Ratings and Reviews 80 Ratings

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • SalesNOW Reviews & Ratings
    89 Ratings
    Company Website
  • Eurekos Reviews & Ratings
    66 Ratings
    Company Website
  • CallShaper Reviews & Ratings
    25 Ratings
    Company Website
  •  monday sales CRM Reviews & Ratings
    1,500 Ratings
    Company Website
  • JobNimbus Reviews & Ratings
    550 Ratings
    Company Website
  • Pylon Reviews & Ratings
    33 Ratings
    Company Website
  • Birdeye Reviews & Ratings
    4,121 Ratings
    Company Website
  • Qomon Reviews & Ratings
    52 Ratings
    Company Website
  • Leap Reviews & Ratings
    540 Ratings
    Company Website
  • Planfix Reviews & Ratings
    57 Ratings
    Company Website

What is Solid Performers CRM?

Solid Performers CRM is a rapidly expanding Pre & Post Sales Management solution tailored to meet diverse business requirements. We proudly hold the ISO 27001:2013 Certification, ensuring our commitment to Data Security and Maintenance. Our advanced Cloud Infrastructure, powered by Amazon Web Services, guarantees unparalleled service availability, sustainability, and reliability around the clock. We are dedicated to "Delivering Excellence" at every step of our customer interactions. As one of the few SAAS CRM platforms capable of managing a wide array of tasks, Solid Performers CRM offers features such as lead management, client management, follow-up tracking, seamless lead-to-client conversion, proposal handling, proforma invoice processing, invoice oversight, product management, and a host of additional functionalities, making it an all-in-one solution for businesses seeking efficiency. This comprehensive approach ensures that users can streamline their processes and enhance productivity effectively.

What is Practifi?

Practifi functions as a platform for optimizing performance, transforming data into practical insights and excellence on a broad scale. We enable wealth management firms to break free from the constraints of traditional CRMs and discover new opportunities. Unlike standard CRM systems, Practifi seamlessly connects your team, data, and premium tools, delivering the necessary visibility and oversight required to drive your organization forward. Our enterprise workflow engine, open API, and extensive analytics streamline data sources, improving both actions and insights. Recognized as a top contender in the industry, Practifi has garnered multiple awards for its innovative features and smart platform design. We believe that partnership is a promise that goes beyond simply resolving issues as they emerge. Our committed team works hand in hand with clients to address their challenges or develop solutions when they are not readily available, ensuring we effectively adapt to their changing needs and provide ongoing support. This collaborative approach helps us foster long-term relationships that contribute to mutual success.

Media

Media

Integrations Supported

Addepar
CircleBlack
Facebook
Google Calendar
Google Contacts
MoneyGuidePro
Wufoo
Zapier
Zocks

Integrations Supported

Addepar
CircleBlack
Facebook
Google Calendar
Google Contacts
MoneyGuidePro
Wufoo
Zapier
Zocks

API Availability

Has API

API Availability

Has API

Pricing Information

$ 20 per user per month
Free Trial Offered?
Free Version

Pricing Information

$80 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Solid Performers Pvt. Ltd

Date Founded

2015

Company Location

India

Company Website

solidperformers.com

Company Facts

Organization Name

Practifi

Date Founded

2013

Company Location

Australia

Company Website

practifi.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Popular Alternatives

Popular Alternatives

enVisual360 Reviews & Ratings

enVisual360

enSynergy Professional Services
easygrahak Reviews & Ratings

easygrahak

Swarajya Infotech
CVenture  Reviews & Ratings

CVenture

Chamunda Tech-Net Service