CRM Module: Nurture Relationships and Drive Business Success

Forge Lasting Connections, Drive Business Success

Included in the Standard Tier

Welcome to our CRM Module, where relationships matter, and business growth is nurtured. Designed with the understanding that your customers are the heart of your business, our CRM empowers you to build meaningful connections, streamline processes, and drive success.

CRM Overview

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Key Features

Lead Collection, Management, and Value

Transform leads into valuable relationships. Our CRM module simplifies lead collection and management, allowing you to nurture potential clients seamlessly. Assign values to leads, prioritise effectively, and watch your business grow.

A kanban board to easily manage all of your organisations leads. Increase sales and conversion.
Lead Generation QR Code
Lead Generation Form QR Code

QR Codes for Client Input

Innovate your lead collection process. With QR codes, effortlessly gather client information and streamline the onboarding process. Enable clients to connect with your business swiftly, enhancing user experience and boosting engagement.

Convert Lead to Contact, Account, and Opportunity from a single button
Convert Lead to Contact, Account, Oppertunity

Automated Lead-to-Contact Conversion

Say goodbye to manual conversions. Our CRM automates the lead-to-contact conversion process, reducing administrative overhead and ensuring that no valuable lead slips through the cracks. Streamline your workflow and focus on what truly matters – building relationships.

Interactive CRM Report

Rapid Platforms CRM Dashboard. Where you can access all of your Lead analytics.

Gain insights, make informed decisions. Our interactive CRM report provides a comprehensive overview of your business’s performance. Track your sales pipeline, identify live leads by industry, measure conversion rates, and more. Make data-driven decisions to fuel your business growth.

See how the CRM module works Contact Sales

Why Choose Our CRM Module?

  • Effortless Integration: Seamlessly integrate our CRM into your existing workflow, ensuring a smooth transition and minimal disruption.
  • Data-Driven Decisions: Leverage insightful reports to make informed decisions, driving business growth and maximising opportunities.
  • Personalised Engagement: Understand your customers on a deeper level, enabling personalized interactions that foster long-term loyalty.
  • Streamlined Processes: Automate repetitive tasks, streamline workflows, and focus on building meaningful relationships rather than managing data.

Ready to revolutionise your customer relationships? Embrace the power of our CRM module and unlock the full potential of your business.

Learn More about our other Modules
Tasks | Assets | CRM | Finance | Projects | Human Resources | WHS | Policies | Support

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Don't just take our word for it...


Why doesn’t Rapid Platform use a ‘Per User’ licensing model?

We have purposefully avoided a per user licensing model because we believe that it stifles innovation and is detrimental to governance.

Instead, our pricing model allows you to grow and adapt Rapid Platform to your requirements, based on the tools and resources you need to access - and regardless of how many people you have accessing those resources.

Do licensing costs increase?

Only if you choose to increase them. Our SaaS model operates on a unique pricing structure that differs from traditional per-user licensing. Instead of charging based on the number of users, we offer a scalable solution where costs are determined by the associated database. This means that as your organization grows and requires more database compute, you can easily upgrade your database without incurring additional user licensing costs.

Our approach allows for greater flexibility and cost efficiency, ensuring that your expenses align with your actual usage needs rather than the number of users on the platform. This scalability feature makes our pricing model more transparent, predictable, and often results in a significantly lower overall cost compared to conventional per-user licensing models.

Does Rapid Platform integrate with Microsoft 365?

Rapid Platform embraces Microsoft 365 and incorporates deep integration into Entra ID for enterprise level security as well as SharePoint for document management and collaboration. 

Does Rapid Platform integrate with G Suite?

No, not at this stage.  Security is top of mind for our enterprise customers and Micorosft 365 leads the market with their security.  We have partners who can help you migrate across from G Suite.