Features that make teams more efficient

Hand-offs

Like texting tasks, only better

Assign work to others, they’re notified to accept, you’re kept in the loop until it’s done. Simple, tight and more fun than Angry Birds.

Workflow automation

Instantly add a full sequence of work

Workflows save time and money by automating processes. Schedules are intelligently determined, people are properly assigned and notified, next steps are queued just-in-time.

Renowned search

Quick access in any context

Avoid the need to search manually using deep-linked notifications, recently accessed lists and pre-saved and shared multi-criteria lists. Or of course search by tapping just a few characters too!

Customization

Quickly refine the system to your needs

Create dynamic forms, segment records with simple tags, set a custom record type, automatically merge data into email templates and customize selection values.

User dashboard

Real-time "what to do next"

Self organizing personal dashboard for each user highlights what others need from them and what their priorities are.

Exceptional mobile apps

Expect to be pleasantly surprised

“Omgosh it’s so simple, so easy” — Even staff hesitant to change will love Solve’s native iOS and Android app. Tap to watch a 2 minute video, and see it for yourself.

Google email integration

Tap “on” and it just works

Centralize access to customer email history from the team’s individual Gmail accounts. Perfectly organized inline with every other interaction your team’s had with the contact.

Google calendar integration

Consolidated view of everyone's events

Manage events from both inside Solve (client perspective) and in Google Calendar (resource perspective) for optimal workflow and real-time access.

Flexible reporting

Business snapshot in Google Sheets

Quickly pull-up custom reports that monitor where your staff are investing time, and what the most profitable work is.

Single client view

A business file with all relevant data at-a-glance. Ensures business continuity with staff and shows relationship with other records - critically useful.

Activity management

Activities document what’s happened, what’s planned and keeps the team organized. Activities can be customized and reported on. Comments, photos and formatted notes become surprisingly useful.

Relate records

Connect anything to anything with selection of how they relate e.g. parent, employee, manager - create your own list. Show all activities from related records for a complete view.

Notifications and reminders

Receive a device or email notification right at the perfect moment. Largely work from your email as updates (with deep links) are provided automatically.

Secure sharing

Comfortably control who has access to what sets of data. Or, share individual records and assign work to anyone in-or-outside your team - for free.

Incoming & follow-up

Automatically creates corresponding contacts from your incoming web-leads and instantly notifies the appropriate team members for action.

Email templates

Tap an email address and have information automatically merged into the new message. Works on web and mobile apps. A great time saver.

Mapping

Integrated geo-mapping features provide proximity details, powerful multi-step route optimization, at-a-glance map, street-view and directions.

Restore deleted items

If anything in the system is inadvertently deleted, one-tap puts it right back.

Wufoo web forms

Capture and update records from your websites with easy to implement web-forms with Wufoo.

Rich note taking

Staff love to leave notes and comments. Rich format editors in all apps are easy to use and really help communicate important details.

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