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Track project metrics

Develop two-way mutually beneficial relationships with strategic supply partners to deliver greater levels of innovation and competitive advantage.

Create a multiple custom stage pipelines
Add notes, make calls, create follow-up
Trigger actions based on flow changes
Assign tasks to individuals or teams
Role based access control

Stay connected with 2-way email sync

Simplify the way staff and agents communicate with built-in 2-way email sync that supports multiple platforms and accounts.

Connect personal & shared email accounts
Send direct emails to contacts and suppliers
Associate emails to contacts, suppliers and proposals
Connect IMAP, Gmail or Outlook
View a complete communication timeline with suppliers

Features you and your team will love.

Web Forms

Create an unlimited number of web forms and integrate the forms on your website or share the link directly. Once the form is submitted, a proposal will be created in Solo CRM.

Customisable fields

You can create custom fields, re-order the existing ones and hide fields per your needs.

Role based access

Organise your staff with different roles and permissions. You can define what team members can see and manage.

Advanced filters

You can use advanced filters to segment your data and easily save filters for use at a later time.

Company Contatcs

Manage and create an unlimited number of companies and contacts, add notes and record calls. Have a clear overview of all proposals, past communications and notes.

Mentions

Mention team members in notes, calls, comments and collaborate faster. After a team member is mentioned, they will receive an email and a notification in Solo CRM.

Products

Create products that your company is buying from potential clients. Insert predefined products in proposals so your team members have a clear overview.

Activities

Create follow-up activities, add custom reminder dates and comments for you and your team members.

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