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Getting Started with Rapidbott CRM

Rapidbott CRM User Guide

Rapidbott CRM helps your team manage leads, customers, deals, support tickets, follow-ups, tasks, and reports from one workspace. This guide is written for end users who want to learn how to use the product, not for internal engineering reference.


1. Getting Started with Rapidbott CRM

Rapidbott CRM is organized around workspaces. When you open the product, you are working inside a specific workspace, and everything you do belongs to that workspace.

What you can do in Rapidbott CRM

With Rapidbott CRM, you can:

  • manage sales pipelines

  • track support tickets

  • organize contacts and companies

  • assign follow-ups and tasks

  • automate repeated actions

  • review dashboard insights and reports

  • use AI tools to understand what needs attention

First-time setup checklist

When using Rapidbott CRM for the first time, the recommended setup flow is:

  1. sign in or open your workspace

  2. create your first pipeline or use a template

  3. add or import contacts

  4. add your first deal or ticket

  5. assign follow-up work

  6. review the dashboard

  7. configure workflows if needed

The main navigation usually includes:

  • Pipelines

  • Contacts

  • Companies

  • Activities

  • Dashboard

  • Reports

You can also access settings and AI Copilot from the header area.

Access and workspace entry

Depending on how your business uses the CRM, you may enter through:

  • direct workspace access

  • a secure verification flow

  • a shared workspace link

  • a signed launch flow

  • an embedded or integrated product experience

If your workspace uses a verification step, complete that before continuing into the CRM.

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