Features


Quick Feature List


Automate your day-to-day business activities so that you can focus on selling and not on maintaining data.

  • Gain complete visibility of your sales cycle. Align your sales efforts with business strategies and objectives.
  • Engage, inform, and create long-term loyalty. Associate social profiles and communicate with your customers from within your CRM account.
  • Sync Google, Yahoo, MSN or any other custom email addresses and other information with Rapid CRM

 

Rapid CRM Invoices


Invoices feature makes it easy to create and send professional invoices to your customers. Save time and get paid faster by invoicing with Rapid CRM.

 

Customize your invoices


Rapid CRM makes it easy to create custom invoices, designing them from scratch. In a few clicks you can add a company logo, change fonts and colors, add contact information, and choose which items appear on  your invoices. You can even add detailed  information about each line item in your invoice, making it easy for your customers to pay on time.

Save time by invoicing online

Rapid CRM helps you automate your invoicing process to help you ensure accuracy and save time. Do you provide customers with a quote first? Rapid CRM easily converts your quote to an invoice and delivers it via email in a few clicks. You can send invoices individually or in batches.

 

Easy Contact Management


Organize notes, emails, emails attachments, files, and more by contact to keep information at your fingertips and track customer interactions. Consolidate all your contacts, leads, and customers into one place, and then sort them by group and sales stage.

 

Capture More Leads


Create a free ContactMe button and web form, and then add the button everywhere you are on the web—Facebook, Craigslist, and more

 

Product Catalog


1) Add Products and thier description to your catalog easily

2) Change Pricing Info

3) Keep track of Inventory and Reorder Level

4) Setup Vendor’s Info

 

Vendors


Associate your products to Vendors and create Purchase Orders quickly and email them in no time.

 

Track Your Activities


Add tasks, events and calls to your to-do list and they’ll automatically show on top priority list. Get reminders by email. Activities can suggest suitable times to contact customers via phone, email, and fax.

 

Rapid CRM Invoices 


Rapid CRM Invoices feature makes it easy to create and send professional invoices to your customers. Save time and get paid faster by invoicing with Rapid CRM.

 

Customize your emails


Rapid CRM makes it easy to create custom invoices, designing them from scratch. In a few clicks you can add a company logo, change fonts and colors, add contact information, and choose which items appear on your invoices. You can even add detailed information about each line item in your invoice, making it easy for your customers to pay on time.

 

Save time by invoicing online


Rapid CRM helps you automate your invoicing process to help you ensure accuracy and save time. Do you provide customers with a quote first? Rapid CRM easily converts your quote to an invoice and delivers it via email in a few clicks. You can send invoices individually or in batches.