Add-ons
RapidStart CRM + Project Link
Bring sales and project delivery together in your main CRM app with this free add-on.
RapidStart CRM + Project Link brings sales and project delivery together in your main CRM app.
This free add-on connects RapidStart CRM and RapidStart Project, helping your team move from customer conversations to project execution with less switching and repeated data entry.
What the link adds
- Projects alongside your customers: Access related projects directly from Account and Contact records.
- Faster project creation: Use Add Project quick buttons with customer details carried through automatically.
- A smoother sales handoff: Create a project when closing an opportunity. If a project is already linked, open it instead of creating another.
- Clear traceability: Navigate between the originating opportunity and its project, keeping the sales history connected to delivery.
Your team gets a connected customer-to-project experience while retaining the capabilities of both apps.