SaaS & IT CRM
Never miss a change to accelerate your sales and increase you company’s ROI. Our system enhances the conversation with client and store data for future references. CRM also allows to automated your workflow in every other steps. We cover all our requirements from data security to hardware maintenance and all other update.
Followup Reminder Custom Status & Source Web Lead Form Integration Notes & File Uploads Log & History of Communication Easy Allocation & Tracking Integrate with any Source
Top Reasons to Choose Us
CRM software can make your life easier by automating your workflow. It lets you set up custom rules and comes with sales force automation to help you and your team be more productive.
One Click View
With a fantastic feature of Solid Performers CRM, view all your detailed data under your leads and client in one click. Get a complete overview in minutes about the client which will help in many ways.
Generate enquiries from multiple channels and gather all the lead enquiries in the CRM directly. You can segregate and filter the enquires with the help of various filters. All incoming enquiries based on predefined rules like locations or requirements gives you a well categorized view within the enquiry management. You can allocate enquiries to specific team member based on various criteria’s either automatically or manually. Get automatic reminders on when to contact them again with previous history of communication happened with the enquiry. Manage you enquires from different sources to know where you are getting more enquires. It helps to know future advertising and work on it.
Clients can be created directly from the enquiry with all the information available for all the software company. Clients documents can be uploaded in the particular Client profile and you can manage the documents related to a client seamlessly. You can create and send proposal & invoice directly from the CRM or you can also download in PDF format.
Solid Performers CRM application allows you genuinely to visit to raise new requests from numerous IT Companies and MNC. The useful request the board programming makes giving new requests quicker and direct. Farewell handling times and other requests. Monitor your deal developments with the broadcast software design. Solid Performers CRM deal administration framework can undoubtedly monitor the standard amount and the business leading.
The Android App from Solid Performers CRM empowered document administration basis allows you to smooth out and oversee distinctive operational cycles. You can generally be refreshed about the general document announcement and transportation statuses. The tasks the board programming will give constant updates about these particular viewpoints. Smooth out requests to merchants or stock focuses. Make and Approve all Orders. Smooth out all stocks to the correct focuses.
CRM system provides you with multiple follow-up reminders on a daily basis which you need to follow for the day, it will also provide you with popup notification in the system before 15 minutes of the followup time. Even if you miss a followup, it will always show the reminder on the followup enquiries page. Our system provides not just enquiry reminder but also provides you with timerely reminder for customers whom you need to contact for any service, document or payment related queries.
You can manage all your enquires, clients contact number in CRM. You can get to know if they enquired before and to manage future follow up. To send any bulk campaign like email or SMS advertisement.
Create your business proposal for the enquiries or your clients. It will fetch automatically all the details of leads or clients like email address, mobile number, GST, added product or item etc and within a minute create proposal and send email and it also saves in client profile. You can create a default proposal with different templates as per your requirements, so that you need not have to enter all the details again and again. You can also create multiple proposal templates based on your software company project proposal requirements like Java Code, Java Script, PHP etc
After converting a proposal into an invoice with our software, the clients can make payments easily without entering the same details again. By adding the bank details with the invoice in prior, the clients can make their payments without waiting for you to provide the details. All the bunch of invoices can be managed very easily by our software. When the confirmation is received, the proposals can be converted to PI and vice versa which is easy to manage and use both for the client and the user.
Remotely monitor and manage endpoints, including work-from-home users computers. Influence seamless workflow integrations between your Endpoint Management, Service Desk and Knowledge Management solutions. Increase IT technician efficiency by 80 percent or more. Have more time and budget for strategic IT projects that drive business growth.
Auto-remediating IT incidents and quickly closing service tickets. Quickly finding the incident root cause with Network Analysis Map. Keeping IT systems up and running is the top priority for IT teams. Make their job easier with Solid Performers CRM. Add sub task, percentage of the respective task can also use in the Task Management. When there is a priority project, quickly allocate your employee for the urgent requirement with project name and type. Percentage wise also you can allocate
Email Campaign Management
With single software you can get in touch with your leads constantly by doing timely email campaigns. From our CRM, you can directly send the emails by making use of the email campaign modules. You can keep you list ready to send the mails as quick as possible to get in touch with your leads. But, how do you make sure that the emails are delivered properly? In such cases, you can also track the emails within the CRM system in less than an hour. While managing the clients, we take the updates according to the sales process. In such cases, you can create templates and can send bulk automation messages and emails in accordance with the sales process. These kinds of automations will help you to save the time. You can fix the automated message templates and can customize according to the updated sales process happening in your company.
By sending automated email and SMS, you can quickly get in touch with the customer. We provide you the most flexible CRM for sales and marketing with the customizable templates for email and SMS. You can choose your own template for sending the messages and can change at any time. You can decide to send the messages as per your sales process that is currently going on in the team. Its very easy to do bulk campaign for your Company advertisement. In ATL, BTL need to invest more money, or invest more time. But here you can invest minimum amount and with no time reach more people with bulk EMAIL campaign and SMS campaign.
Being a IT service company it’s pivotal to manage finance is a standard and organized way. With Solid Performer CRM you can keep detailed record of your company’s income and loss. It helps you to know what is the income and expenditure of your business and will also help you to know when to make the static change if thing are not working fine.
Manage employee Timesheet. In our CRM you can manage your complete database of employees like personal details, educational, employment and present offer letter details etc. They can login using the given username email and password. Manage your employees attendance, login history, IP address everything here. You can restrict your employees to login or punchin from a particular IP only to avoid misuse of CRM data. We are here to provide you with a secure environment.
Manage employee complete details. In our CRM you can manage your complete database of employees like personal details, educational, employment and present offer letter details etc. They can login using the given username email and password. Manage your employees attendance, login history, IP address everything here. You can restrict your employees to login or punchin from a particular IP only to avoid misuse of CRM data. We are here to provide you with a secure environment.
Solid Performers Saas-IT CRM allows you to multiple tickets with the due date, description of the task & priority marked it in and then can be allocated it to your employees and when there is any action taken or any update done can be tracked from the admin account. Ticket management brings the effectiveness and efficiency in the workflow.
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.
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.