How to use Solve CRM @solve360 #WebToolsWiki

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Solve is a modern CRM application that integrates features to manage client projects. It’s ideal for small teams in service based companies that need a flexible solution.

– Renowned Google Apps and Xero integration
– Your team will actually use it
– A Google Staff pick, see why
– We have your back, 14 year track record of success

A modern CRM with features to manage projects.

They help you manage your client interactions and keep everyone coordinated If you work with people you manage a lot of information. This work a lot of your daily time and creates little value for your customers. Coordinated teams spend far less time “communicating” and more time planning and doing the right things. Imagine the benefits you’ll realize supported by a simple, client-focused system. Discover how our Solve360 will make a huge impact to your bottom line. Oh, and the best part is your team will actually use it.

Automating repetitious activities saves you massive time and squeezes out human error. Solve CRM lets you do exactly that with something called Activity Templates. These templates are reusable sets of actions that you do on a regular basis. Copy and insert them onto contacts, companies, or project blog pages at any time. Discover best practices, save and share them with the team so everyone follows the same process. Refine and repeat.

The more you know about your customers the better you can segment and serve them. Solve CRM has unlimited custom fields so that you can record any customer information you want. You can then use smart tags to categorize customer information and add context to it, for example plumbers and doctors can have their own distinct data fields. Leverage this specific data by quickly generating (and saving) customized lists in your CRM and projects.

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