Be a Solid Performer in managing your leads effectively and closing more leads with proven followup and reminder management system.
Followup Reminder Custom Status & Source Web Lead Form Integration Notes & File Uploads Log & History of Communication Easy Allocation & Tracking Integrate with any Source
It takes huge amount of time and money to generate a valid lead/enquiry. But many of them easily got missout due to improper followup or by not understanding the requirement of the lead in a clear way. We are here to help you with Proper Followup with the help of followup reminders and even if you speak to a lead after one year, a proper history of the lead will be maintained which will make your work much easier.
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 lead or enquiry. 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 lead. 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.
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 leads to be followed on the particular day and any old leads which you missed to follow.
Do you have leads collected from multiple other sources and 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 upto 2000 leads in less than a minute. Just download the format, fill the data similar to the format and upload it online in the CRM.
Understand the History
The previous interaction with any lead is one of the most powerful information that we can hold in hand when we talk to them. But, most of the time, we miss that piece of information as we deal with multiple other leads over a period of time. With the help of Solid Performers, you can simple add the communication that happened with the lead over a period of time, which will give you a deep insight of closing the deal.
Convert & Close
You can convert a Lead to a Client in just 1 click upon confirmation and the status will change automatically to Closed status. You can then generate invoice or proforma invoice to get started with the payment process.
And Many More...
Easy to Customize
You can change the fields based on your business requirement in the lead field settings. You are free to add a new field or disable an existing field and reorder everything easily.
You can manage the unique data by enabling the contact number or email id as unique in the lead field settings page. You can also disable this function as per your business need.
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 lead status based on your business requirement with the option to show the status in the order as per your need. This will be shown in the same order in grid view of the leads.
For every lead you are adding, you can add related files with the lead 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.
You can select multiple items from the same segment for a individual search and all the data which matches the filter criteria will be displayed in the result. This will be useful in various instances.