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