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What is Rapidstart?

Shift away from the chaos and complexities of spreadsheet systems to improve your capacity for strategizing and effectively overseeing financial results. You might be struggling with complicated spreadsheets, or your organization could have grown to a scale where these tools no longer allow for the necessary collaboration and accuracy, or you might have looked into other options only to find them too expensive. With Maxiplan Rapidstart, you will discover how easy and quick it is to create a detailed budgeting and forecasting system that meets the specific needs of your business. Leave behind the frustrations of your current spreadsheet methods and welcome a cohesive, easily accessible, collaborative multidimensional planning tool that provides quick consolidation and flexible reporting features, revolutionizing your financial workflows. This groundbreaking solution not only enhances operational efficiency but also guarantees that your financial planning is capable of adapting as your business expands. With this transition, you position your organization for a more strategic and effective management of financial resources.

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.

Media

Media

Integrations Supported

Microsoft Excel

Integrations Supported

Microsoft Outlook
Microsoft Teams

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
On-Prem

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Maxiplan

Date Founded

2005

Company Location

Australia

Company Website

rsforecast.com

Company Facts

Organization Name

RapidStart

Company Location

United States

Company Website

www.rapidstart.com/en/products/rapidstart-crm

Categories and Features

Budgeting

Asset Planning
Balance Sheet
Cash Management
Forecasting
General Ledger
Multi-Company
Version Control

Sales Forecasting

Not specified

Categories and Features

Contact Management

Contact Database
Email Marketing
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Segmentation
Task Management
Territory Management

Field Service Management

Contact Database
Customer Database
Dispatch Management
Mobile Access
Scheduling
Service History Tracking
Work Order Management

Lead Management

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

Project Management

Budget Management
Collaboration Tools
Customizable Templates
Gantt Charts
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Sales Force Automation

Campaign Management
Contact Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Referral Tracking
Sales Forecasting
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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