Client Management CRM Software - Solid Performers CRM

Client Management

Managing a Client in a Productive Way will always leads to Huge Business Growth and outcome. Manage your client end to end with the help of Solid Performers CRM. Followup Reminder | Custom Status & Grouping | Client Login Access | Notes & File Uploads | Log & History of Communication | | Easy Allocation & Tracking | All details in One Place

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Retain & Monitor your existing clients by keeping them happy & progressive.

In many instances, the importance given to the existing clients is considerably less while compared with acquiring new clients. This is due to the poor understanding of the value of the client due to the lack of proper data. Your existing sales person might not be available with you next year and the new sales person find it difficult to understand the details of the existing client. We are here to address the same.

Our Advantages

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Build as you Need

We have provided you with the option to create the form based on your need. You can drag and drop and build your own from with all functions in minutes.

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Followup Reminders

Get a daily reminder notification and timely reminder notification whenever you need to perform an action for a client. Never miss a followup as our system gives you a headup notification.

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Automatic Triggers

Our system does the work for you. Once an enquiry is added, automated email or sms can be delivered to the client. This automated action can be set for various criteria’s for every action performed.

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Multi-Select Filters

Filter the clients based on various criterias which may be single or multiple. It is also easy to setup filters for custom created fields.

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Consolidated View

You can get the complete details about a client in one page which includes proposals, invoices, support tickets, projects, contacts, etc.,

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Summary of Payments

Get to know the total invoices raised, payment received and pending payment for a client in one view.

Client Management CRM Software

Try It For Free

No Card Details required

Try out the risk free trial with all the features for unlimited users and make a decision accordingly. There is no credit card or commitment required. We are sure that you will like our product.

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Complete Solution for your Business Need is here

Try it Completely Free Trial for 7 Days!

Get a complete access to the All in One CRM for 7 days. Use it. Experience it. And then make your wise decision.
No Credit Card details required.