Small & Medium Scale Business CRM

Solid Performers SMB CRM is a tool to accelerate your business. CRM ability is not only limited to the MNC’s or big organization but CRM also helps other SMB’s to workflow efficiently and fuel their business in order to get good ROI. CRM enables you to store data of your leads and clients in and maintain your communication with them in an organized way which would be difficult without CRM. You can work smarter and faster from any device.

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

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All in One CRM

Manage your complete business process flow end to end from collecting an enquiry till its closure with post booking service & support functions.

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Notification

Be up to date and never miss a follow-up with Solid Performers CRM. Get prior notification for all the follow-up updates for leads and clients
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Document Management

Centralize and manage all your documents in one place. Using CRM it becomes easy to view your documents in one click under leads or clients.
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Proposal & Invoice

Create your proposal and invoice in seconds. You can also create template for proposal and do some default setting for both and send it directly via whatsApp.
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Multiple Sources

Collect all your enquiries from various channels into our CRM directly. Send them an automated welcome email or sms to get the prospect active.

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Click to Convert

In a well-designed CRM, convert your lead to a client in one click and with that get all the details mapped in client page. Do things faster and smarter.
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Custom Reports

CRM allows you to create reposts based on different criteria. It helps you to know the status of your business and when to make a static change.
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Vendor Management

With Solid Performers CRM you can also create and manage you vendors. You can authorize your purchase by creating purchase order from CRM itself.
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Maintain Finance

It’s very important for any organization to know the income and expense they have made. Using CRM it becomes easy to calculate of financial status.

Enquiry Management

Get enquiry from different sources or add manually data’s in CRM and view all the update of your enquiry in the view section. Making all your data quickly searchable by factors such as, Date, Contact, Name, Group, Status allows you to create highly specific marketing and reduces your workload. It helps you to segregate and see which product or services are meeting customer demands in market.

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Client Management

Satisfied clients are the backbone for any successful organization and in order to gain their loyalty and for better understanding CRM is proved to be beneficial for SMB’s. Better client management helps an organization of increase their revenue. SMB needs adapt the strategy of maintaining long term relation with their clients and here CRM helps you in maintain relation.

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Vendor Management

With Solid Performer CRM Vendors can be created, managed and linked from CRM for particular customers in a simpler way. Managing vendor is not a tough task in CRM you can create some vendor category and easily categorize the vendor for quick access. You can also create purchase order for your vendors directly from CRM.

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Contact Management

Create, store find and customized the contacts as per your company’s requirement. The information of any person can be recorded in CRM and easy filter option is available. CRM allows you to automatically track the information such as communication details that are linked to the contacts. You can make changes to the database at any time you need.

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Deal Management

Create deal for any clients and keep them in one place is the most important parameter for any size of organization. With Solid Performers CRM creating deals for different clients becomes easy and you can see your deals in one click of your client. It helps your sales team to complete the work on the timeline given to them and can also add the value of deal. 

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Support Management

With Solid Performers CRM streamline your support ticket and manage your customer’s complaints. Support ticket allows you to take immediate action on your customer complain. Once the complaints are registered one ticket ID is generated that you can share it to you customer via email or sms. You can also allocate that support to your employee to resolve the issue.

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Project Management

Project management is an essential work for SMB’s. In CRM you can create your project with the start date- end date and can allocate it to your users. Sub task can also be created and CRM allows your user to update the task progress. Account manager can keep a track of the task progress assigned to the team. You deliverable get improved deadlines in CRM.

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Proposal Management

You can create and send professional as well as predefined proposal to your enquires in a pdf format or via WhatsApp. CRM will have the detailed record of the entire proposal getting created for a enquiry or client. You can do some default settings for proposal and meanwhile you can also create multiple templates in CRM based on your business requirement.

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Invoice Management

CRM provides you a feature where you can convert you proposal into invoice in one click. You can simplify your work by creating the quotation and you can send via WhatsApp directly or you can also download the pdf. Default setting for invoice is also possible and all invoices will be recorded in the clients profile for future reference.

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Product / Service Management

You can manage your product and service with Solid Performers CRM. While create any product you can add the description of the product and with that you can also add the tax for the particular product or service. It helps you at the time of creating invoice by allowing you to select the existing item from your products & services list.

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Employee Management

Create your employees account and manage them with Solid Performers CRM. Employee Management module allows you to track the entire work cycle of your employees from prospects, clients to task allocated to them and then actions of your employees. This can immensely assist in your regular business operation as you can monitor the work of your employee and also can be very useful for increasing the work effectiveness of your staff.

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PO Management

To authorize your purchase you can create & manage purchase order with Solid performers CRM. SMB’s can specify the goods and services they purchase from their suppliers or vendors as it helps to your business operation to run smoothly and in an organized way. In short you can maintain the detailed record which helps you at the time of auditing.

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And Many More...

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.