Solis Software Solutions

C.R.M

Track leads, boost customer engagement and close opportunities with Solis Customer Relationship Management Software

Solis Customer Relationship Management Software (CRM) allows you to monitor your presales process by capturing all the CRM events: creating a prospects card, capturing the mail sent, the phone calls, the quotes, the quote revisions, converting the prospects in clients. Also monitoring the sales activity: quotes lost, quote won, revisions.

You will have a better appreciation of the sales pipeline according to the quotes and the estimated probability of closing the deals.

SMART FEATURES

3-8-prospect

PROSPECT
to customer management

QUOTATION MANAGEMENT
history

3-8-crm-events

CRM
events/actions management

FEATURES

Get more done with less time with our interconnected modules and features. A complete monitoring tools for all CRM activities pertaining to prospective customers up to confirmed clients.

  • Prospects management
  • CRM events/actions management
  • Presales management and monitoring
  • CRM quotes status and reasons management
  • CRM quotes templates management
  • Prospect to customer management
  • Customisable presales statistics reports and enquiries
  • OLAP reports to ease data analysis
  • Export to excel
  • Full integration to Solis Distribution and Retail modules
  • Full integration to Solis Job Management modules
  • Integration with Solis Accounting

Flexibility & Performance

OUR MODULES
are highly configurable and integrated. We provide full customisation to adapt the solution to your exact requirements.

AN INTERCONNECTED SYSTEM
to increase your business sustainability.
Our software solutions are highly configurable and integrated.

Choose Solis Customer Relationship Management Software

and make sales success a reality. 

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