Workflow is less work and more flow
Simplify all record keeping, communication, scheduling and information sharing; especially when mobile.
Automate work, improve consistency.
- Streamline routines with multi-step workflows
- Tap to effectively hand-off work with all relevant details; tracked to completion
Centralized data pays off big time
Move away from paper, spreadsheets, excessive calling, and unloved software.
Visualize and schedule activity across multiple resources.
- Centralize Google Calendar and Google email history across the entire domain
- Customize to capture the right info, then leverage it with renowned search and flexible Report Builder
Your team earns more 5-star reviews
Automatically remind staff when to act and highlights what the priorities are.
Make it drastically easier for all staff types to contribute, improve service and offer proactive support.
- A simple, self-managing personal dashboard highlight what to focus on
- Exceptional mobile apps ensure everyone has the information they need, even if their workflow is focussed primarily around Google Calendar
Visual tools that go further
Go beyond standard CRM views with practical visual features designed to support real workflows.
Territory mapping is just one example of how Solve360 helps teams plan, assign, and act with clarity.
- See customers, accounts, and activity in visual formats that make planning easier
- Adapt tools like mapping and custom views to how your team actually works
