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Solid Performers CRM has proven to be a valuable tool for businesses across various industries. Users have successfully managed leads, …
Starting at $3.99 per month
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What is Solid Performers CRM?
Solid Performers CRM is a sales automation CRM software designed to assist businesses in automating their sales processes, enhancing lead conversions, and improving the productivity of sales teams. According to the vendor, this software solution caters to small to medium-sized businesses and is widely...
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Basic
$3.99
Cloud
per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is Solid Performers CRM?
Solid Performers CRM is a sales automation CRM software designed to assist businesses in automating their sales processes, enhancing lead conversions, and improving the productivity of sales teams. According to the vendor, this software solution caters to small to medium-sized businesses and is widely utilized by sales teams, marketing teams, business development professionals, startups, entrepreneurs, as well as real estate agents and agencies across various industries.
Key Features
Automated Lead Collection: The software allows for the direct collection of leads in the CRM from all lead sources without manual intervention. This feature eliminates the need for manual data entry and consolidates leads from various sources into a single platform.
Automated Lead Allocation: Leads are automatically allocated to sales team members based on pre-defined settings. Manual lead allocation is also available if needed, offering flexibility and control over lead distribution.
Automated Welcome Message: Users can send automated welcome emails, SMS, or WhatsApp messages to new leads. This feature enables personalized and timely communication with leads, creating a positive initial impression.
Automated Reminder Alerts: The software can send automated reminder alerts to sales team members through various channels. These alerts can be triggered by new lead allocation or follow-up reminders, ensuring important tasks are not overlooked.
Automated Follow-Up Message: Users can define automated follow-up or lead nurturing messages with time interval sequences. This feature helps to build awareness and engage leads, increasing the likelihood of conversion.
Sales Automation Tools: The software offers a range of sales automation tools to enhance sales team productivity. Users can create dashboards, generate reports, and efficiently manage the sales pipeline, streamlining the sales process.
Repetitive Manual Work Automation: Users can automate repetitive tasks, such as typing and sending identical emails or creating proposals using templates. This feature saves time and reduces errors associated with manual work.
Missed Follow-Up Prevention: The software helps to prevent missed follow-ups by automating reminders and alerts for timely and effective follow-up. This feature ensures that no potential opportunities slip through the cracks.
Team Management: Users can effectively manage the sales team and optimize their performance with detailed work activity reports. This feature provides insights into individual and team performance, facilitating better decision-making.
Non-Productive Important Works Automation: The software automates important but non-productive tasks, such as sending automated emails and lead allocation. This feature frees up valuable time for sales teams to focus on revenue-generating activities.
All Leads in One Place: Users can collect leads from various sources (Justdial, website, Facebook, etc.) in a single panel for a consolidated view. This feature simplifies lead management and provides a comprehensive overview of all leads in one centralized location.
Conversation History: Users can maintain a record of communication history with leads and deals over time. This feature ensures that valuable communication data is preserved, even when team members leave or change roles.
Solid Performers CRM Features
- Supported: Calendar/Reminder System
- Supported: Contact Management
- Supported: Forecasting
- Supported: Interaction Tracking
- Supported: Lead Management
- Supported: Lead Qualification
- Supported: Mobile Access
- Supported: Quotes/Estimates
- Supported: Referral Tracking
- Supported: Reporting/Analytics
- Supported: Sales Pipeline Management
- Supported: Task Management
- Supported: Workflow Management
Solid Performers CRM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Recommendations
Solid Performers CRM has proven to be a valuable tool for businesses across various industries. Users have successfully managed leads, clients, and vendors, reducing costs for small companies. The software offers comprehensive lead, deal, client, quotation, and invoice management capabilities in one platform, making it an efficient solution for businesses. Users appreciate the ability to easily allocate leads to new employees and access the complete history of lead communications. In addition to lead management, Solid Performers CRM also provides additional functionalities such as project management, task management, and invoice creation and payment management. This flexibility allows users to streamline their workflows and improve overall productivity. Whether it's managing business inquiries and associated contacts or capturing data directly from sources like Facebook and websites using lead capture forms and integration systems, Solid Performers CRM proves to be a versatile tool. It helps businesses effectively manage leads, close deals more efficiently, and improve overall lead management practices.
The software has been particularly useful for startup companies, providing an affordable yet comprehensive solution for managing leads, clients, and invoices. Users have found that Solid Performers CRM helps in creating professional-looking proposals and invoices with watermarks, adding a standard touch when sending them to clients. Managing new inquiries and following up with them has become much easier with this CRM, resolving previous difficulties in the process. Compared to other CRM software options in the market, Solid Performers CRM stands out with its unlimited role creation options. This allows users to allocate roles to individuals or teams based on specific needs while ensuring access restrictions for leads and clients.
One of the key challenges addressed by Solid Performers CRM is managing clients and ensuring timely payments. The software enables easy tracking of all payments received from a client over time, making it easier for businesses to stay on top of financials. Users appreciate the ability to easily follow up with clients and new inquiries on a regular schedule while also managing finances across multiple bank accounts seamlessly.
In summary, Solid Performers CRM offers a wide range of use cases including lead management, client management, proposal management, and invoice management. It eliminates the need for multiple software options by integrating various services into a single platform. The cloud-based access and customizable forms and fields allow users to adapt the software to their specific business requirements, improving data entry efficiency. Overall, Solid Performers CRM has proven to be an effective tool in managing leads, clients, and financials, resulting in improved productivity and streamlined workflows for businesses of all sizes.
Users commonly recommend the software in the following ways:
Give the software a try for at least 1 month before making a long-term commitment. It allows users to fully explore and understand its capabilities.
The software is considered a good product that significantly improves productivity. Users find it easy to learn and use, with a learning curve of less than 1 hour.
Users regard the software as one of the best cloud-based CRM products for implementing business management. It offers dynamic fields and functions that can be customized according to specific business requirements.
Users appreciate the software's cost-effectiveness, as it provides all necessary features for business management in one panel.
In summary, users recommend giving the software a trial period to fully explore its capabilities. They find it easy to learn and use, improving productivity. It is highly regarded among cloud-based CRM products and is a cost-effective solution for business management needs.