Solid Performers CRM
InfoFlo is a platform that offers solutions to users to manage their customer relationships, and it does not have any recurring costs. The platform comes with a feature that allows users to keep everything in their system streamlined, and they can integrate their office management solution completely with PBX.
Moreover, it enables users to sync their contacts and calendar events with the Outlook and stay updated with all the details. The platform also provides a unique document management software that enables users to manage their files, and they can know who has check-in and out of the system. Moreover, its marketing tool helps users to retain customers and build long-term relationships with prospective clients.
Users can create milestones for all of their projects through it, and they can associate different tasks with these milestones. InfoFlo enables users to link their emails with specific contact to know the incoming and outgoing emails all the time. Moreover, the platform helps users store their documents in it for later users, keeping it safe.
More About Solid Performers CRM
Solid Performers CRM is a platform that allows users to manage their business satisfyingly. The platform comes with effective lead management through which users can never miss any prospect, and they can collect all the details about their leads. Moreover, the platform also makes it easy for the users to manage their clients, and they can keep the detail of their clients from their arrival to the billing.
The platform has a professional project management system that allows users to manage their projects, assign tasks, and allocate them to their teams. Moreover, users can add any number of vendors to the software, and they can handle all the purchasing of products through it. Solid Performers also allows users to handle the invoicing feature to generate invoices for the customers online.
Solid Performers CRM helps the staff manage finances and keep track of the income and expenses. Lastly, it also allows the managers to use its user roles feature to restrict different people’s access to the documents.