Features

The closer you look, the more you get

Explore the full suite of CRM features — from lead management and invoicing to project tracking, support tickets, and powerful automation tools built for your business.

CRM Features
RapBooster CRM Concurrent Follow Ups

Concurrent Follow ups

Chase to win

Accelerate your sales team’s productivity with accurate proficiency.

Sharp and clean Monitoring

Make more accurate monitoring of the activities. Allow you to watch every minor change in the dashboard.

Role management and establishments

RapBooster allows you to set up an organization-wide hierarchy using Roles. The higher hierarchy can access the records of the lower hierarchy.

Strong Follow-ups

RapBooster shows who discussed what with customers, so you can address them as one team.

Everything Your Business Needs

From invoicing and project management to lead pipelines and support tickets — RapBooster CRM covers every corner of your business operations.

Invoices & Estimates

Track invoices, generate financial reports, support multi-currency billing, and set up recurring invoices — all in one place.

Proposals

Create professional, branded proposals and get automatically notified when clients accept or decline — then convert to invoices in one click.

Project Management

Plan projects with Gantt charts, set milestones, track time and expenses, and keep every deliverable on schedule.

Leads Management

Manage your pipeline with drag-and-drop stages, capture leads via web-to-lead forms, import from CSV, or auto-import directly from email.

Support Tickets

Auto-import tickets via IMAP email, add private staff notes, assign tickets, use predefined replies, and resolve issues faster.

Contracts

Generate PDF contracts with clearly defined start and end dates, set overdue reminders, and keep all agreements organised in one place.

Surveys

Build customer retention surveys and send them to clients, leads, or staff to gather actionable feedback and improve satisfaction.

Staff & Roles

Define role-based permissions, assign staff tasks and personal to-dos, and keep your team connected via the company newsfeed.

Reports

Access sales reports, expense reports, and lead conversion analytics with a flexible custom date picker for data-driven decision making.

Even More Built-In Power

Every detail covered — from recurring billing to team collaboration tools that keep your business running smoothly.

Recurring Invoices

Set invoices to auto-regenerate on a custom schedule — daily, weekly, monthly, or yearly — without lifting a finger.

Recurring Expenses

Log a recurring expense once and let the system recreate it automatically for every billing cycle.

Recurring Tasks

Schedule tasks to be automatically recreated at a defined interval so nothing ever slips through the cracks.

Web to Lead Forms

Create unlimited embeddable lead capture forms and inject them into any landing page or website to pull leads directly into the CRM.

Custom Fields

Add custom fields to customers, leads, tickets, invoices, and estimates to store any extra business-specific information you need.

Staff Reminders

Assign reminders to yourself or multiple staff members — delivered via email and in-app notifications so nothing important is missed.

Events

Create private or public events and receive built-in and email notifications when an event is approaching.

Email Templates

Set up predefined email templates with merge fields and multi-language support — consistent communication at scale.

Knowledge Base

Publish help articles for your clients directly inside the portal. Track usefulness with built-in article voting.

Media Library

Centralized file storage with individual upload folders per staff member — keeping assets organized and access-controlled.

Auto Database Backup

Schedule automatic database backups every X days to protect your business data from accidental loss.

Departments

Assign staff to specific departments and auto-route support tickets to the right team using department email addresses.

Theme Styling — No Coding Required

Brand your CRM with your company colors and logo using the powerful theme styling panel. No developer needed — apply your brand identity in minutes.

Coherent Calls

Seamlessly manage your business communications with intelligent call routing and comprehensive interaction tracking.

Call there and then - Click to call

Instant calling with one-click functionality. No delays, no hassle - connect immediately with your contacts.

Never miss a call, cause it's all in here

Complete call history and notifications ensure you're always connected. Every interaction tracked and accessible.

IVR call recordings - Interaction History

Comprehensive recording system with searchable interaction history. Review, analyze, and improve your communications.

call routing and comprehensive interaction tracking
Coherent Channels Integrations

Coherent channels

Connect all your communication platforms into a single, unified workflow. Manage conversations seamlessly across multiple channels without losing context.

  • Integration with major communication platforms
  • WhatsApp API
  • Email API
  • SMS gateway

Let's See How It Works

We've gone over everything you could possibly want to know about our theme. You are one step closer to success

1

Innovative

RapBooster is unique from all other software in the market because it is innovative and its features are more signified.

2

User Friendly

Customers can use it very easily. It has easy adaptability and a good user experience.

3

Well Rated

RapBooster is the most rated software on Google because of its accuracy of output & quality assurance.

4

Best Support

Our team provides excellent support for the smooth run of the software and will solver all your queries.

Sales Automation

Sales Automation is a process that enables companies to standardize and automate the entire sales process, from prospecting to closing to relationship nurturing. It helps Sales Managers highlight team-wide insights that can guide the overall sales strategy, from establishing sales quotas to territory management to sales forecasting.

Automated Scheduling

The particular characteristics involve setting reminders and scheduling the time to send an email, message, or call to the customer.

Automated Reports

It helps the supervisor to improve the progress report of the statistics automated through the software.

Sales Automation

Automated Lead Prioritization

It can rank every potential target audience and serves as an add-on to the list of tasks. Follow-up meetings and calls can be scheduled.

Automated Sales Funnel

Automated sales software allows you to send automated greeting and reminder messages to your customer after a specific time-interval.

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