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What is RapidStart CRM?

RapidStart CRM is recognized as the most user-friendly CRM option within the Microsoft ecosystem, having been built from the ground up with valuable input from a diverse group of users. You can begin using it in mere minutes, and shortly thereafter, you can easily link RapidStart CRM to Outlook or Microsoft Teams at no additional cost. Furthermore, the platform is entirely customizable, enabling you, your partners, or our support team to adjust it to meet your specific requirements. With our foundational data model, you have the adaptability to devise solutions for a wide range of business challenges. RapidStart CRM offers distinctive features such as one-click record creation through quick steps buttons, record hashtagging, the RapidStart settings application, thorough documentation dashboards, and a built-in video training toolkit for user assistance. Additionally, all of these features, along with many more, can be effortlessly integrated into RapidStart CRM with just a few clicks, making it a versatile solution for various business needs. This blend of ease of use and the ability to customize empowers users to fully leverage their CRM experience while ensuring that it meets their evolving demands. By enabling such flexibility, RapidStart CRM ensures that businesses can adapt and thrive in a rapidly changing environment.

What is Funnel CRM?

Don't miss out on any chances to secure deals or follow up with clients ever again. Many growing businesses encounter common hurdles, including losing potential leads, becoming inundated with emails, and overlooking vital follow-ups. The good news is that Funnel effectively solves all of these problems. You can try Funnel CRM free for 14 days, allowing you to experience its benefits firsthand. This intuitive CRM software streamlines lead tracking, simplifies follow-up management, reduces data entry, and significantly enhances sales outcomes. It really is that easy. With our simple form builder, crafting contact forms is a breeze; just insert the given code into your website, and you're good to go. Submissions from these forms are transformed into deals organized within a sales funnel, eliminating the mess of overflowing inboxes. You will get alerts when your clients have read your messages. Delight your customers with sleek, professional proposals, and take advantage of support for various currencies. Funnel automatically builds and manages your contacts database using the collected information from the contact forms, requiring no extra effort from you. Additionally, you can respond to your clients through your favorite email client or mobile device, ensuring a smooth integration that simplifies the management of customer relationships. This innovative approach not only saves you time but also increases your ability to maintain strong client connections.

Media

Media

Integrations Supported

Gmail
Microsoft Outlook
Microsoft Teams

Integrations Supported

Gmail
Microsoft Outlook
Microsoft Teams

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$10.00 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Forceworks

Company Location

United States

Company Website

www.rapidstartcrm.com

Company Facts

Organization Name

Funnel CRM

Date Founded

2017

Company Location

United States

Company Website

www.funnelcrm.co

Categories and 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

Categories and 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 Management

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

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

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

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