RapidStartCRM B2C Overview

Welcome to the Main Documentation Page for RapidStartCRM B2C

What is The RapidStartCRM B2C?

RapidStartCRM B2C 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.

The Mission of RapidStartCRM

We believe that Business Applications have become extremely powerful tools. If you are looking for that kind of power, you need to accept that there will be significant complexity. We also believe that many customers today, while impressed by the power, just want an application they can easily use… today. For them, Power can be added over time, as needed.

“Rapid” is not only part of our name, it is an over-arching goal in our design and Mission of RapidStartCRM. We want you to be able to use our applications with minimal training, and to be able to perform any task quickly. We want RapidStartCRM Apps to be enablers, not blockers of productivity for your customer relationships. Speed is achieved through a combination of an intuitive structure, clear organization and minimizing steps. We hope you will agree, compared to all other similar applications, we have accomplished that goal.

RapidStartCRM B2C

The core of RapidStartCRM B2C are Contacts, together with the areas in which you might engage with them. Contacts are at the top of the hierarchy, and Contacts are typically related to Opportunities and Cases.

What can you do with RapidStartCRM B2C?

We have focused on the core capabilities that most customers, starting with a CRM Application for the first time, have asked for. Obviously a place to store information about the Contacts you work with. In addition, we have provided capabilities for Contacts that you may not being doing business with yet, we call them Prospects. One of the highest priorities of our customers is the ability to create and track Opportunities for new business. Also, many of our customers want a way to create and track Cases, for various issues that their customers may have. Last, but not least, our Customers want Dashboards, where they can quickly see a 360 degree view of “everything”.

Did we mention, that you want to be able to do all these things quickly and easily? This is what RapidStartCRM B2C is all about.

Get Started

Please explore the links to the right to learn more about each of the functional areas of RapidStartCRM B2C.

RapidStartSERVICE Overview

Welcome to the Main Documentation Page for RapidStartSERVICE

What is RapidStartSERVICE?

RapidStartSERVICE is a simple to use, Field Service Management 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.

The Mission of RapidStartCRM

We believe that Business Applications have become extremely powerful tools. If you are looking for that kind of power, you need to accept that there will be significant complexity. We also believe that many customers today, while impressed by the power, just want an application they can easily use… today. For them, Power can be added over time, as needed.

“Rapid” is not only part of our name, it is an over-arching goal in our design and Mission of RapidStartCRM. We want you to be able to use our applications with minimal training, and to be able to perform any task quickly. We want RapidStartCRM Apps to be enablers, not blockers of productivity for your customer relationships. Speed is achieved through a combination of an intuitive structure, clear organization and minimizing steps. We hope you will agree, compared to all other similar applications, we have accomplished that goal.

RapidStartSERVICE Core

The core of RapidStartSERVICE are Workorders and Appointments. Workorders are at the top of the hierarchy, and Appointments are related to Workorders. Workorders can be created from either Contact or Account records, or added to other records (requires configuration), like Cases for example.

What can you do with RapidStartSERVICE?

We have focused on the core capabilities that most users, starting with a Field Service Management Application for the first time, have asked for.  One of the highest priorities of our customers is the ability to create and track Workorders for customers. A Dispatcher can easily schedule a Technician from a drag and drop schedule board, which will create an appointment that appears on the Technician’s companion app. Upon completion of the required field work, the Technician can mark the workorder closed.  Last, but not least, our Customers want Dashboards, where they can quickly see a 360 degree view of “everything”.

Did we mention, that you want to be able to do all these things quickly and easily? This is what RapidStartSERVICE is all about.

Get Started

Please explore the links to the right to learn more about each of the functional areas of RapidStartSERVICE.

RapidStartCRM Referral Overview

Welcome to the Main Documentation Page for RapidStartCRM Referral

What is RapidStartCRM Referral?

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.

The Mission of RapidStartCRM

We believe that Business Applications have become extremely powerful tools. If you are looking for that kind of power, you need to accept that there will be significant complexity. We also believe that many customers today, while impressed by the power, just want an application they can easily use… today. For them, Power can be added over time, as needed.

“Rapid” is not only part of our name, it is an over-arching goal in our design and Mission of RapidStartCRM. We want you to be able to use our applications with minimal training, and to be able to perform any task quickly. We want RapidStartCRM Apps to be enablers, not blockers of productivity for your customer relationships. Speed is achieved through a combination of an intuitive structure, clear organization and minimizing steps. We hope you will agree, compared to all other similar applications, we have accomplished that goal.

RapidStartCRM Referral Core

The core of RapidStartCRM are Companies and Contacts, together with the areas in which you might engage with either, or both. Companies are at the top of the hierarchy, and Contacts are typically related to Companies (but not always, see Contacts). If you look at a Company record and Contact record, they are intentionally very similar. For example, you can create a new Opportunity from either one, and the Opportunity will be related to the other automatically. This behavior is similar for Cases .

What can you do with RapidStartCRM Referral?

We have focused on the core capabilities that most customers, starting with a CRM Application for the first time, have asked for. Obviously a place to store information about the Companies you work with, and the Contacts at those companies. In addition, we have provided capabilities for Contacts that you may not being doing business with yet, we call them Prospects. One of the highest priorities of our customers is the ability to create and track Opportunities for new business. Also, many of our customers want a way to create and track Cases, for various issues that their customers may have. Last, but not least, our Customers want Dashboards, where they can quickly see a 360 degree view of “everything”.

Did we mention, that you want to be able to do all these things quickly and easily? This is what RapidStartCRM is all about.

Get Started

Please explore the links to the right to learn more about each of the functional areas of RapidStartCRM Referral

RapidStartPROJECT Overview

Welcome to the Main Documentation Page for the RapidStartPROJECT Addon!

What is RapidStartPROJECT?

RapidStartPROJECT is an addon to RapidStartCRM, which is a required pre-requisite. RapidStartPROJECT adds simple-to-use, Basic Project Management capabilities to your RapidStartCRM application. It is an accelerator that will reduce your costs and time to value for your investment.

The Mission of RapidStartCRM

We believe that Business Applications have become extremely powerful tools. If you are looking for that kind of power, you need to accept that there will be significant complexity. We also believe that many customers today, while impressed by the power, just want an application they can easily use… today. For them, Power can be added over time, as needed.

“Rapid” is not only part of our name, it is an over-arching goal in our design and Mission of RapidStartCRM. We want you to be able to use our applications with minimal training, and to be able to perform any task quickly. We want RapidStartCRM Apps to be enablers, not blockers of productivity for your customer relationships. Speed is achieved through a combination of an intuitive structure, clear organization and minimizing steps. We hope you will agree, compared to all other similar applications, we have accomplished that goal.

RapidStartPROJECT Core

The core of RapidStartPROJECT are Projects and Project Tasks. Projects are at the top of the hierarchy, and Project Tasks are related to Projects. Projects are created from either Contact or Account records. For example, you can create a new Project from either one, and the Project will be related to the other automatically.

What can you do with RapidStartPROJECT?

We have focused on the core capabilities that most users, starting with a Project Management Application for the first time, have asked for.  One of the highest priorities of our customers is the ability to create and track Projects for internal needs or customers. Larger Projects can be broken down into Project Tasks.  Last, but not least, our Customers want Dashboards, where they can quickly see a 360 degree view of “everything”.

Did we mention, that you want to be able to do all these things quickly and easily? This is what RapidStartPROJECT is all about.

Get Started

Please explore the links to the right to learn more about each of the functional areas of the RapidStartPROJECT addon.

The Original RapidStartCRM Overview

Welcome to the Main Documentation Page for The Original RapidStartCRM

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 this the default dashboard. You can change your default dashboard by selecting another one and pinning it (see Dashboards Topic on the right).

The Mission of RapidStartCRM

We believe that Business Applications have become extremely powerful tools. If you are looking for that kind of power, you need to accept that there will be significant complexity. We also believe that many customers today, while impressed by the power, just want an application they can easily use… today. For them, Power can be added over time, as needed.

“Rapid” is not only part of our name, it is an over-arching goal in our design and Mission of RapidStartCRM. We want you to be able to use our applications with minimal training, and to be able to perform any task quickly. We want RapidStartCRM Apps to be enablers, not blockers of productivity for your customer relationships. Speed is achieved through a combination of an intuitive structure, clear organization and minimizing steps. We hope you will agree, compared to all other similar applications, we have accomplished that goal.

RapidStartCRM Core

The core of RapidStartCRM are Accounts and Contacts, together with the areas in which you might engage with either, or both. Accounts are at the top of the hierarchy, and Contacts are typically related to Accounts (but not always, see Contacts). If you look at an Account record and Contact record, they are intentionally very similar. For example, you can create a new Opportunity from either one, and the Opportunity will be related to the other automatically. This behavior is similar for Cases .

What can you do with RapidStartCRM?

We have focused on the core capabilities that most customers, starting with a CRM Application for the first time, have asked for. Obviously a place to store information about the Companies you work with, and the Contacts at those companies. In addition, we have provided capabilities for Contacts that you may not being doing business with yet, we call them Prospects. One of the highest priorities of our customers is the ability to create and track Opportunities for new business. Also, many of our customers want a way to create and track Cases, for various issues that their customers may have. Last, but not least, our Customers want Dashboards, where they can quickly see a 360 degree view of “everything”.

Did we mention, that you want to be able to do all these things quickly and easily? This is what RapidStartCRM is all about.

Get Started

Please explore the links to the right to learn more about each of the functional areas of RapidStartCRM.

RapidStartCRM Homebuilder Overview

CRM Homebuilder

What is RapidStartCRM Homebuilder?

RapidStartCRM Homebuilder 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.

The Mission of RapidStartCRM

We believe that Business Applications have become extremely powerful tools. If you are looking for that kind of power, you need to accept that there will be significant complexity. We also believe that many customers today, while impressed by the power, just want an application they can easily use… today. For them, Power can be added over time, as needed.

“Rapid” is not only part of our name, it is an over-arching goal in our design and Mission of RapidStartCRM. We want you to be able to use our applications with minimal training, and to be able to perform any task quickly. We want RapidStartCRM Apps to be enablers, not blockers of productivity for your customer relationships. Speed is achieved through a combination of an intuitive structure, clear organization and minimizing steps. We hope you will agree, compared to all other similar applications, we have accomplished that goal.

RapidStartCRM Homebuilder Core

The core of RapidStartCRM Homebuilder are Contacts, Opportunities, together with the areas in which you might engage with either, or all three. Contacts are at the top of the hierarchy, and Contacts are occasionally related to Companies (but not usually for Homebuilders, see Contacts). If you look at a Company and Contact record, they are intentionally very similar. For example, you can create a new Opportunity from either one, and the Opportunity will be related to the other automatically. This behavior is similar for Cases.

What can you do with RapidStartCRM Homebuilder?

We have focused on the core capabilities that most customers, starting with a CRM Application for the first time, have asked for. Obviously a place to store information about the Companies you work with, and the Contacts at those companies. In addition, we have provided capabilities for Contacts that you may not being doing business with yet, we call them Prospects. One of the highest priorities of our customers is the ability to create and track Opportunities for new business. Also, many of our customers want a way to create and track Cases, for various issues that their customers may have. Last, but not least, our Customers want Dashboards, where they can quickly see a 360 degree view of “everything”.

Did we mention, that you want to be able to do all these things quickly and easily? This is what RapidStart CRM is all about.

Get Started

Please explore the links to the right to learn more about each of the functional areas of RapidStartCRM Homebuilder.