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Client Management

Managing a Client in a Productive Way will always leads to Huge Business Growth and outcome. Manage your client end to end with the help of Solid Performers CRM.

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Entirely cloud-based – never worry about losing data

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Access across devices – Laptop, Desktop, iPad, or Mobile

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Get notified – omnichannel notification alert system

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One-Click Convert – convert a lead or deal to a client

Maintain AMC's

Easily manage recurring client payments with the due date and the duration of the contract. The system will renew automatically until you say so.

Email & SMS Automation

Send automated dynamic email or SMS once a client is received in the CRM. Set various automated triggers based on various criteria.

Zero Followup Leakage

Get timely notification on various channels as well as on the CRM which makes you never miss the lead follow-up.

Pre & Post Sales

In many instances, the importance given to the existing clients is considerably less compared with acquiring new clients. This is due to the poor understanding of the value of the client due to the lack of proper data. Your existing salesperson might not be available with you next year and the new salesperson find it difficult to understand the details of the existing client. We are here to address the same.

best crm software with multiple integrations

Build as you Need

Customize the fields based on your business easily. We have provided you with the option to create the form based on your need. You can drag and drop and build your own in minutes.

Follow-up Reminders

Get a daily reminder notification and timely reminder notification whenever you need to perform an action for a client. Never miss a follow-up again.

Automatic Triggers

Once a client is added, an automated email or SMS can be delivered to the client. This automated action can be set for various criteria for every action performed.

Multi-Select Filters

Filter the lead based on various criteria which may be single or multiple. It is also easy to set up filters for custom-created fields for better understanding.

Consolidated View

You can get the complete details about a client on one page which includes proposals, invoices, support tickets, projects, contacts, etc., and past lead communications.

Summary of Payments

Get to know the total invoices raised, the payment received, and pending payment for a client in one view. You can also view the client to get a detailed view of payments.

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