How to use rapidco
This is a map of the product: CRM on the left menu, public site under /site, customers on /portal. After you sign in, the same pages live under Help in the workspace.
Start here
- How rapidco is organisedThe CRM is a workspace for your company. The left menu is the work. Your public site, if you turn Website on, lives under /site on your subdomain.
- Sign in, password, and MFAStaff sign in with email and password. First-time invited people use Forgot password to set one.
- Turn modules onCompanies, Portal, and Support Desk are always on. Sales, Projects, Documents, Meetings, Appointments, Customer Billing, Invoices, Website, Reports, Automation, Bookkeeping, and Transfer are optional.
Companies
Sales
Projects
- Create a projectA project is delivery for one client company. Create it from Projects, or from the company page.
- Write the project scopeScope is the agreed work. It lives on the project Overview, not in a separate document unless you also file one under Documents.
- Tasks on a projectTasks are the checklist for delivery. They sit on the project page under Tasks, optionally grouped by phase.
- Phases, roadmap, and GanttPhases are named slices of the plan (Discover, Build, Launch). Tasks sit in a phase. You set how long each phase lasts; that drives the roadmap.
- Notes, files, links, subcontractorsThe rest of the project page is working material, not the legal contract.
- Finish a project and open a follow-upDone means the original plan is closed. Extra work is a new project linked as a follow-up (kind Fix).
Documents
Client portal
Support
Meetings
Appointments
Billing
Bookkeeping
HR
Leave
Calendar
Website
- Website moduleOwners and admins edit the public site from Website in the account menu. Visitors see it at your subdomain /site.
- Edit and publish a pageEach page has a slug, title, and body. Publish when it should go live.
- News, events, and linksEditorial content for the public site. Nothing shows publicly until you publish at least one item of that kind.
- Public site, contact, and bookVisitors use your slug.rapidco.de (or a verified custom domain). Apex rapidco.de is marketing, not your company site.
Team
- Invite the teamStaff are members of the workspace. Customers are portal users on a company, not staff.
- Roles and who can open whatOwner and Admin see everything. For Staff, the owner ticks which areas each extra role may open.
- Your profileEveryone can open their own profile even if they cannot open Team.
Settings
- BrandingColour, font, and logo for the CRM chrome and the public site.
- Custom domainsServe the public site on your own hostname after DNS verification.
- Workspace settingsLocale, legal name, storage, MFA policy, Quick Launch limit, role access, and transfer.
- Export and import a workspaceOwners can export JSON and restore into a new workspace. This is a copy, not disaster recovery.
- Reports and automationOptional operator tools. Open them from the account menu when the modules are on.