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Effectively managing both pre-sales and post-sales activities is crucial for maximizing client value and retention. Often, existing clients receive less attention than new ones due to a lack of understanding of their value stemming from inadequate data. Additionally, turnover among sales personnel can lead to difficulties in transferring knowledge about existing clients. Our Best Customer Management CRM Software aims to address these challenges by centralizing client data, ensuring continuity in client relationships, and facilitating seamless knowledge transfer between sales personnel.
Easily tailor the fields to match your business needs effortlessly. Our system allows you to create forms according to your requirements, using a simple drag-and-drop interface. Build your customized forms in minutes, ensuring they align perfectly with your business processes and capture the necessary information efficiently.
Receive daily reminder notifications and timely alerts for necessary client actions, ensuring you never miss a follow-up opportunity. Stay organized and proactive with our system, helping you manage client interactions effectively and capitalize on opportunities for growth.
Once a client is added, our system can automatically send an email or SMS to the client based on predefined criteria for each action performed. This automated feature streamlines communication and ensures timely engagement with clients, enhancing customer satisfaction and relationship management.
Effortlessly filter leads based on single or multiple criteria with our intuitive system. Set up filters for custom-created fields to gain better insights and understanding. This flexibility allows you to tailor your lead management process to suit your specific needs and preferences, ensuring efficient and effective lead management.
Access comprehensive details about a client conveniently on a single page with our integrated system. View information such as proposals, invoices, support tickets, projects, contacts, and past lead communications all in one place. This centralized approach streamlines client management, enhances efficiency, and facilitates better decision-making.
Easily access a summary of invoices raised, payments received, and pending payments for a client in a single view. Additionally, delve into detailed client views to gain comprehensive insights into payment history and outstanding balances. This consolidated approach empowers efficient financial management and enhances client relationship tracking.
Discover how Solid Performers CRM can elevate your business operations, streamline workflows, and drive success. Don’t miss the chance to explore the full potential of the Best CRM Software in Singapore. Book your live demo today and take a proactive step toward transforming the way you manage customer relationships!