RapidStart CRM CSAT Addon Admin Overview RapidStart CRM CSAT Addon RapidStart CRM CSAT Addon is an extension to RapidStart CRM that adds a CSAT for your emails. What can you do with RapidStart CRM CSAT Addon? As a RapidStart CRM Power user, you have access to the RapidStart Settings app. You can configure your CSAT(s)… Read More


RapidStart CRM Web Contact Form Addon Admin Overview RapidStart CRM Web Contact Form Addon RapidStart CRM Web Contact Form Addon is an extension to RapidStart CRM that adds a Contact Us form(s) for your website(s). What can you do with RapidStart CRM Web Contact Form Addon? As a RapidStart CRM Power user, you have access… Read More


RapidStart CRM Project Management Addon Admin Overview RapidStart CRM Project Management Addon? RapidStart CRM Project Management Addon is an extension to RapidStart CRM that adds Project Management capabilities. What can you do with RapidStart CRM Project Management Addon? We have focused on the core capabilities that most users looking for an easy-to-use Project Management Application… Read More


RapidStartCRM Field Service Addon Dispatcher Overview RapidStartCRM Field Service Addon RapidStartCRM Field Service Addon is an extension to RapidStartCRM that adds Field Service capabilities. What can you do with RapidStartCRM Field Service Addon? As a Dispatcher in this RapidStartCRM Dispatchers App, you can create Work Orders from Cases. You can then create Service Appointments from Work… Read More


RapidStartCRM Time Sheets Addon Admin Overview RapidStartCRM Time Sheets Addon RapidStartCRM Time Sheets Addon is an extension to RapidStartCRM that adds Time Management capabilities. What can you do with RapidStartCRM Time Sheets Addon? As a Time Sheets Manager or RapidStart Power user, you have access to the Time Sheets Manager app. From this app you… Read More


RapidStartCRM Administration Overview What is RapidStartCRM? RapidStartCRM is a simple to use, Basic CRM application, purpose-built to run on Power Apps or any Dynamics 365 Customer Engagement license. It is an accelerator that will reduce your costs and time to value for your investment. Note: To make sure you did not miss this documentation we made… Read More


RapidStartCRM Time Sheets User Overview What can you do with RapidStartCRM Time Sheets Addon? As a User, you can view your Active Time Sheets and add Time Entries, either to records or unassigned time.  There is also a mobile app for users to easily enter time on-the-go. Did we mention that you want to be… Read More


RapidStart CRM Field Service Addon Admin Overview RapidStart CRM Field Service Addon RapidStart CRM Field Service Addon is an extension to RapidStart CRM that adds Field Service capabilities. What can you do with RapidStart CRM Field Service Addon? We have focused on the core capabilities that most customers have asked for when starting with an application… Read More


RapidStart CRM Project Management User Overview What can you do with RapidStart CRM Project Management Addon? As a User, you can create Projects. Projects can be “single-level” for simple projects, or “multi-level” with sub-Tasks for larger projects. Projects can be created from Accounts, Contacts or Opportunities with a single click. If your projects are similar,… Read More


RapidStartCRM User Overview What is RapidStartCRM? RapidStartCRM is a simple to use, Basic CRM application. What can you do with RapidStartCRM? We have focused on the core capabilities that most customers seeking a simple-to-use CRM Application have asked for. Obviously, a place to store information about the Companies (Accounts) you work with, and the Contacts… Read More