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Client Management CRM Software

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.

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Pre & Post Sales

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.

How it Works & Helps?
https://account.solidperformers.com/clients
Client Management CRM Software

Amazing features

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

Build as you Need

Customize the fields based on your business easily. 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.

Followup Reminders

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

Automatic Triggers

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

Multi-Select Filters

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

Consolidated View

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

Summary of Payments

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

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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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