Foundation CRM

RAVID Enterprises CRM is a "simple" CRM designed to be "just enough" to support your growing business, limited enough in features in order for it not to be overwhelming, but capable enough to drive revenue and people to you.  In practicality, what does that mean?  It means that it's not trying to be a Hubspot, Salesforce, or High Level....but is a giant step up from a spreadsheet or list of emails addresses in a notebook.  

Most recent training material
Email Templates
Email Scheduling
Login Block
Importing Data
Importing an initial set of contacts into your CRM is a great way to get started. This article discusses the process by which you can import an initial data set into the Foundation CRM.
Application Events
Connecting Express Forms to Contacts
Zoom Integration
How to connect, use, and remove the Foundation CRM Meetings app for Zoom.

Click to schedule a time to meet with us and discuss how the RAVID Enterprises CRM can improve your marketing

Core Features
  • Contact Tracking & Management
  • Custom Contact Fields
  • Users can edit their own public facing information (name, email, etc.)
  • Email templates
  • Appointment Scheduling
  • Event/Class registration
  • Service Appointment Scheduling
  • Optional fee collection for appointments, classes, or events
  • Multiple email lists
  • Private/secured website areas for specific groups