Receive email updates as new features are announced.

New option: React instantly with assigned-to notifications

2016-11-04

Users will now automatically receive an email notification when a record is assigned to them, or a Workgroup they belong to. Handy for reacting instantly to new incoming leads, handing off projects, and keeping a heads up on your changing priorities.

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New improvement: Report Builder for Google Sheets

2016-10-26

We’ve made significant investments in modernizing Solve’s very popular Report Builder in Google Sheets. Focussing on simplicity and ease of use, you’ll notice a refreshed design.

Solve Report Builder

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Re-imagining mobile

2016-07-27

Solve previews the biggest release ever

Something fundamental has changed in people’s routines around how we interact with technology. We check email with our phone, we pay bills with our phone, we even hail cabs with our phone. When given the option between our phone and our computer, more and more we choose the phone.

That said, Business Apps are still focussed on the desktop and mobile has never really been taken seriously. Solve on the other hand, sees massive value in mobile and has been investing heavily in an app that’s both simple and useful. It’s one of those rare of apps you’d rather use on your phone.

Solve Report Builder

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New option: Importing project blogs

2015-08-20

Solve now extends the ability to import .CSV and Excel data into project blogs, just like the contact and company import. Easily import your project, property, portfolio or similar records into Solve. You can even import category tags to classify your data as you add it into Solve. It’s a handy way to get started quickly.

Project blog import

You can also use Solve’s project blog import tool to quickly make mass changes and updates to field and category tag project data.

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Automate more of your workflow using Zapier

2015-04-20

Using Zapier, easily enhance the way you run your business through quick and powerful automations. Similar to Solve’s webhooks, “Zaps” offer custom trigger-action integrations between popular systems to help automate your business processes - packaged and ready to implement.

Zapier examples

Earlier this week Solve teamed up with Zapier to demonstrate some best practices, use cases and the quick setup for these powerful Zaps. Sit back and enjoy the recorded session …

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Ways mobile can 10x your game

2015-03-26

Solve’s new mobile app for iPhone, iPad and Android will change how you think about doing business, challenging you to “think outside the desktop” and imagine what true personal computing means to your success.

Mobile CRM Example

Solve’s taken a big leap towards something you’d want by your side as you stroll down main-street, wait in line, or hustle between locations.

  • Manage a lot of data comfortably
  • Organize and automate with simple tools
  • Access and update quickly without interrupting your flow
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New option: Time tracking for Google Sheets

2015-03-25

Pull Solve’s “Time tracking” report into Google Sheets, similarly to how you can pull in Opportunity, Next actions and Follow-up reports.

Google sheets time tracking

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New feature: Use your own outgoing email service

2015-02-04

Typically, Google displays a warning on any of your mail-service transactional messages, giving away the “secret” of your automated system. A Constant Contact example:

Gmail direct to before

Enable Solve’s new “Outgoing Email Service” add-on to dispatch your transactional (automated) Solve messages using your own email system. This regains the feeling of a personal touch in your message … just as if you typed it yourself.

Feature enabled
Gmail direct to before

Feature disabled
Gmail direct to before

This unique feature increases the trust level of the messages, substantially reducing the possibility that your automated emails will be filtered or rejected as spam. Transactional messages become visible in your Sent folder, and Google presents the emails to the recipient as if you typed and sent them normally.

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New feature: (re)direct emails between Google Apps accounts

2014-10-21

Cleanly direct an incoming email from one Gmail inbox to another within your team, using Solve’s Webmail feature.

Gmail direct to before

The message will be copied to the specified user’s own Gmail Inbox with a special “{<—your name}” label added so they know the message was directed to them by you.

Gmail direct to after

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New improvement: Google events include a permalink back to Solve

2014-10-20

When syncing Solve events to your Google calendar Solve now embeds a link in Google back to the related Solve CRM record.

Google calendar sync

Click to open the corresponding CRM record the same way it does in Solve’s own calendar. This saves you from manually searching for the CRM record in Solve each time you’re preparing for a call or meeting.

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