Learn How Solid Performers Can Help you in your Daily Business Activity…

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I Want to Manage Leads & Clients easily !
I Want to Followup with my Leads & Clients easily !
I Want to Manage my Income & Expense of my Company with different bank account !
I also want to manage Proforma Invoice & Invoice.
I have a list of products/services to maintain with stock data
I Want to create proposal for the leads that I received.
I Want to Monitor my employees daily activity !
I need to generate detailed reports at the end of every week / month
Need to create multiple accounts for my employees and give different access level based on their role
I Want to Manage everything in a cloud.

Received a New Inquiry

Can have different access level to your employees based on their roles
Can import bulk leads from other sources to our CRM in one click
Maintain all your company leads in a single panel irrespective of the sources.
Can convert a lead into client with all the information in one click
Can bulk allocate the leads to your executives in one click
High flexibility to add or remove any lead fields based on your company requirement
Can have customized status with color coding based on your requirement
Can restrict the employees to modify certain information of a lead but not everything
Can restrict edit or delete option of the lead for your employees.
Option to export bulk filtered leads in to excel, pdf or print for offline access.

Easily Following up with the Inquiries

Followup leads will give a notification on the desired date for easy reminder
Can add followup date with notes that was discussed with the lead
A separate page to monitor only the followup leads
In the View Page of the lead, all the previous conversation with the lead will be stored for quick understanding of the previous discussion
A Lead Pipeline Panel to understand the overall lead in different status
Flexibility to shift the leads from one executive to another based on the requirement
Different Status of the leads with different color coding will help in high visibility
Option to add estimate value, probability of conversion & expected closure date will help in easy forecasting
Can customize the important fields to be displayed in the list page for quick visibility.
Followup date is accompanied by followup time for better clarity and performance.

Sending a Business Proposal

5 different headers to choose for your business proposal based on your required format
Can have complete predefined settings for your proposal which will avoid repetitive data entry
Can download proposal in PDF format
Option to add customized watermark in PDF
Option to fetch lead details while creating proposal
Option to send the created proposal directly to your lead via email
Can fetch your product details from your product page data instead of entering one by one
Can convert a proposal to proforma invoice or invoice in one click
Option to print the proposal from the view page
A list page to view all the proposal created with the primary data for quick understanding

Converting a Lead to Client

Convert a Lead to Client in one click and the status of the lead will automatically change to Closed
High flexibility to add or remove any lead fields based on your company requirement
Can import bulk clients from other sources to our CRM in one click
Can bulk allocate the clients to your executives in one click
Can restrict the employees to modify certain information of a client but not everything
Option to export bulk filtered clients in to excel, pdf or print for offline access.
Option to add followup for future discussion / meeting with followup dates
A separate Followup client page to view the list of clients to be taken-care of.
Can add a default address and separate shipping & billing address for a client
Option to view the list of all clients with invoice created, pending & payment received in one view.

Send a Proforma Invoice to Client

Can convert a proposal to proforma invoice in one click
5 different headers to choose for your proforma invoice based on your required format
Can have complete predefined settings for your proforma invoice which will avoid repetitive data entry
Options like client notes as well as terms and conditions can also be added in the predefined settings
Option to add customized watermark in PDF
Option to add digital seal & signature in PDF
Can convert a proforma invoice to invoice in one click
Option to print the proforma invoice from the view page
Can fetch your product details from your product page data instead of entering one by one
Will fetch the client details from the client page with billing and shipping address

Convert Proforma Invoice to Invoice

Option to receive the payment for the invoice created in different installments
Can convert a proforma invoice to invoice one click
5 different headers to choose for your invoice based on your required format
Will fetch the client details from the client page with billing and shipping address
Option to add customized watermark in PDF
Option to add the payment received for the invoice created directly to income
Can have different customized payment status like Unpaid, Paid, 1st Payment, etc.,
Option to print the invoice from the view page
Option to add digital seal & signature in PDF
Can have complete predefined settings for your invoice which will avoid repetitive data entry

Payment Received & Added to Income

Option to manage income, expense and expected payments
An income or expense added will have 2 level of authorization to be in approved status
Option to add reminder for recurring income or expense
Sales return / Partial deduction of income is possible for the income added
Can add income directly from the invoice payment update
Option to manage income & expenses via multiple bank accounts
Can have customized categories for the income & expense added
Option to attach receipt along with the added income or expense
Option to convert Expected payment to Income in one click
Option to view the data based on overall, monthly, weekly & daily income or expense

Project is allocated to Team

Option to manage multiple projects in a single panel
Can assign a single project to multiple members in a team
Can add multiple tasks under a single project and can allocate them to different members
can have different priority level and different status for a project
A project can be linked with a client for better understanding & tracking
Unlimited files can be added to a single project
Option to add stipulated start date and end date for a project
Overall task as well as project completion percentage can be added & monitored with detailed update
Can give different access level to different team members based on their role.
Complete list of all the projects can be viewed in one view for better visibility

Employee’s Daily Activity is Monitored

Track the daily work activity of your employees with daily time sheet
A manager / admin can view the activity of their team members update
A user can add the update based on the selected date with complete update details
It will reflect in the panel of admin / team manager
An admin or team manager can approve or ask further questions if they have doubt on the update provided by the user
The date & time in which the user entered this data will also be captured by the system automatically
The complete conversation regarding the update will be tracked
Once the manager or admin is clear about the update, they can approve the update and it will be approved
This will be a really helpful tool in monitoring the daily activity of the team members
In a similar way, the admin as well as team manager will also have option to add their daily update for tracking their self performance

Report of the Entire Month’s Activity is generated

A detailed report of all the above activities can be generated
A report can be generated with different from and to date from the calendar based on your requirement
The access restriction for the report can be given based on the role to the user
Multiple filters can be set while generating the report.
The generated report can be exported to excel, pdf or print for further indepth understanding
A report can also be generated based on user / employees

Contact us

General Enquiries

info@solidperformers.com

For Support

support@solidperformers.com

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+91 888 444 69 84

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