Frequently Asked Questions

Rapitek CRM is a next-generation customer relationship management platform built by Salesforce-experienced experts with 10+ years of enterprise experience. After implementing 200+ CRM projects, we discovered what growing businesses really need: enterprise-grade power without enterprise complexity. Rapitek CRM delivers exactly that—sophisticated CRM capabilities in a modern, intuitive interface that teams love to use.

While Salesforce is incredibly powerful, it can be complex and expensive for many businesses. Rapitek CRM takes the best insights from our 200+ Salesforce implementations and packages them into a modern, intuitive platform. Think of it as 'Salesforce wisdom' distilled into a tool that's affordable, fast to deploy, and designed for the way modern teams actually work. You get enterprise-grade capabilities without the enterprise complexity.

Rapitek CRM is perfect for growing businesses, startups scaling their sales processes, and teams who want modern CRM capabilities without the complexity. If you need something more powerful than basic CRM tools but find Salesforce too complex or expensive, Rapitek CRM is designed for you. It's especially ideal for teams of 5-100 people who value speed, simplicity, and sophisticated features.

Rapitek CRM includes everything modern teams need: AI-powered lead scoring, visual sales pipeline management, automated follow-ups, real-time analytics, mobile apps, email integration, custom fields, reporting dashboards, team collaboration tools, and much more. All features are included in every plan—no hidden add-ons or surprise charges.

Yes! While we focus on our revolutionary Rapitek CRM, we continue to offer expert Salesforce consulting and implementation services for clients who need the full Salesforce ecosystem. Our certified architects have delivered 200+ successful Salesforce projects and can handle everything from simple customizations to complex enterprise implementations.

Absolutely. We are a certified Salesforce consulting partner with multiple certified architects on our team. Our expertise includes Sales Cloud, Service Cloud, Marketing Cloud, and custom development. This deep Salesforce knowledge is exactly what makes Rapitek CRM so powerful—we know what works in the real world.

Yes, we offer seamless migration services from Salesforce (and other CRMs) to Rapitek CRM. Our team understands both platforms intimately and can ensure your data, workflows, and team training transfer smoothly. Most migrations are completed within 1-2 weeks with zero data loss.

We offer complete Salesforce implementation services including: Sales Cloud setup and customization, Service Cloud configuration, Marketing Cloud implementation, custom app development, data migration, workflow automation, integration with third-party systems, user training, and ongoing support. Our certified architects ensure your Salesforce instance is optimized for your specific business needs.

Implementation timeframes vary based on complexity: Simple Sales Cloud setups (2-4 weeks), Standard implementations with customizations (1-3 months), Complex enterprise implementations with multiple clouds and integrations (3-6 months). We provide detailed project timelines during our discovery phase and maintain transparent communication throughout the process.

Absolutely! We perform comprehensive Salesforce health checks and optimization services including: performance audits, security reviews, automation improvements, data cleanup, workflow optimization, user adoption analysis, and feature utilization assessments. Many clients see 40-60% improvements in team productivity after our optimization services.

Our Salesforce expertise spans multiple industries including: Technology & SaaS companies, Manufacturing & Distribution, Financial Services, Healthcare & Life Sciences, Real Estate, Professional Services, and Non-profit organizations. We understand industry-specific requirements and compliance needs, ensuring your Salesforce implementation meets all regulatory and operational standards.

Yes, we specialize in complex integrations. We can connect Salesforce with ERP systems (SAP, Oracle, NetSuite), Marketing platforms (HubSpot, Marketo, Pardot), Accounting systems (QuickBooks, Xero), E-commerce platforms (Shopify, Magento), and custom applications via APIs, middleware, or custom development. We ensure seamless data flow and eliminate data silos.

Most teams start using immediately with instant access. Rapitek CRM is designed for immediate deployment—no lengthy implementation projects required. Sign up, import your data (or start fresh), customize your pipeline, invite your team, and you're ready to go. Our setup wizard guides you through everything step by step.

We provide 24/7 email support with guaranteed response within 24 hours, comprehensive documentation, video tutorials, and live chat during business hours. For enterprise clients, we offer phone support and dedicated success managers. Remember, our team has 10+ years of CRM expertise—we've seen every challenge and know how to solve it.

Absolutely. We offer free basic data import assistance and can handle complex migrations from any CRM system. Our migration experts ensure 100% data accuracy and can even help clean up and optimize your data during the process. Most migrations complete within 1-2 weeks with zero downtime.

Yes! We provide comprehensive onboarding including live training sessions, personalized setup assistance, and ongoing education resources. Our goal is to make your team CRM experts, not just CRM users. Most teams master Rapitek CRM within their first week because it's so intuitive.

Rapitek CRM integrates with 200+ popular tools including: Email platforms (Gmail, Outlook, Office 365), Marketing tools (HubSpot, Mailchimp, Pardot), Communication apps (Slack, Microsoft Teams, Zoom), Accounting software (QuickBooks, Xero), E-commerce platforms (Shopify, WooCommerce), and many more. We also offer custom API integrations for specialized needs.

Absolutely. We use enterprise-grade security including 256-bit SSL encryption, SOC 2 Type II compliance, GDPR compliance, and regular security audits. Your data is automatically backed up every 6 hours to multiple geographic locations. We maintain 99.9% uptime SLA and offer complete data export capabilities anytime.

Yes! Rapitek CRM offers extensive customization including: custom fields, personalized sales stages, automated workflows, custom dashboards, tailored reports, branded email templates, and flexible user permissions. Our visual workflow builder makes it easy to automate repetitive tasks without any coding required.

We're here to help every step of the way! Our setup assistance includes: guided onboarding wizard, live chat support, screen-sharing sessions, data import assistance, custom field setup, team training, and workflow optimization. Most teams complete setup in under 2 hours with our guidance.

Phone support is available for Enterprise plan customers and during onboarding for all paid plans. All customers get 24/7 email support, live chat during business hours, comprehensive documentation, video tutorials, and community forums. Most questions are resolved within hours, not days.

Yes! We support data import from all major CRMs (Salesforce, HubSpot, Pipedrive, Zoho, etc.) and can handle CSV/Excel files from any system. Our import process includes data mapping, duplicate detection, field matching, and data validation. We ensure 100% data accuracy and can help clean up your data during migration.

Our technical support team responds to all issues within 24 hours (usually much faster). We provide: detailed troubleshooting guides, remote assistance, browser extension debugging, mobile app support, and escalation to our development team for complex issues. We track every support ticket to ensure resolution and customer satisfaction.