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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 Pipeliner CRM?

Pipeliner has transformed the landscape of CRM with its distinct visual interface, a no-code workflow automation engine, real-time dynamic insights, and comprehensive reporting features. No other CRM platform provides sales professionals and managers with such a multitude of options for visualizing and interpreting sales data, along with intelligent insights generated by the system itself. The robust automation capabilities of Pipeliner, coupled with its seamless integration with various other systems such as email, ERP, and marketing platforms, significantly reduce the burden of routine manual tasks that often accompany traditional systems used by sales teams. What sets Pipeliner CRM apart from conventional CRM solutions is its unique approach, leading to high adoption rates, a low Total Cost of Ownership, and a swift Return on Investment. Users find the system intuitive and straightforward, requiring minimal training and causing little disruption to business operations during implementation. This combination of features not only enhances productivity but also fosters a more efficient sales process, ultimately benefiting the entire organization.

Media

Media

Integrations Supported

Microsoft Outlook
ActiveCampaign
AppointmentCore
Campaign Monitor
Causal
Codeless Platforms Alerting Software
Constant Contact
Dropbox
Forager
Freshdesk
Google Contacts
Google Drive
HubSpot CRM
Integration.app
Lyftrondata
Mailchimp
Mailjet
Microsoft 365
Microsoft Exchange
Truto

Integrations Supported

Microsoft Outlook
ActiveCampaign
AppointmentCore
Campaign Monitor
Causal
Codeless Platforms Alerting Software
Constant Contact
Dropbox
Forager
Freshdesk
Google Contacts
Google Drive
HubSpot CRM
Integration.app
Lyftrondata
Mailchimp
Mailjet
Microsoft 365
Microsoft Exchange
Truto

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$25
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

Pipelinersales Corp.

Date Founded

2011

Company Location

United States

Company Website

www.pipelinersales.com

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

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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 Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & 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

Social Selling

Automated Publishing
Compliance Management
Content Discovery
Content Management
Employee Advocacy
Gamification
Lead Engagement
Performance Metrics
Pre-Approved Content Library
Single Sign On
Social Media Monitoring

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