Managing the leads is made simple and easy with multiple proven tools to improve the ratio of closure high.
Solid Performers not only provide lead and client details management but also helps you with creating and managing invoices and payments in a simple way. You can have customized tax options based on your Country Standards and currency can be changed based on your client requirement but everything can be managed in a single panel.How it Works & Helps?
You can predefine the default settings for creating a PI once and these data will be captured automatically while creating new PI all the time.
You can enclose your bank details or payment link along with the invoice and your clients can make use of those details for making the payment.
Convert to Invoice
You can convert a proforma to invoice in one click when your client has made the payment without entering the same details once again. Make and do things faster.
Professional Look & Feel
Download the professionally crafted invoice for you with various header designs based on your business needs in less than a minute with watermark, page numbers, etc., to make your invoice stand out.
You can create your custom header or use any of the existing header which suits you business requirement. You are free to change the header on your own whenever you need.
You can predefine the Invoice ID once and it will create continuous & unique PI ID for your PI's. You can make use of this ID for multiple references in the future.