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Small & Medium Scale Business CRM Software
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Small & Medium Scale Business CRM

Solid Performers SMB CRM is a tool to accelerate your business. CRM ability is not only limited to the MNC’s or big organization but CRM also helps other SMB’s to workflow efficiently and fuel their business in order to get good ROI. CRM enables you to store data of your leads and clients in and maintain your communication with them in an organized way which would be difficult without CRM. You can work smarter and faster from any device.

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Responsive CRM
How it Helps?

Top Reasons to Choose Us

All in One CRM

Manage your complete business process flow end to end from collecting an enquiry till its closure with post booking service & support functions.


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


Centralize and manage all your documents in one place. Using CRM it becomes easy to view your documents in one click under leads or clients.

Proposal & Invoice

Create your proposal and invoice in seconds. You can also create template for proposal and do some default setting for both and send it directly via whatsApp.

Multiple Sources

Collect all your enquiries from various channels into our CRM directly. Send them an automated welcome email or sms to get the prospect active.

Click to Convert

In a well-designed CRM, convert your lead to a client in one click and with that get all the details mapped in client page. Do things faster and smarter.

Custom Reports

CRM allows you to create reposts based on different criteria. It helps you to know the status of your business and when to make a static change.

Vendor Management

With Solid Performers CRM you can also create and manage you vendors. You can authorize your purchase by creating purchase order from CRM itself.

Maintain Finance

It’s very important for any organization to know the income and expense they have made. Using CRM it becomes easy to calculate of financial status.

Lead Management CRM Software for Small Business

Lead Management

Get leads from different sources or add manually data’s in CRM and view all the update of your enquiry in the view section. Making all your data quickly searchable by factors such as, Date, Contact, Name, Group, Status allows you to create highly specific marketing and reduces your workload. It helps you to segregate and see which product or services are meeting customer demands in market.

Client Management CRM Software for Small Business

Client Management

Satisfied clients are the backbone for any successful organization and in order to gain their loyalty and for better understanding CRM is proved to be beneficial for SMB’s. Better client management helps an organization of increase their revenue. SMB needs adapt the strategy of maintaining long term relation with their clients and here CRM helps you in maintain relation.

Vendor Management CRM Software for Small Business

Vendor Management

With Solid Performer CRM Vendors can be created, managed and linked from CRM for particular customers in a simpler way. Managing vendor is not a tough task in CRM you can create some vendor category and easily categorize the vendor for quick access. You can also create purchase order for your vendors directly from CRM.

Contact Management CRM Software for Small Business

Contact Management

Create, store find and customized the contacts as per your company’s requirement. The information of any person can be recorded in CRM and easy filter option is available. CRM allows you to automatically track the information such as communication details that are linked to the contacts. You can make changes to the database at any time you need.

Deal Management CRM Software for Small Business

Deal 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.

Project Management CRM Software for Small Business

Project Management

Project management is an essential work for SMB’s. In CRM you can create your project with the start date- end date and can allocate it to your users. Sub task can also be created and CRM allows your user to update the task progress. Account manager can keep a track of the task progress assigned to the team. You deliverable get improved deadlines in CRM.

Proposal Management CRM Software for Small Business

Proposal Management

You can create and send professional as well as predefined proposal to your enquires in a pdf format or via WhatsApp. CRM will have the detailed record of the entire proposal getting created for a enquiry or client. You can do some default settings for proposal and meanwhile you can also create multiple templates in CRM based on your business requirement.

Invoice Management CRM Software for Small Business

Invoice Management

CRM provides you a feature where you can convert you proposal into invoice in one click. You can simplify your work by creating the quotation and you can send via WhatsApp directly or you can also download the pdf. Default setting for invoice is also possible and all invoices will be recorded in the clients profile for future reference.

Product / Service Management CRM Software for Small Business

Product / Service Management

You can manage your product and service with Solid Performers CRM. While create any product you can add the description of the product and with that you can also add the tax for the particular product or service. It helps you at the time of creating invoice by allowing you to select the existing item from your products & services list.

Employee Management CRM Software for Small Business

Employee Management

Create your employees account and manage them with Solid Performers CRM. Employee Management module allows you to track the entire work cycle of your employees from prospects, clients to task allocated to them and then actions of your employees. This can immensely assist in your regular business operation as you can monitor the work of your employee and also can be very useful for increasing the work effectiveness of your staff.

PO Management CRM Software for Small Business

PO Management

To authorize your purchase you can create & manage purchase order with Solid performers CRM. SMB’s can specify the goods and services they purchase from their suppliers or vendors as it helps to your business operation to run smoothly and in an organized way. In short you can maintain the detailed record which helps you at the time of auditing.

Leading CRM for small and medium Business

Paramount CRM for small and medium business

Among the most popular and biggest companies of the world and within the business field, the face of the small and medium business does show off in a large way. And there’s nothing delay to neglect the fact that there is more number of small and medium businesses in India. Often, the other large corporations, small and medium businesses do not use customer relationship management software. In the past when using CRM, it is expensive with the industries for infrastructure, complex technicalities, and also adding the expense of CRM software. And there was a time when technicians or CRM consultancy firms used to manage firms for leading companies. But now, CRM software is at its low cost of very cheap price and affordable by all. And there are also, companies providing CRM software for free.

Solid Performers offer the customers the outstanding CRM for small and medium business people as they are all the upcoming industries and also they are the direct providers of the general people around the world. So Solid Performers will always be the finest pillar to the growth of people and they are supporting small and medium businesses around the world.

Prime CRM for small and medium business

Customer Relationship management is often known to be a valuable concern for large organizations but it will be a secret recipe for transforming a small business into a leading organization. Customer relationship is very important for any business. CRM can help the business grow and make it easier for communications between organizations and customers.

Benefits of CRM in the small and medium business
  • Customer Management at its best
  • Effective Sales Base
  • Central Data sharing Point
Customer Management at its best

When comes to a business, the contacts hold a lot of importance, either it may be a small business or a large business. Even more, when it comes to small business the contacts must be held in a very careful manner to grow the business and improve everything. You need to concentrate to convert many of them into your prime customers. The initial customers are very important to hold your company from danger. Also, the existing customers are also important to retain the business for the long run. Customer relationship management helps more than contact management. It not only gives the contact information but also the details to follow the person personally.

Effective Sales Base

It provides an overall 360-degree view of the customer, in general, is an additional point to help. By viewing all the details of interaction with the clients, the status of the order, transaction history, and pending orders would make you take the right decision at the right time. With this having a new service or product in the market makes it easy to adapt. CRM provides you the ability to track the leads that have higher chances to be converted into customers. The direction will be in the right way and no issues will be there in progress.

Central Data sharing Point

Data is extremely important for any type of business no matter it is small or large or medium. A central data point is required to collaborate with everyone. It provides remote access to all the devices whether mobile phones or via any source. It helps the company’s sales department connect efficiently with the other departments.

One of the main reasons for the CRM concept is the mixture of classic marketing itself. The company must achieve its goal by having the elements and make it unique in the individual markets. Solid Performers make the customer’s CRM the best of the best in the market that must be explored by all.

Customer Relationship Management

It is primarily about harmonizing the customer strategies and business processes, in order to increase customer loyalty and business profitability. The cooperation of parties includes personal, informational, and operational connections along with the long-term goal. CRM is a system that tracks customer interactions with the company and enables employees to find necessary customer information, past orders, service history, cases that are solved, etc.

Setting up a CRM system CRM consists of three major elements, among which there is an intermediate link and the fourth element compliments them. The four elements are:
  • People – human capitals, customers, employees
  • Business Process – orientation, blending, unification
  • Technologies - type, scope, are of use.
  • Contents - data, processing, sorting, archiving.
Small and Medium-Sized Business

Small and medium-sized enterprises are usually presented as hidden giants. In small businesses, it is necessary to set expectations for the decision to implement the CRM. In the field of small and medium-sized businesses, the most important CRM decision-making criteria are whether efficient results are achieved. If the company wants to achieve in the competitive world, it must be perfectly oriented in the globalization of surroundings. The essence of competitiveness is thus a conscious creation and maintenance of competitive advantages. In small businesses, it is necessary to set expectations for the decision to implement the CRM. In the field of small and medium business, the most important CRM decision-making criteria are whether efficient results are achieved, as a business also expects to work better with their customers, manage their customers, and increase their value.

The reasons why the small and medium business does not implement CRM is, based on insufficient information, insufficient technical background, and cost-effectiveness of the CRM for implementing and use of the companies.

Small Business needs CRM that enables small and medium business owners to manage operational challenges, such as client attribution, sales between the target policies.

Solid Performers provides the client an enhanced CRM for small and medium businesses with the quality of well organized, client management, track profitability, sales strategy, not losing the data, status history, and metrics that will be capable of improving an organization’s customer service practices. We help small and medium business people with streamlined productivity. Solid Performers CRM will be very affordable, easy to use everywhere, easily customized, quick in onboarding things, integrates very well with our tools, safe and loyal.

Hence, we help to save the customer’s time and they can divert their resources to other aspects such as product and process to build their business and can grow and develop.