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  • Solutions
    • Lead Management

      Smoothly manage all your leads with advanced sales automation and get them converted as paying customers.

    • Deal Management

      Build a Healthy Sales Pipeline to forecast and Close them on demand with advanced sales insights.

    • Contact Management

      Bulk upload your contacts and allocate all the raw leads or contacts to your tele-calling team.

    • Sales Automation

      Reduce your Manual Repetitive work for 10X Increased Productivity with very few & powerful automation.

  • Features
    • Automations

      Automated Lead Addition

      Automated Lead Allocation

      Automated Welcome Message

      Automated Reminder Alerts

      Automated Follow-Ups

      Automated Lead Nurturing

    • Integrations

      Facebook & Instagram

      Google Lead Ad Form

      Web Lead Forms

      Chatbots

      IndiaMart, JustDial, etc.,

      99acres, MagicBricks, etc.,

    • Make it Simple

      Data Access Restriction

      One Click Convert

      360° Lead Overview

      Document Management

      Daily Checklist

      Quick Access Templates

    • Pros

      Custom Report

      Custom Dashboard

      API & Web Hooks

      Module Builder

      Lead Scoring

      Zapier Connect

  • Use Cases
    • Facebook Leads to CRM

      Simplified automation with 2X Closure rate in few clicks

      Lead Alerts in WhatsApp

      Get quick notifications about new leads on WhatsApp

      Contact to Lead to Deal

      Transfer all data from one module to another with a click

      Smart Automated Follow-Ups

      Never miss a follow-up again using the reminders & automated follow-ups

    • Automated Lead Nurturing

      Setup the sequence once and the system will take care of the rest forever

      Sales Automation Flow

      Set up multiple automation flows based on unlimited matching criteria.

      Sales Pipeline & Forecast

      Build an active sales pipeline & grow your sales without unwanted surprise

      All in One Lead Management

      Manage your contacts, leads, & deals under one panel

    • WATCH A DEMO

      CRM for Small Business

      Learn how to use Solid Performers CRM for Sales, Marketing, Automation, Support, and Customer Engagement.

      Watch a Demo Now
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Self Help Knowledge Base

Primary Modules

  • Client Management
  • Contact Management
  • Deal Management
  • Lead Management
  • Support Ticket Management

Integrations

  • Cloud Telephony
  • Facebook
  • Inbuilt Tools
  • Lead/ Support Chatbots
  • Pabbly Connect Integration
  • Shopify integration
  • SMS
  • Third Party Lead Providers
  • WhatsApp

Default Modules

  • My Calendar
  • Report Management
  • Task Management
  • Timesheet Management
  • User Management

General Module

  • Bulk Upload
  • Custom Dashboards
  • Custom Reports
  • Design Settings
  • Module Settings
  • Sales Dashboard

FAQS

  • Action buttons on List Page removed from Left side to Right Side ?
  • Addedd Same facebook account to two admin account based on different pages,But leads are not getting captured in CRM?
  • After restricting user login by using a particular IP address also, users are not able to login from the same IP?
  • Convert to deal & client is not showing in action button ?
  • Do want to change the Default Price of product and it should come as default price, while adding proposal/proforma invoice/invoice?
  • Do you want to disable over due notification for invoice?
  • Do you want to disable punch out before logout?
  • Do you want to enable Lead age in DD-HH-MM/DD?
  • Do you want to enable/disable only assigned leads to user account?
  • Do you want to remove unwanted product details column from proposal/invoice/proforma invoice?
  • Do you want to use inventory based billing?
  • Duplicates mails/WhatsApp/SMS are sending automatically to your clients?
  • Every user should Allocate each other or Allocation Should not be done based on Hierarchy ?
  • Flags are not getting removed even after updating the follow-up/doing some changes?
  • How can i add client note?
  • How can i allocate leads/deals/clients to users?
  • How can i give allocation access to users?
  • How can i stop lead allocation to inactive users/users are on leave?
  • How i can test lead API key, weather its working or not?
  • How to make a call directly through PC to phone while using CRM on Web ?
  • Lead converted to clients are not showing in client module?
  • Left/Right Action tab is missing from Lead/Deal/client list page?
  • Mail from CRM SMTP Landing in Spam?
  • Not able to bulk upload leads into CRM ?
  • Only users are not able to edit and save leads from their accounts?
  • Other than assigned leads some other leads are also showing in executive id?
  • Overall lead report and lead module data is mismatching?
  • Show in filter enabled for any field then also it's not showing in filter?
  • SMTP Not Working Even after all settings are done?
  • Want contact number should be atleast 10 digit number otherwise data should not get saved?
  • Want to add 2 Step Authentication while login to CRM?
  • Want to add client group in update?
  • Want to add client stage in Update?
  • Want to Add Digital Signature or Stamp In Your Proposal ?
  • Want to add multiple executive in same Lead?
  • Want to change the sequence of Proposal ID?
  • Want to create Stage based status ?
  • Want to download the Lead or other Reports in an excel sheet?
  • Want to remove whatsapp,sms,call option from list page?
  • Want to remove/add reporting user data from the executive filter?
  • Want to set target for My Team?
  • Want to set the 10-digit phone number validation?
  • Want to update stage,status of leads in Bulk?
  • Web leads are not capturing?
  • While adding proposal/invoice/proforma invoice Amount is not getting calculating?
  • While editing the Stage/Status of any module showing error that this stage/status allready exists?

Automation

  • Quick Automation Triggers Setup with Solid Performers CRM

Primary Settings

  • General Settings

Report Modules

  • Client Reports
  • Lead Report
Popular Articles
  • Lead Management
  • Deal Management
  • Client Management
  • Contact Management
  • Support Ticket Management
Newest Articles
  • Lead/ Support Chatbots
  • Lead Report
  • Client Reports
  • General Settings
  • Bulk Upload
Recently Updated Articles
  • General Settings
  • Lead/ Support Chatbots
  • Lead Report
  • Client Reports
  • User Management

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