Solastis CRM+

Solastis CRM+ is a customer relationship management software designed to streamline and automate business processes, improve customer interactions, and enhance overall productivity. According to the vendor, the software is suitable for businesses of all sizes and caters to a wide range of professions and industries.

Key Features

Lead Management: According to the vendor, the software allows users to capture and organize leads from various sources, assign leads to sales representatives, track lead status and conversion rates, and automate lead nurturing and follow-up processes.

Contact Management: The software enables users to maintain a centralized database of contacts, store contact details, communication history, and notes, categorize contacts based on criteria, and track interactions and activities related to each contact.

Opportunity Management: According to the vendor, users can manage sales opportunities and track their progress, assign opportunities to sales representatives, monitor sales pipeline and forecast revenue, and generate reports on opportunity win rates and sales performance.

Sales Automation: The software offers features to automate repetitive sales tasks such as data entry and follow-up emails, schedule and track sales activities, appointments, and tasks, set reminders and notifications for important sales activities, and generate quotes, proposals, and invoices directly from the CRM.

Customer Service and Support: Users can create and manage support tickets, assign tickets to the appropriate support agents, track ticket status and response times, and provide self-service options for customers to find answers to common queries.

Email Integration: According to the vendor, the software allows users to sync emails with the CRM to maintain a complete communication history, send and receive emails directly from the CRM, track email opens, clicks, and responses, and automate email campaigns and follow-ups.

Reporting and Analytics: The software provides customizable reports and dashboards, allowing users to track key performance indicators (KPIs) and metrics, analyze sales, marketing, and customer service performance, and identify trends, patterns, and areas for improvement.

Workflow Automation: Users can create custom workflows to automate business processes, define rules and triggers for automatic actions and notifications, streamline approval processes, and reduce manual tasks to improve efficiency and productivity.

Integration and Customization: The software offers integration with other business systems and tools such as email marketing, accounting, and project management, and allows users to customize the CRM to align with specific business needs and processes. Users can also develop custom modules, fields, and workflows, and extend functionality through APIs and third-party integrations.

Mobile Access: Users can access the CRM on mobile devices for remote work and on-the-go productivity, view and update customer information, tasks, and activities, receive real-time notifications and alerts, and capture leads and opportunities while in the field.