CRM

CRM – Build Effective Sales and Lasting Relationships

Many CRM systems overwhelm you with excessive features or lock key functionalities behind paywalls, slowing you down rather than supporting you. The CRM Module within the SolutionsInc System has been designed to enable effective work – it’s intuitive, valuable, and built to support your sales team without unnecessary complications, fully integrated with other business operations.

Why is the SolutionsInc CRM Module the Smart Choice for Your Business?

1. Flexible Scalability for Growing Teams: Grow your sales team without concerns about uncontrolled software costs. The CRM Module in the SolutionsInc System is designed to scale with your needs, providing flexibility and predictability of expenses within an integrated platform.
2. Comprehensive Client View (360°): Gain a complete insight into client relationships. Track leads, sales opportunities, contacts, and the entire communication history in one unified view. This ensures you have all the necessary information to make informed decisions and personalise interactions, leveraging data from other modules within the system.
3. Visual Sales Pipeline: Manage your sales opportunities intuitively using a visual Kanban board. Drag and drop transactions between custom stages that perfectly mirror your unique sales process, providing clarity and control over your pipeline.
4. Confident Sales Forecasting: Plan for the future with greater precision. Monitor expected deal value and closure dates to stay on top of revenue projections and effectively allocate resources, utilising financial data available within SolutionsInc.
5. Built-in Integrations for Seamless Communication: The CRM Module of the SolutionsInc System easily integrates with key communication tools such as email, messaging platforms (e.g., WhatsApp), and other essential applications you already use in your work. This ensures a consistent flow of information and streamlined communication with clients.
6. Dashboards and Reporting for Clear Insight: Get a clear overview of sales performance with intuitive dashboards and comprehensive reports. Monitor transaction statistics, conversion rates, and key metrics of top performers to identify areas for improvement and optimise your strategy within the integrated SolutionsInc environment.

What the SolutionsInc CRM Module Has to Offer:

• Contact and Deal Management: Keep all leads, contacts, deals, and organisations organised in one place, creating a clear and always up-to-date sales pipeline. You’ll never miss crucial information.
• Integrated Communication: Track emails, phone calls, chats, and team discussions within one system to ensure smooth coordination and full context for every client interaction.
• Personalisation and Control: Adapt the CRM Module of the SolutionsInc System to your specific business needs. Create custom fields, define your own workflows, and manage permissions to ensure the module perfectly reflects your processes and requirements.
• Sales Process Automation: Reduce manual work. Automate lead assignments, follow-up activities, and deal progression, allowing the sales team to focus on building relationships and closing deals.
• Customised Views and Reports: Customise how you view your data. Create and save your own views, set public or pinned views for quick access to the most relevant information, ensuring effective analysis.
• Seamless Integrations: The SolutionsInc CRM Module easily connects with other modules of the SolutionsInc system and external tools you already use, including email, phone applications, or messengers (e.g., WhatsApp). This guarantees data consistency and eliminates the need for manual data transfer.
• Availability Across Devices (Progressive Web App Concept): Access CRM functionalities from any device – desktop, tablet, or smartphone. Enjoy a fast, intuitive, app-like experience directly from your browser, providing flexibility and the ability to work from anywhere.

Our Philosophy: A CRM Module Designed for Effective Sales

We believe that client relationship management systems should support sales teams, not hinder them. Too often, we encountered solutions that, instead of helping to close deals, became overwhelming – filled with rigid structures, superfluous fields, and complicated workflows.

That’s why, in designing our CRM module within SolutionsInc, we focused on creating a tool that is simple, flexible, and gives sales teams full control within an integrated system. Our goal was to deliver key functionalities that genuinely support lead management, interaction tracking, and dynamic deal progression, enabling our clients to achieve their sales targets faster, without compromising data consistency.