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

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Solve Workflows

Workflows on Solve Client Manager is exceptionally simple on a phone, tablet and of course desktop. Learn more and try it now …

Solve CRM clients can request to try it free with your live Solve data.