The SoliCRM blog
What's new, how-tos, and the French e-invoicing reform explained.
SoliCRM, feature by feature: a guided tour in twelve articles
SoliCRM is a complete CRM for small and mid-size businesses — prospecting, sales, quotes signed online, invoicing ready for the French 2026 e-invoicing reform, payments, customer service, automation and AI — in one application, hosted in France, with a database of its own for every company. This article is the map; each section links to an article that goes into the details.
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Getting started: your workspace and your data, in an afternoon
A CRM is only useful once your customers are in it. SoliCRM is built so that the first afternoon is enough: a workspace of your own, a catalog that fits your trade, a checklist that tells you what is left, and an import wizard that takes your exports as they are.
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Leads, deals and forecasts: a pipeline that tells you where to look
A pipeline full of deals is not the hard part. Knowing which lead to call first, which deal is quietly slipping, and whether the quarter will be made — that is. SoliCRM scores, flags and adds up for you, with rules you can read.
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From quote to signed order: how SoliCRM keeps every commitment straight
A quote is a promise, an order is a commitment, a contract is a term. SoliCRM builds each one from the previous step, lets the customer sign online, and locks what was agreed so that nobody — not even by accident — changes a document after the customer said yes.
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Invoices, credit notes and online payment, done by the book
An invoice is a legal document before it is a request for money. SoliCRM numbers invoices the way French law expects, freezes what was issued, corrects mistakes with credit notes, and lets your customers pay online in a couple of clicks.
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Deposits, progress invoices and retention: billing a project in parts
Big orders are rarely invoiced in one go. A machine is paid 30 % up front; a building site is billed month by month as the work progresses, with a few percent held back as a guarantee. SoliCRM handles the three French practices — facture d'acompte, facture de situation and retenue de garantie — straight from the order.
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How to split a quote into tranches and lots
Building, engineering and fit-out projects are rarely quoted as one flat list. The customer wants the firm work apart from the options, each trade in its own lot, a subtotal for everything, and a recap on the last page. In SoliCRM, you set a tranche and a lot on each product line of the deal — and every document that follows, from the quote to the progress invoice, is laid out that way.
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E-invoicing 2026: Factur-X and approved platforms, built in
France is moving every business-to-business invoice to electronic invoicing. From **1 September 2026**, every company must be able to receive invoices through an approved platform; large and mid-size companies must also issue them that way from that date, small companies and micro-businesses from **1 September 2027**. SoliCRM is ready for both sides of the reform today.
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Customer service: cases, SLAs and an omni-channel console
Customers do not care which channel their question came through; they care that someone answers, on time. SoliCRM brings email, the web and live chat into one list of cases, gives each a deadline, and hands work to the agents who are free.
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An AI assistant that works on your data, with the provider you choose
Most "AI CRMs" send your customer data to whichever model their vendor picked. In SoliCRM, **you** choose the provider — including one hosted in the EU or your own server — and the assistant only ever sends what a request needs.
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Automate and customise without code
Every business has its own fields, its own rules and its own "when this happens, do that". SoliCRM lets an admin set them up from Setup, without a developer and without a separate tool.
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Your mailbox, your phone, your tools: integrations and API
A CRM nobody updates is a CRM nobody trusts. The surest way to keep it up to date is to let it fill itself: from your mailbox, your calendar, your phone system — and to let your other tools read from it and write to it.
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Security and GDPR, built in
A CRM holds the names, emails, phone numbers and history of everyone you do business with. Protecting them is not an option you buy later; in SoliCRM it is part of every plan.
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