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Complete History

Solid Performers CRM will make sure that all the history of communication that has happened with a contact or lead till its closure in an effective and in a trackable way. You will never miss any data and can be able to refer the old communication update at any point in time.

Simple System – for communication update history management

Transfer the data – to another module while performing conversion

Can easily refer – at any point in time based on your need

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Get it done in a few steps

With Solid Performers CRM, you can implement all the available features without any technical knowledge. Zero coding knowledge is required to implement Solid Performers CRM.

Also, our system is straightforward and you can quickly implement the CRM and train your team at a much faster rate when compared with any other CRM.

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Add an Update

Whenever you establish communication with the lead, update the same in the CRM once the conversation with the lead is over.

Updates Section

All the updates performed from your side over a period of time will be available in the updates section along with the stage, status, update message, the next follow-up date & time as well the executive who performed this action.

Data Transfer to another module

When you convert a lead to a deal or a client, the previous update will be transferred to the next module in one click

Never search for the past update

Since the data is getting transferred to the active module, there is no need for you to visit the old update in the previous module. For e.g. if you convert a lead to a client, all the updates done during the lead period will be transferred to the client module.

Let Solid Performers take care of the rest

This is a default function and there is no need to enable any settings for this

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