Rapid CRM

More often than not, the lack of a customer relationship management system you are likely to let interested customers fall through the cracks. While it is true that you need to take your time to find a tool that integrates with your email and accounting systems, in the end you can provide a better customer experience which translates into revenue.

Rapid CRM is an application that enables you to manage everything from simple daily activities like calls and emails to complex tasks, such as issuing marketing campaigns and expenses from the same location.

After a straightforward installation, you are required to create an account for your company, a task can take some time, depending on your Internet connection. Afterwards, you can log with the same email address and password you used to create the company profile.

Upon launch, you are welcomed by a user-friendly and structured interface that is designed as a dashboard. While you can access the functions from the dedicated toolbar or the menus, having them readily accessible can increase your productivity.

The idea behind the program is to allow you to centralize, organize and manage all information that you might need to build or develop the relationship with your customers without too much effort. The app makes it easy to add, edit and delete data, so it is unlikely that you can have issues navigating or using the app, even as a first-time user.

Among the type of information you can store and administer via this application, you can count daily and general activities, schedules, leads, contacts, accounts, opportunities, quotes, sales and purchasing order, invoices, vendors, products, campaigns, solutions, cases and expenses.

It is worth mentioning that the program enables you to get detailed reports on the type of data you need to use to build your next marketing campaign. To put it simply, you can retrieve a log with the sales, invoices, payments received or the campaign expenses in order to establish the feasibility or efficiency of your business approach.

The utility enables you to import and export data, a feature that can save you a lot of time and energy, as you do not have to work on creating the database. On the other hand, the app only supports XLS and XLSX file formats.

Rapid CRM is a comprehensive software solution that comes with numerous tools that you can use to improve the relationship with potential leads and turn them into loyal customers.