Solve CRM

Solve CRM Updates

Solve CRM mention · June 1, 2015

Five Ways to Manage Contacts, Customers and Sales Leads with Ease

The Zapier Monthly: Contact Mangement Edition | Vol. II, Issue 5 Every month, we teach you how to use Zapier to solve a problem or reach a goal. This month, we're showcasing how to streamline the creation and management of contacts in your CRM. Managing contacts is like sorting socks...read more
Solve CRM mention · September 23, 2014

The 25 Best CRM Apps for Every Business

Managing your contacts didn’t used to be so difficult. When you started your business, you had a handful of suppliers and customers, and few enough team members that you could memorize their email addresses. Things change. That’s good: business is growing and you have more people than ever...read more
Solve CRM update · September 17, 2013

Solve360 Tagged Contacts Trigger

Good news Solve360 users! Now you can trigger Zaps whenever a tag is applied to a certain contact! Category tags are really powerful and let you create custom workflows inside Solve360. Now, Zaps can be triggered whenever a tag is applied to a new contact! Check it out and get...read more
Solve CRM update · April 12, 2013

Solve360 Contact Category Tags

We've added a new "Pretty Category" to the Solve360 New Contact trigger! Before you'd get boring old IDs that were hard to filter on. Now, you'll get the actual name of any category tags applied to the contact. Perfect for use with Zapier's custom fiters.read more
Solve CRM update · February 22, 2013

Add Tags to Companies with Solve360

Just like you can use Zapier to create new contacts in Solve360 with category tags, you can now create companies with category tags! Just provide us with a comma-separated list of tags you want to apply and we'll add (or create them if they don't exist) when your...read more
Solve CRM update · January 26, 2013

Set Company on Contact Creation in Solve360

If you are creating contacts with Zapier you may have noticed the absence of a Company field to create relationships. Well, it is absent no more! Just slap the name of the company into the field and let Zapier do the rest!read more
Solve CRM update · January 9, 2013

Set Contact Shared With

Now it is easy to define who exactly sees your new contacts in Solve360. Previously, it only allowed you to set it private to yourself.read more
Solve CRM update · January 4, 2013

Apply Tags/Categories

Now when you create a contact or company, you have the option of including tags or categories to apply to the contact. If the tag/category is missing, we'll create it for you!read more
Matthew Guay
Written by Matthew GuayLast updated October 31, 2014

A lot of the stuff you do is repetitive. You likely perform many similar tasks with each new client, and email them each very similar messages and documents. You've got all the steps mapped out in your head, but you're wasting time retyping stuff every time.

Solve CRM aims to fix this problem by letting you use templates for everything. You can make activity templates with the tasks, calls, meetings and more you'll need with each new client, complete with the amount of time needed between each one, and then make email and document templates that can be quickly reused when needed. Then, when you add a new lead, Solve will set everything in motion for you.

The sales process you'll need to take your customers through is different for every business, as is the types of data you'll need to collect. Solve lets you customize both with your own sales process and as many custom fields as you need, to make sure you track everything. You can also customize workgroups to make sure you're sharing exactly what you want with each part of your company.

You won't have to copy and paste data much with Solve CRM, since it's integrated with many of the apps you already use. You can send email newsletters to your contacts with MailChimp or ConstantContact, log phone calls from RingCentral, store billing data from Xero and Freshbooks, and add leads with Wufoo forms or Zendesk support tickets.

Perhaps the most exciting feature in Solve CRM is its Google Apps integration. Unlike the standard Gmail sync that's in so many CRMs, you'll find a link tool that lets you set Gmail tags and relevant sharing permissions. Then, when you add the tag to any email, it's shared with the team members you want and linked to the relevant contacts. You'll also find a complete Solve page underneath your Gmail emails with contact info and more, including far more details than a CRM sidebar in Gmail ever could.

It's not just Gmail that's a 1st class citizen. You'll also find 2-way Google Contacts and Calendar sync, email templates in Gmail that can be auto-filled from your CRM data, and Google Maps previews for all addresses. There's also integration with Google Sheets spreadsheets for advanced reports that are easy to customize on your own. And, to top it all off, there's a Google Docs Mail Merge tool that lets you auto-fill template documents with info from your CRM and then save them as PDFs.

Leave Google integration out, and Solve CRM is still a good CRM. But it's so great when you integrate it with Google Apps, you won't want to use it without them. If you've ever wished you could email with templates that auto-fill with your contacts' info or make documents from your address book, Solve is the CRM to try.

Have any feedback on this overview, or something we should change? Let us know!

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