RapidStartCRM Referral Addon Documentation

RapidStartCRM Referral Addon

RapidStartCRM Referral Addon is an extension to RapidStartCRM that adds Referral Management capabilities.

What can you do with RapidStartCRM Referral Addon?

We have focused on the core capabilities that most customers have asked for when starting with a Referral Management Application for the first time. Obviously, a place to store information about the Accounts you work with, and the Contacts at those Accounts. In addition, we have provided capabilities for Accounts that you may not being doing business with yet. One of the highest priorities of our referral management customers is the ability to create and track Transactions and transaction history for their accounts.

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

You should explore the RapidStartCRM documentation first, as the core functionality of RapidStartCRM is not included here. Please explore the links to the right to learn more about each of the functional areas specific to the RapidStartCRM Referral Addon.