Rapid CRM

Rapid CRM

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Overview

Rapid CRM offers a streamlined, Microsoft-powered solution for managing contacts, sales, and support activities. While it lacks advanced AI capabilities, its deep Power Platform integration, ease of use, and modular design make it a reliable choice for small to midsize Microsoft-centric teams.

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Starting Price
Custom

Rapid CRM Specifications

Contact Management

Lead Management

Opportunity Management

Customer Communication Tracking

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What Is Rapid CRM?

RapidStart CRM is a lightweight, Microsoft-based customer relationship management (CRM) solution built for small and midsized businesses. It helps teams move beyond spreadsheets and emails by offering a streamlined platform to manage prospects, accounts, sales opportunities, and service cases. Focused on core functionality rather than enterprise-level complexity, Rapid CRM enables businesses to implement a structured CRM process and improve customer interaction tracking while centralizing key business data.

Rapid CRM Pricing 

Rapid CRM offers the following pricing structure based on user type:

  • Free: $0 (for up to 10 users)
  • Additional Commercial Users: $15/user/month
  • Additional Education Users: $2.50/user/month
  • Additional Nonprofit Users: $2.50/user/month
Request a personalized Rapid CRM pricing quote for your business today!

Disclaimer: The pricing is subject to change.

Rapid CRM Integrations 

The software supports integration with multiple systems and platforms, such as: 

  • Microsoft Teams
  • Power BI
  • Power Automate
  • Outlook
  • QuickBooks
Watch the Rapid CRM demo to learn more about its integration arrangements.

Who Is Rapid CRM For? 

Rapid CRM is ideal for a wide range of industries, sectors, and business types, including:

  • Healthcare
  • Service-based businesses
  • Banking
  • Law firms
  • Real estate

Is Rapid CRM Right For You?

If your business operates within the Microsoft ecosystem and needs an affordable, simple, yet powerful customer relationship management platform, RapidStart CRM is a strong fit. It offers a scalable, enterprise-grade foundation at an entry-level price. Certified for Microsoft Business Applications, it provides a low-risk, high-value path to CRM modernization and is built to grow with your business over time.

Still unsure about Rapid CRM? Connect with our customer support staff at (661) 384-7070 for further guidance.

Rapid CRM Features

The platform is built on Microsoft Power Platform and allows complete customization. Teams can modify workflows, create new modules, or build apps on the core data model. This ensures the CRM adapts to unique business processes and scales efficiently with long-term operational needs.

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RapidStart CRM includes built-in productivity tools that speed up daily tasks. Quick Steps enable one-click record creation from summary views, while hashtag tagging helps categorize and retrieve records easily. These features enhance organization, reduce clutter, and support fast navigation within large sets of customer data.

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The software offers a clean interface for managing leads, prospects, and opportunities. Teams can monitor pipeline progress, view performance insights, and centralize communication records. This helps standardize sales processes, increase accountability, and support better decision-making throughout the customer acquisition and retention journey.

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RapidStart CRM leverages Microsoft’s Power Automate to centralize workflows across applications. Users can create logic-driven automations to receive data from various sources and send responses back. This low-code tool empowers businesses to streamline operations and improve efficiency without needing extensive technical expertise.

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Pros And Cons of Rapid CRM

Pros

  • Built on enterprise-grade Microsoft Dataverse for enhanced security and scalability

  • Clean, user-friendly interface supports rapid user adoption

  • Modular add-ons enable expansion into project and field service management

Cons

  • Limited built-in marketing automation capabilities

  • Lacks advanced real-time reporting and analytics in the core application

Rapid CRM Reviews

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SH

Suzanne H.

IT, 101-500 employees

5.0
February 2023

“Good CRM with Quick Setup

Pros

Gave us a great foundation for building our custom app. As a nonprofit with limited staff, we couldn't develop an entire CRM from scratch. This solution was perfect for getting us up and running without having to build everything from the ground up

Cons

Setting up customizations can be frustrating since there's no documentation or guidance available for developers working with the platform, you're pretty much on your own figuring things out.

Rating Distribution

Ease of use

8

Value for money

9

Customer Support

10

Functionality

9

JD

John D.

IT, 101-500 employees

5.0
October 2022

“Flexible Microsoft Based CRM

Pros

I'm really impressed with this crm solution from forceworks. It runs entirely on Microsoft dynamics and comes ready to use right away with everything a growing business needs for customer management. Setting it up in our Microsoft environment was easy and I love how customizable it is. The outlook integration works easily and tracking customer emails and phone calls has become so much easier. The email templates save us tons of time too. What really stands out is how flexible everything is since it's built on standard Microsoft architecture. All the dataverse tables follow Microsoft conventions which means we can extend functionality using Microsoft graph API without any issue. If your already using Microsoft products and need a CRM, I'd definitely recommend reaching out to Forceworks. One thing that gives me peace of mind is knowing that if we outgrow this solution, we can easily evolve to Microsoft dynamics Sales or Service since we're already building on the same platform. It's like having a perfect foundation that can grow with your business, unlimited expansion possibilities through Microsoft integrations as needed.

Cons

There are some specific functions that can create minor hiccups when you're trying to implement more complex customizations. Most businesses probably won't run into these issues but we needed a more traditional relational database setup for linking family accounts and contacts. We also didn't really need the contact "prospect" setup they have. The whole "user" and "teams" structure is pretty confusing too.

Rating Distribution

Ease of use

9

Value for money

10

Customer Support

8

Functionality

9

Frequently Asked Questions

Rapid CRM software supports English, Arabic, Czech, Danish, Dutch, Finnish, French, German, Italian, Japanese, Norwegian, Polish, Portuguese, Russian, Slovenian, Spanish, Swedish, and Turkish.

Rapid CRM features are used by organizations in professional services, healthcare, banking, legal, real estate, field services, as well as nonprofit and educational institutions.

The vendor hasn't provided any details regarding an API.

Rapid CRM cost varies based on user type. The Free plan supports up to 10 users at no cost. Additional commercial users are charged $15/user/month, while education and nonprofit users can access the software at a discounted rate of $2.50/user/month. Get a custom Rapid CRM price estimate tailored to your specific requirements.

RapidStart CRM includes free forum support, while Microsoft offers extensive free training and documentation. Paid support plans are also available for more direct assistance.

Yes, RapidStart CRM offers a mobile app.

RapidStart CRM integrates with Outlook, QuickBooks, Power BI, Power Automate, and Microsoft Teams.