Rapidbott Workspace
Rapidbott CRM Access
Enter your Rapidbott workspace ID to receive an OTP on the workspace owner email and verify secure access.
Welcome to Rapidbott CRM
Pipeline Board
Workspace MCP 0 tokens
Advanced token options
Select pipeline
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| Record | Stage | Company | Contact | Priority | Assignee | Updated | Actions |
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Pipeline Workflows
Create stage and date based automations for this pipeline.
Live tip Bulk imports do not trigger these automations.
Workflow Editor
Use the same pipeline flow logic to define trigger, timing, and action.
CRM Contacts
| Name | Phone | Status | Channel | Pipelines | Records | Attention | Last Interaction | Actions |
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CRM Companies
| Company | Contacts | Pipelines | Records | Phone | Website | Owner | Attention | Last Interaction | Actions |
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Activity Planner
A shared calendar for due tasks, pipeline movement, and automation history across the workspace.
Activity Calendar
Track upcoming work and workspace motion by day.
Pipeline Analytics
View the full workspace by default, or focus the dashboard on one pipeline.
AI Agent Modules
Run follow-ups, review task queues, and inspect workflow activity.
AI Insights
Built-in AI insights
AI Copilot
Available across every tab from the header launcher.
Ask about follow-ups, support tickets, priorities, and next best actions.
CRM Logs
Review CRM workflow history and pipeline activity without mixing it with AI task tools.
Automation Logs
Workflow runs, skips, failures, and workflow changes from the last 3 weeks.
Pipeline Activity Log
Recent record movement and stage activity across the workspace.
Workspace Settings
Keep AI usage, workspace tools, and shared CRM settings in one place.
AI Wallet
Shared wallet for CRM and Rapid Hub AI features.
Error Logs
AI and internal API failures
Review Groq, Gemini, xAI, OpenAI, and CRM API errors with filters, pagination, and 60-day retention.
Workspace Controls
These mirror the CRM gear menu so the full workspace setup lives on this page too.
Advanced token options
Open the CRM help center for setup, access, and onboarding guidance.
Open CRM Help CenterAI Wallet
Track your included AI credits, monitor usage, and keep premium AI features affordable.
Rapidbott Credits
Shared wallet for CRM and Rapid Hub AI features.
Top up credits
Choose a shared Rapidbott Credits pack to keep AI features running across CRM and Rapid Hub.
We'll prefill this from the workspace contact when available. You can edit it before topping up.
Top-ups open a secure Dodo checkout in a new tab. Logs are retained for 3 months.
What gets billed
We only charge AI-heavy actions. Core CRM and Rapid Hub features stay free.
- Lead scoring 0.01 credits / lead
- Copilot answers 0.35 credits
- Workspace insights 0.1 credits
- AI reports 0.75 credits
High-volume imports stay affordable because each lead only uses a tiny fraction of a credit.
Error Logs
Track Groq, Gemini, xAI, OpenAI, and internal CRM API failures in one place. Older logs expire after 60 days.
Log Overview
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Recent Errors
Newest errors appear first. Use filters to narrow the list.
AI Reports
Generate executive-style CRM reports with priorities, bottlenecks, and next steps.
Scheduled Report Emails
Save daily or weekly digest preferences and send a test report right now.
Saved Report Gallery
Open earlier snapshots, email them again, or save them as PDF.
Latest Report Snapshot
Built-in AI reports
Use Generate Report to create a fresh snapshot, or open the latest saved report in the preview modal.
Forms
Browse existing forms, open one to edit, or start a new build.
No forms yet
Create your first form, then design it with templates or custom components.
Form Builder
Choose a template or build a custom form from scratch.
Viewing this form
Jump straight back into the editor if you need to tweak fields or settings.
Start your form
Choose a starter template or jump straight into a blank builder.
Template Starters
0 templatesForm Builder
Edit field structure, publish a public link, and collect submissions in the CRM.
Create your first form
Pick a template to get started, or build a custom form from scratch.
Live Preview
See how this form will look to visitors in real time.
Submissions
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