Solve CRM is a productive CRM for managing customer workflows.
The main features of Solve CRM:
- Hand-offs
Like word problems, only better. A quick way to assign work that provides predictable communication, notification of important steps.
- Workflow automation
Workflows save time and money by automating processes. The schedules are thoughtfully defined, people are correctly assigned and notified, the next steps are queued just in time.
- Google Calendar Integration
Visualize and plan activities across multiple resources. Centralize the history of events throughout the domain. Get access to service records from the fields - everything is based on Google Calendar.
- Known search
Avoid having to search manually using deep notifications and recently used and previously saved lists.
- Setup
Create forms and selection values, organize entries using simple tags, automatically adjust form fields using tags and more.
- Mobile applications
- User Panel
A self-organizing personal toolbar for each user shows what they need from others and what their priorities are.
- Notifications and reminders
Receive email notification right away. Mostly work with your email, as updates (with deep links) are provided automatically.
- Email Templates
Click on the email address and the information will be automatically merged with the new message. Works in web and mobile applications. Excellent time saving.
- Mapping
Integrated geographic mapping features provide detailed proximity, powerful multi-stage route optimization, a short map, street view and direction.