Deal / Opportunity Management
Close a great deal with effective team collaboration by tracking the progress using various stages and in a much effective way. Track & minotor everything happening throughout the journey of the deal.
Followup Reminder Custom Stage & Source Web Lead Form Integration Notes & File Uploads Log & History of Communication Easy Allocation & Tracking
Managing a deal in a smart way is one of the most important thing which will lead to an effective business closure. We are here to assist you with that in all possible ways. With the help of our system, you can bring in multiple team members to work together in an individual deal along with the option to track the deal under various stages. Also, you are free to create multiple deal for an individual client.
Build as you Need
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.
Get a daily reminder notification and timely reminder notification whenever you need to perform an action for a deal. Never miss a followup as our system gives you a headup notification.
Set Automatic Triggers
Our system does the work for you. Once an enquiry is added, automated email or sms can be delivered to the deal or team members. This automated action can be set for various criterias for every action performed.
Filter the lead based on various criterias which may be single or multiple. It is also easy to setup filters for custom created fields.
You can create multiple deals for a single client and bring in various team members for various deals. You can link different contacts of an organization for various deals as well.
All the deals created for a client will be visible in the client view page as well for quick access of data.
Try It For Free
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.
A simple yet powerful tool which will help you in reminding you with the deal action to be performed on the particular day and any old deals which you missed to follow. You can also manage your notes, files, etc., in the deals section.
You can create various deal stages based on your business requirement and can track the deal effectively. Various actions that needs to be performed for every stage can be automated with the help of email and sms automation function.
Understand the History
The previous commucation with any deal is one of the most powerful information that we can hold in hand when we interact about the deal. But, most of the time, we miss that piece of information as we deal with multiple other deals over a period of time. With the help of Solid Performers, you can simple add the communication that happened with the deal over a period of time, which will give you a deep insight.
Do you have existing deals that you need to organize and make use of the data with the help of Solid Performers, we are here to help. With Bulk upload, you can upload bulk deals in less than a minute. Just download the format, fill the data similar to the format and upload it online in the CRM.
And Many More...
Easy to Customize
You can change the fields based on your business requirement in the deal field settings. You are free to add a new field or disable an existing field and reorder everything easily.
Whenever you add a dropdown custom field, you can add the same field as a filter as well. You can do this by enabling the field in the list view and filter will be enabled automatically.
You can create your custom deal stages based on your business requirement with the option to show the stages in the order as per your need. This will help you in easy monitoring of the progress of the deals.
For every client you are adding, you can add related files with the client in an easy way. You can upload an image, document, pdf or any other acceptable formats for easy data access with the option to upload multiple files in one click.