Accelerate and streamline your matrimony business with solid performers Matrimony CRM. It is specially designed for people belonging to matrimony industries. You can maintain entire data of your client and their requirement in CRM and you can get the suitable matches by filtering the client’s data in CRM. You can send save the bio data of a person and photographs in CRM without any hassle.
All in One CRM
We provide you to manage the client details, shortlist the suitable matches based on client requirements and send the matches and all in one place.
Create and manage tasks seamlessly. The task be highlighted to you when its due and then you can take suitable action. You can set priority and status.
You can manage the status of payment done by your client for various invoices. Also, you can whether the payment is pending or paid or partially paid.
We devote significant resources to continually develop our world-class security infrastructure to deliver unsurpassed security and privacy of our customers information.
You can manage various documents in one particular lead or client, you don’t have to keep a separate file for all the documents of every lead or client
Be up to date and never miss a follow-up with Solid Performers CRM. Get prior notification for all the follow-up updates for leads and clients
With the help of contact management it will help you to find all the details of your profiles. As well as you can view, edit and delete option.
Click to Convert
Convert an enquiry to a customer in one click by capturing all the data entered during the enquiry stage to a client stage. Never redo the same work again and again.
CRM saves your time by giving you the option of filter where you just need to filter according to the requirement and all the data will be visible to you.
Receives enquiries from multiple channels and collect all the enquiries in the CRM directly. You can segregate and filter the enquires with the help of various filters. All incoming enquiries based on predefined rules like candidate personal details, work place, native, salary details professionals of all religion, caste, geography requirements give you a well categorized view within the enquiry management. Also you can add, edit, delete enquiries have generated from various channels. Filter based on name, location contact number status and other criteria can be applied for searching added enquiries.
Clients can be created directly from the enquiry with all the information available for all the profile. Client documents can be uploaded in the particular profile and you can manage the documents related to a profile seamlessly. Multiple contact person for a profile can also be recorded for the reference on the same. You can create matching profile, invoice and purchase orders from the client module. Also you can Add / Update profile (name, date of birth, religion, caste, complexion, Personality, Upload Biodata, etc.), view profile, Search profile by name, contact number and status
You can save the contact numbers of your clients, as well you can save the contact details of your matching profile, can manage alternative contact number for single profile. It will easily help you to find all the details of your profiles. As well as you can view, edit and delete option. The deleted contact can retrieve by using trash.
You can easily manage all the clients for whom you have found the suitable match. This will help you to maintain a detailed portofolio of all closures happened from your side. By using this closures, you can easily shortlist the profiles, here you will get all the closure type and you can add, view, delete the closures.
Matching Profile Management
Create deal for any clients and keep them in one place is the most important parameter for any size of organization. With Solid Performers CRM creating deals for different clients becomes easy and you can see your deals in one click of your client. It helps your sales team to complete the work on the timeline given to them and can also add the value of deal.
You can send the invoice to a particular matching profile, and Clients. Also convert a proposal to an invoice in one click and send it directly to the Clients. Can create Invoices for the clients. You can also add default bank details in invoice, so that you need not have to enter the details again and again for each customer individually. All the invoices will be recorded in the customer’s profile for future references.
Your vendors can be managed and linked from CRM for a particular customer easily. You can also create vendor category and easily categorize the vendors for quick access. You can also create PO for your vendors from the CRM and manage their payments easily from here. Purchase order status can also be tracked from here.
Agent or employee can able to add new matching enquiries members, View agent listing, Search agents from name. Staff Agent or employee reports based on below criteria’s like how many profiles viewed, profiles sent, meetings scheduled, Total payment collected, Agents report can be filtered based on monthly, weekly and yearly.
Purchase order for the vendors can be created from our CRM and can be kept as a record for your matrimony expense. You can set various layouts and formats by default so that you can use it while creating purchase order. You can also download PDF files in properly formatted format and send it to your vendors.
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