Active Business

Self-managing personal dashboard

Anything from follow-ups to comprehensive workflows, Active Business highlights each user’s priorities and informs them when something needs their attention. This ensures each person knows what’s coming up and what part they play in providing a streamlined service to the customer.

Exceed promises and move work around quickly within your business, while keeping it simple. Here’s how it works …

Priorities

Highlights your active work, neatly organized by due date. For most, this is your one-stop shop that highlights what to focus on.

Tap any task or follow-up to …

Organize work

Dashboard

View history

Dashboard

Update action

Dashboard

Handed-off

Displays the status of any work you hand-off to other people. Solve keeps an eye on it all for you and tracks it until completion so you have assurance it gets done.

Check status

Dashboard

Verify completed work

Dashboard

Incoming

Shows everything that’s new and requires your attention.

Accept or decline work

Dashboard

Claim new business

Dashboard

Accepting a hand-off instantly organizes it into your Priorities.

Next feature

Continue to Hand-offs …