer email and phone tracking, and email templates. 

Seamless integration with Microsoft 365 and Dynamics: Many reviewers appreciate the seamless integration of RapidStart CRM with Microsoft 365 and Dynamics. This allows them to leverage their existing capabilities for customization, making it a valuable tool for building a Microsoft-integrated business backend.

Simplified version of Microsoft Dynamics Sales/Service: A number of users have found RapidStart CRM to be a simplified version of Microsoft Dynamics Sales/Service. It provides a cost-effective and scalable solution for building a custom CRM that meets specific needs while still offering an out-of-the-box experience for contacts, opportunities, and sales tracking in Dynamics365.

RapidStart CRM has been highly praised by nonprofit organizations that were in need of a cost-effective CRM solution. Users have found it to be a valuable tool for integrating their sales and service processes seamlessly. The software's customization capabilities have allowed users to tailor customer service tasks to fit their specific needs, such as tracking student registration, attendance, and performance reporting. Some users have initially explored all the features offered by RapidStart CRM but then scaled back to the original out-of-the-box experience for more focused functionalities. This software is particularly suitable for users who require a niche business solution that offers a great head start without overwhelming power or complexity. Customers have been impressed with the product's excellence and the amazing customer service provided by the RapidStart CRM team, often recommending their assistance with deployment for a minimal cost. While feedback has generally been positive, some users have encountered the need to make changes to certain fields due to different references compared to Sales Professional. Overall, RapidStart CRM has proven to be a valuable resource for nonprofits lacking the resources to develop their own CRM from scratch.

RapidStart CRM is a CRM solution built on the Microsoft Power Platform, aiming to provide small to mid-sized businesses with a user-friendly customer relationship management tool. According to the vendor, it helps service-based businesses transition from manual processes to digital management. The target audience for RapidStart CRM includes sales teams, service teams, project management teams, field service technicians, marketing teams, and service-based businesses in various industries such as IT services, consulting, professional services, maintenance and repair, and more.

## Key Features

**Simple CRM Solution**: RapidStart CRM is positioned as a simple CRM solution built on the Microsoft Power Platform, offering an interface designed for managing customer relationships.

**Low Cost**: According to the vendor, RapidStart CRM runs on the lowest cost Microsoft license available for Business Applications, providing the "Power Apps Per-App Pass" at a cost of $5/user/month.

**Exclusive Features**: RapidStart CRM includes exclusive features such as Quick Steps Buttons for one-click record creation, Record Hashtagging, RapidStart Settings App, Full Documentation Dashboards, and How2 Integrated Video User training toolset.

**Connected**: RapidStart CRM is built on Microsoft's Power Platform, allowing direct access to over 1,200 pre-built connectors to other applications. It can be integrated with Power Automate, Power BI, and other tools.

**Easiest Solution Available**: The vendor claims that RapidStart CRM is designed to be the simplest CRM solution on the Microsoft Stack, with quick integration into Outlook or Microsoft Teams environments.

**Automate**: According to the vendor, RapidStart CRM can serve as the central hub for business operations using Microsoft's "Citizen developer-friendly" Power Automate. It can receive data from multiple applications and facilitate data flow.

**Extend with Addons**: RapidStart CRM Plus offers the option to extend the functionality of RapidStart CRM by adding addons like Competitor Tracking, Project Management, Time Tracking, and Field Service Management.

**Support**: RapidStart CRM offers Free Forum Support for users, and paid support options are also available at reasonable costs.

**Secure**: RapidStart CRM runs on Microsoft's Dataverse, ensuring data security through Microsoft's Entra ID (formerly Azure Active Directory).

**Fully Customizable**: RapidStart CRM Plus allows complete customization of RapidStart CRM to meet specific business needs. It can be built upon the foundational data model to create solutions for various business challenges.

RapidStart CRM, from Forceworks Global headquartered in Florida, is a CRM powered by the Microsoft Power Platform, described by its developer as a model-driven Power App that runs on Microsoft's Dataverse, the same platform that Dynamics 365 is built on and benefitting from integration with other Microsoft products like Outlook, Excel, Word, Teams, and SharePoint. It provides  a ready-to-use data model for Sales and Service, including Accounts, Prospects, Contacts, Opportunities, and Cases.

Contactually was a CRM for real estate agents and brokerages, that automatically prompted users to take action with the most important people to prevent things from falling through the cracks. Contactually was acquired by Compass in 2019, and is no longer available.

Professional

Accelerator

Contactually CRM (discontinued)

Avidian is a complete customer relationship management (CRM) built into Microsoft Outlook.

Prophet Core

Contact Manager

Sales CRM

Prophet CRM, by Avidian

RapidStart CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Forceworks Global

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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RapidStart CRM

Overview

What is RapidStart CRM?