Manage leads, contacts, deals, quotations, tasks, and inventory in one powerful, multi-tenant workspace.
SollyCRM is engineered specifically for fast-growing businesses requiring isolated tenant workspaces, customizable role permissions, quotation management, and lead pipeline automation.
Your workspace data is completely isolated using strict tenant boundary filters.
Create professional quotations with tax & discount calculation and turn them into closed deals.
Super Admins can manage packages, toggle plan pricing, edit workspace settings, and reset credentials.
Empower your sales reps with intuitive tools designed for modern lead management.
Capture leads from all channels, assign lead owners, track contact histories, and move prospects through custom lead stages.
Generate itemized price quotations with automatic subtotal, tax, and discount calculations. Download and print PDFs instantly.
Visualize your deal flow from Prospecting to Closed Won. Track deal values, expected close dates, and team win rates.
Never miss a follow-up. Set task reminders for phone calls, meetings, and quote follow-ups with priority flags.
Define custom roles like Admin, Staff, or Agent with explicit record-level access rules (Own Records vs. Everyone).
Gain deep insight into pipeline conversion rates, team performance, monthly recurring revenue, and deal forecasts.
Choose the perfect plan for your business size. Upgrade or downgrade anytime.
Join businesses using SollyCRM to streamline operations and close more deals.
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