Our intuitive and user-friendly platform was designed with small and medium-sized businesses in mind.
With Site Solution CRM, you can easily track and manage your customer relationships, sales pipeline, and team performance all in one place.
Only $25 per month!
Feature List
Our CRM can be installed on any WordPress site. We’re happy to give our customers a 30-day free trial! Get in touch to get started
Business to Business
Manage and import customers and contacts.
Click to Call
Click a phone number. Call
your contact.
Customer Files
Upload files and attach them to contacts.
Contact Portal
Contacts get their own private portal on your site.
Companies
Manage your company’s contact information.
Contact Logs
Log important information and notes about contacts.
Contacts
Store and manage contacts from your website admin.
Custom Fields
Add custom fields to
your contacts.
Dashboard
A high-level view of
your business.
Easy Pay
Quick Pay URLs save your contacts from logging in.
Emails
Send emails quickly and easily from your CRM.
Forms to Contacts
Capture leads into your CRM with your website forms.
Invoices
Invoice your contacts
quickly and easily.
Modular CRM
Only use what you need. Turn off modules you don’t.
Quotes
Send Quotes to your contacts. Once they accept, start work.
Tags
Tag your contacts and then quickly filter by tag.
Transactions
Store transactions, orders, or donations to your contacts.
Much More
We could go on and on, but you get the idea.
Ready to try our CRM Software?
This software is a bargain. Get in touch with us to get it installed today. You’ll be amazed at how efficiently you can run your business.