Pre-integrated cloud applications

“Choose your friends wisely”

Solve CRM comes pre-integrated with a growing list of amazing web-applications, essentially offering your team a “fistful” of talent.

This integration of useful applications intelligently organizes your disparate application info into a single interface, streamlining how they are used. A powerful mash-up strategy that offers many FREE benefits …

  • Make faster, better informed decisions
  • Increase accessibility and usefulness of other apps
  • Discover new opportunities to engage clients

Take a quick peek at the opportunity Solve offers each of these hand-picked leading applications …

G Suite

G Suite

Earning distinction as a Google Cloud Premier Partner, Solve sports more useful G Suite integration than any other product, period. Highlighted integrations include:

  • Full contact access and email linking directly inside a Gmail message
  • Personalized Sheet reports and Document mail merging add-ons
  • Two-way contact, calendar and email sync

Making Solve “best-of-breed” for Google teams. More …

Xero

Connect the front and back ends of your business and help your client facing staff make better decisions by displaying accounting data in-context on contact and project records. One-click invoices from Solve opportunities, contact sync and links between systems. More …

Xero

FreshBooks

Solve offers FreshBooks users a unified view of each client’s history and billing data directly within their CRM record. One-click to generate new estimates & invoices and sync your contact data between systems. More …

FreshBooks

Wufoo

Enjoy the most popular CRM among Wufoo users (just ask Wufoo), by capturing your website visitor data, and instantly saving or updating it in Solve. Then trigger your workflow by automatically adding category tags, inserting activity templates and assigning the record to a member of your team. So any emails that need to be sent, or tasks to be done are automatically and immediately added to the queue. More …

Wufoo

Constant Contact

Easily push lists of Solve contacts into Constant Contact to send your email campaigns. Solve will automatically update the recipient’s interaction with each of your campaigns directly on their contact record, in context with the rest of their Solve data. More …

ConstantContact

MailChimp

Easily push lists of Solve contacts into MailChimp to send your email campaigns. Solve will automatically update the recipient’s interaction with each of your campaigns directly on their contact record, in context with the rest of their Solve data. More …

MailChimp

Zendesk

Keep your sales and support staff informed at-a-glance by automatically pulling in your contacts complete support ticket history. This offers your team convenient access to your Zendesk information, in context with the rest your contact’s Solve data. More …

Zendesk

Zapier

Enhance the way you run your business through quick and powerful workflow automations. Similar to webhooks, “Zaps” offer custom trigger-action integrations between Solve and other popular systems (HubSpot, Unbounce, etc.) to help automate your business processes - packaged and ready to implement. More …

Zapier

RingCentral

Connect RingCentral with Solve to automatically pop-open a contact’s record when they phone. Solve can also offer a similar integration with Ringio, 3cx Phone System, Zoiper and other VoIP applications. More …

RingCentral

Olark

Automatically link your Olark chats to the contact’s Solve record, as you complete your conversation. This keeps your team up-to-date and the conversation in context. More …

Bringing it all together

Combining the information from Solve and other sources, while presenting it in the right context increases productivity and creates whole new ways to support your clients. See how pulling client data from Solve and other apps into a Gmail message using Solve’s Gadget can paint a clearer picture. It’s magic, with no tricks.

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