Knowledge Base - Best Cloud Sales CRM Software | Solid Performers CRM

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Solutions
- Sales Automation
  Reduce your Manual Repetitive work for 5X Increased Productivity
  
  Lead Management
  Smoothly manage all your leads with advanced sales automation
  
  Deal Management
  Build Healthy Sales Pipeline 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
- Proposal Automation
  Create International Standard Proposal in minutes using advanced Proposal Templates
  
  Campaign Management
  Run Multiple Campaigns with various contact list and email templates
  
  Client Management
  Manage all your Post-Sales activity at ease with advanced tools
  
  Ticket Management
  Taking care of the support tickets for your existing clients are made simple and automated
Features
- JOIN THE CHALLENGE
  
  Join the challenge to increase your closure rate by 200% in less than 90 days.
  
  Learn More
- Automation
  Chatbots
  Web Lead Forms
  Follow-Ups
  Reminders & Alerts
  Lead Scoring
- User Role Based Access
  Integrations
  Module Builder
  Lead API
  One Click Convert
  Complete History
- Document Management
  Checklist
  Calendar Integration
  Zapier Connect
  Custom Report
  Custom Dashboard
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Self Help Knowledge Base

Primary Modules

Table of Contents

Primary Modules
Secondary Modules
Integrations
Default Modules
General
FAQS

Client Management
Contact Management
Deal Management
Lead Managament
Support Ticket Management

Secondary Modules

Campaign Management
Custom Modules
Invoice Management
Product Management
Proforma Invoice Management
Proposal Management

Integrations

Cloud Telephony
Facebook
Inbuilt Tools
Shopify integration
SMS
Third Party Lead Providers
WhatsApp

Default Modules

My Calendar
Report Management
Task Management
Timesheet Management
User Management

General

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 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 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 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?

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Table of Contents

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Primary Modules
Secondary Modules
Integrations
Default Modules
General
FAQS