Receive email updates as new features are announced.

New: Xero Accounting


Integrate your Xero accounting information so all staff can make smart, informed decisions around how to interact with each client. Use Solve’s time feature, to see how much time the team spent on a project or client vs. how much time was billed.

Solve CRM Xero Accounting
Continue reading …

New: Solve for Gmail


Empower team members who do their best work out of Gmail:

  1. View centralized contact data and all related records at-a-glance
  2. Add contacts from Gmail messages, reducing data entry
Solve for Gmail Add-on
Continue reading …

New feature: Field-security


This one’s a heavy hitter …

Restrict user(s) from accessing or making changes to specific fields using straight-forward controls. Applies to standard fields, custom fields, and custom activity fields. Protection is system-wide, including all search and report features.

Field-security profiles
Continue reading …

New: Enhanced desktop interface


Solve’s best desktop experience yet. Match the same smooth feel of the new iOS and Android apps with the renowned at-a-glance form of Solve CRM.

Solve's new desktop interface
Continue reading …

New enhancement: Searching across related records


Now search on two different record types at the same time. Filter deeper into your data by merging two unique searches into one, joined by the ‘related to’ field.

A few examples:

  • List specific contacts that are related to a specific list of companies
  • List specific contacts that are related to a specific list of projects, cases, locations, etc.
  • List specific projects, cases, locations, etc. that are related to specific companies

Each of the two record types can use the standard full range of search criteria, making this feature extremely useful when asking real-world questions.

Continue reading …

Hand-offs, another breakout feature


“Hand-offs”, a quick way to assign work that ensures predictable communication, alerting you when important steps happen. Like texting tasks, only better.

Accept a hand-off
Continue reading …

New: Improve scheduling workflow, based around Google Calendar


This is a big one …

Solve three common scheduling challenges, all based around Google Calendar.

  1. Schedule Google events from directly inside Solve, with
  2. “Find a time” calendar dashboard to visualize and schedule activity across multiple resources, then
  3. In Google calendar, access or update important information behind an event, or reminder, via the direct-to-Solve link

Find a time

Find a time scheduling using Google
Continue reading …

New feature: Routing


Introducing Routing for Solve Client Manager. Minimize the time, cost and risk associated with field personnel by optimizing routes between 20+ locations.

Optimize route

Solve Routing

Tap to get directions

Solve Routing
Continue reading …

New feature: Workflows


Introducing Workflows for Solve Client Manager. Save time and money by automating the processes that make you successful. In one step instantly add a full sequence of work to complete:

  • Schedules are intelligently determined
  • Users are properly assigned and notified
  • Next steps are queued just-in-time

Complete initial tasks

Solve Workflows

Next ones revealed

Solve Workflows
Continue reading …

Re-imagining Google email and calendar sharing


Staff have information critical to the business locked-up in their individual email and calendar. Solve offers convenient ways to share emails and events, displayed inline on matching Solve records – providing teams with a complete client view.

With Solve Client Manager, sharing Google emails and events has evolved to something simpler and more sophisticated. Just turn it “on”, and it works.

Google syncing
Continue reading …