Solve CRM

Additional features

Manage what's important

Focus on the core aspects of your business relationships and operations.

Servicing Customers focus

Designed with a strong emphasis on providing excellent customer service.

CRM for service management

Tools and functionalities specifically tailored for managing service-related tasks and workflows.

Team scheduling

Features to effectively organize and manage the schedules of your team members.

Sales CRM

Capabilities to manage your sales pipeline, track leads, and close deals.

Awesome integration with Google email

Seamlessly connect and manage your Gmail directly within the CRM.

Awesome integration with Google Calendar

Synchronize and view your Google Calendar events and schedules within the CRM.

Workflow simplification

Tools aimed at making your business processes more efficient and less complex.

Record keeping

Centralized system for storing and managing important business records and information.

Communication management

Features to track and organize communication with customers and team members.

Scheduling

Tools for planning and organizing appointments, tasks, and other activities.

Information sharing

Facilitate easy access and distribution of relevant information across your team.

Mobile accessibility

Ability to access and use the CRM on mobile devices, ensuring flexibility on the go.

Automate work

Set up automated processes to reduce manual tasks and improve efficiency.

Improve consistency

Implement standardized workflows to ensure a uniform approach to tasks and service.

Streamline routines with multi-step workflows

Create and manage complex, automated sequences of actions.

Effective work hand-off with tracked details

Easily assign tasks to team members with all necessary information and track their completion.

Centralized data

Store all your critical business information in one unified platform.

Move away from paper

Reduce reliance on physical documents by digitizing your records.

Move away from spreadsheets

Replace manual data management with a structured CRM database.

Reduce excessive calling

Improve communication efficiency through centralized information and automated processes.

Replace unloved software

Offer a user-friendly alternative to outdated or inefficient systems.

Visualize activity across multiple resources

Gain a clear overview of team workload and resource allocation.

Schedule activity across multiple resources

Plan and assign tasks and appointments to different team members.

Centralize Google Calendar history across the entire domain

Access and view past Google Calendar events for all connected users.

Centralize Google email history across the entire domain

Access and view past email communications for all connected users.

Customize data capture

Tailor the CRM fields and forms to collect the specific information relevant to your business.

Renowned search functionality

Quickly and easily find the information you need within the CRM.

Flexible Report Builder

Create custom reports to analyze your data and gain valuable insights.

Automatic staff reminders for actions

Set up automated notifications to remind team members of upcoming tasks and deadlines.

Highlights priorities

The system helps users focus on the most important tasks and activities.

Easier contribution for all staff types

Designed to be user-friendly for various roles within your organization.

Improve service

Provide better customer support through organized information and efficient processes.

Offer proactive support

Anticipate customer needs and provide assistance before issues arise.

Simple, self-managing personal dashboard

Each user has a clear overview of their assigned tasks and priorities.

Exceptional mobile apps

High-quality mobile applications for both web and iOS platforms.

Information access on the go

Ensure team members can access critical data and CRM functions from their mobile devices.

Workflow focused around Google Calendar (mobile)

Mobile app designed to integrate seamlessly with Google Calendar-centric workflows.

Easy to customize

The CRM can be adapted to fit your specific business needs and processes.

Inexpensive pricing ($25 per user monthly)

Offers a cost-effective CRM solution.

Includes Web app

Access the CRM through a standard web browser.

Includes iOS app

Native application for Apple iOS devices (iPhones and iPads).

First 14-days FREE (no credit card)

Allows potential users to try the full features of the CRM before committing to a subscription.

Keep track of anything and everything

A versatile system designed to manage a wide range of business-related information.