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