Solve CRM

Description

Solve is a modern CRM that integrates features to manage client projects. It's ideal for teams in that need a flexible, inexpensive and integrated solution.

Solve CRM has earned the designation as an official "Google for Work Premier Partner".

Free no-hassle 14-day trial (with support).

=== RENOWNED INTEGRATION WITH GOOGLE APPS ===

* Synchronization

Solve’s two-way Google sync lets you mirror your Google mail, contacts and calendar in Solve.


* Gmail Gadget

The Gmail Contextual Gadget pulls Solve CRM right into your Gmail window, showing off a clean, at-a-glance view of everything your team knows about the person behind the message. All this right from within the email message! Also, rather than jumping back to your CRM to lookup other contacts or projects related to the sender, the Gadget lets you browse through Solve, keeping you focused and efficient.

* Linking Emails - Dropbox

This industry leading feature lets you automatically link your existing and future Gmail emails, to your Solve CRM contacts using Gmail labels. It also lets you easily share and unshare important emails with other members of your team. With Solve, you can also customize how emails link to contacts and projects on a record-by-record basis and in the case of projects, on a email-by-email basis. So if too many emails are linking to a certain contact, you can dial it down, or if a certain email is not linking to a project, you can force it.

* Google Sheets Report

Reporting gives you perspective on customer trends and lets you answer ad-hoc questions about your business. Solve CRM has useful activity reports, so you see what is going at a glance, as well as expanded data reporting to add context. These catch the usual suspects, now look further ahead. Remember those days when we hoarded data into Excel where we could slice-and-dice at will? With the Solve CRM Google Sheets add-on you can pull your Solve data directly into a Google Spreadsheet where you can manipulate it, apply formulas or turn it into a visually compelling chart.

* Google Docs Mail Merge

Solve’s mail merge Add-on helps you quickly fill out standard documents such as contacts, invoices and proposals with data in Solve. Just create templates in Google docs, and then replicate them at the push of a button, pulling in Solve data. Create a document, a set of documents or even a sheet of labels. Merged docs are saved in your Gmail Drive where you can share them, print or download them as a PDF.

And much more ... https://solve360.com/google