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  • Solutions
    • Lead Management

      Smoothly manage all your leads with advanced sales automation and get them converted as paying customers.

    • Deal Management

      Build a Healthy Sales Pipeline to forecast and Close them on demand with advanced sales insights.

    • Contact Management

      Bulk upload your contacts and allocate all the raw leads or contacts to your tele-calling team.

    • Sales Automation

      Reduce your Manual Repetitive work for 10X Increased Productivity with very few & powerful automation.

  • Features
    • Automations

      Automated Lead Addition

      Automated Lead Allocation

      Automated Welcome Message

      Automated Reminder Alerts

      Automated Follow-Ups

      Automated Lead Nurturing

    • Integrations

      Facebook & Instagram

      Google Lead Ad Form

      Web Lead Forms

      Chatbots

      IndiaMart, JustDial, etc.,

      99acres, MagicBricks, etc.,

    • Make it Simple

      Data Access Restriction

      One Click Convert

      360° Lead Overview

      Document Management

      Daily Checklist

      Quick Access Templates

    • Pros

      Custom Report

      Custom Dashboard

      API & Web Hooks

      Module Builder

      Lead Scoring

      Zapier Connect

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Self Help Knowledge Base

Primary Modules

  • Client Management
  • Contact Management
  • Deal Management
  • Lead Management
  • Support Ticket Management

Integrations

  • Cloud Telephony
  • Facebook
  • Inbuilt Tools
  • Lead/ Support Chatbots
  • Pabbly Connect Integration
  • Shopify integration
  • SMS
  • Third Party Lead Providers
  • WhatsApp

Default Modules

  • My Calendar
  • Report Management
  • Task Management
  • Timesheet Management
  • User Management

General Module

  • Bulk Upload
  • Custom Dashboards
  • Custom Reports
  • Design Settings
  • Module Settings
  • Sales Dashboard

FAQS

  • Action buttons on List Page removed from Left side to Right Side ?
  • Addedd Same facebook account to two admin account based on different pages,But leads are not getting captured in CRM?
  • After restricting user login by using a particular IP address also, users are not able to login from the same IP?
  • Convert to deal & client is not showing in action button ?
  • Do want to change the Default Price of product and it should come as default price, while adding proposal/proforma invoice/invoice?
  • Do you want to disable over due notification for invoice?
  • Do you want to disable punch out before logout?
  • Do you want to enable Lead age in DD-HH-MM/DD?
  • Do you want to enable/disable only assigned leads to user account?
  • Do you want to remove unwanted product details column from proposal/invoice/proforma invoice?
  • Do you want to use inventory based billing?
  • Duplicates mails/WhatsApp/SMS are sending automatically to your clients?
  • Every user should Allocate each other or Allocation Should not be done based on Hierarchy ?
  • Flags are not getting removed even after updating the follow-up/doing some changes?
  • How can i add client note?
  • How can i allocate leads/deals/clients to users?
  • How can i give allocation access to users?
  • How can i stop lead allocation to inactive users/users are on leave?
  • How i can test lead API key, weather its working or not?
  • How to make a call directly through PC to phone while using CRM on Web ?
  • Lead converted to clients are not showing in client module?
  • Left/Right Action tab is missing from Lead/Deal/client list page?
  • Mail from CRM SMTP Landing in Spam?
  • Not able to bulk upload leads into CRM ?
  • Only users are not able to edit and save leads from their accounts?
  • Other than assigned leads some other leads are also showing in executive id?
  • Overall lead report and lead module data is mismatching?
  • Show in filter enabled for any field then also it's not showing in filter?
  • SMTP Not Working Even after all settings are done?
  • Want contact number should be atleast 10 digit number otherwise data should not get saved?
  • Want to add 2 Step Authentication while login to CRM?
  • Want to add client group in update?
  • Want to add client stage in Update?
  • Want to Add Digital Signature or Stamp In Your Proposal ?
  • Want to add multiple executive in same Lead?
  • Want to change the sequence of Proposal ID?
  • Want to create Stage based status ?
  • Want to download the Lead or other Reports in an excel sheet?
  • Want to remove whatsapp,sms,call option from list page?
  • Want to remove/add reporting user data from the executive filter?
  • Want to set target for My Team?
  • Want to set the 10-digit phone number validation?
  • Want to update stage,status of leads in Bulk?
  • Web leads are not capturing?
  • While adding proposal/invoice/proforma invoice Amount is not getting calculating?
  • While editing the Stage/Status of any module showing error that this stage/status allready exists?

Automation

  • Quick Automation Triggers Setup with Solid Performers CRM

Primary Settings

  • General Settings

Report Modules

  • Client Reports
  • Lead Report
Popular Articles
  • Lead Management
  • Deal Management
  • Client Management
  • Contact Management
  • Support Ticket Management
Newest Articles
  • Lead/ Support Chatbots
  • Lead Report
  • Client Reports
  • General Settings
  • Bulk Upload
Recently Updated Articles
  • General Settings
  • Lead/ Support Chatbots
  • Lead Report
  • Client Reports
  • User Management

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