Receive email updates as new features are announced.

New improvements to Report Builder

2017-08-08

Introducing the “Activity changes” report. Monitor which tasks, follow-ups, notes, deals, or interactions (i.e. calls) your staff have touched. At a glance, get a grip on what’s going on in your business to focus on those who needs support, recognize those who deserve it and identify ways to speed things up.

Solve Report Builder

The Report Builder has also seen a large number of incremental updates to existing reports, giving Solve teams more flexibility to dive-deep into their database.

Continue reading …

Solve Client Manager: Now for Everyone

2017-08-03

Solve Client Manager is now available for Android in Google Play, purpose-designed for both phone and tablet use cases. With an arsenal of powerful new features the app has made measurable impacts for a variety of clients, most notably customer-facing field staff. Recently Solve clients in Real Estate, Construction, Finance, Solar, Home Services & HVAC have all seen immediate benefits.

Solve Client Manager Android

Continue reading …

New option: Device notifications

2017-07-18

When something important or time sensitive comes up, Solve Client Manager instantly notifies you via your iPhone, iPad, Android or favourite email app.

Solve Client Manager

Continue reading …

Solve welcomes hundreds of millions of Microsoft users

2017-05-04

Over half a billion users from Office 365, Hotmail, Outlook, Live and Azure can now log into both Solve CRM and Solve Client Manager with a single tap.

Solve Client Manager

Continue reading …

Price reduction for additional storage

2017-05-01

We’ve reduced the price of additional storage by 25% for all plans and doubled the storage provided on our older subscription plans.

Continue reading …

@Realtors: Close more Zillow & Trulia leads

2017-04-24

When a prospect inquires about your Zillow or Trulia property, Solve will automatically create a corresponding contact and instantly notify the appropriate team members.

Solve Client Manager

Continue reading …

New option: Wufoo notification

2017-04-21

When a new lead fills out your Wufoo form, Solve instantly emails appropriate team members so they can react quickly.

Solve Client Manager

Continue reading …

Bring live report data to your phone or tablet

2017-01-16

Report Builder can now automatically update reports in Google Sheets on an hourly or daily schedule, even when the spreadsheet is closed.

Solve Report Builder

Continue reading …

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.

Continue reading …

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

Continue reading …