Solve CRM

Solve CRM offers customizable fields, category tags and activity templates so you can systematically capture specific information about the people you deal with, as well as tailor Solve to turn best practice into business processes.

Solve CRM has the features every business needs the service is also inexpensive. Solve CRM comes pre-integrated with a growing list of amazing web-applications, offering the customers team an arsenal of business tools. Integrating apps provides enormous value to the customers’ business by providing a single interface keeping staff focused and adding context to previously disparate information, leading to better decisions and actions. Solve CRM has unlimited custom fields so that the user can record any customer information you want.

You can then use smart tags to categorize customer information and add context to it, for example plumbers and doctors can have their own distinct data fields. Solve CRM lets the employees systematically link their emails to contacts, companies and projects, and share them with the user’s whole team. So when interacting with clients, team members can pick up where the others left off, maintain coordinated communications and present a clean united front.

Solve now extends the ability to import .CSV and Excel data into project blogs, just like the contact and company import. Easily import your project, property, portfolio or similar records into Solve. The user can even import category tags to classify his/her data as they add it into Solve.

Solve CRM offers tremendous flexibility right out of the box and even more under the hood. Solve CRM comprehensive API lets the user and the user other apps access contact and project data directly.

You may like to read: How to Select the Best CRM Software for Your Business, Top CRM Software, Free, Open Source CRM Software and Best Practices for CRM Implementation.