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New feature: Workflows

2018-06-13

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
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Re-imagining Google email and calendar sharing

2017-12-18

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

With emails and events perfectly organized, businesses offer a robust and more consistent service, even when a team member is absent, disorganized or has resigned. Clients notice.

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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.

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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

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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

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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

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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.

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@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

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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

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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

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