Best Sales CRM Software in Patna, Bihar – 10+ Top Sales Tools

Managing your company’s sales team and increasing productivity was never easier before. Using the Best Sales CRM Software in Patna, you can do that now.

Customer relationship management is used to manage your business effectively and efficiently. It helps the business to grow faster. CRM provides many features such as lead management, deal management, client management, support management, etc.

CRM not only will help you in increasing your productivity through sales but also will help you in managing the employees. There will be many features available in the best Sales CRM software in Patna where you can track your employee’s activities and guide them according to their performance.

Why Solid Performers CRM is the Best CRM Software in Patna?

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There is nothing to lose but a higher probability is there for you to gain so much from Solid Performers CRM as it is one of the Best CRM Software in Patna.

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Integration management

Integrate with all the third parties available in this CRM very quickly using the best sales CRM software in Patna. We can also add other third parties if that 3rd party integration is not available but it is necessary for you. Integrating a third party will reduce your workload and increases your productivity.

You don’t have to visit the different portals and call your leads. Instead, you can integrate and get all the leads from the different portals to one platform. It will also show you how many leads you have received from a particular source. It will help you get the exact count of leads from each platform in simple few steps. All your leads are collected under one panel for perfect automation using the best sales CRM software in Patna. This will make a lot of work easier using the system.

Sales Dashboard

Apart from a general dashboard, Solid Performers also provide you with a sales dashboard. In the sales dashboard, you can see the data related to sales. For example how many total deals you have, deals closed in this month, probability of conversion and closure, total target and target achieved, and many more.

The sales dashboard will also show you the pipeline for the next 1 year. It will help you in deciding how much more investment you can do in the next month or coming months. It will also calculate the performance of your employees. How many targets they have achieved in the previous month and what is the progress of that employee. The best sales CRM software in Patna will provide you with all of these features CRM.

Automate your System

Solid Performers provide you to automate most things. It will help you to interact with your clients 1st before even calling them. It says that if you contact your lead within a small duration of time the chances of getting the lead closed become high. You can send automated welcome mail with an attractive brochure and some video to your client whenever you are receiving any new leads.

Automation will also help in a way to notify your employees through the mail, SMS, and WhatsApp that they have got a new lead or if they have any follow-up ahead. If any task is completed or by support ticket is completed at that also you can intimate your client by sending automated emails, Sms, and WhatsApp using the best sales CRM software in Patna. Get started for free today.

Notification alert

Get a notification for all the modules. You will have the option to check how many follow-ups are available for you on a particular day. You will also get a notification for pending tasks or pending invoices in the best sales CRM software in Patna.

A notification alert will show on the bell icon as well as the pop-up will also show on the screen. The pop for follow-up notification will not get vanished until and unless you will not do the follow-up or change the status.

Notification to clients or leads can also be sent through email, SMS, or WhatsApp automation.


Solid Performers will not give you only limited features available in the CRM, it also takes the customization for the client. We offer custom reports and a custom dashboard that you can customize it according to your choice.

Create a Proposal, Invoice, and PI

In Solid Performers CRM, you will have the option to create or add the proposal, Invoice, and PI. You can have the predefined templates ready if you want to send the PI, Proposal, and Invoice from the best sales CRM software in Patna.

It also has the option to create a proposal, invoice, or PI through multiple companies. You can save the details of other companies in the settings and can use them while creating the proposal or invoice.

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Support Management

CRM not only provides pre-sales activities but also has post-sales activity as well. Here you will have the option to create a support ticket for each of your clients. You can either create it manually or by filling out the form.

These features will let you know the service which you are providing to your client. You will get to know how many times you gave the service to them and how soon it has been resolved.

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It will help you to improve your service team also based upon the time they are sending on each ticket. You can also allocate more than 1 employee under 1 ticket. You will get the progress and update of each ticket on a timely basis.

Once the ticket is completed you can also send the automated completion emails, SMS, and WhatsApp to your clients. Sending automation will reduce the time of your employees.

Manage your income and expense using the Best Sales CRM Software in Patna

You can also manage your income earned from the sales and expenses which you invested for your employees or the lead generations.

If you use the income and expense features in this CRM you will get to know how much income you have earned in a month and how much expense you have made.

If your executive adds the amount earned from a sale you can also have the approval option where you can check and verify the payment and then you can give the approval for that income earned or expense made.

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