RapidStartCRM for Finance RapidStartCRM is an excellent solution for Community Banks or Credit Unions, for managing your:

New client generation
New client intake
Existing client relationships
Client Accounts
With RapidStartCRM, your team can be up-and-running with a simple-to-use CRM quickly and at a low cost.

It's time to move up from Spreadsheets and paper to a "real" business application that fits your particular institution quickly and cost effectively.
Our Cost-Efficient RapidLABS Services can assist you with extending RapidStartCRM to meet additional requirements.
Upgrade to advanced Dynamics 365 Solutions, including Enterprise Sales, Service, Field Service & Project Service, with one-click*

For larger organizations check out RapidStartCRM Enterprise
* Upgrade Requires Separate Licensing