Professional
- Leads
- Contacts
- Accounts
- Cases (Basics)
- Case Management
- Automatic Assignment of email to Cases / ticketsIncoming and outgoing emails are automatically assigned to the right case based on the case number in the email subject.
- Multiple case / ticket typesYou can create multiple case types in the system. This helps you to create a case type for each different process in your organization.
- Service Vs Sales (Opportunity) ticket typesA case type can be of opportunity type (where sales pipeline can be calculated) or of service types. This helps in reporting.
- Add ad-hoc contacts to casesA random contact can be added to any case without creating that contact either as a lead or contact.
- Attachment and notes to casesDocuments can be attached, and notes can be stored for each case. You can store all the relevant data at case record.
- Basic CRM Task Management & Assignment
- Task template for case typeYou can create a task template, consisting of sequence of steps which must be executed for that case.
- Questions on completion of taskFor each task, you can add your own questions which user must answer before completing that task.
- Automatic assignment of tasksEach task can be automatically assigned to a user based on assignment rules. It can be same user as in existing task or it can be different.
- Direct user assignmentUser assignment can be done directly, by specifying user name.
- Assignment via User GroupYou can create a user group, and when assigned via user group, the system will randomly (or by round robbin) pick up the user.
- Case Analytics and Reporting
- 1 Organisational UnitMulti-dimensional case analysis is possible. Two dimensions are possible to be captured at case creation. Those are organizational unit and territory.
- 10 TerritoriesTerritory is a second dimension which you can tag your cases to. For example it can be used to define your geographical divisions.
- Security & Access Controls
- Leads, Contacts, Accounts Authorisation By actionsYou can specify what actions are allowed to the user on this. For example you may only allow create & display options to a specific set of users, but not allow list display or export.
- Case authorisationsYou can specify what actions are allowed to the user on this. For example you may only allow create & display options to a specific set of users, but not allow list display or export.
- Authorisation by rolesAuthorisations can be defined by roles. A role can be assigned to many users simplifying the role maintenance.
- SSL EncryptionYour tenanted area on Solastis.com comes with SSL encryption. This gives you assurance that the data is secured.
- Recaptcha ProtectionLogin page & password reset page is protected by recaptcha. This provides protection from bots.
- Email integration
- Options for email accountsYou can use the default email id in the CRM system like info@yourid.solastis.com (simplest setup), or you can use your custom domain email id (with additional setup).
- Full Email integrationCRM system has a full email client. You can read and send emails directly from CRM. No more complex BCC or manual linking of emails.
- Use your own domain email idYou can setup your own domain email id to work in CRM system. For example you can use say info@acme.com to send and receive emails in the CRM system.
- Automatic linking of email to a caseAs far as possible, system tried to find the relevant case for each incoming email, and attach the email to that case by default.
- Auto Case creation from incoming emailsEmail account can be configures to create a case automatically. This way new sales enquiries emails can trigger new cases.
- Email inbox / OutboxEvery user can see inbox, outbox of the email account assigned to them in the CRM system. This helps identifying any important emails not attached to any case.
- Email notificationsOn happening of certain events, you can automatically trigger a notification either to a requester or to the agent email account.
- Premade repliesCertain email replies are used over and over again. For example first reply to a new enquiry. You can create premade replies and insert it into the email with a simple click.
- Helpdesk Productivity
- Simple configurationSolastis CRM is extremely simple to configure. It will not take more than 1 hour to setup everything and start using the system.
- Helpdesk currencyHelpdesk currency can be set in configuration. This is then used in sales pipeline calculation.
- Set preferred themesSystem offers few color schemes to suit individual needs. You can select the one as per your own preference.
- Set max file size Upto 250 MBThroughout the system, there is facility to attach various files to cases, leads, contacts and accounts. The default max size is 50 MB however you can optionally increase or reduce it to different size.
- Storage (per user) 10 GBSpecific storage per user is included in your plan. Any excess storage will be charged separately.
- 12 X 7 Email supportAll the days – Morning 8 to evening 8 support on email is included.