You are at the Right Place

• Effective Lead Management

Never miss a prospect from now on. Collect all the leads in one place and get them converted to clients with multiple proven tools.

• Robust Client Management

From proposal till invoicing, send a mail or set a reminder for future discussion in a simplified way. Manage the finances based on clients and many more.

• Professional Project Management

Manage your projects with multiple tasks and allocate them to your team for better communication and quick delivery of the project.

Lead Management

Be a Solid Performer in Managing your Leads Effectively and Closing More Deals

It takes a huge amount of time and money to generate a valid lead/inquiry. But many of them easily got missout due to improper follow-up or by not understanding the requirement of the lead in a clear way. We are here to help you with Proper Followup with the help of follow-up reminders and even if you speak to a lead after one year, a proper history of the lead will be maintained which will make your work much easier.

Client Management

Managing a Client in a Productive Way will always lead to Huge Business Growth

In many instances, the importance given to the existing clients is considerably less while 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.

Vendor Management

Effective Management of Vendors and their Payments is now made simple.

From adding a new vendor to sending a Purchase order for them, now everything can be managed easily with Solid Performers. No need to worry whether the payment is made for the vendor or everything is documented properly or not. All details are captured properly over here.

Proposal Management

The Professional look and feel of the Business Proposal are having a higher chance for the lead to get closed.

With the help of Solid Performers, you can easily create a Business Proposal in a short span of time with the elegance of a professional business proposal. You can download the Proposal as a PDF which then can be used for multiple other purposes. You can also predefine most of the static settings/contents for creating a proposal which will again make your proposal error-free.

Invoice Management

Create an everlasting Invoice with the professional standard in an easy way

Solid Performers not only provide lead and client details management but also helps you with creating and managing invoices and payments in a simple way. You can have customized tax options based on your Country Standards and currency can be changed based on your client requirement but everything can be managed in a single panel.

Proforma Invoice Management

Pro forma invoices are commonly used as preliminary invoices with a quotation, or for customs purposes in importation.

Proforma Invoice is an abridged or estimated invoice sent by a seller to a buyer in advance of a shipment or delivery of goods. It notes the kind and quantity of goods, their value, and other important information similar to invoice. They differ from a normal invoice in not being a demand or request for payment or this can be ignored if the payment is not received as per the discussion happened.

Purchase Order Management

Purchase Order Management is now made more professional

With multiple header formats and the pdf download option of the PO, you can easily create and manage Purchase Orders for your vendors.

Product / Service Management

Add it Once and maintain it forever in a much easier and simpler way

You can add the product details once here and fetch it anytime while creating a proposal, proforma invoice, or invoice. You are having high flexibility for adding products with 2 tax rates based on your Country Standards, sub-product under the main product, enable or disable a product, a detailed description of the product, and many others.

Finance Management

Well-managed finance will lead to successful business planning & Forecasting

With Solid Performers, you can not only manage your company income & expenses but also keep track of additional allowances that are claimed by your employees or income added by your employees and approve them before the data is getting approved. This makes it a 2 step approval system for both income & expenses.

Daily Timesheet Management

Monitoring the work of every employee and guide them in a proper way will result in unexpected growth

Daily Time Sheet is an effective tool in monitoring and understanding the work done by your employee on a day to day basis even if they are working remotely with multiple minor tools which will create a list of daily updates that they have performed. An Admin or Team Leader can view the update at the end of the day for review and take it further.

Project Management

Working on a Project with different team members might be difficult before but not anymore

With the help of the Solid Performers Project Management tool, you can create and manage multiple projects as well as create multiple tasks under a single project and allocate them to different team members based on your requirement. Easily monitor the progress and End of the Day Updates about the progress of the tasks or overall project.

Report Management

No one can teach your Business better than its Previous Performance with various key aspects

Generate the reports with the best possible filter options which will not only help you to understand your current business status but also will help you in forecasting for the future.

User Role Management

Using Solid Performers will give your Privacy, Confidence & high level required restrictions to the users

Solid Performers is built in such a way that you can be able to restrict the access of any module to any user or user role in less than a minute. There is no need to any technical assistance as the system is built in such a way that it is very easy to understand. You can give any rights to any users based on your business requirement. You can also create unlimited roles or use the same role for a group of users. The choice is yours.

Custom Module Management

Can’t find the required module? Create your Custom Module based on your Business need.

Solid Performers CRM has provided you with the feature to create a custom module based on your Business needs. You can create the module on your own, restrict your users for access rights and also embed the form in your website or any other place for capturing the data. Everything is now made simple with Solid Performers.

Custom Field Management

Don’t want to fill or see the lengthy form with so many unnecessary fields?

 At Solid Performers, we are concerned about the feel of using the CRM when you are dealing with huge data. You can simply enable or disable any field in the form based on your business requirement. You can also add new fields as well if your business needs additional data to be collected. Made for your convenience.

Dynamic Data Management

Option to Modify the default selection option in the forms based on your Business Requirement in all primary modules

We have already preloaded the settings with standard data for generic business-like Lead Status can be Active, Spoke, Proposal Sent, or Closed but you are free to modify the fields based on your business requirement. You can either add a new one or modify an existing one or delete the data which are of no use to your business. The choice is yours.

Brand Theme/Color Management

Flexibility to Change the entire Theme of your CRM similar to your Brand Colors

After all, you have created a brand and want to maintain the same color scheme in all your Brand presence. We respect that and we have given you the flexibility to change the color scheme according to your Brand Color on your own.

Default Settings Management

If something can be predefined at once, why do we need to add the same content again and again?

We give you the flexibility to predefine settings in places where you will be fetching the same data again and again for multiple clients or multiple leads. For example, in a proposal except for a few things, the rest all will be static content and there is no need to change the details for every proposal. We have also provided you with the option to manually change the data for only a particular invoice/proposal irrespective of the predefined settings.