Primary Modules

• 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
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Integrations

• Cloud Telephony
• Facebook
• Inbuilt Tools
• Pabbly Connect Integration
• Shopify integration
• SMS
• Third Party Lead Providers
• WhatsApp
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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 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?
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Automation

• Quick Automation Triggers Setup with Solid Performers CRM